Group 1 - The company, Zhongke Chuangda, focuses on multiple AMR and unmanned forklift products aimed at factory and warehouse logistics [1] - The company's products have been successfully implemented in various industries, including automotive parts, rubber manufacturing, food and beverage, third-party logistics (3PL), and white goods [1]

格隆汇8月4日丨中科创达(300496.SZ)在投资者互动平台表示，公司与微软和Meta都是合作伙伴。 ...

Group 1 - The company Zhongke Chuangda (SZ 300496) announced on August 1 that it has repurchased a total of 601,300 shares, accounting for 0.13% of its total share capital, with a total expenditure of 30.74 million yuan [1] - The highest transaction price for the repurchased shares was 55.9 yuan per share, while the lowest was 48.65 yuan per share [1] - For the fiscal year 2024, the company's revenue composition is as follows: smart automotive accounts for 44.88%, smart IoT accounts for 28.7%, and smart software accounts for 26.42% [1] Group 2 - A warning from a German executive in China highlighted the dangers of a price war in the intelligent driving sector, stating that offering such services for free could lead to disastrous consequences for the entire industry [1]

Core Viewpoint - Zhongke Chuangda (300496.SZ) announced a share buyback program, indicating a commitment to enhancing shareholder value through capital return strategies [1] Summary by Categories Share Buyback Details - As of July 31, 2025, the company has repurchased a total of 601,300 shares, which represents 0.13% of the total share capital [1] - The highest transaction price during the buyback was 55.90 CNY per share, while the lowest was 48.65 CNY per share [1] - The total amount of funds used for the buyback reached 30.7474 million CNY, excluding transaction fees [1]

Group 1 - The company Zhongke Chuangda (300496.SZ) announced a share buyback program, with a total of 601,300 shares repurchased, accounting for 0.13% of the total share capital [1] - The highest transaction price during the buyback was 55.90 CNY per share, while the lowest was 48.65 CNY per share [1] - The total amount of funds used for the buyback reached 30.7474 million CNY, excluding transaction fees [1]

中科创达软件股份有限公司 关于回购公司股份的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 中科创达软件股份有限公司（以下简称"公司"）于2025年4月7日召开第五 届董事会第七次会议审议通过《关于回购公司股份方案的议案》，公司拟以集中 竞价交易方式回购公司股份，本次用于回购的资金总额为不低于人民币5,000万 元（含），不超过人民币10,000万元（含），回购价格不超过96元/股。具体回 购资金总额以公司公告回购方案实施完毕之日实际使用的资金总额为准。本次公 司回购股份的资金来源为公司自有或自筹资金。回购的股份将用于员工持股计划 或股权激励。本次回购股份的实施期限为自公司董事会审议通过本次回购股份方 案之日起12个月内。具体内容详见公司披露于巨潮资讯网的相关公告。 根据《深圳证券交易所上市公司自律监管指引第9号—回购股份》等相关规 定，回购期间，公司应在每个月的前3个交易日内披露截至上月末的回购进展情 况。现将公司截至2025年7月31日的回购进展情况公告如下： 一、 股份回购进展情况 公司拟向银行申请回购专项贷款用于继续实施本次回购计划，并已取得 ...

Group 1 - The company, Zhongke Chuangda, confirmed its involvement in providing smart instrument solutions to manufacturers of two-wheeled vehicles, including electric bicycles and motorcycles [2] - The inquiry from investors specifically asked about the company's engagement in the electric bicycle industry chain, including complete vehicles, components, and battery swapping services [2]

Market Overview - The Shanghai Composite Index closed at 3590.38 points, below the five-day moving average, with a decline of 0.70% [1] - The total trading volume of A-shares reached 15,250.45 million yuan [1] Stocks Performance - A total of 374 A-shares broke through the five-day moving average today [1] - The stocks with the largest deviation rates include: - Yidian Tianxia (易点天下) with a deviation rate of 14.50% and a daily increase of 20.00% [1] - Digital Certification (数字认证) with a deviation rate of 13.64% and a daily increase of 20.00% [1] - Xiling Power (西菱动力) with a deviation rate of 12.52% and a daily increase of 19.00% [1] Detailed Stock Data - The following stocks showed significant performance: - Yidian Tianxia (易点天下): Latest price 33.54 yuan, five-day moving average 29.29 yuan, turnover rate 32.17% [1] - Digital Certification (数字认证): Latest price 36.60 yuan, five-day moving average 32.21 yuan, turnover rate 13.29% [1] - Xiling Power (西菱动力): Latest price 20.54 yuan, five-day moving average 18.25 yuan, turnover rate 12.74% [1] - Other notable stocks with smaller deviation rates include: - Nengke Technology (能科科技) and Zhongke Soft (中科软), which just crossed the five-day moving average [1]

格隆汇7月30日丨中科创达(300496.SZ)在投资者互动平台表示，在Robotaxi领域有相关业务合作。 ...

Summary of Conference Call Records Industry Overview - The conference call discusses the software industry in China, focusing on nine companies: Kingsoft Office, Empyrean, Glodon, Thundersoft, Yonyou, Kingdee, iFlytek, ZWSOFT, and Sangfor. [1][2] Key Points and Arguments Revenue Growth and Profitability - Overall revenue growth is expected to recover in 2Q25 compared to 1Q25 due to improving client order momentum, although IT spending in certain segments, such as construction, may face near-term challenges. [1] - Profit growth is anticipated to remain weak in 2Q25, with potential improvement in 2H25 driven by better operational efficiency and headcount optimization. [1] Company-Specific Insights 1. **Kingsoft Office (KO)** - Expected revenue growth of 10% YoY in 2Q25, reaching Rmb1.3 billion, supported by an increase in paying users for upgraded WPS AI features. [7] - Focus on AI features upgrade and extending trial periods to expand the user base. [7] - Earnings revised down by 2% for 2025-27E due to lower revenues from ToB solutions. [16] 2. **Empyrean** - Anticipated revenue growth of 27% YoY in 2Q25, driven by expanding digital/memory EDA tools and increased client spending. [8] - Opex ratio expected to remain high at 114%. [8] - Earnings revised down by 3% for 2025-27E due to lower revenues from analog EDA tools. [20] 3. **Glodon** - Revenue growth projected at 2% YoY in 2Q25, with improving net margin expected at 4.2%. [10] - New business drivers include infrastructure and urban renewal projects. [11] - Earnings revised down by 6% for 2025-28E due to lower revenues from construction cost tools. [26] 4. **Thundersoft** - Expected revenue growth of 20% YoY in 2Q25, supported by IoT business growth from AI edge devices. [13] - Earnings revised down by 5% for 2025-27E due to lower revenues from automotive software. [30] 5. **Yonyou** - Revenue guidance for 2Q25 is in line, with a narrowed net loss expected. [14] - Earnings revised up by 1% for 2026/27E due to higher revenues from Gen-AI spending. [35] 6. **Kingdee** - Expected revenue growth of 13% YoY in 1H25, supported by large-scale enterprise client spending. [14] - Earnings revised up by 1% for 2026/27E due to improved operational efficiency. [38] 7. **iFlytek** - Midpoint revenue growth for 2Q25 is guided at 11% YoY, with a net loss expected due to higher spending on AI models. [15] Market Trends and Strategic Focus - Key questions for the upcoming results season include AI product upgrades, client IT spending outlook, headcount plans, and new business opportunities in vertical expansion and non-China markets. [1] - Companies are focusing on enhancing operational efficiency and exploring new business avenues to drive growth amid challenging market conditions. [1] Additional Important Insights - The conference highlights the importance of AI integration across various software solutions, with companies like Kingsoft Office and iFlytek leading in AI product development. [7][15] - The overall sentiment indicates cautious optimism for the second half of 2025, with expectations of improved profitability as companies adapt to market conditions and enhance their product offerings. [1][8]