通过跟高通的深度保密公司的增长的可及性是不用太担心的我们看到其实高通的市值在过去半年也实现了一个持续的上涨乃至新高那今天的话我先谈谈我们我对中国创展我觉得三点市场预期或说认知差的地方一个我想谈谈就是 中央厂家所处的产业趋势我们认为在后面一段时间会有非常密集的催化使得大家对整个AI PC或者说微软加上高通ARM这个体系它的未来的一个行业地位市场份额会有更清楚的认识后续的话我们看到6月份的几个大的催化季包括台北的电脑展 这个应该说是全球PC的一个或者全球IT产业的盛会对吧历年来都是各大巨头的CEO都会到场包括大家非常关注的几个AI巨头这是第一个第二个我们看到这个6月上旬苹果也会有开发者大会那我们相信苹果也会缺席此次专策AI的盛宴 我们看到之前已经有新闻就是苹果跟团结店在探讨在端特这块人工智能芯片的一个研发和推进苹果的话它的一个推出我们相信对于整个端特AI的信心会有进一步的提振同时我觉得值得注意的是苹果也是基于ARM生态去做构建这个跟当前刚刚提到的台北电脑展上我们会看到从X86 PC端从x86往ARM生产的一个演绎我觉得会进一步强化大家对整个端特ARM生产的一个信心ARM生产的信心第三个说话我觉得就是6月底的618 ...

Investment Rating - The report maintains a "Buy" rating for the company with a target price of 54.00 CNY, based on a 40 times price-to-earnings ratio for 2024 [2][4]. Core Views - The company is focusing on AI PCs and edge AI, having launched a Windows 11 AI PC designed for AI experiences, utilizing Qualcomm's Snapdragon X Elite chip with over 40 TOPS of computing power [1]. - The long-term partnership with Qualcomm has led to product launches across three major business lines, expanding from mobile phones to IoT and smart automotive solutions [1]. - The company is well-positioned in the edge AI space, with ongoing developments in AI capabilities and applications, aiming to enhance user experiences on PCs [1]. Financial Forecasts - The company is projected to achieve earnings per share of 1.35 CNY in 2024, 1.93 CNY in 2025, and 2.46 CNY in 2026, with a revenue forecast of 6,579 million CNY in 2024, growing to 9,288 million CNY by 2026 [2][3]. - Revenue growth is expected to rebound to 25.5% in 2024 after a decline of 3.7% in 2023, with further growth of 20.4% and 17.3% in 2025 and 2026, respectively [3]. - The company's gross margin is projected to stabilize around 39.5% by 2026, with net profit margins improving to 12.2% [3].

Summary of Zhongke Chuangda Conference Call Company Overview - **Company**: Zhongke Chuangda (中科创达) - **Industry**: AI and semiconductor industry, specifically focusing on ARM architecture and AIPC (AI PC) development Key Points and Arguments 1. **Market Positioning and Long-term Growth** Zhongke Chuangda is positioned to benefit from the growing ARM ecosystem and the increasing demand for AI applications. The company has a strong relationship with Qualcomm, which is expected to drive sustainable growth as long as technology continues to innovate [3][10][15]. 2. **Upcoming Industry Catalysts** Several major events in June, including the Taipei Computer Show and Apple's Developer Conference, are anticipated to catalyze market interest in AIPC and ARM-based technologies. These events will likely enhance the visibility and understanding of the ARM ecosystem's future [4][5][6]. 3. **Developer Kit (DK) Launch** The DK product aimed at Windows application developers is designed to facilitate the adaptation of applications for ARM-based AIPC. This product is expected to accelerate the integration of applications into the ARM ecosystem, with a price point of $899 [8][9][24]. 4. **Market Demand and Recovery** The company is witnessing a recovery in its mobile business, with expectations of returning to positive growth in the second half of the year. This recovery is attributed to new product launches from Qualcomm and increased investment from mobile manufacturers [16][21]. 5. **Automotive Sector Growth** Despite some pressures in the automotive sector due to chip supply issues, there is a growing demand for upgrades in overseas markets. This trend is expected to support Zhongke Chuangda's growth in automotive applications [18][20]. 6. **Long-term Strategic Positioning** Zhongke Chuangda's deep integration with Qualcomm and its role in the AIPC ecosystem position it favorably for future growth. The company is expected to expand its offerings beyond PCs to include automotive and IoT applications [12][13][19]. 7. **Global Market Perspective** The company emphasizes the importance of viewing its market potential from a global perspective, not just within China. This broader outlook is crucial for understanding the full scope of opportunities available [11][15]. 8. **Software and Hardware Development Needs** There is a significant demand for software adaptation and hardware development in the current market, driven by the need for high-performance, low-power ARM chips. This demand is expected to facilitate the growth of Zhongke Chuangda's products [22][23]. 9. **Investment in AI and IoT Ecosystem** The company is committed to investing in AI and IoT ecosystems, recognizing the necessity of upfront investments to capitalize on future growth opportunities [21][26]. Additional Important Insights - The conference highlighted the importance of the upcoming product launches and industry events in shaping market perceptions and driving demand for ARM-based solutions. - The relationship with Qualcomm is a critical factor in Zhongke Chuangda's strategy, providing a competitive edge in the rapidly evolving tech landscape. - The anticipated recovery in the mobile and automotive sectors is seen as a positive indicator for the company's overall performance in the near future.

会议实录 1、ARM架构AIPC新纪元 晚上好，感谢大家在晚上抽出时间参加这次重要的电话会议。今天，我们讨论的是上市公司 “中科创达”，特别是其在ARM架构成为AIPC选择的拐点方面的投资机会。市场对中科创达 的表现以及其在与微软合作的AIPC项目中的角色给予了高度关注，包括其投资潜力。 首先，我们从去年下半年开始持续推荐终端ARM架构的机会，尤其是中科创达，我们一直 将其放在首位。现在，在这个关键时刻，我想向大家汇报几个要点。 第一，可能大家低估了微软昨晚发布的新WindowsARMPC的意义。这款产品是目前市场上 最快、最好的AIPC。它的核心优势在于，除了一些引人注目的功能，如自然语言处理等， 用户在平台上的所有交互操作和输入内容，都可以通过自然语言快速检索。所有这些处理都 是本地进行的，这在保护用户隐私方面非常重要。如果没有本地化的大模型，这些功能很难 真正应用起来。此外，本地化部署还保证了无论有无网络连接，用户的体验都能保持实时性。 第二，微软这次发布的本地模型拥有数十亿参数，可以在高通骁龙芯片上运行。这款芯片的 算力约为40TOPS，集成了CPU、GPU和NPU，其中NPU主要用于AI加速计算。在 ...

Investment Rating - The report maintains a "Recommended" rating for the company [2][3]. Core Viewpoints - The company is positioned to capitalize on the rapid growth of AI applications, particularly in mobile phones and automotive sectors, leveraging its strong R&D capabilities and partnerships with Qualcomm [2][3]. - The collaboration with Qualcomm has led to the establishment of a joint laboratory and the development of diverse AI terminal applications, enhancing the company's competitive edge in the market [2][3]. - The report forecasts significant growth in the company's net profit, estimating it to reach 482 million, 631 million, and 874 million CNY for the years 2024, 2025, and 2026 respectively, with corresponding P/E ratios of 49X, 37X, and 27X [2][3]. Financial Forecasts - Revenue projections for the company are set at 5,242 million CNY for 2024, with a growth rate of -3.7%, followed by 6,081 million CNY in 2025 (16.0% growth) and 7,480 million CNY in 2026 (23.0% growth) [3][7]. - The company's net profit attributable to shareholders is expected to decline to 482 million CNY in 2024 (-39.4% growth), then increase to 631 million CNY in 2025 (30.8% growth) and 874 million CNY in 2026 (38.6% growth) [3][7]. - The report highlights a projected increase in earnings per share (EPS) from 1.01 CNY in 2024 to 1.90 CNY in 2026 [3][7].

关于控股股东部分股份质押及展期的公告 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（以下称"公司"）近日接到控股股东赵鸿飞先生告知，获悉 赵鸿飞先生已将其所持有的公司部分股份办理了质押及质押展期，具体事项如下： 一、股东股份质押展期及质押的基本情况 1、本次股东股份质押展期的基本情况 | | 是否为 第一大 | 本次展 | 占其 | 占公 | | 是否 | 原质押到 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东 | | | 所持 | 司总 | 是否为 | 为补 | | 展期后质 | | 质押 | | 名称 | 股东及 | 期数量 | 股份 | 股本 | 限售股 | 充质 | 期日 | 押到期日 | 质权人 | 用途 | | | 一致行 | | 比例 | 比例 | | 押 | | | | | | | 动人 | | | | | | | | | | | 赵鸿飞 | 是 | 210 万 | 1.72% | 0.46% | 高管 ...

证券代码：300496 证券简称：中科创达 中科创达软件股份有限公司投资者关系活动记录表 编号：2024-006 投资者关系活动 特定对象调研 □分析师会议 类别 □媒体采访 业绩说明会 □新闻发布会 □路演活动 □现场参观 □其他 （请文字说明其他活动内容） Mirae Asset 参与单位名称及 Global Bingyao Allianz Global Investors Catherine 人员姓名 Investments Chen Hong Kong Ltd Chan Hong Kong MANULIFE INVESTMEN Nomura Asset T Wenlin Li Management Taiwan Selina Liu MANAGEM Ltd ENT HONG KONG LTD Alex Reyl Artisan Partners Hong Cherng Julie Wang Singapore Kong Limited Tswai Xu Wellington Manageme APS Asset Xinglin Terry Chen nt Company Management Pt ...

大家下午好非常感谢大家今天来参加我们青业证券组织的智能驾驶系列线上沙龙综合创达专场交流智能驾驶最近其实发生了一些新的变化包括像特斯拉那么也有一些FSD入华包括 自动驾驶出租车相关的一些业务的一些拓展当然在国内我们可以看到电动汽车的渗透率最新的数据已经超过了50%而电动化是智能化的基础也是自动化发展非常重要的肥沃的土壤所以在 车端 我们可以预期未来整个自动驾驶 智能驾驶会有一个很好的发展的前景那在路侧我想可能最近大家也都关注到了那么在整个的这个围绕着公路 这个铁路 当然还有其他的整个的基建信息化这一块那么也不断的有一些政策出来那么当然各个地方各个城市围绕着智能驾驶无人驾驶那么也在不断的放开一些政策那么使得企业能够更好的参与进来所以基于这些新的变化那么我们 组织系列的智能驾驶的线上交流今天是中科创达那么我们很荣幸邀请到了中科创达的董事长助理也是公司那么负责跟大家进行交流的领导米总在线上待会的话我们先由米总给大家 就公司近期的一个发展动向先做一个分享后面我们再进行互动交流今天跟我一起主持会议的还有我们团队的陈兴下面我们先把时间交给米总米总有请非常感谢姜总的主持也谢谢您的邀请我是创达的瑞克各位投资者好非常感谢大家的时 ...

国外证券2024夏季策略会中科创达电话会议目前所有参会者已经处于静音状态下面播报免费声明播完毕后主持人直接发言谢谢 本次电话会议仅供符合国海证券投资者适当性管理要求的客户以及受邀客户使用会议嘉宾的观点仅代表其个人观点不代表国海证券的观点也不构成任何投资建议会议严禁录音或转发否则将承担相应的法律责任国海证券就此保留一切法律权利在任何情况下国海证券及其员工对使用本次会议信息或内容所引发的任何直接或间接损失概不负责市场有风险投资时谨慎主讲嘉宾提示本次会议中应避免传播尚未公 米总好,各位投资人好,欢迎大家参加国海证券策略会,国海基案基,中科创达的交流,我们今天的三位嘉宾是中国创达董事长助理,投资总监米总,今天的会议分为两个部分,首先请米总简要更新一下公司的情况,第二个部分我们开放问答环节,接入各位投资者的提问,下面会议正式开始,直接交给米总,有请米总。好的好的,谢谢国海证券的邀请,谢谢刘总主持,各位投资者好,我是创达的瑞克, 非常抱歉因为现在线上播入好跟各位交流一下我先简要的用几分钟来把最新的一个产业情况以及创造业务发展来介绍一下然后更多的就是看投资者有什么问题我来具体回答那么有关在今年的话一级报的话其实我们已经发布 ...

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。 证券代码：300496 证券简称：中科创达 公告编号：2024-044 中科创达软件股份有限公司 关于参加深圳证券交易所"数字经济'智'动力"主题集体业绩说明会的公告 1 二．投资者问题征集方式 为提升公司与投资者交流的针对性和有效性，现就本次业绩说明会提前向 投资者公开征集问题，广泛听取投资者的意见和建议。投资者可提前登录深圳 证券交易所"互动易"平台（http://irm.cninfo.com.cn）"云访谈"栏目进 入本次业绩说明会页面提问留言，或扫描上方二维码进行提问。公司将在业绩 说明会上，在信息披露允许范围内对投资者普遍关注的问题进行回答。 中科创达软件股份有限公司（以下简称"公司"）将于2024年5月16日（星 期四）下午15:00-16:30参加由深圳证券交易所北方中心中关村基地组织召开的 以"数字经济'智'动力"为主题的集体业绩说明会，现将有关事项公告如下： 一．本次业绩说明会安排 （一）召开日期及时间：2024年5月16日（星期四）15:00-16:30 （二）召开地点：深交所北方中心中关村基 ...