Core Insights - Chengmai Technology has focused on operating system technology development in smart terminals, smart vehicles, and IoT for 19 years, launching a new product matrix that integrates operating systems, applications, and hardware [2] - The new product matrix offers three core advantages: deep software-hardware optimization, end-to-end security and trust, and an open ecosystem, providing optimal solutions for key industries [2] - Chengmai's products have achieved significant performance improvements, such as the P1 workstation booting in 10 seconds and a 50% increase in office efficiency [2] Industry Developments - Chengmai Technology has introduced a full-stack enterprise innovation product suite to support state-owned enterprises in completing innovation transformations by 2027, including platforms for software migration and localized AI deployment [3] - The company has developed a full-process traceability platform for fentanyl drugs in hospitals, enhancing dynamic control over drug management based on a domestic adaptation system and zero-trust principles [3] - Chengmai aims to deepen its focus on cutting-edge technologies, particularly the integration of AI and operating systems, to support digital transformation across various industries [3] Ecosystem Initiatives - Chengmai Technology has established the "Innovation Co-win Ecosystem Alliance" with over 40 leading companies, emphasizing collaborative innovation and ecosystem building [3] - The alliance represents a strategic shift for Chengmai from a technology pioneer to an ecosystem leader, highlighting its commitment to high-quality innovation ecosystems [3] Talent Development - The company has signed cooperation agreements with 22 universities, focusing on innovation, AI, and HarmonyOS, to create a talent cultivation loop that integrates production, education, research, and application [4] Market Expansion - Chengmai has formed strategic partnerships with 20 companies, including Chang'an Computing and China Unicom, to enhance market coverage and provide comprehensive services from product adaptation to solutions for regional government and enterprise clients [5] - The innovation industry is positioned as a strategic pillar for national technological independence and security, with Chengmai showcasing its capabilities in core operating system technologies and its commitment to advancing the industry from "usable" to "user-friendly" [5] - The company plans to continue collaborating with industry partners to strengthen the foundation of national digital infrastructure and drive new productivity [5]

Core Viewpoint - Chengmai Technology has launched a comprehensive suite of five innovative products at the CXC2025 Xinchuang Ecological Conference, emphasizing its role as a pioneer in the Xinchuang ecosystem, with a focus on operating systems as the foundation [1] Group 1: Product Launch and Features - The new product matrix includes solutions tailored for government, enterprises, education, and healthcare, showcasing Chengmai's core capabilities in operating system technology [2] - The product suite features deep optimization of software and hardware, full-link security, and an open ecosystem, providing optimal solutions for key industries [2] - Chengmai's P1 general-purpose desktop/workstation achieves a 10-second boot time, enhancing office efficiency by 50%, while the S1 server operates continuously 24/7 [2] - The L1 series printer, equipped with a domestic Loongson main control chip, supports a high printing capacity of 6,000 pages [2] Group 2: Strategic Collaborations and Ecosystem Development - Chengmai Technology has established the "Xinchuang Win-Win Ecological Alliance" with over 40 leading companies, marking a strategic shift from a technology pioneer to an ecosystem leader [4] - The company has signed cooperation agreements with 22 universities, focusing on Xinchuang, AI, and HarmonyOS, to create a talent cultivation loop through diverse collaboration models [4] - Strategic partnerships with 20 companies, including Chang'an Computing and China Unicom Liaoning Branch, aim to integrate resources and provide comprehensive services to regional government and enterprise clients [4] Group 3: Future Directions - Chengmai Technology plans to deepen its focus on cutting-edge technologies, particularly the integration of artificial intelligence and operating systems, to support digital transformation across various industries [3][5] - The company aims to strengthen the foundation of national digital infrastructure and contribute to the construction of a digital China by leveraging technology and ecosystem collaboration [5]

Core Insights - The event highlighted the urgent need for domestic operating systems to replace foreign dependencies due to ongoing international technology blockades [2] - The launch of the Chengmai Xinchuang server based on the Longxin 3C6000 processor marks a significant step in enhancing China's information technology autonomy [1][4] - Chengmai Technology aims to deepen collaboration with Longxin Zhongke to drive innovation in high-performance Xinchuang products [4] Industry Developments - The domestic Xinchuang industry has made significant progress in key technology areas, establishing a complete ecosystem covering hardware, software, and information security [2] - Chengmai Technology has developed a full-chain product system that includes operating system development, Xinchuang complete machines, and industry solutions [2] - The integration of Longxin 3A6000 processor with Tongxin UOS system has resulted in a fully independent Chengmai Xinchuang computer, offering rapid boot times and high stability [2] Product Innovations - The newly launched Chengmai Xinchuang server supports 24/7 stable operation and is compatible with various domestic operating systems, enhancing its utility for complex tasks like AI model training [4] - The Chengmai P1 desktop and N1 laptop showcase breakthroughs in user-friendly Xinchuang terminals, achieving a 10-second boot time and significantly improved office efficiency compared to Intel i7 platforms [4] - The introduction of the "Hanlian" ecosystem adaptation system allows seamless compatibility with Windows applications, addressing challenges in migrating legacy business systems [4] Future Directions - Chengmai Technology plans to continue optimizing the "operating system + chip" collaborative model to accelerate the application of cutting-edge technologies in various sectors [3] - The company is committed to increasing investment in technological innovation and product development to support the national Xinchuang strategy [4] - The strategic collaboration with Longxin Zhongke is expected to deepen, focusing on core computing power and autonomous ecosystems to lead the innovation of high-performance Xinchuang products [4]

Group 1 - The core viewpoint of the articles highlights the advancements in domestic computing technology, particularly through the collaboration between Chengmai Technology and Longxin Zhongke, focusing on the development of secure and high-performance computing solutions for sensitive sectors such as government, finance, education, telecommunications, and healthcare [1][4] - Chengmai Technology's P1 series desktop, powered by the Longxin 3A6000 processor, is the first domestic desktop to pass the DeepSeek certification in a "pure bare machine, no acceleration card" state, showcasing its reliability and security [1] - The local deployment of Chengmai's computing solutions allows users to perform tasks offline, significantly reducing the risk of sensitive information leakage while enhancing operational efficiency in critical sectors [1] Group 2 - At the recent HDC conference, Chengmai Technology launched its first open-source Harmony desktop operating system, based on the Longxin 3A6000, which supports a wide range of applications and aims to be the preferred solution for domestic computing [2] - The conference also featured the release of various Longxin processors, including the Longxin 3C6000 series for servers and the Longxin 2K3000/3B6000M for industrial control and mobile terminals, indicating ongoing innovation in the domestic chip sector [4] - Longxin Zhongke's chairman announced plans for next-generation CPUs, which will further enhance performance, indicating a commitment to continuous improvement and collaboration with Chengmai Technology [1][4]

Core Insights - The Huawei Developer Conference showcased the strong growth of the OpenHarmony ecosystem, with over 130 million lines of code and nearly 9,000 community contributors [2] - Chengmai Technology presented its HongZOS commercial operating system, highlighting its technical advantages and practical applications in key industries [2][3] - The HongZOS operating system has reached a mature stage and serves as a core engine for digital transformation across various sectors [3] Group 1 - The OpenHarmony ecosystem has 1,200 software and hardware products and 69 third-party distributions, covering multiple fields such as government, transportation, finance, and construction [2] - Chengmai Technology launched the Chengmai Hongzhi desktop operating system, which is the first OpenHarmony desktop OS supporting local deployment of the DeepSeek 7B model, featuring offline Q&A capabilities [3] - The HongZOS system is designed for industrial intelligence, showcasing strong adaptability and reliability, particularly in harsh environments [3] Group 2 - The "AI + Mining" solution demonstrated at the conference integrates AI technology to enhance safety and efficiency in mining operations [3] - HongZOS is expanding its application into the education sector, with a new all-scenario intelligent teaching platform developed by Chengmai Technology's Xuntian Technology [4] - The intelligent teaching platform features a detachable design and supports multi-terminal collaborative management, catering to the needs of educational institutions [4]

Group 1 - The 2025 Nanjing Software Conference is focused on accelerating the development of a trillion-level software and information service industry in Nanjing, which is recognized as the first "China Software City" [1] - The concept of "ecological competitiveness" is highlighted as the main theme for the high-quality development of the software industry, with Nanjing having over 3,600 key software-related enterprises [2] - The "Zijin Index (2025)" indicates that Beijing's software industry revenue is expected to exceed 3 trillion yuan in 2024, with a focus on integrating artificial intelligence with the real economy [2] Group 2 - Nanjing has introduced special support policies for industrial software, aiming to create a nationally influential innovation development hub, with a dedicated industrial software fund of 1 billion yuan [4] - The city plans to enhance its industrial software capabilities by establishing a 3 billion yuan fund to address financing challenges and support core technology breakthroughs [5] - The conference emphasized the importance of upstream and downstream collaboration in the industrial software sector, particularly in the robotics industry [6] Group 3 - Chengmai Technology aims to develop 1 to 2 industrial software products annually, expanding applications across various sectors such as mining, finance, transportation, healthcare, and education [7]

二、变更后的《营业执照》信息 证券代码：300598 证券简称：诚迈科技 公告编号：2025-027 诚迈科技（南京）股份有限公司 关于控股股东变更名称及注册资本并完成 工商变更登记的公告 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、误导性陈述或者重大遗漏。 诚迈科技（南京）股份有限公司（以下简称"公司"）于近日收到控股股东南 京德博投资管理有限公司的通知，其名称近期由"南京德博投资管理有限公司" 变更为"南京诚迈科技发展集团有限公司"，注册资本由"500 万元整"变更为 "10,000 万元整"，上述变更事项已完成工商变更登记，并取得南京市高淳区政务 服务管理办公室核发的《营业执照》。具体变更信息如下： 成立日期：2011 年 12 月 22 日 营业范围：投资管理、投资咨询；企业管理咨询。（依法须经批准的项目， 经相关部门批准后方可开展经营活动） 一般项目：智能机器人的研发；服务消 费机器人制造；智能机器人销售；货物进出口；技术进出口；租赁服务（不含许 可类租赁服务）；智能控制系统集成；信息系统运行维护服务；电子专用材料研 一、变更事项 变更前 变更后 公司名称 南京德博投资 ...

Investment Rating - The report maintains an "Accumulate" rating for the company, indicating an expected relative performance increase of 5% to 15% over the next 6 to 12 months compared to the benchmark index [3][8]. Core Views - The company is projected to achieve revenue growth from 1,976 million yuan in 2024 to 2,493 million yuan in 2025, reflecting a year-on-year growth rate of 26% [3][6]. - The net profit attributable to the parent company is expected to recover from a loss of 126 million yuan in 2024 to a profit of 10 million yuan in 2025, indicating a significant turnaround [3][6]. - The company is focusing on the innovation and growth path in the intelligent connected vehicle sector, which has shown promising growth despite profit pressures [5][6]. Financial Performance Summary - In 2024, the company reported revenue of 1,976 million yuan, a 5.23% increase year-on-year, but incurred a net loss of 126 million yuan [5]. - The first quarter of 2025 saw a revenue increase of 13.59% year-on-year, with a reduced net loss of 42 million yuan [5]. - The overall gross margin for 2024 was 15.23%, down 2.17 percentage points from the previous year, indicating margin pressure [5]. Business Segment Analysis - The mobile intelligent terminal software segment generated revenue of 936 million yuan in 2024, a decline of 3.76% year-on-year, primarily due to decreased income from some clients [5]. - The intelligent connected vehicle software segment achieved revenue of 490 million yuan in 2024, marking a 16.91% increase year-on-year, supported by expanding overseas markets [5]. - The company has established a comprehensive technical moat in the operating system technology field, collaborating closely with chip manufacturers [5][6]. Profitability Forecast - The company forecasts revenues of 2,493 million yuan for 2025, 3,128 million yuan for 2026, and 3,800 million yuan for 2027, with corresponding net profits of 10 million yuan, 81 million yuan, and 146 million yuan respectively [6][7]. - The report anticipates a gradual improvement in profitability, with a projected net profit margin of 4.0% by 2027 [6][7].

Core Viewpoint - The company reported a revenue increase in 2024 but faced net losses, with a focus on growth in the intelligent connected vehicle sector and challenges in traditional business areas [1][2][5] Financial Performance - In 2024, the company achieved revenue of 1.976 billion, a year-on-year increase of 5.23%, but reported a net loss of 126 million, marking a shift to loss compared to the previous year [1] - The first quarter of 2025 saw revenue of 476 million, a year-on-year growth of 13.59%, with a reduced net loss of 42 million, down 6.95% year-on-year [1][2] Business Segments - The mobile intelligent terminal software segment generated revenue of 936 million, a decline of 3.76% year-on-year, influenced by reduced income from some clients [2] - The intelligent connected vehicle software segment reported revenue of 490 million, a growth of 16.91% year-on-year, with efforts to expand overseas markets [2] Profitability and Costs - The overall gross margin for 2024 was 15.23%, down 2.17 percentage points year-on-year, with the first quarter of 2025 showing a gross margin of 12.25%, down 2.07 percentage points [3] - Sales expenses increased by 49.03% year-on-year in 2024, primarily due to promotional efforts in the new computer business and investments in the intelligent vehicle sector [3] Technological Focus - The company is concentrating on operating system technology, collaborating closely with chip manufacturers and focusing on core technology accumulation [4] - The company has developed a new generation of cross-domain integrated vehicle operating system, FusionOS, compatible with major chip manufacturers [4] Future Outlook - Revenue forecasts for 2025-2027 are adjusted to 2.493 billion, 3.128 billion, and 3.800 billion respectively, with net profits projected at 10 million, 81 million, and 146 million [5] - The company is optimistic about rapid development in the intelligent connected vehicle and new computer businesses, expecting to turn losses into profits with improved management [5]

诚迈科技（南京）股份有限公司（以下简称"公司"）董事会于近日收到证券事 务代表沈天苗女士递交的书面辞职申请，沈天苗女士因个人原因申请辞去公司证券事 务代表职务，辞职后将不再担任公司及子公司的任何职务，上述辞职申请自送达公司 董事会之日起生效。沈天苗女士所负责的相关工作已完成交接，其辞职不会影响公司 相关工作的正常运行。截至本公告日，沈天苗女士未持有公司股票，亦不存在应当履 行而未履行的承诺事项。 根据《深圳证券交易所创业板股票上市规则》《深圳证券交易所上市公司自律监 管指引第 2 号——创业板上市公司规范运作》等相关规定，公司董事会将尽快聘任符 合任职资格的相关人士担任公司证券事务代表，协助公司董事会秘书开展工作。公司 董事会对沈天苗女士任职期间为公司所做出的贡献表示衷心的感谢！ 特此公告。 诚迈科技（南京）股份有限公司董事会 2025 年 6 月 10 日 证券代码：300598 证券简称：诚迈科技 公告编号：2025-026 诚迈科技（南京）股份有限公司 关于证券事务代表辞职的公告 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。 ...