格隆汇8月1日丨诚迈科技(300598.SZ)于投资者互动平台表示，公司控股股东另外有投资机器人业务， 公司目前没有机器人产品。公司基于开源鸿蒙的商业发行版操作系统鸿志OS已适配部分领域机器人的 人机交互系统，包括部分教育、医疗服务领域的机器人产品以及工业领域的机械臂等方面。 ...

Core Viewpoint - The company aims to address the prevalent issues of sluggish performance and system crashes in the current 15 million domestic "Xinchuang" computers by developing a truly user-friendly product, leveraging its strong software foundation to enhance hardware experience [2][5]. Group 1: Company Background and Development - The company was founded by Wang Jiping in 2006, capitalizing on the smartphone industry's technological transformation, and became one of the first to introduce the Android system to the Chinese market [3][4]. - Over the years, the company has grown from a small team to a leading enterprise with over 10,000 employees and an annual output value reaching several billion yuan [4]. Group 2: Product Development and Innovations - The company has identified that the root cause of performance issues in existing computers lies in the lack of synergy between software and hardware, prompting the decision to develop its own "Xinchuang" computers with optimized software integration [5]. - The newly launched "Chengmai Xinchuang Computer" boasts significant performance improvements, including a boot time reduced from the industry average of 30 seconds to just 10 seconds, and enhanced stability allowing for months of uninterrupted operation [5]. Group 3: Ecosystem and Collaboration - The company has initiated the "Xinchuang Win-Win Ecosystem Alliance" with over 40 leading firms in the industry to foster collaboration and innovation, aiming to expand the alliance to 100-200 companies [7]. - Strategic partnerships have been established with 20 enterprises, including Chang'an Computing and China Unicom Liaoning Branch, to provide comprehensive services from product adaptation to solution delivery for regional government and enterprise clients [7].

Core Insights - The domestic Xinchuang industry is transitioning from a focus on availability to usability, driven by policy and technological advancements [1][2] - The industry is moving from single-point replacements to ecological collaboration, emphasizing the need for deep integration between hardware and software [1][3] Industry Development Stages - The Xinchuang industry has evolved through three phases: a nascent exploration phase before 2016, a pilot phase from 2016 to 2019, and a transition to usability from 2019 to 2025 [2] - A projected comprehensive replacement phase is expected from 2025 to 2027, with significant demand anticipated from government and enterprise users [2] Challenges and Solutions - Early challenges in the Xinchuang industry included issues summarized as "few, slow, poor, and expensive," indicating an incomplete ecosystem and high costs [2] - To address these challenges, companies like Chengmai Technology are transitioning to a model that combines software and hardware, enhancing system optimization [3] Ecosystem Development - The establishment of the "Xinchuang Win-Win Ecological Alliance" aims to foster collaboration among over 40 companies to improve product experience [6] - The industry is shifting from a policy-driven approach to a demand-driven one, with increasing emphasis on the commercial market [4][5] Technological Advancements - Chengmai Technology has introduced new products targeting various sectors, including government, education, and healthcare, with a focus on compatibility and user experience [7] - The company has developed the Hongzhi operating system series, which is tailored for multiple applications, including smart vehicles and desktop environments [7] Market Trends - The Xinchuang replacement process is progressing steadily, particularly in the financial sector, with expectations for accelerated growth due to upcoming government initiatives [8] - The balance of technical capabilities, ecological collaboration, and user needs is crucial for the industry to achieve its usability goals [8]

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 ...