每经AI快讯，万通智控9月17日接受机构调研时表示，公司已经成立专项团队驻扎在深明奥斯，负责与 其共同研发并开拓产品的应用。截至目前，Fellow 1芯片的研发设计已经基本完成，预计今年10月份开 始送样，后续根据测试情况进一步完善优化；明年一季度可以流片。 ...

万通智控9月17日接受机构调研时表示，公司已经成立专项团队驻扎在深明奥斯，负责与其共同研发并 开拓产品的应用。截至目前，Fellow 1芯片的研发设计已经基本完成，预计今年10月份开始送样，后续 根据测试情况进一步完善优化；明年一季度可以流片。 ...

Group 1: Company Overview and Performance - The company secretary, Li Bin, introduced the company's history, development strategy, and main business operations, along with a report on the performance for the first half of 2025 [2] - The company's net profit significantly increased due to optimized sales structure, particularly in high-margin sensor and digital information control equipment, achieving revenue of 1.96 billion yuan, a 65.61% increase compared to the same period last year [2] - The gross margin for this high-margin business is 56.54%, contributing to the notable net profit growth [2] Group 2: Research and Development - The company invested a total of 23.83 million yuan in R&D in the first half of 2025, reflecting a 7.63% increase from the previous year [2] - A dedicated team has been established to collaborate with Shenming Aosi, focusing on joint research and development, with chip design expected to be completed soon [2] - The company is currently in discussions with Zhejiang University regarding the development of embodied intelligence technologies, still in the feasibility study phase with no specific products yet [2]

Group 1 - The core viewpoint of the news is that Wantong Intelligent Control has shown significant stock performance and financial growth, with a notable increase in share price and revenue [1][2]. - As of September 17, the stock price of Wantong Intelligent Control rose by 2.01% to 24.33 CNY per share, with a total market capitalization of 5.626 billion CNY [1]. - The company has experienced a year-to-date stock price increase of 106.17%, with a recent 5-day increase of 6.90% [1]. Group 2 - For the first half of 2025, Wantong Intelligent Control achieved operating revenue of 594 million CNY, representing a year-on-year growth of 8.15%, and a net profit attributable to shareholders of 94.775 million CNY, up 56.60% year-on-year [2]. - The company has distributed a total of 181 million CNY in dividends since its A-share listing, with 101 million CNY distributed over the past three years [3]. - The main business revenue composition includes 51.27% from metal hoses, 32.91% from sensors and digital information control devices, and 15.15% from valve stems and other tire products [1].

Group 1 - The stock price of Wantong Intelligent Control increased by 2.00% on September 16, reaching 23.45 CNY per share, with a total market value of 5.423 billion CNY [1] - The company has seen a year-to-date stock price increase of 98.71%, with a recent 5-day increase of 2.90%, a 20-day decrease of 11.54%, and a 60-day increase of 10.98% [1] - The main business revenue composition includes: metal hoses (51.27%), sensors and digital information control devices (32.91%), tire valves and other tire products (15.15%), and others (0.66%) [1] Group 2 - As of August 29, the number of shareholders for Wantong Intelligent Control was 13,400, a decrease of 4.05% from the previous period, with an average of 17,274 circulating shares per person, an increase of 4.22% [2] - For the first half of 2025, the company achieved operating revenue of 594 million CNY, a year-on-year increase of 8.15%, and a net profit attributable to shareholders of 94.775 million CNY, a year-on-year increase of 56.60% [2] Group 3 - Since its A-share listing, Wantong Intelligent Control has distributed a total of 181 million CNY in dividends, with 101 million CNY distributed over the past three years [3]

证券代码：300643 证券简称：万通智控 公告编号：2025-056 万通智控科技股份有限公司 关于使用自有资金进行现金管理的进展公告 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。 万通智控科技股份有限公司（以下简称"公司"）于 2025 年 4 月 22 日召开 第四届董事会第五次会议、第四届监事会第五次会议，审议通过了《关于 2025 年度公司使用闲置自有资金进行现金管理的议案》，为提高资金使用效率，在确 保日常运营和资金安全的前提下，同意公司使用额度不超过人民币 2 亿元（含 2 亿元）的自有资金进行现金管理，在上述额度内，资金可以滚动使用，并授权公 司董事长在上述额度内行使决策权。2025 年 5 月 16 日公司召开 2024 年年度股 东大会通过相关议案，决议有效期自 2024 年年度股东大会审议通过之日起至 2025 年年度股东大会决议之日止。具体内容详见公司于 2025 年 4 月 23 日和 2025 年 5 月 16 日 在 中 国 证 监 会 指 定 创 业 板 信 息 披 露 网 站 巨 潮 资 讯 网 （www.cninfo.co ...

今年7月，万通智控与深明奥斯签订了《板卡具身智能领域独家授权销售及合作合同》。根据合同，深明奥思授权万通智控在具身智能大模型域 控领域制作并销售基于深明奥思的大模型芯片Fellow 1制作的板卡，授权范围为全球，现定的独家授权期限为5年。深明奥思将向万通智控提供 合作项目的技术支持，包括但不限于：基于深明奥思大模型芯片Fellow 1的底层软件代码、板卡硬件设计源代码。 （校对/黄仁贵） 同时，从时间周期上看，Fellow 1芯片将于2026年Q1流片，2026年Q2芯片回来。 被问及与万通智控合作的原因时，深明奥思董事长张强表示，首先深明奥思需要盈利能力还不错的公司作为合作伙伴，万通智控的毛利率一直 都很高；第二是万通智控合作意愿很强，希望开启第二曲线；第三是万通智控的车规通过认证，PCBA产能充裕，合作起来会比较顺畅。 9月3日，万通智控在发布的投资者关系活动记录表中表示，目前Fellow 1芯片的研发设计已经基本完成，大概在10月份开始送样，片子第一版 已经基本完成，后续根据测试情况进一步完善优化。公司已经成立专项团队负责与深明奥斯共同研发并开拓产品的应用。预计10月份开始， FPGA方案开始和机器人厂 ...

Core Viewpoint - The company WanTong ZhiKong (300643.SZ) has completed the research and design of the Fellow1 chip, with sample delivery expected to begin in October [1] Group 1 - The first version of the Fellow1 chip has been basically completed, and further optimizations will be made based on testing results [1] - A special team has been established to collaborate with ShenMingAoSi for joint research and product application development [1] - Initial testing and feedback for the FPGA solution with robotics manufacturers and automotive companies are expected to start in October [1]

Group 1: Company Overview and Collaboration - WanTong Intelligent Control has established an exclusive agency partnership with DeepMind Semiconductor Technology Co., Ltd. for embodied intelligent model domain control boards [1] - DeepMind's Chairman, Zhang Qiang, provided insights into the company's status and project progress during the investor relations activity [1] Group 2: Market Insights and Product Development - The inference chip market is projected to surpass the training chip market by 26-27% in the coming years, with faster growth expected thereafter [2] - DeepMind's future products will focus on large model integrated machines, edge servers, smart transportation, healthcare, and embodied intelligence [2] - The main advantages of edge models include privacy protection, low latency, and low power consumption, although suitable chips and domain control solutions are currently lacking [2] Group 3: Collaboration Dynamics - DeepMind will exclusively supply chips to WanTong in the embodied intelligence sector, with revenue and profits generated from domain control going to WanTong [2] - DeepMind chose to collaborate with WanTong due to its strong profitability, high gross margins, and robust production capacity [2] - The development of the Fellow 1 chip began in early 2025, with plans for tape-out in Q1 2026 and chip delivery in Q2 2026 [2] Group 4: Technical Specifications and Progress - DeepMind's chip products integrate multiple computing units, including 3 LPU, NPU, and CPU, representing a unified architecture [2] - The research and design of the chip has been largely completed, with sample delivery expected to start in October 2025 [2] - A dedicated team has been established to collaborate with DeepMind on product application development, with initial testing and feedback scheduled for October 2025 [2]

Group 1: Financial Performance - The company achieved sales of over 20,000 units of commercial vehicle information control systems in the first half of 2025, with a gross margin of 62% and sales revenue of approximately 32 million yuan, marking significant growth compared to the same period last year [1] - The increase in sales of high-margin products has contributed to the growth of the company's net profit margin [1] - Revenue from the metal hose business has slightly declined due to reduced demand in the European market, with expectations of a small decrease compared to last year, but a gradual recovery is anticipated in 2026 [1] Group 2: Strategic Development - The company is expanding from traditional valve stems to electronic information industries, including sensors and commercial vehicle IoT products, with a focus on future development over the next decade [2] - A unique agency agreement has been signed with Deep Ming Ao Si to develop chip-based boards, which can be applied in various scenarios including vehicles, medical devices, and AI servers [2] - The research and development of chips is nearing completion, with initial testing expected to begin in the upcoming months [2] Group 3: Collaborative Efforts - The collaboration with Deep Ming Ao Si is progressing well, with a dedicated team established to jointly develop and explore product applications [2] - The partnership with Zhejiang University is still in the early stages, focusing on the joint development of sensors for embodied intelligence applications [2]