格隆汇8月13日丨万马科技(300698.SZ)于投资者互动平台表示，公司"遨云"自动驾驶综合解决方案具有 高度的兼容性和扩展性，构建高效生态协同。公司已全面开展包括R1在内的DeepSeek全系列模型适配 工作，以满足不同规模参数量模型的个性化部署需求。 ...

Group 1 - The company Wanma Technology (300698.SZ) is actively participating in the evolution of artificial intelligence, aiming to transfer its technological expertise from the automotive industry to the field of embodied intelligence [1] - The company's "Aoyun" autonomous driving data closed-loop toolchain platform includes capabilities in data management, model training, simulation, and data compliance [1] Group 2 - During the World Artificial Intelligence Conference (WAIC) on July 27, 2025, Youka Technology, Kupa Technology, and Magic Atom Robotics signed a strategic agreement to create a large-scale general-purpose embodied corpus training platform [3] - The initiative aims to build a comprehensive corpus repository to empower various industries [3]

Core Viewpoint - Wanma Technology (300698.SZ) is positioned as a leading provider of eSIM technology in China, with its ONE SIM solution supporting multiple GSMA standards [1] Group 1: Technology and Innovation - The company's eSIM technology is recognized as industry-leading within China [1] - Wanma Technology's ONE SIM solution supports GSMA SGP.02, SGP.22, and SGP.32 standards, making it the first provider to offer a comprehensive eSIM solution that supports all standard specifications [1] - The eSIM technology has already been applied in the vehicle networking sector and has potential for migration to other intelligent scenarios such as the Internet of Things (IoT) [1] Group 2: Business Strategy - Wanma Technology is committed to enhancing its core competitiveness, optimizing business layout, and improving investor relations management as part of its market value management strategy [1] - The company aims to actively increase its intrinsic value and market recognition through various initiatives [1]

来源：金融界 金融界消息 截至2025年8月8日收盘，万马科技（300698）报收于47.06元，下跌1.63%，换手率8.84%， 成交量10.48万手，成交金额4.97亿元。 资金流向方面，今日主力资金净流出3969.64万元，占比成交额7.98%。其中，超大单净流出512.97万 元、占成交额1.03%，大单净流出3456.67万元、占成交额6.95%，中单净流出流出2758.64万元、占成交 额5.55%，小单净流入6728.28万元、占成交额13.53%。 万马科技最新一期业绩显示，截至2025一季报，公司营业总收入1.50亿元、同比增长78.24%，归属净利 润500.99万元，同比增长237.89%，扣非净利润495.98万元，同比增长573.36%，流动比率1.325、速动比 率1.216、资产负债率56.80%。 天眼查商业履历信息显示，万马科技股份有限公司，成立于1997年，位于杭州市，是一家以从事计算 机、通信和其他电子设备制造业为主的企业。企业注册资本13400万人民币，实缴资本10050万人民币。 公司法定代表人为张禾阳。 通过天眼查大数据分析，万马科技股份有限公司共对外投资了5家企 ...

Core Insights - eSIM technology is becoming a key enabler for the Internet of Things (IoT) and is expected to significantly enhance user experience by eliminating the need for physical SIM cards [1][2] - The market for eSIM is projected to grow substantially, with an estimated 1 billion eSIM-enabled smartphones by the end of 2025 and 6.9 billion by 2030 [2] - The eSIM industry chain includes component manufacturers, operators, and application service providers, with several A-share listed companies actively participating in this space [3][4] Market Potential - eSIM technology allows for lighter and thinner consumer electronics, as it does not require a physical card slot [1] - The demand for eSIM is driven by the increasing need for lightweight consumer electronics, wearable devices, and IoT terminals [1][2] - Jupiter Research forecasts that the number of IoT connections using eSIM technology will grow from 22 million in 2023 to 195 million by 2026 [2] Industry Collaboration - Companies like Unisoc, Quectel, and ThinkRace are making strides in the eSIM market, with Unisoc being the first in China to achieve global commercial use of eSIM [3] - Quectel has developed an end-to-end IoT eSIM solution that supports automatic connections in over 180 countries, enhancing operational efficiency and reducing costs [3][4] - ThinkRace is focusing on providing comprehensive solutions for automotive connectivity, leveraging eSIM and 5G technologies to streamline supply chain management for car manufacturers [4] Ecosystem Development - The eSIM industry in China is forming a complete layout across various segments, with companies exploring and refining business models to accelerate eSIM adoption [5] - The collaboration among industry players is expected to enhance the overall ecosystem, facilitating the widespread use of eSIM technology [5]

Core Insights - eSIM technology is becoming a key enabler for the Internet of Things (IoT) and is expected to significantly enhance user experience by eliminating the need for physical SIM cards [1][2] - The eSIM market is projected to grow substantially, with an estimated 1 billion eSIM-enabled smartphones by the end of 2025 and 6.9 billion by 2030 [2] - The eSIM industry chain includes component manufacturers, operators, and application scenarios such as mobile devices, wearables, automotive electronics, and IoT terminals [3][5] Market Potential - eSIM technology allows for lighter and thinner consumer electronics as it does not require a physical card slot [1] - The demand for eSIM is driven by the increasing need for lightweight consumer electronics, wearables, and IoT roaming capabilities [1][2] - Jupiter Research forecasts that the number of IoT connections using eSIM technology will grow from 22 million in 2023 to 195 million by 2026 [2] Industry Collaboration - Companies like Unisoc, Quectel, and ThinkRace are actively involved in the eSIM industry, with Unisoc being the first in China to achieve global commercial use of eSIM [3][4] - Quectel has developed an end-to-end IoT eSIM solution that supports automatic connections in over 180 countries, enhancing operational efficiency and reducing costs [3] - ThinkRace provides a comprehensive solution for automotive connectivity, leveraging eSIM and 5G technologies to improve supply chain management and service quality for automotive enterprises [4][5] Business Model Development - The eSIM industry is witnessing collaborative efforts among various players to explore and refine business models, which is expected to accelerate the adoption of eSIM technology [5] - Companies are focusing on backend operational support for eSIM services, including remote configuration and security management [4][5]

Group 1 - The eSIM market is expected to continue expanding, with significant growth projected in both smartphone and IoT sectors [6][5] - Major US tariffs on chips and semiconductors announced by President Trump could impact the industry, with a potential 100% tariff on imports unless produced domestically [1] - The US stock market showed positive movement, with the Dow Jones up 0.18%, S&P 500 up 0.73%, and Nasdaq up 1.21% [1] Group 2 - eSIM concept stocks have seen a notable increase, with an average rise of 10.4% this week among 13 stocks in the eSIM industry chain [2] - Leading eSIM concept stocks include Cheng Tian Wei Ye, Si Te Qi, Dong Xin He Ping, and Xin Heng Hui, with Cheng Tian Wei Ye showing the highest increase of 30.47% [3][7] - The three major Chinese telecom operators have restarted eSIM services, with China Unicom leading the way in resuming operations [5] Group 3 - Companies in the eSIM sector are reporting strong performance, with several firms indicating significant growth in their earnings forecasts [7] - Mei Ge Intelligent expects a net profit of 70 million to 85 million yuan, representing a year-on-year growth of 109.07% to 153.87% [7] - Yi Yuan Communication anticipates a net profit of 463 million yuan, reflecting a year-on-year increase of 121.13% [7]

Group 1 - The eSIM market is expected to continue expanding, with significant growth projected in both smartphone and IoT sectors [4][5] - Major telecom operators in China have restarted eSIM services, with China Unicom leading the way in resuming operations [3][4] - eSIM technology is transitioning from being exclusive to wearable devices to becoming a foundational digital technology, enhancing the digital economy [4][5] Group 2 - eSIM concept stocks have seen an average increase of 10.4% this week, with notable performers including Cheng Tian Wei Ye and Si Te Qi [2][3] - Cheng Tian Wei Ye reported a 30.47% increase in stock price, driven by growing demand for smart card applications in new fields [5][6] - Mei Ge Intelligent and Yi Yuan Communication are expected to report significant year-on-year profit growth, with Mei Ge projecting a net profit increase of 109.07% to 153.87% [6]

证券日报网讯万马科技（300698）8月6日在互动平台回答投资者提问时表示，公司医疗信息化产品矩 阵，包括移动医疗护理工作站、移动医生工作站、床前移动结算工作站、手术室行为管理系统(软硬 件)、医用高低值耗材柜、智能屋管理系统(软硬件)、毒麻药管理系统(软硬件)、标本管理系统(软硬 件)、通道识别设备及监控识别装置、诊间报到工作站以及综合信息化管理系统等终端产品。 ...

证券日报网讯万马科技（300698）8月6日在互动平台回答投资者提问时表示，公司2025年半年度报告的 预约披露日期为2025年8月26日，公司将严格按照创业板相关法律法规的规定履行信息披露义务。 ...