格隆汇11月25日丨三维天地(301159.SZ)在投资者互动平台表示，公司暂未与蓝箭航天进行业务合作。 ...

Core Insights - The release of the new generation statistical analysis software QRS by Beijing Sanwei Tiandi Technology Co., Ltd. marks a significant breakthrough in China's industrial statistical analysis tools, positioning it as a key milestone in replacing international giants like Minitab [1][2] - The domestic demand for digital transformation in manufacturing is creating a vast testing ground for local software, with leading companies in sectors like automotive and semiconductors beginning to collaborate with domestic software vendors [1] Group 1 - QRS is based on a fully self-developed statistical engine that overcomes complex algorithm bottlenecks and optimizes anomaly detection sensitivity tailored to the characteristics of Chinese manufacturing data [2] - Unlike Minitab's closed-source architecture, QRS employs a modular design that ensures seamless integration with domestic databases and operating systems, thereby safeguarding data sovereignty [2] - The software includes a localized quality template library compliant with GB/T and ISO standards, and incorporates AI-assisted decision-making features that enhance analysis efficiency by over 40% in scenarios like predicting the lifespan of new energy vehicle batteries [2] Group 2 - The launch of QRS represents not just a product victory but also reflects the evolution of Chinese industrial software from being merely usable to being user-friendly [3] - Companies with core technological breakthroughs and the ability to delve into specific scenarios are becoming key targets for capital markets in the autonomous and controllable sector [3] - The emergence of more "invisible champions" in the industry may lead to a qualitative leap in the global competitiveness of China's industrial software supply chain [3]

Core Insights - The launch of the new generation statistical analysis software QRS by Sanwei Tiandi marks a significant technological breakthrough in China's industrial statistical analysis tools, paving the way for domestic industrial software to replace international giants and establish a self-controlled industrial ecosystem [2][3]. Group 1: Product Features - QRS is based on a fully self-developed statistical engine, overcoming complex algorithm bottlenecks and optimizing anomaly detection sensitivity tailored to the characteristics of Chinese manufacturing data [3]. - The software features a modular design that seamlessly integrates with domestic databases like Dameng and operating systems like Tongxin UOS, reinforcing data sovereignty and security [3]. - QRS includes a localized quality template library compliant with GB/T and ISO standards, and incorporates AI-assisted decision-making capabilities, improving analysis efficiency by over 40% in scenarios such as predicting the lifespan of new energy vehicle batteries [3]. Group 2: Market Potential - The industrial statistical analysis software market in China is projected to exceed 8 billion yuan by 2025, with a compound annual growth rate of 18%, driven largely by the digital transformation needs of the manufacturing sector [4]. - QRS is positioned to capture market opportunities due to its compatibility with the Xinchuang system, having entered government procurement directories in multiple provinces, aligning with the increasing procurement ratio of domestic software by state-owned enterprises [4]. - The product's specialized analysis suites and compliance modules are designed to meet high-end manufacturing needs, with analysis results applicable for customer factory inspections and product certifications [4]. Group 3: Capital Market Response - The capital market has reacted positively, with several brokerage reports indicating that Sanwei Tiandi's extensive industrial client base of over 4,000, combined with QRS, is likely to reshape the valuation system for industrial software [5]. - The successful launch of QRS represents a shift in Chinese industrial software from being merely usable to being highly effective, highlighting the emergence of companies with core technology and deep industry expertise as key investment targets in the self-controlled sector [5]. - The rise of more domestic "invisible champions" in industrial software is expected to enhance the global competitiveness of China's industrial software industry significantly [5].

Group 1 - The core point of the news is that Sanwei Tiandi's stock price increased by 5%, reaching 38.00 CNY per share, with a trading volume of 61.76 million CNY and a turnover rate of 3.18%, resulting in a total market capitalization of 2.939 billion CNY [1] - Sanwei Tiandi, established on July 3, 1995, is located in Haidian District, Beijing, and was listed on January 7, 2022. The company specializes in the research, sales, and implementation of software products related to inspection and testing information technology and data asset management, providing relevant technical services [1] - The revenue composition of Sanwei Tiandi includes 77.40% from software product sales and implementation, 22.57% from operation and maintenance income, and 0.03% from other business income [1] Group 2 - According to data from the top ten circulating shareholders of Sanwei Tiandi, a fund under Nuoan Fund ranks among them. The Nuoan Multi-Strategy Mixed A Fund (320016) entered the top ten circulating shareholders in the third quarter, holding 438,800 shares, which accounts for 0.83% of the circulating shares. The estimated floating profit today is approximately 794,200 CNY [2] - The Nuoan Multi-Strategy Mixed A Fund (320016) was established on August 9, 2011, with a latest scale of 1.855 billion CNY. Year-to-date, it has achieved a return of 74.46%, ranking 197 out of 8,136 in its category; over the past year, it has returned 76.1%, ranking 179 out of 8,055; and since inception, it has returned 236.7% [2]

Summary of 3D Tian Di Conference Call Company Overview - **Company**: 3D Tian Di - **Industry**: AI and Digital Transformation in Laboratory Management Key Points AI Development and Product Integration - 3D Tian Di launched the 3D Link AI development platform, integrating mainstream large models like Deepseek and Tongyi Qianwen, aimed at enterprise intelligent upgrades through seamless integration with existing business systems, automating complex processes, and enhancing operational efficiency and employee productivity [2][3] - The company has a strong customer base with over 3,000 laboratory clients and more than 1,000 quality data asset management clients, ensuring solutions are tailored to meet complex business logic and compliance requirements [2][5] Digital Transformation in Laboratory Management - The new generation digital inspection and testing platform is based on the Langchain framework, achieving full-process automation from sample receipt to report generation, significantly improving testing efficiency and accuracy while eliminating the risk of false reports [2][5][6] - The 3DLink AI application platform utilizes knowledge engines and AI agent technology to create intelligent agent clusters capable of perception, understanding, reasoning, and execution, applicable in various scenarios and seamlessly integrating with existing business systems [2][7] Strategic Partnerships and Market Expansion - The company plans to collaborate with humanoid robot companies to develop embodied intelligent robot clusters, promoting the transformation towards unmanned laboratories and creating synergies in data element markets and unmanned operations [4][10] - 3D Tian Di showcased its new laboratory management system 3DLIMS and 3DLink intelligent platform at exhibitions in Tokyo, Japan, and Singapore, receiving widespread attention and recognition, with plans to expand its global market presence [2][8] Future Strategic Pillars - Over the next 3 to 5 years, the company will focus on three strategic pillars: empowering AI intelligent bodies through the 3DLink platform, advancing laboratory automation with humanoid robots, and promoting the marketization of data elements through a transaction management platform [4][9] Unique Advantages in AI Application - The company possesses a deep understanding of complex business logic in inspection, testing, and data governance, ensuring precise alignment of solutions with client needs [5] - The integration of the 3DLink development platform with data asset management and digital inspection management platforms facilitates the implementation of AI in various industries [5] Innovation and Growth Opportunities - The collaboration with humanoid robot companies is expected to create a closed-loop system for unmanned operations, enhancing the company's transition from a traditional software service provider to a comprehensive solution provider integrating AI, data, and robotics [10] - The company aims to explore new revenue sources in strategic industries such as biomedicine and new energy through the output of smart laboratory standards and value-added services [10] Promoting Technological Inclusivity - The company emphasizes the importance of practical scene demands, breakthrough technologies, and shared standards to promote technological inclusivity and accelerate the scaling of industry-academia-research alliances [11]

Core Viewpoint - The company, Sanwei Tiandi, has a diverse client base for its digital inspection and testing management platform and data asset management platform, serving over 3,000 clients across various industries [1] Group 1: Digital Inspection and Testing Management - The company has achieved comprehensive coverage in the digital inspection and testing management sector, serving clients from government and third-party testing institutions, manufacturing, and research and development fields [1] - Key industries served include food and drug testing, environmental monitoring, public health, biopharmaceuticals, automotive electronics, petrochemicals, energy materials, consumer goods, and research institutions [1] Group 2: Data Asset Management - In the data asset management sector, the company's products primarily serve large domestic enterprise groups [1] - The coverage includes multiple industries such as high-tech electronics, equipment manufacturing, real estate and property management, energy and minerals, healthcare, and financial investment [1]

Core Viewpoint - The company, Sanwei Tiandi (301159.SZ), has a diverse customer base for its main products, which include intelligent inspection and testing management platforms and data asset management platforms, with some clients from the aerospace sector [1] Group 1 - The main business products of the company include intelligent inspection and testing management platforms [1] - The company also offers data asset management platforms [1] - The customer industry distribution of the company's products is broad, indicating a wide market reach [1] Group 2 - Some clients of the company are from the aerospace industry, highlighting its involvement in high-tech sectors [1]

Core Insights - The company, Sanwei Tiandi (301159.SZ), has a diverse application of its products across various industries, primarily focusing on intelligent inspection and testing management platforms and data asset management platforms [2] Group 1: Product Applications - The company has served over 3,000 clients in the intelligent inspection and testing management sector, achieving comprehensive coverage across government and third-party testing institutions, manufacturing, and research and development fields [2] - Key application areas include food and drug testing, environmental monitoring, public health, biopharmaceuticals, automotive electronics, petrochemicals, energy materials, consumer goods, and research institutions [2] Group 2: Data Asset Management - In the data asset management sector, the company's products primarily serve large domestic enterprise groups [2] - The industries covered include high-tech electronics, equipment manufacturing, real estate and property management, energy and minerals, healthcare, and financial investment [2]

Group 1 - The company, Sanwei Tiandi (301159.SZ), has been asked about its product offerings in the commercial aerospace sector and the competitive advantages of these products [1] - The main business products of the company include intelligent inspection and testing management platforms and data asset management platforms, which have a wide distribution of clients across various industries, including aerospace [1]

Group 1 - The core viewpoint of the news is that Sanwei Tiandi's stock performance and financial metrics indicate a mixed outlook, with a decline in stock price and significant financing activity [1][2]. - As of November 12, Sanwei Tiandi's stock price decreased by 0.63%, with a trading volume of 36.09 million yuan. The net financing buy was negative at -3.73 million yuan, indicating more repayments than new purchases [1]. - The total financing and securities balance for Sanwei Tiandi reached 55.73 million yuan, accounting for 2.06% of its market capitalization, which is above the 50th percentile level over the past year [1]. Group 2 - For the period from January to September 2025, Sanwei Tiandi reported a revenue of 134 million yuan, reflecting a year-on-year growth of 5.85%. However, the net profit attributable to shareholders was -75.22 million yuan, which is a 32.49% increase in losses compared to the previous year [2]. - The number of shareholders as of September 30 was 10,200, a decrease of 2.23% from the previous period, while the average circulating shares per person increased by 27.66% to 5,185 shares [2]. - Since its A-share listing, Sanwei Tiandi has distributed a total of 13.92 million yuan in dividends, with 7.73 million yuan distributed over the past three years [3].