证券代码：301330 证券简称：熵基科技 熵基科技股份有限公司投资者关系活动记录表 编号：2025-12 | 投资者关系活 | 特定对象调研 媒体采访 | 分析师会议 | 业绩说明会 | 新闻发布会 | | --- | --- | --- | --- | --- | | 动类别 | 路演活动 其他 | 现场参观 | | | | 参与单位名称 | 天风证券、信达澳亚基金、宝盈基金、融通基金、个人投资者詹国强 | | | | | 及人员姓名 | | | | | | 时间 | 2025 年 12 月 31 日 | 10:00-12:00 | | | | 地点 | 熵基科技会议室 | | | | | | 副总经理、董事会秘书 郭艳波 | | | | | 上市公司接待 | 投资总监 陈川 | | | | | 人员姓名 | 智能创新研究院院长 仲崇亮 | | | | | | 生物识别及脑机事业部负责人 叶峰 | | | | | | 首先公司相关负责人向投资者介绍了公司主营业务、主要产品等基本情况，并对公 | | | | | | 司当前研发方向进行了讲解。 | | | | | | 其次公司参与接待人员与投 ...

Group 1 - China Software (600536) is a leading enterprise in electronic government and cybersecurity, aligning with the national "Digital China" strategy, focusing on the core scenarios of e-ID in government services [1][25] - The company has developed a foundational platform for electronic identity authentication, enabling seamless data communication between e-ID and various government systems such as social security and taxation [1][25] - It has participated in the formulation of national electronic government informatization standards and is adapting to upcoming national security standards for e-ID, providing technical support for standardized access [1][25] Group 2 - Newland (000997) has over 20 years of experience in identity recognition technology and is a benchmark enterprise in e-ID hardware and core technology development [2][26] - The company has developed a secure QR code system for online and offline verification of e-IDs, significantly improving efficiency in high-frequency scenarios like hotel check-ins [2][26] - Newland is integrating multi-modal recognition technologies and blockchain anti-counterfeiting technology to expand the application of e-IDs in various sectors [2][26] Group 3 - Aerospace Information (600271) is a key player in the e-ID field, having participated in the development of critical identity documents and systems [3][27] - The company is leveraging its market channels to integrate e-IDs with tax, social security, and military sectors, simplifying processes significantly [3][27] - It is incorporating AI and big data technologies into e-ID applications for dynamic risk assessment and anomaly detection [3][27] Group 4 - Qiming Star (002439) focuses on the full-process security protection of e-IDs and has developed a comprehensive security system to prevent identity theft and information breaches [4][29] - The company has adapted its security products to comply with upcoming national standards and provides customized security solutions for sensitive sectors like finance and government [4][29] - Qiming Star is expanding its solutions into industrial internet and vehicle networking, addressing identity authentication challenges in IoT devices [4][29] Group 5 - Hengbao Co., Ltd. (002104) has been deeply involved in the e-ID sector for years, focusing on data security and identity authentication solutions [5][30] - The company is integrating blockchain technology with digital identity to create a trustworthy storage and traceability system for e-IDs [5][30] - Hengbao is also exploring applications of digital currency in conjunction with e-IDs, enhancing service models that combine identity and payment [5][30] Group 6 - Nanwei Software (603636) is a leading provider of smart policing and government information solutions, with a focus on e-licenses including e-IDs [6][31] - The company has developed a system that enables interoperability between e-IDs and other government licenses, facilitating quick verification processes [6][31] - It is actively upgrading its e-ID verification terminals to support features for the elderly, enhancing accessibility [6][31] Group 7 - Digital Certification (300579) is a core support enterprise in the e-ID security certification field, providing essential cryptographic products for the CTID platform [7][33] - The company has participated in the formulation of national identity authentication standards, ensuring compliance with data protection laws [7][33] - Digital Certification is expanding its services to include cross-border digital identity authentication, aligning with international trade facilitation needs [7][33] Group 8 - Shen Si Electronics (300479) is a leader in the offline identity authentication terminal market, focusing on multi-modal biometric recognition technologies [8][34] - The company has developed a terminal that supports multiple verification modes, significantly improving service efficiency in high-frequency scenarios [8][34] - Shen Si Electronics is actively participating in the construction of a "10-minute government service circle," enhancing its market penetration [8][34]

Group 1 - The computer equipment sector increased by 0.71% on December 30, with Shangji Technology leading the gains [1] - The Shanghai Composite Index closed at 3965.12, showing no change, while the Shenzhen Component Index rose by 0.49% to 13604.07 [1] - Notable performers in the computer equipment sector included Shangji Technology, which rose by 11.58% to a closing price of 33.06, and Yuyin Co., which increased by 10.04% to 8.55 [1] Group 2 - The computer equipment sector saw a net inflow of 141 million yuan from institutional investors, while retail investors experienced a net outflow of 184 million yuan [2] - The top stocks by net inflow included Yuyin Co. with 168 million yuan and Guangdian Yuntong with 148 million yuan [3] - The overall trading volume for the sector was significant, with Yuyin Co. achieving a transaction amount of 1.268 billion yuan [1][2]

| 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 920270 | 天铭科技 | let | 30.00 | 20.67亿 | 94.59 | | 300322 | 硕贝德 | 1 | 16.15 | 132亿 | 118.38 | | 688160 | 步科股份 | 1 | 11.93 | 124亿 | 138.24 | | 300058 | 蓝色光标 | 4 | 10.26 | 355亿 | 49.31 | | 603211 | 晋拓股份 | | 10.02 | 64.17亿 | 57.93 | | 001208 | 华蒙线缆 | 6年 | 10.02 | 156亿 | 169.89 | | 002471 | 中超控股 | ને | 10.01 | 104亿 | 177.66 | | 002527 | 新时达 | ને | 10.01 | 114亿 | 95.33 | | 002009 | 天奇股份 | la | 10.00 | 94.24亿 | 53.94 | | 002931 | 锋龙股份 | 中 ...

上证报中国证券网讯（记者 刘怡鹤）12月30日上午，AI智能体概念震荡拉升。截至10时30分，南兴股 份、翠微股份、正和生态、宏英智能涨停，酷特智能涨超15%，熵基科技、蓝色光标、中科金财涨超 8%，税友股份涨超6%。 来源：上海证券报·中国证券网 来源：上海证券报·中国证券网 上证报中国证券网讯（记者 刘怡鹤）12月30日上午，AI智能体概念震荡拉升。截至10时30分，南兴股 份、翠微股份、正和生态、宏英智能涨停，酷特智能涨超15%，熵基科技、蓝色光标、中科金财涨超 8%，税友股份涨超6%。 12月30日，硅谷科技巨头Meta、AI智能体创企Manus以及真格基金均宣布，Meta将收购Manus。收购 后，Manus的产品使用不受影响，并将继续在新加坡运营，同时与Meta旗下核心全球消费级产品进行深 度整合。三方均未透露具体收购金额，但真格基金表示，这是Meta自成立以来的第三大并购。 Manus表示，被Meta收购，是对公司在AI智能体领域工作的认可。公司专注于构建通用型AI Agent，帮 助用户高效完成研究、自动化和复杂任务。面对全球越来越多用户的使用需求，团队持续迭代产品，努 力使Manus在实际使 ...

MACD金叉信号形成，这些股涨势不错！ | | | | Al智能体板块个股 | | | | --- | --- | --- | --- | --- | --- | | 序号 代码 | | 名称 | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | 1 | 300840 | 酷特智能 复 | 16.63 | 45.62亿 | -4.58 | | 2 | 002757 | 南兴股份 | 10.01 | 52.30亿 | 16.06 | | ന | 603123 | 翠微股份 1 | 9.98 | 141亿 | 119.01 | | 4 | 301330 | 糖泉科技 * | 7.76 | 75.15亿 | 44.83 | | 5 | 603171 | 税友股份 | 5.50 | 218亿 | 77.11 | | 6 | 002657 | 中科金财 海 | 5.15 | 101亿 | 62.77 | | 7 | 300058 | 1 蓝色光标 | 4.68 | 337亿 | 41.76 | | 8 | 300170 | 汉得信息 1 | 3.57 | 181亿 | 43.14 | | 9 | 300674 | 宇 ...

| | | | | Al智能体板块个股 | | | | --- | --- | --- | --- | --- | --- | --- | | 序号 代码 | | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | 1 | 300840 | 酷特智能 | 演 | 16.63 | 45.62亿 | -4.58 | | 2 | 002757 | 南兴股份 | | 10.01 | 52.30亿 | 16.06 | | 3 603123 | | 翠微股份 1 | | 9.98 | 141亿 | 119.01 | | ব | 301330 | 滴基科技 * | | 7.76 | 75.15亿 | 44.83 | | 5 | 603171 | 税友股份 | | 5.50 | 218亿 | 77.11 | | 6 | 002657 | 中科金财 | 海 | 5.15 | 101亿 | 62.77 | | 7 | 300058 | 蓝色光标 | 中 | 4.68 | 337亿 | 41.76 | | 8 | 300170 | 汉得信息 1 | | 3.57 | 181亿 | 43.14 | | 9 | 3006 ...

责任编辑：小浪快报 资料显示，熵基科技股份有限公司位于广东省东莞市塘厦镇平山工业大路32号，成立日期2007年12月14 日，上市日期2022年8月17日，公司主营业务涉及生物识别为核心技术,专业提供智慧出入口管理、智慧 身份核验、智慧办公产品及解决方案的国家高新技术企业。主营业务收入构成为：智慧空间产品 36.99%，智慧空间产品:门禁产品23.97%，智慧空间产品:其他产品13.03%，智慧办公产品9.18%，智慧 办公产品:考勤产品5.59%，智慧办公产品:其他产品3.60%，数字身份认证产品2.17%，智慧商业产品 1.56%，数字身份认证产品:证卡产品1.11%，数字身份认证产品:生物识别传感器产品0.81%，智慧商业 产品:商用产品0.77%，智慧商业产品:数字标牌产品0.62%，数字身份认证产品:其他产品0.25%，其他产 品0.20%，智慧商业产品:其他产品0.17%。 截至9月30日，熵基科技股东户数2.03万，较上期减少8.40%；人均流通股5602股，较上期增加35.62%。 2025年1月-9月，熵基科技实现营业收入14.01亿元，同比减少0.68%；归母净利润1.28亿元，同比增长 ...

Core Viewpoint - The brain-computer interface (BCI) sector is experiencing significant growth driven by favorable policies, technological advancements, and increased investment interest, as evidenced by the recent surge in stock prices of related companies in both Hong Kong and A-share markets [2][6][7]. Policy Developments - The National Medical Products Administration has included implantable brain-computer interface medical devices in the "Priority Approval List for High-end Medical Devices (2025 Edition)" [2]. - A joint initiative by seven ministries, including the Ministry of Industry and Information Technology, has set phased goals for the BCI industry by 2027 and 2030 [3]. - The "14th Five-Year Plan" emphasizes the BCI sector as a key area for fostering new economic growth [4]. - The National Healthcare Security Administration has introduced new pricing guidelines for invasive BCI procedures, facilitating reimbursement pathways [4]. Technological Advancements - Recent breakthroughs in BCI technology include the first domestically developed fully implanted, wireless BCI product by Brain Tiger Technology, which successfully completed its first clinical trial [5]. - The National Medical Products Administration has approved the world's first invasive BCI product for treating addiction-related mental disorders [5]. - Ongoing clinical trials and collaborations among research institutions and medical units are yielding significant progress in the field [5]. Market Insights - The BCI industry is entering a rapid commercialization phase, supported by policy backing, technological breakthroughs, and increased capital influx [5][6]. - The market for BCI is projected to be a nearly $10 billion opportunity globally, with domestic companies making strides in flexible electrodes and real-time Chinese language decoding [7]. - Investment interest in the BCI sector is rising, particularly in rehabilitation applications and non-invasive BCI technologies, as companies strategically position themselves for future growth [6][7].

截至发稿，熵基科技市值为69亿元。 每经头条（nbdtoutiao）——对话马斯克脑机接口"一号受试者"：大脑植入芯片23个月，我正重新夺回 人生的独立 （记者 曾健辉） 每经AI快讯，熵基科技（SZ 301330，收盘价：29.28元）12月26日晚间发布公告称，公司第三届第二十 四次董事会会议于2025年12月26日以现场结合通讯的方式召开。会议审议了《关于签订租赁合同暨关联 交易的议案》等文件。 2025年1至6月份，熵基科技的营业收入构成为：门禁产品占比47.84%，智慧出入口管理产品-其他产品 占比26.0%，考勤产品占比11.15%，智慧办公产品-其他产品占比7.18%，证卡产品占比2.21%。 ...