ThunderSoft(SZ:300496) Xin Lang Zheng Quan·2025-09-28 12:11Group 1: Company Overview - Zhongke Chuangda Software Co., Ltd. conducted targeted research and activities involving over 50 institutions, including Bosera Fund and Western Gain, focusing on the company's business layout and development [1] Group 2: Smart Automotive Sector - The company has been proactive in the smart automotive sector since 2013, acquiring Finnish company Rightware in 2017 to enhance its Kanzi product, which is now a preferred UI development tool for major global automakers [2] - By 2025, AI is expected to dominate the automotive industry, with the company launching the integrated "AIOS + AIBOX" solution, featuring AI-native architecture for dynamic resource allocation and model scheduling [2] Group 3: Global Business Strategy - The company is at the forefront of global expansion, leveraging the global technological attributes of its operating system to create value for users worldwide, particularly aiding Chinese automakers in their international ventures [3] Group 4: Intelligent Cockpit Innovation - The AI cockpit, driven by AI Agent technology, transforms traditional passive interaction models into proactive services, utilizing user profiling and multi-modal interaction technologies to enhance user experience [4] - The technology architecture is based on the Snapdragon Ride platform, significantly improving human-machine interaction efficiency with response times under 500ms [4] Group 5: Internet of Things (IoT) Development - The IoT business is rapidly evolving, with the company developing various vertical categories and scenarios, including handheld devices and smart vision [5] - The company has created an AIoT platform that provides comprehensive value chain empowerment, collaborating with strategic partners in the AI mobile phone and AI glasses sectors [5] Group 6: Other Collaborations and Progress - The company has upgraded its collaboration with Volcano Engine, launching AI cockpit solutions that integrate cloud and edge computing [6] - In the chip collaboration sector, significant technological breakthroughs have been achieved with Drip Water OS and AIBOX, while the robotics business has established a presence in logistics and manufacturing, serving multiple Fortune 500 companies [6]