Xin Lang Zheng Quan·2025-11-12 12:54Core Viewpoint - The company is focusing on its core technologies, business progress, and strategic planning, emphasizing its competitive edge in high-speed machine vision technology and significant order growth in its信创 (Xinchuang) business segment [1][3]. Group 1: Core Technology - The company's high-speed machine vision technology distinguishes itself from traditional machine vision by achieving high detection speeds while maintaining precision, particularly in large-scale continuous manufacturing scenarios [2]. - The technology enables real-time defect detection, large-scale data collection and analysis, and precise removal of defective products [2]. Group 2: Business Performance - The company reported that its performance in the last year and the first three quarters of this year has not met expectations due to varying project implementation cycles and increased R&D investments, which have pressured profit margins [3]. - However, the company has achieved a record high in new orders for 2025, with信创 business contributing approximately 330 million yuan in orders, covering integration, operation, and adaptation services [3]. Group 3: Robotics Development - The company has made significant progress in its robotics business, with the intelligent loading robot entering the trial phase and the automatic paving robot expected to complete prototype development by the end of 2025 [4]. - These robots are designed for various construction and infrastructure applications, although the company currently focuses on industry-specific applications rather than humanoid robots [4]. Group 4: Strategic Focus - The company identifies its core business areas as artificial intelligence, machine vision, and信创, with a dual focus on "real economy + capital" to integrate upstream and downstream enterprises in the AI industry chain [5]. - The strategic direction aligns with national planning, emphasizing high-speed machine vision technology while exploring new fields and accelerating product commercialization [6]. Group 5: International Expansion - The company has begun to receive overseas orders for certain products, such as those related to the printing industry and tobacco physical inspection, although a systematic international expansion plan has not yet been established [6].