东土科技 为工业人工智能铸造“中国根系”

Core Viewpoint - The article highlights the transformation of Dongtu Technology from a communication equipment provider to a foundational provider for industrial internet, emphasizing its role in the ongoing industrial digitalization and intelligentization revolution in China [1][2]. Strategic Positioning - Dongtu Technology positions itself as a "provider of the foundation for new industrialization," focusing on deepening core technologies rather than pursuing rapid commercialization [2]. - The company emphasizes the importance of having an independent communication and operating system for smart factories and machines, which is crucial for the safety and intelligence of China's manufacturing industry [2][3]. Technological Breakthroughs - Dongtu Technology has achieved significant milestones in technology, including the establishment of the AUTBUS as an IEC international standard, marking China's first leadership in industrial communication standards since 2008 [3]. - The Hongdao operating system is fully compatible with domestic chips and has formed strategic partnerships with major international chip manufacturers, showcasing its capabilities in providing a robust industrial operating system [3][4]. Full-stack Autonomous Technology - The company has developed a comprehensive technology system that spans from chips to operating systems, which is expected to define future industrial intelligence standards [4]. - The gross margin for the industrial operating system business is close to 80%, indicating strong profitability potential [4]. Ecosystem Construction - Dongtu Technology aims to build a "root ecosystem" based on foundational technologies, which is essential for creating a controllable and evolving industrial landscape in China [5]. - The company is actively promoting collaboration through standardization and win-win mechanisms, transforming competitors into partners [5]. International Strategy - The internationalization strategy focuses on exporting standards and ecosystems rather than just products, with ongoing collaborations in Asia and Europe [5][6]. - The recent acquisition of Gaoweike Electric is part of the company's strategy to enhance its capabilities in energy control and automation, creating a closed loop of communication, control, and operating systems [6]. Future Outlook - Dongtu Technology envisions making China's standard and technology system a global language, with goals for the next three to five years including achieving a million installations of the Hongdao system and further breakthroughs in international standards [6]. - The shift from hardware-driven revenue to software subscriptions and ecosystem benefits is expected to enhance the company's profitability and contribute to the high-quality development of China's industrial software sector [6].