电科数字:智能计算、星载通信等卫星通信产品占公司整体业务比重不足0.1% AI应用服务产品未形成大规模销售

Core Viewpoint - The company, 电科数字 (600850.SH), has issued a risk warning regarding its stock being categorized under "commercial aerospace" and "artificial intelligence" concepts, clarifying that its main business remains unchanged and does not significantly involve these sectors [1] Business Segments - The company operates in three main business segments: digital products, industry digitization, and new digital infrastructure [1] - The company has not engaged in significant commercial aerospace activities, with only a minor involvement in satellite communication products, generating approximately 3.9 million yuan in orders for 2025, which accounts for less than 0.1% of total business [1] AI Products and Applications - The AI products mentioned in investor communications include domestically developed intelligent inference terminal products, currently in small batch delivery, with 2025 orders estimated at around 10 million yuan [1] - The company's 智弈智能体系统 and AI application services are projected to generate approximately 30 million yuan in orders for 2025, currently in the market promotion phase and not yet achieving large-scale sales [1] - Overall, the total orders from AI-related businesses for 2025 are expected to be around 40 million yuan, representing less than 1% of the company's total business, indicating that these segments do not significantly impact the company's operational performance and have uncertain future development [1]