投资者关系活动记录表 编号：2025-002 证券代码： 301313 证券简称：凡拓数创 广州凡拓数字创意科技股份有限公司 3、你好，公司在人形机器人领域有何布局 尊敬的投资者，您好，人形机器人无疑是当前科技领域最具 想象力的方向之一，我们也密切关注着整个行业的技术突破和演 进。公司在空间智能技术领域，尤其是 AI 三维重建方向，已构 建了深厚的技术积累和差异化优势，其核心技术覆盖 3DGS、AR 交互、自研 3D 引擎及行业级模型数据集，并通过垂直场景落地 验证了技术效能。其中凡拓自研的 FTE 引擎，结合深度学习与高 斯泼溅算法，实现高精度环境感知与动态建模。例如，在工业机 器人场景中，通过多视角图像/视频数据的智能分析，三维重建 生成可交互的 3D 场景，同时提供 AI 算法辅助支持机械臂的轨迹 规划与避障训练。自研 AI 3D 数字孪生引擎与仿真能力是凡拓空 间智能的核心底层技术，具备多物理场仿真能力，可模拟复杂环 境变量。数字孪生是物理 AI 训练场，可为机器人迭代提供虚拟 环境，在机器人训练中，该引擎构建的虚拟环境支持千万次动作 迭代，相比于传统训练模式，能够大幅缩短训练周期。感谢您的 关注！ ...

Core Insights - The company is advancing its digital transformation by implementing "digital twin" and "intelligent analysis" technologies, enhancing its laboratory management systems and overall operational efficiency [1][2][4] Group 1: Digital Transformation - The laboratory's digital transformation has led to the establishment of an intelligent laboratory management system that covers the entire lifecycle of laboratory equipment and the full process of data management [1][2] - The company has developed two core platforms: the "Laboratory Equipment Management System" and the "Laboratory Analysis Data Quality Management System," which facilitate automated data collection and analysis [1][2] Group 2: Operational Efficiency - The digitalization of laboratory equipment management has significantly improved operational efficiency, with all processes such as procurement, maintenance, and data recording now conducted online [2] - The implementation of a data quality management system allows for intelligent cross-checking of testing data with various production-related big data, resulting in a substantial reduction in error rates [2] Group 3: Innovation and Value Creation - The digital transformation has catalyzed innovation across the entire value chain, leading to the development of 38 new grades of polypropylene products and nine provincial or higher-level technological innovation achievements [4] - The shift towards digital management has not only enhanced product development but also integrated deeply into various management aspects, thereby increasing the company's core competitiveness and promoting high-quality development [4]

Company Overview - Delin Hai Environmental Technology Co., Ltd. is located in Wuxi, Jiangsu Province, and was established on December 10, 2009. The company was listed on July 22, 2020. Its main business focuses on emergency response to blue-green algae blooms in lakes and reservoirs, as well as prevention and control of such blooms [1][2]. Financial Performance - As of June 30, Delin Hai reported a revenue of 108 million yuan for the first half of 2025, a year-on-year decrease of 47.35%. The net profit attributable to shareholders was -3.09 million yuan, representing a year-on-year decrease of 112.49% [2]. - The company has cumulatively distributed 176 million yuan in dividends since its A-share listing, with 83.14 million yuan distributed over the past three years [3]. Stock Performance - On September 19, Delin Hai's stock price decreased by 2.00%, closing at 22.01 yuan per share, with a trading volume of 11.71 million yuan and a turnover rate of 0.47%. The total market capitalization is 2.487 billion yuan [1]. - Year-to-date, the stock price has increased by 48.45%, but it has decreased by 1.70% over the past five trading days and by 9.61% over the past 20 days. Over the last 60 days, the stock price has increased by 16.15% [1]. Shareholder Information - As of June 30, the number of shareholders for Delin Hai was 3,375, a decrease of 12.97% from the previous period. The average number of circulating shares per person increased by 14.90% to 33,481 shares [2]. Business Segmentation - The company's main business revenue composition includes: 62.64% from technology equipment integration, 42.42% from blue-green algae governance operation and maintenance, and 0.37% from other supplementary services [1]. - Delin Hai is classified under the environmental protection industry, specifically in water governance and treatment, and is associated with concepts such as water conservancy construction, micro-cap stocks, small-cap stocks, sewage treatment, and digital twins [1].

Core Insights - Synopsys successfully acquired Ansys for $35 billion, marking a strategic shift from "chip" to "system" [4] - The company aims to optimize design across electronic, mechanical, and software fields through digital twin technology and AI agents [4] - Synopsys has achieved global leadership in EDA for advanced process design and multi-physics analysis technologies [6] Group 1: Strategic Developments - The acquisition of Ansys signifies a major transition in Synopsys' business model, focusing on system-level design rather than just chip design [4] - The integration of AI as a core capability in modern chip design is expected to enhance efficiency and support multi-domain optimization [4][5] - Synopsys plans to leverage EDA solutions and IP products to address complex issues in advanced processes, such as power consumption and thermal management [4] Group 2: Industry Context - The CEO of Synopsys emphasized the need for comprehensive solutions that span from chips to systems to meet the demands of complex intelligent systems like robots and autonomous vehicles [5] - TSMC's perspective on digital twins and AI highlights the dual role of supporting AI hardware and meeting customer expectations for integration and efficiency [5] - Synopsys has been active in the Chinese market for over 30 years, contributing to the growth of the semiconductor industry in the region [6]

Core Insights - Synopsys is undergoing a strategic transformation from chip design to system-level solutions, highlighted by its $35 billion acquisition of Ansys, a leader in simulation and analysis software [3] - The company aims to optimize design processes across electronic, mechanical, and software domains by creating digital twins and enhancing AI capabilities to support specific workloads [3][4] - Synopsys emphasizes the importance of integrating chip design with system-level insights to create value in future technological developments, particularly as complex intelligent systems become mainstream [4] Company Strategy - The strategic shift includes three main capabilities: integrating simulation with chip design, providing lifecycle optimization for intelligent systems, and upgrading chip technology to address complex issues in advanced processes [3] - AI is positioned as a core capability in modern chip design, with ongoing development of AI agents for various engineering tasks [3] Industry Context - The CEO of Lingqiao Intelligent highlights the need for delivering entire systems rather than just hardware, emphasizing the importance of digital feedback from human knowledge and developer experience [4] - TSMC's vice president notes that digital twins and AI play a dual role in supporting AI hardware and meeting customer expectations for integration, computing power, and energy efficiency [4] Historical Perspective - Synopsys has established itself as a leader in EDA, simulation, and multi-physics analysis technologies, marking its 30th anniversary in China, where it has contributed significantly to the development of the semiconductor industry [5] - The company has a history of collaboration with Chinese academic institutions, including a donation of over $1 million in software to Tsinghua University [5]

以下文章来源于新思科技 Synopsys ，作者Synopsys 新思科技 Synopsys . 新思科技提供全球领先的芯片到系统设计解决方案，可充分提高客户的研发力和效能。生态合作伙伴相信 新思科技能够开拓创新技术，帮助他们在实现预期性能的前提下更快推出创新产品。 公众号记得加星标⭐️，第一时间看推送不会错过。 从芯片到系统 引领AI智能体工程师重构工程范式 盖思新先生在主题演讲中，重点阐述了新思科技在 2025 年的战略转型与未来发展方向。他指出， 2025 年是新思科技意义非凡的一年，通过完成对Ansys的收购，公司正式确立"从芯片到系统"工程 解决方案全球领导者地位。 2025年9月18日，新思科技中国30周年暨2025新思科技开发者大会在上海西岸国际会展中心隆 重举行。本次大会汇聚了全球行业精英、技术专家、跨界嘉宾及合作伙伴，见证新思科技在华 30年发展成果，共同讨论在智能系统新浪潮中，如何利用更多的数字工具，串联物理世界，再 造工程设计范式，持续引领从芯片到系统技术浪潮。 从初心到未来 引领科技创新 在本届开发者大会上，新思科技全球高级副总裁、新思科技中国区董事长兼总裁葛群回望了公司在中 国的发展 ...

8月16日，在四川省绵阳市梓潼县许州镇，随着最后一片T梁浇筑完成，G5京昆高速广绵段扩容项目智 慧梁场（以下简称"广绵智慧梁场"）全部完成5753片T梁预制任务。 "从去年1月开工至今，如此短的时间内完成5000余片T梁预制生产，换作传统梁场根本无法实现。"该项 目建设方、中铁五局集团第六工程有限责任公司副总经理刘智军说。 从"不可能"变为现实，背后是"数智帮手"。广绵智慧梁场以T梁智慧生产线、钢筋自动绑扎生产线、智 能张拉机器人等为核心的智能制造流水线大显身手。"智慧注入带来了效率和质量的同步跃迁，实现了 降本增效、提质增速，整个梁场生产总效率提升近100%。"刘智军说。 "两纵一横"降本增效 "智慧梁场布局有T梁智慧生产线、混凝土配送中心、钢筋配送中心、智慧控制中心等。"该项目负责 人、中铁五局集团第六工程有限责任公司常务副经理左陈森说，广绵智慧梁场负责生产、架设G5京昆 高速广绵段扩容项目相关标段34座主线桥梁、27座行车天桥及匝道桥梁所需的T梁，面临产品工艺复 杂、时间紧、任务重等挑战，智能化装备的应用使生产效率大幅提升。 走进广绵智慧梁场控制中心，巨大的屏幕上显示着数字孪生的虚拟梁场，仿佛把现实中的 ...

暴雨凌晨突袭，城市尚在熟睡，AI"守夜人"已秒级锁定积水点位，一条告警推送到城运中心，信息速递 到处理责任部门。热干面出摊前，积水被水泵抽进井口，早高峰踩上的是干爽路面，而不是冰凉的水洼 ——武汉，用算法把一夜暴雨悄悄"归零"。 这一切，源于全国首个超大型城市运行管理智能体在武汉正式落地运行——它由武汉与华为联合打造， 基于全域数字孪生构建城市"智慧中枢"，让城市具备了"感知—传输—决策—执行"的全链智能治理能 力。在"人工智能+"上升为国家战略的背景下，武汉率先将AI嵌入城市治理流程，成为探索"人工智能 +"治理能力模式的先行者。 暴雨夜，城市有了AI守夜人 9月15日，记者一行走进武汉市城市运行管理中心（简称"城运中心"）综合调度大厅，眼前便是一幅数 字化"驾驶舱"的壮观景象：电子屏上密布的城市运行数据与实时数据闪烁跳动，工作人员分列在整齐的 座席间，神情专注地盯着屏幕，指尖在键盘上飞快敲击，偶尔低声交流。调度大厅内不断响起提示音 ——那是AI智能体正在实时为每一次"脉搏"把脉。 城运中心讲解员介绍，平台已实现城市运行态势的"一屏总览"，93项数据分钟级更新，63项数据小时级 更新，涉及交通、水务、城管、 ...

电商产品摄影是指通过机器人和各种摄影技术手段，将产品摄影流程自动化。这样做是为了提高生产力，更高效地完成工作。它还将在促进 电商发展方面发挥关键作用，提供高质量的产品图片，从而缩短交付周期。 据 QYResearch 调研团队最新报告"全球电商产品摄影市场报告 2025-2031 "显示，预计 2031 年全球电商产品摄影市场规模将达到 4 亿美元， 未来几年年复合增长率 CAGR 为 12.4% 。 电商产品摄影 ，全球市场总体规模 全球 电商产品摄影 市场前 10 强生产商排名及市场占有率（基于 2024 年调研数据；目前最新数据以本公司最新调研数据为准） 根据 QYResearch 头部企业研究中心调研，全球范围内电商产品摄影生产商主要包括 Orbitvu 、 Ortery 、 PhotoRobot 、 Packshot Creator 、 Iconasys 等。 2024 年，全球前四大厂商占有大约 60.0% 的市场份额。 电商产品摄影是电子商务的一个分支行业，旨在为在线销售的产品制作高质量的、具有商业价值的产品图片。 电商产品摄影 ，全球市场规模，按产品类型细分 电商产品摄影 ，全球市场规模，按应 ...

中国经济网西安9月18日讯(记者 魏金金)今年10月10日，故宫博物院将迎来建院100周年。百年风雨 历程，紫禁城从昔日禁苑转变为人民的博物院，成为中国文化遗产保护、研究与传承的重要象征与杰出 典范。 在9月17日举办的2025年世界互联网大会"文化遗产数字化论坛"上，故宫博物院副院长朱鸿文系统 回顾了故宫百年来的保护传承与数字化创新历程。 1925年10月，故宫博物院正式成立，昔日皇家禁地首次向公众敞开大门。抗战时期，为保护民族瑰 宝，大量文物历经艰险南迁。在文物南迁过程中，为守护中华文明宝贵血脉，许多工作者甚至付出了生 命的代价。新中国成立后，国家高度重视故宫文化遗产保护，投入大量资金修复古建、追回流失文物， 并建成现代化文物库房和文物医院。 故宫百年守护，不仅是保护技术的升级之路，更是文化传承方式的深刻变革。朱鸿文表示，未来， 故宫将以"数字孪生"等技术为切入点，实现遗产地、博物馆和旅游景区复杂业务的协同管理；加速文物 数字化采集和公布进程，最大限度实现馆藏资源的全人类开放共享；以标准化为抓手，大数据分析为动 力，推动博物馆业务的高质量发展。同时，积极推动知识图谱、人工智能在学术研究中的应用，助力传 统 ...