证券代码：300523 证券简称：辰安科技 北京辰安科技股份有限公司 投资者关系活动记录表 编号：2025-008 | | □特定对象调研 | □分析师会议 | | --- | --- | --- | | 投资者关系 | □媒体采访 | □业绩说明会 | | 活动类别 | □新闻发布会 | ■路演活动 | | | □现场参观 | | | | ■其他（投资者电话交流会） | | | | 1. 开源证券 | | | | 2. 中信建投证券 | | | | 3. 华源证券 | | | | 4. 民生证券 | | | | 5. 中金公司 | | | | 6. 国泰海通证券 | | | | 7. 中银国际 | | | | 8. 民银国际 | | | | 9. 国寿资产 | | | | 10.华夏财富 | | | | 11.中信证券资管 | | | | 12.博时基金 | | | | 13.建信基金 | | | | 14.华夏久盈资管 | | | | 15.永赢基金 | | | 参与单位名称 | 16.华泰资管 | | | 及人员姓名 | 17.交银施罗德基金 | | | | 18.浦银安盛基金 | | | | 19.财 ...

Group 1 - The core point of the article is that Beijing Chenan Technology Co., Ltd. plans to issue A-shares to Hefei State-owned Capital Venture Investment Co., Ltd. to raise up to 1.419 billion yuan, making Hefei State Capital the controlling shareholder with a 28.85% stake [2] - The current controlling shareholder, China Telecom Group Investment Co., Ltd., will remain a significant strategic shareholder while maintaining its shareholding [2] - The raised funds will optimize the capital structure of Chenan Technology, support business growth, and enhance risk resistance, laying a foundation for healthy and stable high-quality development [2] Group 2 - The funds will primarily be used for the AI + public safety brain project, leveraging AI and big data technologies to enhance the company's capabilities in public safety [2] - The investment will also focus on the research and industrialization of public safety intelligent equipment, including drones and robots, to extend the emergency management and firefighting rescue business chain [2] - This strategic adjustment aligns with the national "big safety, big emergency" strategy, promoting deep integration between central and local governments to establish Chenan Technology as a new hub for public safety [3]

Group 1 - The core point of the article is that Changan Technology plans to issue A-shares to Hefei State Capital Venture Investment Co., Ltd. to raise up to 1.419 billion yuan, making Hefei State Capital the controlling shareholder with a 28.85% stake [1] - The current controlling shareholder, China Telecom Group Investment Co., Ltd., will remain a significant strategic shareholder while maintaining its shareholding [1] - The raised funds will optimize Changan Technology's capital structure, support business growth, enhance risk resistance, and lay the foundation for healthy and stable high-quality development [1] Group 2 - The strategic adjustment involving China Telecom and Hefei State Capital is aligned with the national "big safety, big emergency" strategy, aiming to deeply integrate central and local resources [2] - This adjustment will strengthen collaboration between Changan Technology and Tsinghua University's Hefei Public Safety Research Institute, promoting technological empowerment and enhancing technical advantages [2] - The collaboration among central enterprises, local state-owned assets, and top universities will support Changan Technology in entering a new development stage, providing strategic support for market expansion, capital strength, and technological innovation [2]

Core Insights - The "14th Five-Year Plan" for emergency management has achieved significant milestones ahead of schedule, with notable reductions in safety incidents and disaster impacts [1][2][4] Group 1: Safety Production Achievements - The number of deaths from production safety accidents in 2024 has decreased by 28.4% compared to the end of the "13th Five-Year Plan," with major accidents dropping to single digits, a 43.8% reduction [1] - The number of production safety accidents and fatalities continues to decline this year [1] Group 2: Natural Disaster Management - From 2021 to 2024, the average number of people affected by natural disasters, the number of deaths and missing persons, and direct economic losses as a percentage of GDP have decreased by 31.3%, 23%, and 34.3%, respectively, compared to the "13th Five-Year Plan" [1] - The establishment of a national natural disaster risk database and risk mapping has enhanced disaster prevention capabilities [2] Group 3: Emergency Response Enhancements - The emergency management department has improved early warning systems and response coordination, leading to faster and more precise evacuation efforts [3] - A rapid disaster relief fund mechanism has been established, allowing for immediate financial support post-disaster, with a 39.6% increase in central emergency material reserves compared to the end of the "13th Five-Year Plan" [3] Group 4: Earthquake Preparedness - The comprehensive defense capability against earthquake disasters has significantly improved, with over 1,000 emergency responses initiated for major earthquakes during the "14th Five-Year Plan" [4][5] - The construction of over 18,000 monitoring stations has solidified the largest warning system globally, enhancing monitoring capabilities [5] Group 5: Technological Advancements - Key research advancements include the release of the world's first earthquake wave model with over one billion parameters and breakthroughs in over 60 critical technologies for earthquake early warning [6]