证券代码：300378 证券简称：鼎捷数智 鼎捷数智股份有限公司投资者关系活动记录表 编号：2025-004 | | 特定对象调研 分析师会议 媒体采访 | | --- | --- | | 投资者关系活 | 业绩说明会 新闻发布会 | | 动类别  | 路演活动 A股可转债发行网上路演 | | | 现场参观 其他 | | 参与单位名称 | 通过"证券时报"路演平台参与公司A股可转债发行网上路演的 | | 及人员姓名 | 投资者。 | | 时间 | 2025年12月12日 15:30-16:30 | | 地点 | 上海市静安区江场路1377弄绿地中央广场1号楼22层 | | 上市公司出席 | 叶子祯 董事长兼总裁 | | 人员 | 张苑逸 董事、执行副总裁、财务负责人 | | | 林健伟 执行副总裁、董事会秘书 | | | 公司于2025年12月12日举行网上路演，就本次A股可转债发 | | | 行情况与投资者进行交流，具体问答情况如下： | | | 问题一：本次募集资金投资项目的具体情况？ 答：您好，本次募投项目包括"鼎捷数智化生态赋能平台项目" 与"补充流动资金"。 | | | 其中："鼎捷 ...

Core Insights - The global electronic truck scale (weighbridge) market is projected to reach USD 1.02 billion by 2030, with a compound annual growth rate (CAGR) of 4.1% from 2025 to 2031, driven by the transformation towards digitalization and system integration in traditional equipment sectors [3][19]. Market Overview - The electronic truck scale is widely used in logistics, warehousing, metallurgy, and chemical industries, consisting of components such as load cells, display instruments, and limit devices [2]. - The market is primarily driven by the growth in the transportation and logistics sector, strict overload compliance regulations, and increasing demand from mining, construction, and agriculture [16][18]. Market Dynamics - Major manufacturers in the global electronic truck scale market include Mettler Toledo, Avery Weigh-Tronix, and Fairbanks Scales, with the top five companies holding approximately 32.0% market share in 2024 [7]. - The ground-mounted scales represent the largest product segment, accounting for about 17.1% of the market share [10]. - The transportation and logistics sector is the leading application area, contributing approximately 38.5% of the market demand [12]. Challenges - High initial investment and maintenance costs pose a barrier for small businesses [19]. - Environmental conditions can affect the accuracy and lifespan of scales, particularly in outdoor or heavy-load environments [19]. - Complex installation requirements and data security issues related to system integration are significant challenges [19]. Future Outlook - Emerging markets are investing in infrastructure development, which is expected to drive demand for reliable weighing solutions [18]. - The market is experiencing a shift towards automation and digital weighing solutions, enhancing operational efficiency and real-time decision-making capabilities [16].

Core Insights - The article discusses the industrial digital transformation in China, emphasizing the challenges of computing power supply, scene adaptation, and security control as key areas for development [1][3] - Inspur Huading has launched the AGC architecture intelligent computing integrated machine to address these challenges and support high-quality industrial development [1][3] Group 1: Industry Challenges - Industrial enterprises face difficulties in digital transformation, including insufficient computing power, high costs of scene adaptation, and security risks [3] - The core challenge lies in the contradiction between the strategic demand for enterprise-wide intelligence and the insufficient supply of technology, organization, and talent [1][3] Group 2: Technological Strategy - The AGC architecture represents a breakthrough in mid-to-high-end AI computing nodes, enhancing interconnection systems, hardware compatibility, and reliability [5] - The architecture supports up to 20 GPU computing cores per node, doubling the computing density compared to traditional architectures, meeting high-density computing needs [3][5] Group 3: Market Strategy - Inspur Huading focuses on core customers and deepens vertical applications in industrial regions such as Beijing-Tianjin-Hebei, Yangtze River Delta, and Pearl River Delta [6] - The company aims to create industry benchmark cases to drive market expansion [6] Group 4: Customized Solutions - Tailored solutions are provided for various industries, such as integrated machines for industrial design in manufacturing and smart monitoring systems in mining [7] - The company helps enterprises build differentiated competitive advantages in niche markets, gradually forming a customer ecosystem across ten industries [7] Group 5: Ecosystem Strategy - The AGC architecture supports compatibility with third-party industrial software, avoiding "technology islands" [8] - The company offers a full lifecycle service from deployment to operation support, ensuring stable operation of digital systems [8] - Future plans include increasing R&D investment to convert digital technology into actual momentum for industrial upgrades [8]

Core Points - The International Electrotechnical Commission (IEC) has officially released the world's first international standard for industrial 5G, titled "General Requirements for Industrial Network 5G Communication Technology" [1][2] - The standard was jointly proposed by China and Germany, with contributions from experts from the United States, France, Japan, and other countries, filling a gap in international standards for industrial 5G [1] - The deep integration of 5G and industry is recognized as a core engine driving the global digital, networked, and intelligent transformation of industries [1] - The standard focuses on the basic architecture, working mechanisms, and maintenance management of 5G networks in industrial applications, providing various use cases for the integration of 5G in industrial environments [1] - It offers a unified technical specification for the entire lifecycle of 5G industrial wireless communication systems, from planning and design to construction and optimization, benefiting users, design units, and equipment manufacturers [1] Industry Impact - The release of this standard marks a milestone achievement for China in the "5G + Industry" integration application field, contributing Chinese wisdom and solutions to the global manufacturing industry's digital transformation [2]

Group 1 - The company signed a strategic cooperation memorandum with the Ministry of Industry and Mineral Resources of Saudi Arabia on September 26, 2025, focusing on deep collaboration in the field of industrial digital transformation and smart manufacturing [1] - The cooperation aims to enhance industrial production efficiency, product quality, and competitiveness, as well as to develop industrial supply chains and attract industrial investment and related technologies [1] - The Ministry of Industry and Mineral Resources is responsible for managing Saudi Arabia's industrial and mining sectors, including issuing regulations and encouraging investment in these areas [1] Group 2 - The company entered into a cooperation framework agreement with iFlytek to provide AI and robotics ecosystem development for the Saudi smart manufacturing project [2] - The collaboration includes building a smart robot training ground and pilot center, establishing an AI industry platform, and exploring applications of robotic super brain technology [2] - The partnership will also focus on AI and smart industrial application scenarios, as well as empowering the ecosystem and exploring AI and industrial office product applications [2]

Core Viewpoint - Company signed a strategic cooperation memorandum with the Ministry of Industry and Mineral Resources of Saudi Arabia to enhance industrial digital transformation and address challenges in advanced technology and industrial innovation [1][2][4] Group 1: Strategic Cooperation - The cooperation aims to improve industrial production efficiency, product quality, and competitiveness, as well as to develop industrial supply chains and attract industrial investments [1][4] - The partnership will focus on building a global smart manufacturing super complex and facilitating the entry of Chinese robotics companies into Saudi Arabia [1][4] Group 2: Collaboration with iFlytek - Company entered into a cooperation framework agreement with iFlytek to support the Saudi smart manufacturing project, emphasizing AI and robotics ecosystem development [3] - The collaboration includes building smart robot training grounds, AI industry platforms, and exploring applications of AI and smart industrial scenarios [3] Group 3: Economic and Industrial Goals - The Ministry of Industry and Mineral Resources aims to cultivate advanced manufacturing and innovation to enhance Saudi Arabia's global competitiveness and economic complexity [4] - The project seeks to improve supply chain conditions, increase productivity, localize advanced manufacturing sectors, and create high-skilled job opportunities [4] Group 4: Business Expansion and Innovation - The cooperation is seen as a significant milestone for the company in expanding its business from consumer-level IP to industrial-level IP, leveraging AI and Web3 technology [4] - The strategic agreements are expected to enhance the company's brand promotion services and create new business growth opportunities [4]

Group 1 - Company signed a strategic cooperation memorandum with the Ministry of Industry and Mineral Resources of Saudi Arabia on September 26, 2025, focusing on deep collaboration in the field of industrial digital transformation [1] - The cooperation aims to enhance industrial production efficiency, product quality, and competitiveness, as well as to develop industrial supply chains and attract industrial investments [1] - The initiative includes building a global smart manufacturing super complex and assisting Chinese robotics companies in establishing operations in Saudi Arabia [1] Group 2 - A cooperation framework agreement was signed with iFlytek to provide AI and robotics ecosystem development for the Saudi smart manufacturing project [2] - The collaboration includes the establishment of a smart robot training ground and pilot center, as well as the construction of an artificial intelligence industry platform [2] - The partnership will explore applications of robotics super brain technology and AI in smart industrial scenarios [2]

Core Insights - Baowu Group's Baoxin Software won the "CIIF Award" and "CIIF Industrial Automation Award" for its innovative technologies in the development of the Tianxing PLC and DSF platforms [1] Group 1: Tianxing PLC - The Tianxing PLC product is fully self-controlled from hardware design to real-time operating systems, breaking the long-standing reliance on imported high-end PLCs [1] - The Tianxing IDE is the first cloud-native development platform for large PLCs in China, enhancing security and controllability in critical industry applications [1] - The Tianxing PLC has been deeply applied in key industries such as steel metallurgy, rail transportation, large equipment, ports, semiconductors, and energy conservation, providing robust technical support for national supply chain stability [1] Group 2: Tianxing DSF Platform - The Tianxing DSF platform is the world's first industrial intelligent data foundation product, enabling comprehensive data linkages in industrial settings [2] - It features a data collection capability of 256 concurrent channels, with an end-to-end response time of 10 milliseconds and a single-node data exchange speed of 1.6 million points per second [2] - The platform has successfully reduced quality defect rates by 15% and improved overall efficiency by 20% through applications like AI quality prediction [2] Group 3: Future Developments - Baoxin Software aims to continue deepening technological innovation and optimizing product performance to meet diverse industrial needs [2] - The company plans to extend the Tianxing products from the steel sector to more industries, supporting the construction of self-controlled industrial control systems and digital ecosystems [2]

Core Viewpoint - The article highlights the launch of explosion-proof mobile tablets by Yidao Information, designed specifically for high-risk industries such as oil and gas, chemicals, and mining, ensuring safety and efficiency in hazardous environments [1][18]. Group 1: Product Features - Yidao Information has introduced three explosion-proof mobile tablet models that meet strict explosion-proof design and certification standards, ensuring safe use in environments with explosive gases or dust [3]. - The explosion-proof tablets have received ATEX certification, with protection levels reaching Ex ic IIC T4 Gc and Ex ic IIIB T130°C Dc, indicating their safety in various hazardous environments [5]. - Compared to similar products with IIB and IIIA ratings, Yidao Information's tablets offer broader applicability in explosive gas and dust environments, catering to the complex safety needs of different industrial sites [7]. Group 2: Safety Mechanisms - The explosion-proof tablets utilize an intrinsic safety circuit design, incorporating a three-tier explosion-proof system that eliminates explosion risks from the source [8]. - The mainboard features electrical protection against short circuits and overloads, effectively preventing electrical faults that could lead to explosions [9]. - The battery system includes optimized charge and discharge controls, temperature and pressure monitoring, and high-density coating separators to prevent battery-related explosions [11]. Group 3: Durability and Compliance - The tablet's casing is certified for dust and water resistance (IP65/IP68) and can withstand drops, ensuring operational integrity in harsh industrial environments [13]. - The devices provide static electricity protection, which is crucial in preventing explosions caused by static discharge in industrial settings [13]. - The tablets are designed to endure extreme conditions, with operational temperature ranges from -20°C to 60°C, ensuring reliability in various environmental scenarios [17]. Group 4: Industry Applications - Yidao Information's explosion-proof tablets are tailored to meet the diverse needs of high-risk industries, effectively addressing operational challenges and enhancing safety [15]. - The tablets are equipped with features such as 4G connectivity, GPS, and various industrial software compatibility, making them suitable for real-time communication and data management in hazardous environments [16][17]. - The company emphasizes that selecting compliant and reliable equipment is essential for ensuring safety in high-risk industries, positioning its products as key solutions for digital transformation in these sectors [18].

Core Insights - The event focused on "smart manufacturing and digital transformation," highlighting the importance of collaboration between operators and manufacturing enterprises in driving industrial digitalization [1][3][4] Group 1: Event Overview - The Industrial Intelligent Laboratory unveiling ceremony and Digital Transformation Summit was held in Linshu County, Shandong, organized by Linshu County government and SANY Group [1] - Key figures from SANY Group, China Unicom, and various research institutions participated, emphasizing the collaborative effort in advancing smart manufacturing [1] Group 2: Key Presentations - Fan Jiaan, Chief Scientist of China Unicom Big Data, delivered a keynote on the role of operators in industrial digital transformation, emphasizing the need to break down "data silos" and build a "collaborative ecosystem" [3] - He highlighted that industrial digital transformation has entered a "deep water zone," requiring comprehensive support from technologies like 5G, big data, and cloud computing [3] Group 3: Future Directions - China Unicom aims to empower the real economy with digital technologies, collaborating with SANY Group and Shengjing Intelligent to elevate China's smart manufacturing from "domestic substitution" to "world leadership" [4]