Core Viewpoint - The company has core technological advantages in digital RMB comprehensive business platforms, digital RMB applications, smart cards, embedded security operating systems, and AI intelligence, with several products being industry firsts and having received various honors [1] Group 1: Business Focus - The company has been providing digital security and intelligent solutions for various sectors including financial technology, mobile communications, government public services, consumer electronics, industrial IoT, and public transportation [1] - The company adheres to a long-term, sustainable, and high-quality business philosophy, aiming to strengthen its leading position in the digital security field [1] Group 2: Future Strategy - The company plans to expand digital currency application scenarios and delve into smart governance and industry digitization markets [1] - The company emphasizes achieving better operational performance while focusing on social responsibility and investor demands, aiming to share development results with investors [1]

深桑达 A20250519 摘要 • 深桑达面临先进制造业竞争加剧，毛利率承压，但数字信息服务领域原有 产品销售实现增长，高科技产业工程服务通过拓展客户群增加。 • 深桑达在技术创新方面取得突破，包括在国家专精特新小巨人建设中为高 速铁路通信服务领域提供高毛利率产品，并计划未来 9 年内争取国家科技 进步奖。 • 深桑达获准进行融资并购，进行小股权回购，投资数字孪生团队，并调整 人才策略，缩减人员规模，提高招聘标准至 985 高校毕业生。 • 面对国内外市场变化，深桑达调整业务布局，国内市场侧重能源、交通、 商业航天等领域，国际市场则关注东盟、南美、中东、非洲及中亚等地区 的产能转移机会。 • 深桑达未来发展战略包括制造业服务和数据信息服务，制造业方面将围绕 国内外市场进行调整与布局，数据信息服务方面则抓住信创、行业数字化 和人工智能机遇。 • 深桑达电子云业务定位为领先的专属云与 AI 服务商，目标客群为国防、国 防工业、央企和国家实验室等战略科技力量，计划 2025 年大幅收窄亏损， 2026 年实现初步盈利。 • 中国电子云在数据要素领域重点布局数据智能平台、云数一体可信数据空 间和中国电子云数据港三款 ...