Butterfly Network (NYSE:BFLY) FY Conference Summary Company Overview - **Company**: Butterfly Network - **Industry**: Healthcare, specifically point-of-care ultrasound technology - **Key Executives**: Joe DeVivo (CEO), John Dardy (CFO), Megan Carlson (Chief Accounting Officer) [1] Core Points and Arguments Financial Updates - Butterfly Network issued warrants to select shareholders at $11.50, which are expiring, leading to potential confusion among investors [2][3] - The company anticipates no significant dilution for existing shareholders due to the expiration of these warrants [3] Product Development and Technology - Butterfly Network has been developing ultrasound technology since 2011, with significant advancements including the launch of the Poseidon family of ultrasound devices and the Compass AI software [4] - The company aims to democratize access to ultrasound technology, making it as ubiquitous as stethoscopes [5] - The devices are significantly cheaper than traditional ultrasound carts, costing about one-tenth of the price [6] - Butterfly has the largest installed base of point-of-care ultrasound devices globally, with 80% of medical schools teaching on Butterfly devices [6] Market Position and Strategy - The company is positioned to enhance the role of ultrasound in early diagnosis, complementing traditional radiology [5] - Butterfly's devices are being used in various challenging environments, including conflict zones and rural areas with limited access to medical imaging [6] - The company has launched AI-driven software to streamline the documentation process for ultrasound scans, improving efficiency for healthcare providers [14][15] Future Growth and Opportunities - Butterfly Network is expanding its technology platform to include third-party applications, allowing for a broader range of uses for its ultrasound devices [18][19] - The company is developing next-generation chips (Apollo series) that will significantly enhance processing power and enable AI capabilities directly on the device [41][43] - The market opportunity for point-of-care ultrasound is estimated at $2 billion, with additional opportunities in hospital ultrasound ($6.5 billion) and long-term care facilities ($1 billion) [30] Partnerships and Licensing - Butterfly Network is exploring co-development opportunities with various companies, leveraging its semiconductor technology for applications beyond ultrasound [51] - The company has signed a $74 million licensing deal with Midjourney, a GenAI company, to utilize its chip technology [36] Performance Metrics - The company reported a 17% year-over-year growth in the fourth quarter, following a 35% growth in the previous year [45] - Butterfly has a scalable supply chain capable of rapidly increasing production to meet market demand [46] Additional Important Insights - The company is focused on increasing access to medical imaging in underserved regions, with initiatives in Africa to help pregnant women determine the age of their child through ultrasound [49] - Butterfly Network is committed to innovation, with plans to introduce a new family of semiconductors that will enhance imaging quality and processing capabilities [34][39] - The company is transitioning from a traditional ultrasound provider to a comprehensive healthcare technology company, aiming to change how and where medical imaging is performed [48] This summary encapsulates the key points discussed during the Butterfly Network FY Conference, highlighting the company's strategic direction, technological advancements, and market opportunities.

乐鑫科技所属申万行业为：电子-半导体-数字芯片设计。所属概念板块包括：智能家居、边缘计算、智 能穿戴、星闪概念、端侧AI等。 1月15日，乐鑫科技盘中上涨2.02%，截至13:52，报183.65元/股，成交6.75亿元，换手率2.39%，总市值 306.96亿元。 资金流向方面，主力资金净流出988.63万元，特大单买入4358.68万元，占比6.46%，卖出9310.37万元， 占比13.80%；大单买入2.12亿元，占比31.45%，卖出1.73亿元，占比25.58%。 乐鑫科技今年以来股价涨8.03%，近5个交易日涨5.95%，近20日涨16.74%，近60日涨2.27%。 资料显示，乐鑫信息科技(上海)股份有限公司位于上海市浦东新区御北路235弄3号楼1-7层，成立日期 2008年4月29日，上市日期2019年7月22日，公司主营业务涉及集成电路产品的研发设计和销售。主营业 务收入构成为：模组及开发套件60.47%，芯片38.89%，其他0.64%。 截至9月30日，乐鑫科技股东户数2.01万，较上期增加25.14%；人均流通股7777股，较上期减少 20.09%。2025年1月-9月，乐鑫科技实现 ...

资料显示，深圳市远望谷信息技术股份有限公司位于广东省深圳市南山区高新技术产业园科技南五路远 望谷大厦5楼，成立日期1999年12月21日，上市日期2007年8月21日，公司主营业务涉及超高频射频识别 技术(RFID)开发及超高频射频识别系统产品的生产、销售。主营业务收入构成为：物联网解决方案 82.51%，物联网应用产品11.72%，其他(补充)5.77%。 1月15日，远望谷盘中下跌2.10%，截至11:26，报7.92元/股，成交1.36亿元，换手率2.42%，总市值58.59 亿元。 资金流向方面，主力资金净流出1652.86万元，特大单买入1523.26万元，占比11.16%，卖出1969.02万 元，占比14.43%；大单买入1860.30万元，占比13.63%，卖出3067.39万元，占比22.47%。 远望谷今年以来股价涨8.34%，近5个交易日涨5.04%，近20日涨13.96%，近60日涨2.33%。 分红方面，远望谷A股上市后累计派现1.80亿元。近三年，累计派现2441.20万元。 责任编辑：小浪快报 远望谷所属申万行业为：电子-其他电子Ⅱ-其他电子Ⅲ。所属概念板块包括：电子车牌、智慧城 ...

随着全球超高频RFID标签需求持续攀升，零售、图书、电力等领域应用加速渗透，国内鞋服行业RFID 普及趋势明显，市场空间广阔。远望谷现有产能已难以匹配业务发展需求，RFID电子标签生产线建设 项目达产后将新增20亿片产能，有效突破交付瓶颈，同时借助长三角地区发达的物流网络与产业集群优 势，优化供应链管理，降低运输及采购成本，显著提升盈利水平。 可以看出，此次定增聚焦产能扩容与技术创新，既是远望谷响应RFID行业规模化发展趋势、突破产能 瓶颈的关键举措，也是深化"芯片－解决方案－行业标准"全链条布局、巩固行业领先地位的战略抉择。 与此同时，远望谷通过物联网终端建设项目，实现相关业务的快速发展，进而为其实现长期高质量发展 注入强劲动力。 （文章来源：证券日报） 本报讯 1月13日晚，深圳市远望谷信息技术股份有限公司（以下简称"远望谷"）披露2026年度向特定对 象发行A股股票预案。该公司拟向不超过35名特定对象募资不超过6.91亿元，重点投向RFID电子标签生 产线建设项目、创新产业中心建设项目、RFID电子标签芯片工艺升级项目、物联网智能终端建设项目 及流动资金补充。 该项目将通过与西安电子科技大学共建联合人工 ...

1月14日，和达科技涨3.36%，截至发稿，报15.09元/股，成交4846.36万元，换手率3.02%，总市值16.28 亿元。和达科技股价已经连续5天上涨，区间累计涨幅12.95%。 资料显示，浙江和达科技股份有限公司位于浙江省嘉兴市经济技术开发区昌盛南路36号嘉兴智慧产业创 新园18幢(不含508室)，成立日期2000年10月11日，上市日期2021年7月27日，公司主营业务涉及专注于 水务领域信息化建设的整体解决方案提供商,致力于综合运用物联网、大数据、边缘计算等新一代信息 技术提升水务行业的信息化、智能化水平。主营业务收入构成为：智能感传终端53.65%，整体解决方 案30.38%，水务管理系统9.28%，技术服务6.69%。 从和达科技十大流通股东角度 数据显示，华夏基金旗下1只基金位居和达科技十大流通股东。华夏中证500指数增强A（007994）三季 度新进十大流通股东，持有股数149.09万股，占流通股的比例为1.39%。根据测算，今日浮盈赚取约 73.05万元。连续5天上涨期间浮盈赚取257.93万元。 华夏中证500指数增强A（007994）成立日期2020年3月25日，最新规模33.08 ...

Group 1 - The core viewpoint of the news is that Dineike's stock has experienced fluctuations, with a recent decline of 2.00% and a current price of 17.15 CNY per share, while the company has seen a year-to-date increase of 15.88% [1] - Dineike's main business involves the research, design, production, and sales of smart community security devices, with revenue composition being 51.99% from intercom products, 22.44% from smart home products, 13.13% from smart ward and outpatient products, and 12.44% from other sources [2] - As of December 31, the number of Dineike's shareholders is 21,000, a decrease of 4.37% from the previous period, with an average of 9,129 circulating shares per person, an increase of 4.57% [2] Group 2 - In the first nine months of 2025, Dineike achieved operating revenue of 461 million CNY, a year-on-year decrease of 11.29%, and a net profit attributable to the parent company of -1.60 million CNY, a year-on-year decrease of 109.10% [2] - Dineike has distributed a total of 197 million CNY in dividends since its A-share listing, with 137 million CNY distributed in the last three years [3]

证券日报网讯1月13日，中科创达（300496）在互动平台回答投资者提问时表示，公司的AI系统架构中 所包含的多模态能力，可以支持如自动驾驶、医疗图像分析等多种应用场景。公司的边缘计算技术，专 为满足全球客户在不同边缘计算领域的多样化需求而设计。比如EB6边缘计算产品可以提供85TOPS算 力，能够轻松满足医疗影像分析等多种应用场景。公司物联网产品中所提供的多样化手持终端设备，是 面向企业级移动通信的终端设备，已经覆盖包括医疗在内的等多个垂直领域。 ...

中富通所属申万行业为：通信-通信服务-通信工程及服务。所属概念板块包括：核心网、服务器、数字 经济、边缘计算、智慧城市等。 1月14日，中富通（维权）盘中上涨2.11%，截至09:40，报17.89元/股，成交5834.02万元，换手率 1.75%，总市值41.10亿元。 资金流向方面，主力资金净流出502.04万元，大单买入451.93万元，占比7.75%，卖出953.97万元，占比 16.35%。 中富通今年以来股价涨10.71%，近5个交易日涨7.90%，近20日跌3.92%，近60日涨38.90%。 资料显示，中富通集团股份有限公司位于福建省福州市鼓楼区铜盘路软件大道89号软件园F区4号楼 20、21、22层，成立日期2001年11月7日，上市日期2016年11月1日，公司主营业务涉及通信服务业务、 信息化软件服务业务、数字营销业务、渠道销售业务。主营业务收入构成为：通信网络建设、维护业务 75.82%，软件开发8.04%，技术服务4.72%，系统集成3.37%，边缘计算相关产品2.93%，渠道销售 2.25%，通信网络优化业务1.57%，其他1.30%。 截至9月30日，中富通股东户数2.08万，较 ...

1月13日，海康威视盘中下跌2.02%，截至10:35，报31.00元/股，成交14.31亿元，换手率0.50%，总市值 2841.11亿元。 资金流向方面，主力资金净流出1.16亿元，特大单买入1.25亿元，占比8.76%，卖出1.94亿元，占比 13.60%；大单买入3.36亿元，占比23.48%，卖出3.82亿元，占比26.73%。 分红方面，海康威视A股上市后累计派现685.02亿元。近三年，累计派现250.48亿元。 机构持仓方面，截止2025年9月30日，海康威视十大流通股东中，华泰柏瑞沪深300ETF（510300）位居 第十大流通股东，持股6305.12万股，相比上期减少289.07万股。易方达沪深300ETF（510310）退出十 大流通股东之列。 责任编辑：小浪快报 资料显示，杭州海康威视数字技术股份有限公司位于浙江省杭州市滨江区物联网街518号，成立日期 2001年11月30日，上市日期2010年5月28日，公司主营业务涉及安防视频监控产品的研发、生产和销 售。主营业务收入构成为：主业产品及服务70.00%，机器人业务7.50%，智能家居业务6.58%，汽车电 子业务5.63%，热成像业 ...

Group 1 - The core viewpoint of the news is that Youxunda's stock has shown a positive trend in recent trading sessions, with a year-to-date increase of 6.81% and a notable rise of 4.29% over the last five trading days [2] - As of January 12, Youxunda's stock price reached 14.11 yuan per share, with a market capitalization of 2.822 billion yuan and a trading volume of 52.18 million yuan [1] - The company specializes in the production and sales of information collection devices, including electric meter communication modules and embedded communication modules for smart meters, with its main revenue sources being electric meters (46.01%) and power terminal products (27.68%) [2] Group 2 - Youxunda's financial performance for the period from January to September 2025 showed a revenue of 584 million yuan, representing a year-on-year decrease of 29.01%, and a net profit attributable to shareholders of 75.12 million yuan, down 52.81% year-on-year [2] - The company has distributed a total of 190 million yuan in dividends since its A-share listing, with 130 million yuan distributed over the past three years [3] - As of September 30, 2025, the number of shareholders increased slightly to 14,900, with an average of 10,764 circulating shares per shareholder, a minor decrease of 0.02% [2]