Core Viewpoint - The company, Xiechuang Data, is actively promoting its main business development by procuring servers and increasing its credit line to support operational growth [2][5]. Group 1: Procurement and Financing - Xiechuang Data plans to purchase servers from multiple suppliers, with a total contract amount not exceeding RMB 4 billion [2][3]. - The company aims to secure a new credit line of up to RMB 8 billion for 2025 to meet operational needs, bringing the total credit line application to RMB 20.5 billion [5][6]. - The procurement is essential for enhancing the company's core business and will not involve any personnel placement, land leasing, or debt restructuring [3][4]. Group 2: Financial Performance - Xiechuang Data reported significant revenue growth from 2022 to 2024, with revenues of RMB 3.148 billion, RMB 4.658 billion, and RMB 7.410 billion, reflecting year-on-year growth rates of 6.37%, 47.95%, and 59.08% respectively [7]. - Net profits also increased during the same period, reaching RMB 1.31 billion, RMB 2.87 billion, and RMB 6.92 billion, with growth rates of 3.67%, 119.46%, and 140.80% [7]. - In Q1 2025, the company achieved revenues of RMB 2.077 billion, a year-on-year increase of 18.11%, and a net profit of RMB 169 million, up 4.29% [8]. Group 3: Research and Development - Xiechuang Data has significantly increased its R&D investment, with expenditures of RMB 1.03 billion, RMB 1.56 billion, and RMB 2.41 billion from 2022 to 2024, showing growth rates of 0.55%, 52.28%, and 53.84% respectively [9]. - In Q1 2025, R&D expenses reached RMB 44.49 million, a 3.19% increase year-on-year [10]. - The company holds 395 domestic patents and has made strides in international markets, with 7 patents granted in the United States [10].

海康威视（武汉）智慧产业园主要生产快球摄像机、IT设备、智慧传显等智能物联产 品。郭元强走进企业，察看生产车间，了解企业科技创新、生产经营等情况。他希望企业抢 抓以人工智能为引领的新一轮科技革命和产业变革机遇，加大在智能物联领域的科技创新和 成果转化力度，不断推出具有市场竞争力的新产品，更好带动我市智能物联产业发展。 华域视觉科技（武汉）有限公司致力于汽车照明、信号系统的研发生产，2023年在武汉 设立研发中心。郭元强走进研发中心，了解企业科技创新情况，听取江夏区汽车产业发展情 况汇报。他勉励企业充分利用武汉科教人才优势，持续做强武汉研发中心，顺应汽车产业电 动化、网联化、智能化转型趋势，加强关键核心技术攻关，进一步提升产品的市场适应性和 竞争力。 武汉楚能新能源有限公司是动力及储能电池产业重点企业。郭元强走进储能电池生产车 间，了解自动化电池产线运行以及企业生产经营情况。他希望企业抢抓发展机遇，加强技术 研发创新和产业前瞻布局，积极开发面向更多应用场景的优质产品，推动企业不断做大做 强。 郭元强在调研中指出， 郭元强专题调研现代化产业体系建设 加快构建现代化产业体系 大力发展新质生产力 5月23日，省委常委 ...

投资者关心，美国如果恢复对华超高额关税，是否会对公司业务造成重大不利影响？锐明技术表示，公 司一直非常重视全球业务不同地区的平衡性，2025年一季度美国市场收入占公司整体营收比例已降至不 足15%，南美、亚太、中东等新兴市场增长显著。公司越南制造中心于2023年投产运营，实现本地化生 产制造，从一定程度上能够规避中美之间的关税问题。公司所处行业需要较大的研发投入，需要同时具 备嵌入式软件研发能力、人工智能研发能力、硬件设计能力、柔性制造能力等，美国公司仅服务美国市 场而构建完整产业能力的难度很大。因此，如果美国恢复对中国超高额关税，不会对公司业务造成重大 不利影响。 锐明技术还透露，公司的AEBS产品在商用车前装和商用车后装场景均有应用。在前装领域，公司与国 内商用车主机厂达成合作，AEBS产品已实现落地销售。在后装市场，AEBS产品广泛应用于公交、出 租车等领域，并积累了丰富的实际运行经验。 有投资者表示，华为在智能驾驶方面实力强大，公司是否有考虑跟华为在智能驾驶和AI方面展开一些 战略合作?此外今年很多公司开始推进适配Deepseek，关注到公司有自主研发的SafeGPT模型，想了解一 下公司是否有这方面 ...

证券代码：002970 证券简称：锐明技术 深圳市锐明技术股份有限公司 投资者关系活动记录表 编号：2025-003 | | □分析师会议 □特定对象调研 | | --- | --- | | 投资者关系 | □媒体采访 ☑业绩说明会 | | 活动类别 | □路演活动 □新闻发布会 | | | □现场参观 □反路演 | | | □其他（线上会议） | | 参与单位名 | 参加深圳证券交易所"智脑赋能·逐梦新蓝海"主题集体业绩说明会的全体投 | | 称 | 资者 | | 时间 | 2025 年 5 月 21 日 | | 地点 | 深圳证券交易所； | | | 深交所互动易"云访谈"栏目（http://irm.cninfo.com.cn） | | 上市公司接 待人员姓名 | 董事兼总经理：望西淀 独立董事：向怀坤 | | | 董事会秘书：张炯 | | | 财务负责人：刘必发 | | | 公司于 2025 年 5 月 21 日 15:00—17:00 参加由深圳证券交易所组织召开的以 | | | "智脑赋能·逐梦新蓝海"为主题的集体业绩说明会活动，董事兼总经理望西 | | | 淀先生对公司基本情况及 年度经营情况进行 ...

弧米跨境电商团队成员正在直播带货。 钱塘智慧城正以蓬勃之势书写高质量发展新答卷。作为上城的主平台和省级高新区的创建主体， 2025年一季度，这里奏响产业奋进强音——工业产值增速14%、制造业投资增速40%、营利性服务业增 速14.5%，实现了首季"开门红"。 三大产业赛道 打造特色产业集群 作为弧米跨境电商团队的"带货能手"，这位浙江理工大学机械工程专业的毕业生，与20余名来自全 球各地的外籍主播一起，将中国产品精准推向东南亚和欧美市场。 包括弧米跨境电商团队在内，钱塘智慧城如今已集聚130余家直播电商头部企业，同时还聚焦做 深"平台+服务"文章，正着力打造全省跨境电商标杆示范园区。 眼下，钱塘智慧城锚定数字能源、数字时尚、智能物联三大赛道，构建起极具竞争力的产业矩阵。 除了数字时尚"热辣滚烫"外，数字能源领域"聚链成群"——0.6平方公里的钱塘智慧城城北园区已汇聚 东方电气长三角研究院、苏文电能浙江总部等企业，累计拥有5家上市企业、8家国家级"小巨人"企业， 今年还将协同丁兰西子智慧产业园，聚焦新型储能、智慧光伏、智能电网等细分领域，为数字能源企业 提供充足发展空间，目标直指千亿级数字能源高地；智能物联赛道 ...

Core Viewpoint - The event "5·15—5·19 Investor Protection Publicity Week" aims to promote rational, value, and long-term investment concepts while enhancing investors' risk awareness and self-protection capabilities [1] Group 1: Company Overview - Dasin Intelligent, established in 1995, is a leading smart building and energy service provider in China, focusing on the application of IoT technology across various sectors [2] - The company has been listed on the Shenzhen Stock Exchange since 2010 and operates in over 30 provinces and cities nationwide, as well as in overseas markets [2] Group 2: Industry Characteristics - The industry is characterized by rapid technological iteration, high customization, and strong policy orientation [2] - Dasin Intelligent leverages its "platform + application" innovation capabilities to build core competitiveness and drive high-quality development [2] Group 3: Research and Development - The company utilizes cloud-edge collaborative technology, integrating domestic large model intelligent reasoning and generative AI core technologies to create a comprehensive IoT application service system [2] - Dasin has established partnerships with over 60 universities and holds 563 software copyrights and 392 patents, including 153 invention patents [2] Group 4: Marketing and Customer Engagement - The company employs experiential marketing through its green intelligent building, Dasin Tower, which has hosted over 100,000 visitors [2] - The ecological partner conference helps consolidate industry strength and actively expand the market [2] Group 5: Delivery Capability - With 30 years of experience in smart space, Dasin has developed the "Dasin Standard" and uses PM management software to ensure delivery quality [3] - The company has served notable clients such as Alibaba and Beijing Union Medical College Hospital, accumulating experience from over 3,000 large and medium-sized projects [3] Group 6: Value Management - Dasin Intelligent focuses on value management through a comprehensive framework, continuous shareholder returns, and enhanced investor relations [5] - The company has implemented 11 cash dividends totaling 529 million yuan since its listing, with plans to distribute nearly 40% of its net profit in 2024 despite performance pressures [5] Group 7: Investor Relations - The company maintains close communication with investors through various channels and digital means, organizing seven large investor exchange meetings in 2024 [6] - The recent earnings presentation attracted over 170,000 viewers through live streaming across 11 platforms, showcasing the company's core value and future outlook [6] Group 8: Future Outlook - Dasin Intelligent aims to capitalize on AI technology opportunities in four key areas: enterprise parks, smart hospitals, urban rail transit, and data centers [6] - The company plans to enhance its business penetration and market share while showcasing the energy-saving benefits of its technologies, which include a 25% reduction in energy consumption, property management positions, and increased rental income [6]

Group 1: Business Performance and Financials - In Q1 2025, the company achieved revenue of 2,077.32 million yuan, a year-on-year increase of 18.11% [7] - The net profit attributable to shareholders in Q1 2025 was 169.21 million yuan, up 4.29% year-on-year [7] - Total assets as of March 31, 2025, reached 9,996.56 million yuan, reflecting a growth of 36.85% since the beginning of the year [7] Group 2: Strategic Initiatives and Market Position - The company plans to enhance its position in the AI and AGI sectors by increasing its investment in computing power services and cloud services [2] - The company has established a comprehensive platform for service robots, including advanced manufacturing capabilities such as robotic dogs and humanoid robots [2][4] - The company has obtained NVIDIA CLOUD PARTNER certification, indicating its capability in AI computing rental and cloud services [3] Group 3: Research and Development - R&D expenses have increased by 53.84%, with an expected revenue generation timeline of approximately 18 months from the start of investment [2] - The company is focusing on innovation and talent development, with increased investments in R&D and employee compensation [7] Group 4: Market Demand and Competition - The company is actively engaged in the computing power rental market, with a stable pricing strategy aimed at high-quality clients [8] - The expected return on investment for computing power rental services is reported to be between 28% and 35% [8] Group 5: Product Development and Future Outlook - The FCloud intelligent training platform was launched on January 24, 2025, and is expected to generate revenue in the future [9] - The company’s IoT smart terminal products achieved revenue of 2.259 billion yuan in 2024, marking a 60.82% year-on-year growth [9]

最近，萧山经济技术开发区国控集团连续签下三个"大单"，分别是顾连医疗、中园慧创和木也科 技。这些企业为何坚定选择萧山？这与国企园区（厂房）投建运营一体化改革密不可分。近年来，萧山 国企从土地开发商向产业运营商转变，进一步撬动全域产业能级跃升——截至今年4月底，萧山国企园 区（厂房）共落户产业项目165个，其中平台镇街飞地项目25个，区外新招引项目一季度实现总营收 5.06亿元、总税收3040万元，有效激发了产业发展新活力。 镜头 信息港七期产业版图不断扩容 刚签约的中园慧创、木也科技两个项目，将入驻在萧山区一季度改革大比武中位列同类园区第一的 信息港七期。 信息港七期位于首批国家级经开区——萧山经济技术开发区市北单元核心区块，分东西两区，总规 划用地面积约103亩。其中，西区已于2024年9月正式投运。 近期，总投资2.4亿元的华澜微数据智造产业基地项目在信息港七期正式启动，将打造一个由杭州 电子科技大学、成都电子科技大学、西安电子科技大学、桂林电子科技大学四校联合的成果孵化中心。 这一创新举措可充分发挥高校的科研优势和人才资源，形成"编制在高校、科研在平台、转化在企 业"的科教人一体化改革标志性成果案例。据 ...

Core Viewpoint - The financial performance of Teslin shows significant revenue growth but also increasing adjusted net losses, indicating a challenging balance between growth and profitability [1][2]. Revenue Trends - Teslin's revenue for 2024 is projected at 1.843 billion yuan, representing an 83.2% increase from the previous year [1]. - The adjusted net loss for 2024 is expected to reach 973 million yuan, which is a 62.2% increase compared to the prior year [1]. - The total adjusted net loss from 2021 to 2024 amounts to 3.195 billion yuan [1]. Customer Dependency - In 2024, the largest single customer contributed 29.7% of Teslin's revenue, while the top five customers accounted for 70.6% of total revenue [1][5]. - This customer concentration has increased from 17.1% and 44.5% in 2023, indicating a growing reliance on a limited customer base [1][5]. Revenue Sources by Application - Revenue is derived from four main segments: AI industry digitization, AI city digitization, AI smart living, and AI smart energy [2]. - AI industry digitization has become the largest revenue source, increasing its share from 64% in 2022 to 89% in 2024 [2]. - AI city digitization's revenue share has decreased from 20.7% in 2022 to 7.8% in 2024, while AI smart living and AI smart energy each contribute less than 2% in 2024 [2]. Revenue Sources by Product Type - Revenue is categorized into software, hardware, and services, with hardware becoming the primary revenue contributor in 2024, accounting for 76% of total revenue [3]. - In 2022, services contributed the most at 55.5%, while software led in 2023 with a 39.8% share [3]. - The increase in hardware revenue is attributed to the high growth market for large-scale AI model computing infrastructure [3]. Cost Structure and Profitability - The sales cost as a percentage of total revenue increased from 69% in 2023 to 84.7% in 2024 [3]. - Hardware costs have become the largest component of sales costs, making up 88.7% of total sales costs in 2024 [3]. - The gross margin decreased from 31% in 2023 to 15.3% in 2024, primarily due to the higher proportion of hardware revenue [3]. Market Position - According to a report by Zhaoshang Consulting, Teslin ranks fifth in the national public domain operating system AIoT market, with related revenue around 1 billion yuan, while the top competitor has approximately 7.5 billion yuan in revenue [5].

截至2024年3月31日，特斯联的产品已被来自全球136个城市的超过700个客户部署，业务遍及中国、阿 联酋、新加坡和澳大利亚市场。特斯联先后打造了2020迪拜世界博览会、深圳前海城市智慧大脑、上海 徐汇区智慧小区、廊坊大剧院等多个标杆专案，印证了其强大的产品实力。 美高域 分时图 日K线 周K线 月K线 1.32 0.02 1.54% 3.08% 2.31% 0.77% 0.00% 0.77% 2.31% 3.08% 1.26 1.27 1.29 1.30 1.31 1.33 1.34 09:30 10:30 12:00/13:00 14:00 16:10 0 103万 206万 309万 中证网讯(记者傅苏颖)8月29日晚间，美高域发布公告称，近日将完成对人工智能物联网(AIoT)企业特斯 联的投资，美高域将以此为契机，利用AI技术，进一步促进软、硬件产品的进一步发展，并在IT与AI 业务间实现协同效应，以此提升集团竞争力。此次投资与美高域长期发展目标及战略规划契合，投资额 为5000万元，占总股比0.24%。据相关人士透露，本轮融资是继D轮后开启的全新轮次，目前正在交割 中，美高域是本轮投资人之一。 作 ...