证券代码：301135 证券简称：瑞德智能 编号：2025-010 广东瑞德智能科技股份有限公司投资者关系活动记录表 | ☑ | 特定对象调研 □分析师会议 | | --- | --- | | | □媒体采访 □业绩说明会 | | 投资者关系活动 类别 | □新闻发布会 □路演活动 | | ☑ | 现场参观 | | | □其他： | | | 太平洋通信、东北通信、国元证券、广发证券、中金财富、富 | | 参与单位名称 | 海东超基金、猎鹰基金、瑞士大苏黎世区经济促进署等 34 家 | | | 机构（具体详见附件：参会名单） | | 时间 2025 | 年 12 月 16 日-2025 年 12 月 17 日 | | 地点 | 线上会议 | | 上市公司接待人 | 董事、副总经理、董事会秘书：孙妮娟 | | 员姓名 | | | | 相关问题及公司回复情况： | | | 公司在机器人领域除了投资目前还有其他布局吗？ 1. | | | 回复：在机器人领域，公司主要以投资和产业合作进行布 | | | 局，具体如下： | | | （1）在投资方面，公司以自有资金投资深圳昱拓智能有 | | 投资者关系活动 | 限公司，该 ...

2025年12月10日，由电子科技大学大湾区校友创投俱乐部、兴业证券深圳分公司、招商银行佛山分行等 单位联合主办的"新技术、新产品、新场景"电子科技大学校友企业2025专场路演暨星闪汇项目推介会第 六期在深圳市宝安区海纳百川大厦隆重举行。 本次活动分为上午场与下午场，通过"线上筛选+线下路演"模式，从39家报名企业中精选14家优质校友 企业登台亮相，涵盖人工智能、集成电路、航空航天、氢能能源、宠物科技等多个前沿领域，集中展现 了成电校友以科技创新驱动产业升级的强劲动能，成功吸引了近百家家投资机构与产业代表参与。 1.成都市特瑞思科技有限公司 创始人叶雷（98级），公司专注于用AI重塑芯片设计全链路，打造革命性的IC设计生产力工具、IP和高 性能、低功耗的端侧生成式AI芯片平台，实现质效跃迁，IP及芯片产品覆盖具身、眼镜、手机、PC、 平板、车载、可穿戴设备及其他智能化设备等应用场景，为客户提供完整的芯片+软件全栈解决方案。 公司核心团队来自国内外顶级芯片和AI公司，团队成员拥有超过20年的芯片从业经验，模型"人类最后 测试"（Humanity's Last Exam，HLE）基准测试全球排名领先，具备全球技术 ...

Core Insights - The event held in Fuling District, Chongqing, focused on promoting civilized pet ownership and included various services such as rabies vaccination and pet registration [1][2] - The increasing number of pets and pet owners in China necessitates standardized, scientific, and intelligent pet management services as part of urban governance and community development [1] Company Developments - Chongqing Yuhang Network Technology Co., Ltd. has been leveraging digital technology since 2022 to enhance the pet industry, aiming to create a positive interaction ecosystem among government pet management, social services, and pet owners [1] - The company has established a comprehensive layout in artificial intelligence, forming an ecosystem that connects government, pet owners, and businesses [1] Government Initiatives - The government is utilizing the "U Love Pet" platform for pet registration and individual identification, promoting civilized pet ownership in urban areas [1] - The integration of digital technology in pet management is expected to break down information barriers between government management, commercial services, and resident needs, fostering a new collaborative management model [2] Industry Trends - The pet industry is moving towards digitalization, which will play a crucial role in the construction of smart cities and community service systems [2] - The shift from passive regulation to proactive service in pet management is being driven by the new ecosystem established by companies like Yuhang Technology [1]

Core Viewpoint - Weifang City, Kuiwen District has officially issued the "Implementation Opinions on Accelerating the Construction of Urban Industrial Leading Areas" to strengthen urban industry and reshape regional competitive advantages, aiming for high-quality industrial development and the cultivation of new productive forces [1][2]. Group 1: Development Strategy - The "One Three Five Three" development strategy is established as the core direction, targeting the construction of an urban industrial leading area, with three major actions: revitalizing traditional industries, breakthroughs in emerging industries, and future industry layout [1][2]. - The goal is to double the industrial output value, tax revenue, and GDP share by the end of 2028, and to build a high-standard urban industrial leading area by the end of 2030 [1]. Group 2: Key Tasks - The focus is on constructing a "six advantages, two new, two future" modern industrial system, with specific measures for traditional industry revitalization, including six key sectors: equipment manufacturing, smart agriculture machinery, life health, emergency security, food processing, and pet technology [2]. - Emerging industries will focus on artificial intelligence and industrial mother machines, promoting deep integration of technology and industry processes [2]. - Future industries will plan for next-generation information technology (metaverse) and low-altitude economy, supporting local enterprises in overcoming key technologies [2]. Group 3: Element Support - Element support is reinforced through five aspects: spatial guarantees via urban renewal and redevelopment of inefficient land, financial support through a special industrial development fund, talent support by attracting high-end talent, infrastructure improvement focusing on production and living needs, and operational support providing comprehensive services for enterprises [3]. - The mechanism includes strengthening organizational leadership, enhancing incentive constraints, and improving service efficiency through specialized teams for key enterprises [3]. Group 4: Implementation and Impact - The issuance of this special document is a concrete practice of implementing national and provincial new industrialization decisions, aimed at invigorating regional industrial development and injecting strong momentum into the construction of the urban industrial leading area [3].

Core Insights - The pet market is entering an accelerated development phase, with traditional pets like dogs and cats remaining dominant, while the market for "exotic pets" such as birds, fish, reptiles, and rodents is rapidly expanding, achieving a penetration rate of over 15% [1] - The diversification of pet species presents new challenges, necessitating automated and intelligent solutions to enhance services in pet healthcare, retail, boarding, transportation, and smart hardware [1] - The AI model developed by Pet Intelligence Technology provides multi-species recognition capabilities, serving as an intelligent infrastructure for the pet industry [1] Multi-Species Recognition Capabilities - **Dog Recognition**: The AI model can accurately identify over 400 dog breeds, supporting efficient management in boarding and healthcare settings, and enhancing product recommendations in retail [2] - **Cat Recognition**: The model maintains high accuracy in various environments, enabling automatic identity verification in boarding facilities and health monitoring through behavior analysis [3] - **Bird Recognition**: The AI model distinguishes different bird species and features, providing tools for quick sorting and management in pet stores and applications in healthcare and ecological protection [4] - **Insect Recognition**: The model aids in identifying pests and parasites, enhancing health protection services in pet care and retail environments [5] - **Rodent Recognition**: The AI model performs well in low-light and high-speed conditions, assisting in health assessments in research and retail settings [6] - **Fish Recognition**: The model adapts to underwater conditions, supporting species identification and health monitoring in aquariums and fish stores [7] - **Turtle Recognition**: The model assesses species and health status based on shell patterns, benefiting retail and ecological monitoring [9] - **Multi-Pet Recognition**: The AI model can track multiple pets simultaneously, improving operational efficiency and reducing risks in boarding and transportation scenarios [10] Overall Advantages of Pet Intelligence Technology - **Wide Coverage**: The model supports a broad range of pets, including dogs, cats, birds, fish, rodents, turtles, and insects, addressing both common and exotic pet needs [11] - **High Stability**: The model maintains an average recognition accuracy of over 95%, with dog and cat recognition exceeding 97% and exotic pets maintaining 93%-95% accuracy [11] - **Differentiated Recognition**: The model captures subtle individual differences across various features, ensuring reliable differentiation among similar pets [11] - **Strong Versatility**: The model adapts to different environments and conditions, providing a solid foundation for future intelligent applications and data analysis [11] - The multi-species recognition capabilities of Pet Intelligence Technology address critical pain points in the pet industry, enhancing management efficiency and service precision for B2B enterprises, thereby creating a competitive advantage [11]

Group 1 - Shenzhen Maimao Pet Technology Co., Ltd. has been established with a registered capital of 100,000 RMB [1] - The legal representative of the company is Peng Ze [1] - The business scope includes technology services, development, consulting, and promotion, as well as wholesale and retail of pet food and supplies [1] Group 2 - The company is also involved in the sale of daily miscellaneous goods and pet services (excluding animal diagnosis) [1] - Additional activities include the sale of rubber products and high-quality synthetic rubber [1] - The company operates under a general business license without any licensed business projects [1]

Group 1 - GlocalMe's PetPhone is a groundbreaking smart device that enables real-time communication between pets and their owners, setting a new standard in the pet tech market [2][3] - The device utilizes a multi-modal positioning system and AI behavior recognition technology, allowing for high-precision tracking and two-way phone communication even in high-mobility scenarios like walking or traveling [2][3] - The global pet industry is expanding, with increasing emotional interaction and safety needs among pet owners, yet the issue of lost pets remains significant, with an average of 1 in 6-7 pets going missing [3][4] Group 2 - PetPhone addresses the common risk of pets going missing in urban settings by providing real-time alerts to owners when pets leave designated safe areas, enhancing pet safety [3][4] - The product is designed to foster emotional connections between pets and owners, moving beyond mere functionality to become a source of comfort and security [4] - Jeff Chen, CEO of GlocalMe, emphasizes that the goal of PetPhone is to bridge the digital gap between pets and owners, allowing pets to be seen, heard, and understood [4]

Group 1 - Recently, Renqiu City Chonghui Technology Co., Ltd. was established with a registered capital of 500,000 RMB [1] - The legal representative of the company is Liu Juan [1] - The business scope includes technology services, development, consulting, and transfer, as well as manufacturing and sales of various products such as plastic packaging, pet food, metal products, and home goods [1]

Core Insights - The launch of the AI pet companion app "Aichongyi" by Jinhe Biological is set for mid-August, featuring a multi-modal emotional model named Frank that learns and evolves through user interactions [1][2] - The app's initial functionalities include emotion recognition, pet care encyclopedia, points ecosystem, pet community, and a pet product marketplace, aimed at enhancing communication between pet owners and their pets [1] - Future developments for the app will include AI pet consulting, video pet doctor services, and legal assistance for pet-related issues, creating a comprehensive service ecosystem [1][2] Company Strategy - Jinhe Biological's entry into the AI sector with the Aichongyi app marks a significant strategic move, aiming to integrate AI with the pet industry [2] - The ultimate goal is to establish a full-service loop encompassing knowledge, products, medical services, and legal support, thereby reshaping the industry landscape through technology [2]

Core Insights - The company Jinhe Biotechnology is set to launch its AI pet companion app "Aichongyi" in mid-August, which utilizes a multimodal emotional model named Frank to enhance communication between pet owners and their pets [2] - The app's initial features include emotion recognition, a pet encyclopedia, a points ecosystem, a pet community, and a pet product marketplace, aimed at accurately capturing pet emotions and facilitating communication [2] - Future developments for the app will include AI pet consulting, video pet doctors, and legal assistance for pet-related issues, creating a comprehensive service ecosystem [2][3] Summary by Categories Product Features - Aichongyi app will feature emotion recognition, a vast knowledge base, pet videos, and personalized shopping recommendations based on pet characteristics [2] - The app aims to create a continuous learning and evolution mechanism through data collection from interactions between pets and their owners [2] Future Development - Planned future functionalities include AI pet consulting for non-emergency situations, 24-hour video pet doctor services, and legal assistance for pet-related disputes [2] - The company aims to cover various scenarios such as transportation claims, grooming and medical disputes, and rental rights for pet ownership [2] Strategic Vision - The company positions the Aichongyi app as a strategic engine combining "artificial intelligence + pet industry," with the ultimate goal of creating a comprehensive service loop encompassing knowledge, products, medical services, and legal support [3]