证券日报网讯1月26日，安控科技（300370）在互动平台回答投资者提问时表示，公司与龙芯中科的合 作目前不涉及排他性安排，双方基于各自优势协同推进。在工控领域，龙芯主要提供国产化CPU/平台 及生态支持，公司侧重于PLC、RTU等工控产品的系统架构、工程化设计、行业适配、可靠性验证与项 目交付，合作以技术适配与产品化落地为主，推动国产化自主可控/信创替代在行业场景中的应用。 ...

Financial Data and Key Metrics Changes - The fiscal year 2025 is viewed as a turning point for the company, marking a transformation from a lighting and lighting controls company to an industrial control company [12] - The lighting business continued to perform well despite market challenges, maintaining its position as the best-performing lighting company globally [12] Business Line Data and Key Metrics Changes - The acquisition of QSC has contributed to the growth of the AIS business, establishing it as a thriving second business that is positively impacting outcomes in various spaces [12] Market Data and Key Metrics Changes - The company faced significant market challenges and policy upheaval but managed to sustain strong performance in its lighting segment [12] Company Strategy and Development Direction - The company is focused on long-term growth, positioning itself as an innovator and disruptor in the industry, aiming to create stakeholder value and compound shareholder wealth [3] Management's Comments on Operating Environment and Future Outlook - Management expressed satisfaction with the operational performance during the year and is optimistic about the foundation being built for fiscal 2026 and beyond [12] Other Important Information - The company successfully elected its board of directors and ratified the appointment of Ernst & Young as its independent registered public accounting firm for the fiscal year ending August 31, 2026 [10] Q&A Session Summary Question: What was the most important thing that happened this year? - Management highlighted the transformation of the company and the successful integration of QSC, along with the continued strong performance of the lighting business despite challenges [12]

Financial Data and Key Metrics Changes - The fiscal year 2025 is viewed as a turning point in the company's transformation from a lighting and lighting controls company to an industrial control company, indicating a strategic shift in focus [12] - The company reported that its lighting business continued to be the best-performing lighting company globally despite significant market challenges and policy upheaval [12] Business Line Data and Key Metrics Changes - The acquisition of QSC and the growth of the AIS business have resulted in a thriving second business that is changing outcomes in various spaces, showcasing diversification in revenue streams [12] Market Data and Key Metrics Changes - The company faced significant market challenges and policy upheaval but managed to maintain strong performance in its lighting segment, indicating resilience in a volatile market [12] Company Strategy and Development Direction - The company is positioned for long-term growth, emphasizing innovation, disruption, and stakeholder value creation as core components of its strategy [3] - The integration of QSC is highlighted as a successful move that enhances the company's operational capabilities [3] Management's Comments on Operating Environment and Future Outlook - Management expressed satisfaction with the operational performance during the year and optimism about the foundation being built for fiscal 2026 and beyond [12] Other Important Information - The company successfully elected its board of directors and ratified the appointment of Ernst & Young as its independent registered public accounting firm for the fiscal year ending August 31, 2026 [10] Q&A Session Summary Question: What was the most important thing that happened this year? - The acquisition of QSC and the growth of the AIS business were identified as pivotal developments, marking a significant transformation for the company [12]

Financial Data and Key Metrics Changes - The company reported significant growth in fiscal year 2025, marking a turning point in its transformation from a lighting and lighting controls company to an industrial control company [13] - The acquisition of QSC and the growth of the AIS business contributed to a thriving second business, enhancing overall performance [13] Business Line Data and Key Metrics Changes - The lighting business continued to perform exceptionally well, maintaining its position as the best-performing lighting company globally despite market challenges [13] Market Data and Key Metrics Changes - The company faced significant market challenges and policy upheaval but managed to navigate these effectively, showcasing resilience in its operations [13] Company Strategy and Development Direction - The company is focused on long-term growth, positioning itself as an innovator and disruptor in the industry, aiming to create stakeholder value and compound shareholder wealth [3] - The integration of QSC is a key part of the company's strategy to enhance its industrial control capabilities [13] Management's Comments on Operating Environment and Future Outlook - Management expressed satisfaction with the company's operations in fiscal year 2025 and is optimistic about the foundation being built for fiscal 2026 and beyond [13] Other Important Information - The company successfully ratified the appointment of Ernst & Young as its independent registered public accounting firm for fiscal year 2026 [11] Q&A Session Summary Question: What was the most important thing that happened this year? - Management highlighted the transformation into an industrial control company as a significant milestone, driven by the acquisition of QSC and the growth of the AIS business, while also noting the strong performance of the lighting business amidst challenges [13]

Core Viewpoint - The company is actively expanding its communication business by leveraging partnerships with major telecom operators in China and entering new markets such as intelligent computing data centers, which is expected to enhance its performance and product competitiveness [1] Group 1: Communication Business Development - The company collaborates with domestic telecom operators like China Mobile, China Telecom, and China Unicom to provide communication infrastructure [1] - The company has entered the intelligent computing data center market, providing services to projects such as Hangzhou Hangang Cloud Computing Data Center [1] - The company has successfully been included in the whitelist of major data centers, laying a solid foundation for future business development [1] Group 2: Product Expansion and Innovation - The company has developed industrial control cabinets and automation control cabinets, broadening its application fields to industrial enterprises, rail transportation, national high-speed rail, and renewable energy [1] - The company has made initial progress in the distribution product sector, becoming a candidate for three projects of the State Grid [1] - By 2025, the company has cumulatively won State Grid projects worth 81.2742 million yuan, enriching its product categories and expanding business scenarios [1]

Core Viewpoint - The company is actively expanding its communication business and product offerings, leveraging partnerships with major telecom operators and entering new markets such as smart data centers and industrial automation [1] Group 1: Communication Business - The company collaborates with major telecom operators like China Mobile, China Telecom, and China Unicom to provide communication infrastructure [1] - The company is enhancing its technical capabilities to enter the smart data center market, having already provided services for multiple projects, including those for Hangzhou Hangang Cloud Computing Data Center [1] - The company has successfully qualified for the whitelist of WanGuo Data and YouFu, laying a solid foundation for future business development [1] Group 2: Product Expansion - The company is developing industrial control cabinets and automation control cabinets, broadening its application fields to include industrial enterprises, rail transportation, national high-speed rail, and renewable energy [1] - The company has made initial progress in the distribution product sector, becoming a candidate for three projects with the State Grid [1] - As of 2025, the company has won a total of 81.2742 million yuan in State Grid projects, enriching its product categories and expanding business scenarios, which continuously enhances its performance and product competitiveness [1]

Core Viewpoint - The company, Hechuan Technology, maintains a high level of R&D investment, with R&D expenses amounting to 93 million yuan, representing 12.69% of its operating revenue for the first three quarters of 2025 [1] Group 1 - The company has independently designed and developed industrial control chips that integrate main control MCU, motion control algorithms, storage, and industrial real-time Ethernet technology [1] - The industrial control chips have already entered mass production [1] - Currently, the company has no plans to develop AI chips [1]

Core Viewpoint - Dongtu Technology stated that its stock price fluctuations are influenced by various factors, and the company's current operational order is normal with no undisclosed significant information [1] Group 1: Business Performance - The company is currently in a business restructuring phase, which has shown positive results [1] - The smart controller business has achieved large-scale orders in the semiconductor field this year [1] - As of the third quarter, the order amounts for smart controllers, industrial operating systems, and related software services increased by 87.55% and 13.63% respectively [1] Group 2: Revenue Growth - Revenue from smart controllers, industrial operating systems, and software services grew by 16.94% and 12.85% compared to the same period last year [1] - The company emphasizes a long-term sustainable development strategy to enhance overall value and core competitiveness [1] Group 3: Investor Communication - The company is committed to market value management and will maintain communication with investors through various means to convey its value [1]

Core Insights - A new company, Boyate Material Technology (Wuhan) Co., Ltd., has been established with a registered capital of 20 million yuan [1] - The legal representative of the company is Zhang Ke, and its business scope includes engineering and technology research and experimental development, AI industry application system integration services, and sales of industrial control computers and systems [1] - The company is jointly held by Boya Precision Engineering (300971) and other shareholders [1]

Core Insights - A new company, Boya Special Materials Technology (Wuhan) Co., Ltd., has been established with a registered capital of 20 million RMB [1] - The legal representative of the company is Zhang Ke, and its business scope includes engineering and technology research and experimental development, AI industry application system integration services, and sales of industrial control computers and systems [1] - The company is jointly held by Boya Precision Engineering (300971) and other shareholders [1]