深圳市力合科创股份有限公司 投资者关系活动记录表 投资者关系活动类别 □√特定对象调研 □媒体采访 □新闻发布会 □现场参观 □分析师会议 □业绩说明会 □路演活动 □其他 活动参与人员 国银资本 梅润昌 创华投资 李军辉 深圳市古东管家科技有限公司 吕军方 深圳市博闻投资管理有限公司 张学武 深圳千里目家办企业管理合伙企业（有限合伙）刘海雄 深圳市力合科创股份有限公司 于喆 时间 2025年12月15日 地点 公司会议室 形式 现场会议 交流内容及具体问答 记录 1、公司是否在人工智能、具身智能领域有所布局？ 答：公司在人工智能、具身智能等领域已投资孵化了基本半 导体、津渡生科、生境科技、零次方机器人、迈特芯等一系 列优质企业，布局覆盖碳化硅器件、医疗诊断大模型、空间 AI 生成、具身智能机器人、端侧具身智能芯片等多个细分 赛道。 2、公司在商业航天、低空经济等未来产业领域有何布局？ 答：公司在商业航天、低空经济等领域投资孵化了中科星睿 科技（北京）有限公司、广州程星通信科技有限公司、合肥 览翌航空科技有限公司等代表性企业。中科星睿是一家提供 卫星系统设计运营、对地观测大数据及行业智能应用的商业 遥感公司； ...

Core Viewpoint - The company emphasizes its strategy of "investing early, investing small, and investing in hard technology" for its incubation business, indicating a focus on the objective development patterns of early-stage hard technology projects [1] Group 1 - The company is committed to continuously seizing opportunities from new merger and acquisition policies [1] - The company will focus on its invested enterprises and promote industrial synergy development [1]

Group 1: Industry Outlook and Policy Environment - The company aims to leverage policy opportunities from the Chinese government's focus on capital market reform and venture capital ecosystem optimization, with a commitment to technological self-reliance and productivity enhancement [2] - In 2024, the government is expected to introduce multiple policies to support these initiatives [2] Group 2: Investment Focus Areas - The company's investment strategy concentrates on sectors such as new energy materials, next-generation information technology, biomedicine, and advanced manufacturing [3] - Key incubated companies include Hydrogen Energy, Nano Fluor Technology, Lanyi Aviation, and others, covering niches like seawater hydrogen production and electric vertical take-off and landing aircraft [3] Group 3: Collaboration with Academia - The company has established a collaborative incubation system with institutions like Tsinghua University and Hong Kong University of Science and Technology, focusing on technology transfer agreements [4] - In 2024, the company completed its first technology transfer project with Hong Kong University, involving innovations from several universities [4] Group 4: Investment Returns and Exit Strategies - The company emphasizes the importance of project exits, utilizing methods such as equity transfers, mergers, and secondary market reductions [3] - In 2024, the company successfully recouped approximately CNY 180 million from direct investments and managed fund projects [3] Group 5: Concept Validation Fund - The company has over 20 years of experience in technology innovation services, creating a unique advantage in resource allocation and industry cultivation [4] - The concept validation fund assists early-stage technology projects by providing funding and guidance, enhancing the success rate of technology commercialization [4]