Group 1: Company Overview and Business Focus - The company is focused on developing next-generation edge brain-machine interface algorithm chips and advancing mixed biometric and brain signal collaborative analysis [2] - The joint venture is currently in the preparation stage for business registration [2] Group 2: Performance Guidance and Targets - The company has set performance assessment targets for 2026 based on the 2025 restricted stock incentive plan and employee stock ownership plan [2] - Strategies to achieve growth include deepening technology applications, expanding market reach, enhancing brand influence, and increasing product and service competitiveness [2] Group 3: Incentive Plan and Acquisitions - The stock incentive plan specifies that the operating results of newly acquired companies will not be included in the performance assessment during the incentive period [3] - The impact of these acquisitions on the company's net profit and operating income will be calculated separately [3] Group 4: Competitive Advantages - The company leverages long-term accumulation in cognitive space computing and focuses on AI BioCV TinyML edge model development [3] - The integration of perception, analysis, and decision-making capabilities into edge devices establishes a solid technical foundation for wearable and scenario-based applications of non-invasive brain-machine interfaces [3] Group 5: Team Strengths and Market Position - The team has extensive experience in the industry, with a strong data accumulation in consumer scenarios and a stable performance indicator [3] - The founding and R&D team includes members from Silicon Valley and renowned U.S. institutions, covering multiple fields such as chip design and algorithm development [3] Group 6: Currency and Risk Management - The company has not yet adopted digital RMB for cross-border settlements, and foreign income constitutes a significant portion of its revenue [3] - To mitigate currency fluctuation risks, the company employs global supply chain strategies and local operations of subsidiaries, along with forward foreign exchange contracts [3]

证券代码：301330 证券简称：熵基科技 熵基科技股份有限公司投资者关系活动记录表 编号：2025-12 | 投资者关系活 | 特定对象调研 媒体采访 | 分析师会议 | 业绩说明会 | 新闻发布会 | | --- | --- | --- | --- | --- | | 动类别 | 路演活动 其他 | 现场参观 | | | | 参与单位名称 | 天风证券、信达澳亚基金、宝盈基金、融通基金、个人投资者詹国强 | | | | | 及人员姓名 | | | | | | 时间 | 2025 年 12 月 31 日 | 10:00-12:00 | | | | 地点 | 熵基科技会议室 | | | | | | 副总经理、董事会秘书 郭艳波 | | | | | 上市公司接待 | 投资总监 陈川 | | | | | 人员姓名 | 智能创新研究院院长 仲崇亮 | | | | | | 生物识别及脑机事业部负责人 叶峰 | | | | | | 首先公司相关负责人向投资者介绍了公司主营业务、主要产品等基本情况，并对公 | | | | | | 司当前研发方向进行了讲解。 | | | | | | 其次公司参与接待人员与投 ...

Core Viewpoint - Entropy Technology (301330) is actively pursuing strategic acquisitions and expanding its brain-computer interface (BCI) technology, focusing on education, healthcare, and elderly care applications, while maintaining a strong cash flow and exploring further investment opportunities [2][3][4]. Group 1: Acquisition and Financial Performance - Entropy Technology signed a "Letter of Intent" with Longzhiyuan on October 17, 2025, to acquire a 55% stake, with completion expected by the end of November [2]. - For the first three quarters of 2025, the company reported a main revenue of 1.401 billion yuan, a year-on-year decrease of 0.68%, while net profit attributable to shareholders increased by 6.24% to 128 million yuan [7]. Group 2: Brain-Computer Interface Development - The company is focusing on BCI technology in three core application areas: education, healthcare, and elderly care, utilizing multi-modal data fusion technology for product development [3]. - A prototype for the BCI business is expected to be launched by March 2026, and a strategic partnership with NeuroSky has been established to enhance BCI and multi-modal biometric technology integration [3]. Group 3: Market Position and Strategy - The BCI business overlaps with existing clients in healthcare and education, while also targeting new customer segments in consumer electronics, industry, and research [5]. - The company emphasizes a dual strategy of organic growth and external development, with the acquisition of Longzhiyuan being its first since going public [4].