人民财讯12月23日电，中远海运科技23日消息，国际航标组织(IALA)第三届理事会在印度孟买召开， 会议通过了中远海运科技IALA工业会员的资格审查。公司正式成为我国首家航运科技类企业IALA工业 会员。未来，公司将依托IALA积极参与和引导国际航运相关规则、提案、技术标准等制修订，提升我 国在国际航运数字化规则制定中的话语权。 ...

（记者 张明双） 每经AI快讯，有投资者在投资者互动平台提问：公开信息显示，公司参加了中国船舶集团的智能船舶 研讨会，船舶作为未来的超大号具身智能体，未来可期，请问公司在MASS(海上自主水面船舶)领域的 研发进展怎样？ 中远海科（002401.SZ）12月11日在投资者互动平台表示，公司当前主要围绕船舶航行主动安全系统进 行产品研发布局，相关产品依靠人工智能、边缘计算等技术，融合视频、雷达和船位数据，针对海上目 标、航行态势等实现多元感知，辅助船舶航行安全，目前不具备完整MASS能力。公司后续将继续跟踪 关注行业发展趋势，结合实际开展相关领域研究创新工作。 ...

Core Insights - The "2025 Shipping Investment and Financing Matchmaking Conference" was held in Shanghai, focusing on shipping technology and green energy industry chains [2][3] - The event gathered over 50 guests from domestic and international shipping tech companies, investment institutions, government departments, banks, and leasing companies to discuss financial investment and industry integration [3][6] Group 1: Event Overview - The conference is part of the "2025 Pudong Shipping Week" series and is co-hosted by Shangyang Private Equity Fund Management Company and Shipping World Network, with support from local government agencies [2][3] - The event aims to promote deep integration between quality enterprises in shipping technology and green decarbonization with capital [6] Group 2: Industry Context - Pudong New Area is highlighted as a key area for shipping industry investment, housing over 13,000 shipping companies, including more than 1,100 shipping technology firms [5] - The region aims to leverage its policy and industrial advantages to foster the development of new productive forces in shipping [5] Group 3: Participating Companies and Innovations - Eight leading domestic companies and three award-winning overseas companies presented at the conference, focusing on various aspects of shipping technology and services [6][7] - Companies included those specializing in autonomous freight trucks, navigation systems, high-end marine power systems, and digital platforms for cross-border logistics [7] Group 4: Investment Opportunities - The event featured participation from various investment and financial institutions, facilitating discussions and exchanges between capital providers and innovative enterprises [7][9] - Shangyang Private Equity Fund is establishing a "Shipping ESG Industry Fund" to support the digital, intelligent, and green transformation of the shipping industry [9]

Core Viewpoint - The company emphasizes its commitment to improving operational management and enhancing intrinsic investment value through technological innovation and business transformation, aiming to create sustainable long-term returns for investors. Group 1: Company Performance and Market Dynamics - The company's stock price has not increased since September 24 of last year, attributed to various factors including macroeconomic policies and market expectations [2] - The digital city and transportation business segment has seen a significant profit decline due to the shrinkage of the highway electromechanical integration business and decreasing gross margins [3] - The company is focused on optimizing the structure and digital transformation of its digital city and transportation business to enhance core platforms and expand into high-value areas [3] Group 2: Business Strategy and Partnerships - The company holds a 49% stake in "COSCO Shipping Green Intelligent Ship Service Co., Ltd." and a 35% stake in "Guangzhou Zhenhua Marine Technology Co., Ltd." to explore innovative business models and achieve synergistic development [2] - The company collaborates with industry leaders like Huawei in areas such as smart transportation, intelligent shipping, and cloud computing [5] - The company is actively pursuing opportunities in the Hainan Free Trade Port, aligning its business development with national policies [4] Group 3: Digital Shipping and Supply Chain - The digital shipping and supply chain business focuses on smart shipping, smart ports, and intelligent operations, with products like "Ship Vision" and "Hi-Dolphin" forming a comprehensive digital solution for the shipping logistics supply chain [6][9] - The company aims to strengthen its digital shipping and supply chain business by enhancing product capabilities and expanding market outreach [6] - The company’s "Ship Vision" product leverages advanced technologies to provide a digital platform for intelligent behavior recognition throughout the lifecycle of vessels [7] Group 4: Financial Management and Accounts Receivable - The company is focused on improving accounts receivable management, which is influenced by industry characteristics and payment cycles, with a strong emphasis on client creditworthiness [7][11] - The increase in payable salaries is linked to performance-based compensation, with a commitment to adjust based on actual business performance [10] - The company is taking measures to enhance cash collection efforts, especially as software-related revenue typically peaks at year-end [11]

Core Insights - China COSCO Shipping Technology Co., Ltd. was established on November 21, with a registered capital of 1 billion yuan [1] - The company's business scope includes software development, industrial internet data services, and biomass fuel processing [1] - The company is wholly owned by China COSCO Shipping Group Co., Ltd. [1]

Group 1 - The shipping industry is undergoing a significant digital transformation, moving from traditional practices to embracing data and algorithms as essential tools for optimization and efficiency [1][2] - China Ocean Shipping Group's subsidiary, COSCO Shipping Technology, aims to redefine the future of shipping through proactive innovation and digitalization, targeting high-quality development and becoming a world-class smart technology enterprise [1][8] - The company has initiated a comprehensive action plan since 2019 to build a "new infrastructure" for shipping, addressing common industry challenges through a structured approach that includes cloud computing, data aggregation, and intelligent algorithm development [2][3] Group 2 - COSCO Shipping Technology is focused on creating a "trusted data space" to facilitate data circulation and ensure clarity in data ownership, aiming to transform data from a passive asset into a valuable digital commodity [3][4] - The company has invested significantly in research and development, with a projected R&D expenditure of 101 million yuan in 2024, reflecting a compound annual growth rate of 23.03% over the past five years [3][4] - The development of the "Hi-Dolphin" model represents a breakthrough in integrating industry knowledge with data capabilities, enhancing operational efficiency and accuracy in various shipping scenarios [5][6] Group 3 - COSCO Shipping Technology emphasizes the importance of ecosystem collaboration in digitalization, actively participating in global standard-setting and alliances to promote industry-wide digital transformation [7][8] - The company is committed to addressing the "data silo" phenomenon and enhancing global collaboration, while also focusing on the development of green and intelligent shipping solutions [7][8] - Looking ahead to the 15th Five-Year Plan, COSCO Shipping Technology aims to leverage opportunities in artificial intelligence and data elements to cultivate new productive forces and enhance its core capabilities and competitiveness [8]

Company Overview - China COSCO Shipping Technology Co., Ltd. was established in 2001 and listed on the Shenzhen Stock Exchange in 2010, focusing on digitalization in transportation and logistics [2] - The company has a leading position in the smart shipping technology sector, providing digital solutions for urban management and highway operations [2][3] - The company has integrated information technology teams from COSCO Group and China Shipping Group, enhancing its digital shipping capabilities [3] Business Segments Digital Shipping and Supply Chain - The digital shipping and supply chain business has been actively seizing opportunities for digital transformation, maintaining a positive growth trend [7][8] - Key products include "Ship Vision Treasure," "Hi-Dolphin," and various digital solutions that cover the entire shipping logistics supply chain [3][8] Digital City and Transportation - The digital city and transportation segment, particularly the highway electronic integration business, has faced revenue and gross profit declines due to decreased customer demand and intensified competition [7][8] Technology and Innovation - The company utilizes big data, cloud computing, and artificial intelligence to enhance safety management, reduce emissions, and improve supply chain resilience [4][5] - "Ship Vision Treasure" is a digital platform that leverages advanced technologies for intelligent behavior recognition throughout the lifecycle of vessels [4][6] Future Development - The company aims to strengthen its digital shipping and supply chain business while optimizing the digital city and transportation segment [8] - There is a focus on expanding the market presence of digital products and exploring international opportunities [8] Market Potential - The digital shipping and supply chain business has significant growth potential, especially in areas related to shipping finance, services, and regulatory needs [9] - The company emphasizes the importance of talent development and enhancing technological capabilities to capture market opportunities [9] Value Management - The company prioritizes market value management, aiming for its stock price to reflect its intrinsic value, with no current plans for share buybacks [9]

Group 1: Company Products and Technologies - The "Ship Vision Treasure" product is a digital platform based on intelligent recognition technology for the entire lifecycle of ship navigation, utilizing cloud computing, IoT, and big data algorithms [2][3] - The Hi-Dolphin model is the first large model in the domestic shipping industry, providing services through API and Widget integration, enhancing product intelligence and customer experience [5] - The company is increasing its marketing efforts to expand the influence of its digital products, including Ship Vision Treasure and Hi-Dolphin [3] Group 2: Blockchain and Research - The company holds a 7% stake in Shanghai Pujiang Shuchain Digital Technology Co., but currently has no direct cooperative projects with them [4] - The company is actively researching the application of blockchain technology in transportation and shipping information [4][9] Group 3: Financial Outlook and Business Strategy - The company aims to leverage its competitive advantages in technology, product quality, and brand reputation to enhance its digital shipping and supply chain business [6][7] - The digital shipping and supply chain business is expected to maintain a growth trend, while the digital transportation and security business will accelerate its transformation under pressure [7] Group 4: Research and Development - The company has consistently increased its R&D investment, achieving positive results in major scientific projects and intellectual property [8] - Future R&D efforts will focus on core product development, common underlying technology, and business model innovation [8] Group 5: Corporate Support and Plans - China COSCO Shipping Group supports the company as a technology-oriented listed company and provides abundant business opportunities and application scenarios [9] - The company currently has no plans for mergers or acquisitions but will continue to evaluate quality targets in its supply chain [10] - There are no current plans for a new stock incentive program, following the completion of the 2019 restricted stock incentive plan [11]

Group 1: Company Overview and R&D Investment - The company invested CNY 101 million in R&D in 2024, with a compound annual growth rate (CAGR) of 23.03% over the past five years [2][13] - The company has applied for and received 102 invention patents, with a CAGR of 50.28% over the past five years [2][13] - Continuous R&D investment and patent output have strengthened the company's technological barriers and provided robust momentum for long-term development [2][3] Group 2: AI and Digital Platforms - The company has developed the Hi-Dolphin model, which accumulates 1.2TB of annual data and enhances decision-making in shipping through deep reasoning engines [2][3] - The Hi-Dolphin model supports various applications, including API and Widget integrations, and offers private deployment for clients [3][4] - The Ship Vision platform has over 200,000 individual users and 1,800 corporate users, showing a positive growth trend [4][5] Group 3: Revenue Structure and Market Strategy - Approximately 44% of the company's revenue comes from internal group sources, while external revenue constitutes the majority [5] - The company is focused on expanding its digital shipping and supply chain products in external markets, targeting shipping owners, regulatory bodies, and financial institutions [5][6] - Future growth will leverage technological advantages and enhance marketing efforts to provide valuable digital empowerment products and data services [6][9] Group 4: Business Model and Profitability - The company is transitioning from project-based to product-based and platform-based business models to enhance sustainability [7][8] - Strategies to improve overall gross margin include optimizing operational efficiency and enhancing product delivery [8][9] - The company aims to deepen industry penetration and explore high-value sectors such as banking and high-end manufacturing [6][9] Group 5: Future Outlook and Market Trends - The company anticipates continued growth in digital shipping and supply chain businesses, with a stable overall revenue scale expected for 2025 [9][10] - The shipping industry, which accounts for approximately 95% of China's import and export freight volume, is increasingly recognizing the importance of digitalization and technology [9][10] - The company plans to enhance its digital data capabilities and explore overseas market opportunities, particularly in shipping safety and carbon reduction [10][12][16]