投资者关系活动记录表 编号：2025-005 | 投资者关系活动类 | ☑特定对象调研 □分析师会议 | | --- | --- | | 别 | □媒体采访 ☐业绩说明会 | | | □新闻发布会 □路演活动 | | | ☐现场参观 | | | ☑其他 电话会议 | | 参与单位名称及人 | 招商基金、华夏基金、天弘基金、中银基金、西部利得基金、浦银安盛基金、 | | 员姓名 | 嘉实基金、Dymon Asia、Mighty Divine、宝盈基金、博时基金、汇添富基金、 | | | 泰康资产、大成基金、大家资产、德邦基金、新华资产、中航基金、中加基金、 | | | 中欧基金、东方自营、东吴证券、峰岚资产、茂源财富、尚诚资产、赋远投资、 | | | 高毅资产、盘京投资、工银瑞信基金、华能贵诚信托、国金证券、国盛证券、 | | | 远信基金、长安基金、和谐汇一、华安证券、淳厚基金、华融基金、华西自营、 | | | 华夏久盈、汇华理财、混沌投资、健顺投资、金信基金、金鹰基金、凯石基金、 | | | 南方基金、名禹资产、明河投资、宁银理财、青骊投资、青榕资产、华创证券、 | | | 仁桥资产、华福证券、冰河资产、上 ...

以旧换新同样成为家装厨卫消费市场热门关键词。从浴室柜、花洒、智能马桶，到家具照明、智能家居，长沙 众多企业纷纷推出换新活动，抢占这场家装"换新潮"先机。 "手机'以旧换新'政策真的太给力了。"在五一广场的一家手机专卖店，市民李先生刚购买了一部国产手机，他高 兴地说，旧手机抵扣加上政府补贴，总共优惠了600多元。 据统计，今年以来，手机等3C产品长沙以旧换新共计核销167.35万笔，政府补贴金额5.58亿元，交易金额达 44.14亿元。 在数码产品热销的同时，家电品类也迎来了新一轮消费高峰。走进市区各大家电卖场，冰箱、空调、洗衣机等 产品上都清晰地贴着补贴标签，消费者可根据产品的能效等级享受相应补贴。在通程电器东塘店，家电导购员 一边热情地向消费者介绍产品功能，一边细致地展示"绿色补贴"的计算方式。"一级能效空调最高可享受2000元 补贴，既省电又省钱，性价比非常高。"一位导购员介绍。 "国补政策加力扩围后，通程电器上半年整体销售同比增长近40%。"通程电器副总经理欧海军介绍，一级能效 产品换新消费者占比近90%，大屏彩电、零嵌入冰箱、洗烘一体机、干衣机、一级能效空调等绿色智能改善型 品质家电销量呈爆发式增长； ...

加速AI时代发展 让智能无处不在 七月的瑞士日内瓦正值酷暑，平均气温徘徊在30°C至32°C之间。然而，7月10日这天却意外凉爽，气温 降至27°C。就在这一天，由联合国"AI for Good"主办的"AI芯片发展方向"主题科技论坛，在日内瓦帕莱 克斯博览中心隆重举行。全球知名智能芯片科学家齐聚一堂，共同讨论AI芯片的发展方向，其中一个 亚洲面孔则尤为引人注目。 他就是来自中国深圳的云天励飞技术股份有限公司董事长兼CEO陈宁博士。当他以流利的英语分享云天 励飞AI推理芯片在推动AI普惠领域的探索与成果，并对不少欧洲"AI芯片"科学家提出的专业问题一一 详细回答，现场响起了热烈的掌声。 "如何才能够让科技触达到世界上的各个角落呢？AI推理芯片是关键。人工智能将超越前三次科技革 命，为人类社会带来更加深远和伟大的变革。"陈宁博士首先介绍了中国的科技成果，展示了人工智能 如何深度融入生活与工作。此外，他还指出了全球面临的挑战，世界上仍有许多地方的人们未能触及这 些技术成果。AI推理则能将大模型的能力深入应用到现实场景，触达每位消费者，赋能全球企业。 陈宁博士在联合国"AI for Good"论坛演讲 云天励飞20 ...

五载梧桐引凤栖，今朝云程发新轫。"厦门人才服务月"步入第六个年头，今年启动仪式更加聚焦人才和 企业需求、更加注重对接实效、更加突出技术成果应用，以展示"人才+AI"创新创业成果为主线，把舞 台交给人才，展现厦门"硬科技"和"软环境"。 人才让科技充满想象。新加坡工程院院士、南洋理工大学人工智能研究院院长关存太，围绕"脑机接口 的进展及医学应用研究"作主题分享，表示可以为厦门引进脑机接口领域的人才助力。目前，关存太院 士正与人才企业狄耐克开展合作，推动非侵入式脑机互联可穿戴设备产品在厦落地。 来源：环球网 7月10日，"2025厦门人才服务月"如约而至，向全球英才发出邀约，一道在新时代特区热土上创造美好 未来。启动仪式现场，海内外院士专家、市内外重点企业、重点研发机构以及名校博士生等代表200余 人见证、参与。 人才引领 科技创新创造成果丰硕 科技成果转化，是创新链到产业链的"关键一跃"。现场还配套推出"AI+人才十大应用场景"，涵盖政策 咨询、政策兑现，以及住房、医疗、教育、出入境等生活场景，通过"揭榜挂帅"形式，推动最新人工智 能技术与厦门人才服务场景精准匹配，有效提升人才服务体验。 在脑机接口领域，四川大 ...

内容概况：全球毛细管电泳仪行业正处于技术深化与应用拓展的关键阶段，受益于生物医药、环境监测 及食品安全等领域对高精度分析需求的增长，全球毛细管电泳仪行业规模持续扩大。2024年，全球毛细 管电泳仪市场规模为2.5亿美元，预计到2030年，其值将达到4亿美元左右。生命科学领域是核心增长引 擎。基因测序、蛋白质组学研究的爆发式增长，直接拉动了对毛细管电泳仪的需求。例如，在单细胞测 序技术普及的背景下，高灵敏度CE设备成为解析细胞异质性的关键工具。此外，生物制药行业对抗体 药物纯度检测、mRNA疫苗质量控制的严格要求，也推动了高端机型的市场渗透。环境监测与食品安全 领域的需求同样显著。全球范围内对水质污染、农药残留的监管趋严，促使毛细管电泳仪在重金属形态 分析、食品添加剂筛查等场景中的应用深化。 相关上市企业：聚光科技（300203）、 相关企业：大连日普利科技仪器有限公司、北京中成石英玻璃制品有限责任公司、上海三瑞高分子材料 股份有限公司、苏州苏纳光电有限公司、昂纳科技（深圳）集团股份有限公司、苏州汶颢芯片科技有限 公司、聚光科技（杭州）股份有限公司、苏州长光华芯光电技术股份有限公司、武汉光迅科技股份有限 公司、 ...

"叮咚"，香港学生吴洲瑜的手机弹出一条物流信息，提示她两天前在拼多多上买的内地"网红"零食已抵 达学校快递柜。这已经是她今年"618"期间收到的第12个包裹。"现在买东西就像点外卖一样方便，价格 比本地便宜，还包邮。" 近年来，随着内地电商平台加速拓展海外市场，越来越多香港市民开启了跨境网购新时代。这种新的消 费方式，不仅让香港市民享受更丰富的商品和更实惠的价格，也进一步深化香港与内地的经贸往来，成 为推动粤港澳大湾区经济融合、促进民心相通的重要纽带。 从"运费比货贵"到"万物皆可淘" 傍晚时分，香港红磡商场菜鸟驿站自提点前排起长龙。 捧着刚拿到的一箱纸巾，香港居民王女士兴奋地表示："拼多多买的，20多元人民币，比香港便宜 2/3。"她特别提到，相较于以前的"运费比货贵"，如今免运费政策让她每周都要下单两三次。 工作人员在香港一快递包裹自提点忙碌。 今年"618"期间，内地电商平台在香港举办线下市集，展 示热销商品，提供"线下试用、线上下单"服务，吸引大批 市民参与。 郭 辛摄（新华社发） 像王女士这样通过内地电商平台采购日用品，已成为香港很多家庭的消费新常态。自去年10月淘宝推 出"满99元人民币包邮到港" ...

Group 1: Company News - Kingsoft Cloud (KC.US) officially launched the Kingsoft Government AI Integrated Machine, marking a significant breakthrough in the "AI + government office" application field, providing clients in the government sector with "out-of-the-box" intelligent document writing model applications [5] - Mercedes-Benz India reported a 10% year-on-year increase in retail sales for April to June, reaching a record high of 4,238 vehicles, driven by a 20% increase in high-end vehicle sales and a 157% increase in electric vehicle sales, which now account for 8% of total sales [6] - XPeng Motors (09868/XPEV) announced the grant of 910,000 restricted stock units to 44 employees under the 2025 stock incentive plan, with no need for shareholder approval, and the granted units must comply with the terms of the incentive plan and agreements with the recipients [8] Group 2: Industry News - Alibaba has launched instant retail services such as "hourly delivery" in Australia, Brazil, the Middle East, and the UK, primarily through its cross-border e-commerce platform AliExpress, collaborating with local platforms [7]

Core Viewpoint - Tianrongxin Technology Group Co., Ltd. (hereinafter referred to as "the company") expects significant growth in its financial performance for the first half of 2025, with projected revenue between 800 million to 850 million yuan and a net profit increase of 65.98% to 70.84% year-on-year [2] Financial Performance - The company anticipates a revenue increase of over 8% year-on-year for the second quarter [2] - The gross profit margin has improved by over 4 percentage points compared to the previous year [2] - Total expenses for sales, research and development, and management have decreased by over 13% year-on-year [2] Strategic Initiatives - The company is deepening its "AI + Security" strategy to capture the market for large model application security [2][3] - A significant upgrade to the Tianwen large model has been implemented, enhancing its intelligent defense capabilities [2] - The company has launched a comprehensive security protection framework for large models, covering the entire lifecycle of large model applications [3] Market Positioning - The company aims to become a leading provider of cybersecurity and intelligent computing cloud solutions in China over the next decade [3] - A partnership with Huawei has been established to develop an intelligent computing integrated machine based on the Kunpeng architecture [3] - The company has signed and is expected to sign orders exceeding 20 million yuan for the intelligent computing integrated machine, with annual sales projected to exceed 100 million yuan [4]

Core Viewpoint - Tianrongxin, a leading cybersecurity company, is expected to significantly reduce its losses in the first half of 2025, with projected revenues of 800 million to 850 million yuan and a net loss of 60 million to 70 million yuan, indicating a strong improvement in profitability [1] Group 1: Financial Performance - The company anticipates a year-on-year revenue growth of over 8% in the second quarter, suggesting it may have achieved profitability during this period [1] - Tianrongxin's gross margin has increased by over 4 percentage points year-on-year, while total sales, R&D, and management expenses have decreased by 13% compared to the previous year [1] Group 2: Strategic Initiatives - The company is advancing its "AI + Security" strategy, with significant upgrades to its Tianwen large model, transitioning from "rule-driven" to "intelligent decision-making" for cybersecurity defense [1] - Tianrongxin has successfully passed tests for its large model security gateway, receiving the first "Large Model Security Protection Fence Product Certification (Enhanced Level)" from the Ministry of Public Security [1] Group 3: Future Goals and Collaborations - The company's strategic goal for the next decade is to become a leading provider of cybersecurity and intelligent computing cloud solutions in China [2] - In March, Tianrongxin began a comprehensive partnership with Huawei to develop an intelligent computing integrated machine based on the Kunpeng architecture, aiming to support the digital transformation of critical industries in China [2] - The intelligent computing integrated machine is expected to generate over 100 million yuan in sales this year, with future cloud computing business goals targeting at least half the output of the security segment over the next 3-5 years [2] Group 4: Technological Developments - Tianrongxin is involved in research and application of technologies related to stablecoins, blockchain, zero trust, privacy computing, and commercial cryptography [2] - The company is participating in key infrastructure security projects for digital currency and cross-border payment in the financial industry [2]

Core Insights - Kingsoft Cloud (KC.US) and Kingsoft Office launched the Kingsoft Government AI Integrated Machine, marking a significant breakthrough in the "AI + Government Office" application field [1] - The integrated machine combines Kingsoft Cloud's full-stack AI capabilities with Kingsoft Office's 37 years of document experience, creating a dual-integration model of "domestic computing power + privatized AI" [3] Product Features - The integrated machine covers 15 types of statutory document writing scenarios and 61 detailed creation scenarios, offering three intelligent creation methods: free writing, template writing, and AI imitation writing [3] - It features fully domestic AI computing servers and integrates Kingsoft's government office large model and DeepSeek-R1 model, improving inference efficiency by 50% through various technical enhancements [3] Security and Compliance - The integrated machine ensures data security through a dedicated government network, with triple protection measures including access control, transmission encryption, and compliance auditing [3] - It has integrated authoritative media resources, allowing the model to access the latest policy documents, ensuring timely and accurate information [3] Pilot Implementation - The integrated machine has been piloted in over 20 government departments in Zhuhai High-tech Zone, with significant improvements in document processing efficiency, achieving a 45% increase in writing efficiency and reducing document review time by approximately 60% [4] - The collaboration between Kingsoft Cloud and Kingsoft Office aims to drive technological integration and practical implementation in the government and enterprise AI sector [4] Future Outlook - Kingsoft Cloud plans to continue expanding its technological capabilities and service boundaries, collaborating with ecosystem partners to enhance products and services for government and enterprise clients [5]