9月4日，中科院成都信息技术股份有限公司在深圳福田区皇岗路5001号深业上城B座全景路演厅举行路 演活动，吸引了中山证券资管等27家机构参与。公司董事会秘书刘小兵接待了来访机构。以下为本次投 资者关系活动的主要内容。 业务突破聚焦智能制造与智慧城市 点击查看公告原文>> 声明：市场有风险，投资需谨慎。 本文为AI大模型基于第三方数据库自动发布，任何在本文出现的信 息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成 个人投资建议。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验， 因此本文内容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联 系biz@staff.sina.com.cn。 此外，公司在脑机接口技术上作为辅助工具研发相关系统，用于智能麻醉和智慧康复场景。在机器视觉 方面，核心技术处于国际先进、国内领先水平，并完成全产业链布局，助力传统制造业自动化和智能 化。 信创领域订单增长显著 公司前几年在智慧政务细分领域布局信创。数字会议系统实现国产化，多项产品属信创范畴；人大、政 协机关政务信息化产品升级，上半年 ...

证券代码：300678 证券简称：中科信息 中科院成都信息技术股份有限公司 投资者活动记录表 编号：2025-9 | | □特定对象调研 | □分析师会议 | | | --- | --- | --- | --- | | 投资者关 | □媒体采访 | □业绩说明会 | | | 系活动类 | □新闻发布会 | 路演活动 ☑ | | | 别 | □现场参观 | □电话会议 | | | | □其他： （请文字说明其他活动内容） 中山证券资管：陈乐、邓国豪； | 弘洛基金：黄通； | 国投证券 ： 林鹏 | | | 香港康莱德证券：毛小康； 葆润控股：郑 和 ； | 第一创业资管：赵真龙； 明亚基金：李吉喆 ； | 昊东基金 马东方 万和弘远：吕莎 | | | 和顺盈投资：陈述之； | 博智兴宇：毛康； | 向日葵投资：卫伟平 | | 参与单位 名称 | 和君资本：王明贵、陈一诚； | 和君咨询：甄宜蒙； | 永维基金：杜云鹏 | | 及人员姓 | 钟睿投资：钟菊英； | 鹏盈资产：郑小波； | 前辰信息：黄 辉 | | 名 | 深圳市智信汇达建材有限公司：朱伟华 | ； | 康佳资本：赛鸣焱 | | | 深圳前海宏惟 ...

Summary of Zhongke Information Conference Call Company Overview - **Company**: Zhongke Information - **Industry**: Technology and Medical Equipment Key Points and Arguments Order Growth and Financial Performance - Zhongke Information's new signed orders reached 677 million yuan, a year-on-year increase of 282.6%, setting a historical high and exceeding last year's total orders [3] - The company expects total orders for the year to reach 1 billion yuan or more, marking the highest order volume in its history [3] - As of June 30, the company had nearly 1 billion yuan in hand orders, with expectations for revenue recognition in the fourth quarter [3][5] Competitive Advantage in Sensitive Projects - The company holds a national first-class secret qualification, which includes sensitive integration, software, and operation qualifications, giving it a strong competitive edge in sensitive projects, particularly in Sichuan and Southwest China [5] - The significant achievements in the sensitive project sector are attributed to the unique qualifications that allow the company to secure numerous orders [5] New Business Directions and Technological Applications - Zhongke Information is actively expanding into new business areas such as brain-computer interfaces, AI anesthesia robots, and construction robots [2][6] - The AI anesthesia robot has completed 5 clinical trials and is expected to finish 200 human clinical trials by the end of next year, aiming for certification as a Class III innovative medical device [6] - The company collaborates with West China Hospital to develop a radiation therapy adaptive target area delineation system, enhancing the precision of radiation therapy [6] High-Speed Machine Vision Technology - The high-speed machine vision technology is widely applied in various industries, including digital meetings, tobacco, oil, currency printing, and medical fields [7] - This technology has monopolized six major currency printing factories and significantly reduced error rates, replacing manual inspections since 2012 [7] - The system can analyze over 5,400 points on a large banknote within 0.2 seconds, showcasing its high precision [7] Challenges and Solutions in Medical Imaging - West China Hospital faces challenges in completing target area delineation from CT or MRI results, which can take two to three weeks [8] - The new intelligent system developed in collaboration with Zhongke Information can reduce this time to about one week, significantly improving the efficiency of radiation therapy [8] Traditional Business Recovery - Traditional business areas such as digital meetings and tobacco have seen a recovery with an increase of nearly 30% [4][9] - The digital meeting system secured its first order for the Hong Kong Legislative Council election, marking a significant milestone for expansion into the Hong Kong and Macau markets [9] Future M&A and Asset Integration Plans - The company is actively seeking new acquisition targets within the Chinese Academy of Sciences system, focusing on automation, microelectronics, and nanotechnology [10] - Despite interest in these areas, progress has been limited due to the requirement for profitability in state-owned acquisitions [10] Additional Important Information - The company plans to leverage the Hong Kong and Macau regions as a springboard for global expansion of its digital meeting systems, which could have significant potential if the overseas market opens up [9] - The engineering loading robot developed to address labor shortages in road construction is being promoted in Sichuan and Tibet, with plans for further industrialization [4][9]

证券之星消息，2025年8月7日中科信息(300678)发布公告称公司于2025年8月7日接受机构调研，南方基 金陈思臻、生命人寿贾殿春、前海人寿、北京银杏资本、大成基金于威业、华泰保险蒋领、彤源基金张 乐、民生证券吕伟杨立天赵奕豪白青瑞参与。 具体内容如下： 问：公司主要业务情况？ 这一创新技术不仅填补了国内智慧麻醉的技术空白，更为缓解医疗资源紧张、提升手术安全性提供了全 新解决方案。未来，我们将开展更高频次、更标准化的临床试验，进一步验证机器人在不同手术类型、 患者群体及麻醉方案中的适应性与稳定性，力争取得三类医疗器械证书。 3.公司智能装载机器人和智能铺路机器人目前有新的突破吗？ 智能装载机器人(一期)正在应用现场试用，二期正在进行功能优化和提升；智能铺路机器人正处于测试 阶段。未来，我们将朝着产业化推广方向去努力。 答：公司主营业务是以高速机器视觉与智能分析技术为核心，为客户提供信息化解决方案(包括软件及 硬件)及相关产品与服务，目前主要应用在现场会议领域、烟草领域、印钞检测领域、油气领域、政府 及其他领域。公司定位于做国内领先的基于人工智能的行业信息化整体解决方案提供商，业务主要覆盖 四大领域 智慧 ...