格隆汇12月30日丨中控技术(688777.SH)在投资者互动平台表示，近年来，公司与华为的合作持续深 化，今年9月，双方基于对产业痛点的洞察，整合公司深厚的行业知识、工业AI解决方案能力，以及华 为领先的ICT基础设施与技术底蕴，联合打造了覆盖多行业的全流程、多场景AI创新解决方案并共同发 布。此外，双方还在多行业场景创新、AI大模型与硬件融合等领域达成战略一致：公司"1+2+N"工业AI 驱动的企业智能运行新架构将全面采用华为鲲鹏服务器与OceanStor存储，为全厂物理设备与信息系统 提供统一的数据贯通、建模与分析能力；而公司自主研发的时间序列大模型TPT与超图大模型HGT将基 于华为AI算力底座昇腾进行训练与推理，赋能企业实现生产过程自动化和企业运营自动化；同时，公 司新一代通用控制系统UCS与华为鲲鹏硬件将进行深度融合，通过软件定义与云原生技术，重新定义控 制系统的产品形态与应用价值。未来，双方还将结合中控技术的"线下PlantMate 5S店+线上PlantMart商 城"一站式工业服务新模式，共同探索工业服务新生态。 ...

Core Insights - In 2024, companies on the Sci-Tech Innovation Board are accelerating the gathering of innovative elements, enhancing innovation momentum, and helping China gain a competitive edge in global technology [1] - Over 80% of Sci-Tech Innovation Board companies focus on import substitution and self-control, with more than 380 companies achieving international advanced levels in over 850 products or technologies [1] Group 1: Innovation and R&D - Since its establishment, the Sci-Tech Innovation Board has maintained a "hard technology" positioning, with high R&D investment and output being a notable characteristic [2] - In the previous year, total R&D investment reached 168.08 billion yuan, exceeding 2.5 times the net profit, with a year-on-year growth of 6.4% and a compound annual growth rate of 10.7% over the last three years [2] - The median R&D investment as a percentage of operating income is 12.6%, leading all A-share sectors, with 107 companies maintaining an R&D intensity exceeding 20% for three consecutive years [2] Group 2: Technology Transfer and Market Impact - Sci-Tech Innovation Board biopharmaceutical companies have pushed 27 domestically developed innovative Class I drugs to market, filling domestic treatment gaps in key areas such as oncology and rare diseases [3] - Medical device companies have achieved over 1,000 Class III medical device product registrations, while semiconductor equipment companies have shipped over 16,000 units in 2024, driving a 39% year-on-year revenue growth [3] Group 3: Domestic Innovation and Global Reach - Companies on the Sci-Tech Innovation Board are accelerating the resolution of technical challenges through independent R&D and industrial mergers, aiming for self-control [4] - For instance, Huahai Qingke has successfully filled domestic gaps in chemical mechanical polishing equipment and has made significant progress in commercializing low-energy high-current ion implantation equipment [4] - Over 60 companies have launched globally innovative products, leading to breakthroughs in fields such as medical equipment and third-generation semiconductors [4] Group 4: Smart and High-End Manufacturing - Companies are deeply involved in artificial intelligence and smart manufacturing, playing a crucial role in upgrading traditional industries [6] - For example, Kede CNC's high-end CNC machine tools have been applied in over 1,300 units in aerospace and aviation sectors, while Iron Construction Heavy Industry has developed over 100 major equipment pieces for significant domestic and international projects [6] - Companies like Hongsoft Technology and Kingsoft Office are embedding AI technology into various sectors, enhancing operational efficiency and driving digital transformation [7]