（文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：董秘您好，公司 "AI 双轨战略" 已在多所标杆院校落 地，且2025年曾披露AI服务收入预计增长200%。请问截至目前，公司AI相关订单（如校园大模型定 制、AI助手部署等）的累计金额较年初是否有超预期增长？与阿里云联合打造的教育垂直领域大模型 已实现哪些商业化转化，单校AI服务客单价较传统解决方案提升幅度如何？这些数据对公司下半年业 绩改善是否已形成明确支撑？ 新开普（300248.SZ）10月9日在投资者互动平台表示，公司AI相关业务项目落地速度与数量均显著提 升。目前，公司正全面聚焦市场拓展与商机转化，致力于将增长势头转化为扎实的业绩回报。公司基于 阿里通义千问大模型打造首个专注于高校场景的垂类大语言模型——"星普大模型"，目前已完成备案 （备案编号：Henan-XingPu-202505200004），并已在西北民族大学、上海电机学院等学校上线。具体 业绩情况请以公司披露的定期报告为准。 ...

证券日报网讯新开普（300248）9月29日在互动平台回答投资者提问时表示，公司一校通一体机解决方 案，已经多轮测试验证，并获得了鲲鹏与华为技术认证书授权及开源openEuler社区版全栈调优测试认 证。同时，公司推出的"星普大模型"已与海光CPU处理器、DCU加速卡系列完成深度适配认证。 ...

格隆汇9月29日丨新开普(300248.SZ)在投资者互动平台表示，公司一校通一体机解决方案，已经多轮测 试验证，并获得了鲲鹏与华为技术认证书授权及开源openEuler社区版全栈调优测试认证。同时，公司 推出的"星普大模型"已与海光CPU处理器、DCU加速卡系列完成深度适配认证。 ...

证券日报网讯新开普（300248）9月23日在互动平台回答投资者提问时表示，在智慧政企领域，公司已 服务超10，000家行业头部企业及70余家中国500强企业，目前正重点推进AI与服务场景深度融合：通 过AI智能问答覆盖充值、挂失等高频自助场景，实现"一问即答、一答即办"；借助AI算法分析用户数 据，精准推送定制化服务与预警，构建"自助办理-员工增效-精准运营"闭环，提升员工满意度与业务效 率。在燃气领域，自主研发的超声波燃气计量模组属国产化第一梯队，突破"卡脖子"技术、打破国外垄 断，是首家实现万台级现场实气规模化应用的企业，已与多家燃气公司、智能表厂战略合作。在智慧农 水领域，公司已服务十余个省份百余个地市。智慧农业通过"AI+生产场景"的一体化解决方案推动创新 发展。依托自研星普大模型打造农业AI小禾助手，融合海量数据（603138）支持多模态交互，根据区 域、农作物、土壤、天气、病虫害等情况，系统自动给出最优灌溉、施肥方案，通过智能水肥一体机与 田间智能阀门的协同，实现分区分组精准轮灌、按需施肥，为粮油大面积单产提升提供技术保障，助力 现代农业精准高效发展。 ...

Core Viewpoint - The company reported a significant improvement in its business performance in the second quarter of 2025, indicating a positive trend towards recovery and growth in the education technology sector. Financial Performance - In the first half of 2025, the company achieved operating revenue of 314 million yuan, with a net profit attributable to shareholders of -31.17 million yuan [1] - The second quarter saw a substantial increase in revenue to 176 million yuan, representing a year-on-year growth of 1.32% and a quarter-on-quarter increase of 27.87% [1] - The net profit for the second quarter was 3.20 million yuan, showing a remarkable quarter-on-quarter growth of 109.31% [1] AI Strategy Implementation - The company adopted a dual-track AI strategy, "AI+" and "+AI," to reshape its business model and create a complete closed-loop from foundational models to upper-layer applications [2] - The company developed a specialized campus-oriented large model (32B) and enhanced its capabilities in natural language processing, significantly improving its services in educational settings [2] - The "AI+" strategy includes the creation of various intelligent agents to assist teachers and students, while the "+AI" strategy integrates AI with existing services to enhance operational efficiency [2] User Engagement and Product Offering - The "Perfect Campus" app has a substantial user base with 2.6 million daily active users and 7.5 million monthly active users, serving as a key platform for delivering AI services to end-users [3] Market Position and Growth - The company has solidified its leading position in the smart campus sector, with over 40% market share in higher education and partnerships with numerous prestigious institutions [4] - In the smart government and enterprise sector, the company serves over 10,000 leading industry clients, including major corporations like Huawei and Tencent, and has expanded its customer base in 2025 [4] Policy Support and Future Outlook - Recent policies promoting digital transformation in education provide a supportive environment for the company's growth and innovation in smart campus services [5] - The company aims to deepen its AI technology development and application, focusing on converting new orders into revenue and maintaining steady annual growth [5]

Group 1: Company Overview - Newcap is a leading company in the smart campus sector in China, focusing on campus management and educational information solutions since its establishment in 2000 [1] - The company has served over 1,400 higher education institutions, achieving a market share exceeding 40% [1] - Newcap provides a comprehensive suite of information solutions, including smart campus digital infrastructure and management systems, through software, hardware, and cloud services [1] Group 2: AI Product Matrix - The company has developed an AI+education architecture, featuring three core components: the campus-specific Star Model, a customizable intelligent creation platform, and high-frequency application intelligent assistants [2] - The Star Model leads the industry in semantic understanding and SQL intelligent generation, supported by a fully self-developed system [2] Group 3: Competitive Advantages - Newcap's AI applications are tailored to the specific needs of higher education, differentiating it from general-purpose solutions offered by major tech companies [3] - Key advantages include strong alignment with campus management pain points, robust data closed-loop capabilities, lightweight deployment solutions, and hardware-software integration [3] Group 4: Market Opportunities - The market potential for Newcap's AI products is driven by educational digitalization policies, the need for improved campus management efficiency, and the ongoing penetration of AI technology in education [4] - The company is actively pursuing AI project opportunities and has provided intelligent creation tools and model services to several universities [4] Group 5: Traditional Business Growth - The growth potential in traditional business areas is significant, particularly in campus finance, logistics, and security, with increasing demand for information solutions [5] - The integration of AI technology accelerates product upgrades and enhances management and teaching efficiency, supported by a solid customer base in prestigious universities [5] Group 6: Collaboration with Alibaba - Newcap collaborates with Alibaba across multiple dimensions, including capital, technology, and resource ecosystems, with Ant Group being the second-largest shareholder [5] - The partnership leverages Alibaba Cloud's computing resources for model training and offers lightweight cloud computing and AI solutions, optimizing costs and enhancing technical capabilities [5]

Group 1: Company Overview and Strategic Initiatives - Newcap Electronic Co., Ltd. integrates IoT and AI technologies for identity verification and payment solutions in educational and enterprise sectors, having implemented digital RMB projects in nearly 40 institutions [1] - The company has established long-term partnerships with major banks and telecom operators to enhance its payment platform and collection devices [2] Group 2: AI and Educational Technology Development - Newcap has developed an AI+Education framework, including a proprietary large model and a customizable intelligent assistant platform, aimed at improving educational outcomes [2] - The StarPro large model leverages a vast campus knowledge graph to enhance scene understanding and semantic recognition, providing comprehensive model services for educational institutions [2] Group 3: Financial Performance and Market Management - The company emphasizes cash dividends and market value management, maintaining a commitment to share operational success with investors [3] - In 2025, Newcap aims to improve operational quality and product standards while expanding sales channels and increasing revenue from channel sales [5] Group 4: Challenges and Future Outlook - The company faces seasonal revenue fluctuations, with significant income concentrated in the third and fourth quarters [5] - Newcap is actively pursuing AI project opportunities and expanding its market reach, having already provided AI tools to several universities [5]

Core Viewpoint - Newcap's 2024 annual report shows steady growth in revenue and profit, with a focus on expanding its presence in the smart campus and government enterprise sectors, leveraging technological advancements and policy support [1][2][3] Financial Performance - The company achieved operating revenue of 984 million yuan and a net profit attributable to shareholders of 110 million yuan, representing a year-on-year increase of 2.51% [1] - The net profit after deducting non-recurring gains and losses was 105 million yuan, up 3.97% year-on-year [1] - Operating cash flow net amount reached 272 million yuan, a significant increase of 126.64% year-on-year [1] - The company plans to distribute a cash dividend of 0.80 yuan per 10 shares (including tax) [1] Market Position and Expansion - Newcap holds over 40% market share in the domestic smart campus sector, serving more than 1,000 universities including Tsinghua University and Peking University [1] - The company has expanded its "Code Card Face" solution to nearly 40 new university clients, with nearly 50 upgrade projects for existing clients [1] - In the non-campus market, the company has leveraged its technology to expand into government and agricultural sectors, with smart government solutions accounting for 15.08% of revenue [2] R&D and Technological Advancements - In 2024, the company invested 186 million yuan in R&D, representing 18.89% of its operating revenue [2] - Newcap established an AI research institute in Shanghai and launched the "Xingpu Model" for the education sector, enhancing campus management efficiency [2] - The company reported significant growth in hardware sales, with over 160,000 smart water control devices shipped and nearly 60,000 IoT smart water meters supplied [2] Policy and Future Outlook - The release of the "Education Power Construction Plan" supports ongoing investment in educational information technology, providing a long-term growth avenue for the company's core business [3] - Newcap aims to increase investment in smart campus and government enterprise solutions while expanding into new business areas for sustainable growth [3]