证券代码：300523 证券简称：辰安科技 北京辰安科技股份有限公司 投资者关系活动记录表 编号：2025-008 | | □特定对象调研 | □分析师会议 | | --- | --- | --- | | 投资者关系 | □媒体采访 | □业绩说明会 | | 活动类别 | □新闻发布会 | ■路演活动 | | | □现场参观 | | | | ■其他（投资者电话交流会） | | | | 1. 开源证券 | | | | 2. 中信建投证券 | | | | 3. 华源证券 | | | | 4. 民生证券 | | | | 5. 中金公司 | | | | 6. 国泰海通证券 | | | | 7. 中银国际 | | | | 8. 民银国际 | | | | 9. 国寿资产 | | | | 10.华夏财富 | | | | 11.中信证券资管 | | | | 12.博时基金 | | | | 13.建信基金 | | | | 14.华夏久盈资管 | | | | 15.永赢基金 | | | 参与单位名称 | 16.华泰资管 | | | 及人员姓名 | 17.交银施罗德基金 | | | | 18.浦银安盛基金 | | | | 19.财 ...

图①辰安科技（300523）董事长郑家升（左）接受《证券日报》记者专访 企业供图 图②空地一体建筑外立面消防机器人平台配套的机器狗李乔宇/摄 图③辰安科技研发的空地一体建筑外立面消防机器人平台李乔宇/摄 2025数智科技生态大会的展馆内，北京辰安科技股份有限公司（以下简称"辰安科技"）展台前人流如 织。辰安科技董事长郑家升刚送走了中国电信（601728）股份有限公司（以下简称"中国电信"）云南分 公司的合作团队，来不及休整，就又遇到了另一组前来参观交流的团队。 在接受《证券日报》记者专访时，郑家升看起来意气风发。在展馆内，辰安科技展台的空地一体建筑外 立面消防机器人平台、AI应急推演系统受到展会来宾的重点关注；在展馆外，合肥国有资本创业投资 有限公司（以下简称"合肥国投"）拟14.19亿元入主辰安科技的消息，让这家清华系高科技企业站上了 央、地、校协同的新起点。 "此次募资的重点就是要推动公共安全智脑升级和智能装备产业升级，我们下了很大的决心，一定要覆 盖更多的产品，解决更多当下社会面临的公共安全难题。"郑家升语气坚定地说。 数智化筑牢安全防线 2025年，辰安科技迎来成立二十周年的重要时刻。纵观辰安科技的发 ...

本报记者 李乔宇 2005年，辰安科技作为清华大学在公共安全领域的科技成果转化单位正式成立，在此后的发展历程中从无到有建设了国家 第一代应急平台体系，并逐步实现从应急平台的开拓者到城市安全引领者的升级跨越。 2025数智科技生态大会的展馆内，北京辰安科技股份有限公司（以下简称"辰安科技"）展台前人流如织。辰安科技董事长 郑家升刚送走了中国电信股份有限公司（以下简称"中国电信"）云南分公司的合作团队，来不及休整，就又遇到了另一组前来 参观交流的团队。 2020年，在校企改革背景下，中国电信正式入主辰安科技，将其在5G、智能物联网、云基础设施等方面的优势与辰安科技 在公共安全领域的长期实践经验相结合，共同在公共安全领域推进产品及商业模式创新发展。 在接受《证券日报》记者专访时，郑家升看起来意气风发。在展馆内，辰安科技展台的空地一体建筑外立面消防机器人平 台、AI应急推演系统受到展会来宾的重点关注；在展馆外，合肥国有资本创业投资有限公司（以下简称"合肥国投"）拟14.19亿 元入主辰安科技的消息，让这家清华系高科技企业站上了央、地、校协同的新起点。 2022年7月份，在中国电信系统内长期负责政企线业务，在"数字政府 ...

Core Insights - The 2025 Smart Technology Ecological Conference emphasizes the integration of smart technology with various industries, showcasing a shift from showcasing technical capabilities to demonstrating practical applications [1][2] - The conference highlights the importance of artificial intelligence (AI) in transforming production and living standards, necessitating collaboration across the industry to leverage China's vast market and application scenarios [1][4] Group 1: AI Product Development - The focus of the conference has shifted towards scenario-based intelligent upgrades, with several practical AI products being showcased, such as a smart gas shut-off device that enhances kitchen safety [2][3] - The AI capabilities extend beyond preemptive warnings to real-time rescue scenarios, exemplified by a firefighting robot platform capable of addressing high-rise building fires [3][4] Group 2: Intelligent Agent Advancements - The emergence of intelligent agents is crucial for transitioning from single-point AI applications to scenario-based applications, with several intelligent agent products demonstrating strong implementation capabilities [4][5] - The launch of the "Starry Sky·Chensi" public safety industry model V4.0 aims to enhance urban safety monitoring and emergency response through a comprehensive AI capability system [4][5] Group 3: Infrastructure and Network Development - The conference discusses the ongoing construction of new-generation infrastructure, with projections indicating that the number of intelligent agents globally could exceed 200 billion by 2030, driving significant network connectivity demands [7][8] - China Telecom introduced a comprehensive capability system integrating computing, storage, and transportation, enhancing performance and reducing costs for enterprises [8][9] Group 4: Ecosystem Collaboration - The establishment of the "Starry Sky Intelligent Agent Ecosystem Alliance" aims to integrate resources from various industry players to foster innovation in AI technology and accelerate the application of intelligent agents [6][9] - The conference outlines a four-dimensional upgrade path for the industry, focusing on application-driven growth, technology empowerment, foundational support, and ecosystem collaboration [9]

Group 1 - The core viewpoint of the article is that Changan Technology has developed and trained a public safety industry model called "Xingchen·Chansi," which is designed to deeply adapt and utilize mainstream foundational model capabilities available in the market [1] Group 2 - The "Xingchen·Chansi" model is positioned as an industry-specific model, indicating its tailored application for the public safety sector [1]

Core Insights - The demand for emergency rescue and recovery services in China is increasing due to the frequent occurrence of natural disasters and emergencies, such as earthquakes, floods, and typhoons [1][7] - The market size of the safety emergency service industry in China is projected to grow from 0.88 trillion yuan in 2020 to 1.32 trillion yuan in 2024 [1][7] - The industry is supported by government policies aimed at enhancing disaster prevention and response capabilities, with significant investments in safety emergency services [4][10] Industry Overview - Safety emergency services encompass a range of professional services aimed at mitigating risks associated with natural disasters and accidents, including risk assessment, management consulting, and technical inspections [3] - The industry is categorized into consulting services and financial services, with consulting services covering various subcategories [3] Policy Support - The Chinese government has implemented several policies to promote the development of the safety emergency service industry, including the "14th Five-Year" National Earthquake Disaster Reduction Plan and the Safety Emergency Equipment Development Action Plan [4][10] - Future policies will focus on key technology research and development, industry innovation platform construction, and market regulation [10] Industry Chain - The safety emergency service industry consists of an upstream segment that includes hardware and software suppliers, a midstream service sector, and a downstream market that serves government, enterprises, communities, and individuals [6] Market Size and Growth - The safety emergency service market is expected to reach 2.48 trillion yuan in 2024, with a year-on-year growth of 6.6%, and the service market accounting for 58% of this total [6][7] Competitive Landscape - The industry features a diverse range of companies, including state-owned, private, and foreign enterprises, each with distinct advantages in funding, technology, and innovation [6][10] - Key players include China Shipbuilding Industry Corporation, Beijing Chenan Technology Co., Ltd., and Hainan Huatie [6][10] Future Trends - The industry is anticipated to see accelerated technological innovation driven by advancements in AI, IoT, big data, and blockchain, enhancing the efficiency and reliability of emergency management systems [10] - There will be a growing demand for diverse safety emergency services, including disaster prevention, information security, and personal safety solutions [10]

Core Insights - The company reported a revenue of 558 million yuan in the first half of the year, marking a year-on-year increase of 27.99%, with a significant reduction in losses by 37.24% compared to the same period last year, and a notable improvement in cash flow by 44.19% [1] - The company is advancing its product innovation and market expansion, alongside implementing internal efficiency management measures, which have led to enhanced operational quality and stronger core business capabilities [1] - The recent government initiative on "AI+" aims to enhance the application of artificial intelligence in public safety, which aligns with the company's strategic upgrade driven by AI technology [1] Product and Technology Development - The company has established a comprehensive product architecture consisting of "AI foundation + intelligent platform + scenario applications," centered around its core AI model for public safety [2] - The company has successfully developed over a hundred AI-integrated public safety products, leveraging advanced technologies such as NLP and computer vision, and has created a complete closed-loop from model training to industrial application [2] - The company has made significant advancements in its AI capabilities, successfully applying its large model technology in key sectors such as energy, chemicals, and urban operations, covering various critical scenarios [2] Business Strategy and Market Expansion - The company is fully implementing its "AI+" strategy, integrating AI capabilities across all business areas, and has achieved notable progress in multiple markets [3] - In urban safety, the company has expanded its "urban lifeline" services, enhancing city infrastructure monitoring and early warning systems through AI technology [3] - The company has successfully won international projects in the solar power sector, showcasing its technical strength in safety protection for renewable energy facilities and opening new avenues for overseas market expansion [3] Future Growth Potential - The company's proactive AI technology layout is entering a harvest phase, with expectations for further market advantages and financial results as the demand for digital and intelligent public safety solutions continues to grow [4] - The company has established significant technical barriers and market advantages in the public safety sector, with ongoing improvements in operational efficiency and the release of market demand [4] - The company aims to continuously iterate its large model capabilities and expand intelligent application scenarios, which may lead to a revaluation of its value in the market [4]

Group 1 - The core viewpoint of the article is that the company, Chuang'an Technology, clarified that its "Xingchen·Chansi" public safety industry model does not require registration under the current regulations for generative artificial intelligence services [2][3] - The "Xingchen·Chansi" model is primarily applied in specific business scenarios such as urban intelligent operations, industrial park safety, emergency command and rescue, and hazardous materials safety [2] - The company stated that the application scenarios of the model are relatively fixed and the service boundaries are clear, which means it does not fall under the category of large models that must be registered [2]

Group 1: Company Performance Overview - In 2024, the company signed contracts worth nearly 40% more than the previous year, driven by opportunities in urban safety, emergency management, and firefighting sectors [2][3] - In Q1 2025, the company achieved a 55.76% increase in revenue and a 41.32% reduction in net loss compared to the same period last year [4] - The net cash flow from operating activities improved by 140.58% year-on-year in Q1 2025 [4][28] Group 2: Strategic Partnerships and Investments - Hefei State-owned Assets acquired 0.95% of the company's shares, enhancing strategic cooperation in urban safety initiatives [4][5] - The collaboration aims to integrate resources and strengthen investment in the urban safety industry [5] Group 3: Market Expansion and Government Collaboration - The company has established a nationwide marketing service system covering 32 provinces and over 300 cities, facilitating market expansion [5] - The company plans to leverage the national investment of 4 trillion yuan in urban underground pipeline renovation over the next five years [5][6] Group 4: Technological Innovations and Product Development - The company has developed advanced products for public safety, including a comprehensive monitoring system for urban lifelines and AI-driven emergency management solutions [8][20] - The "Star·Chen Si" public safety model has been created to enhance emergency response capabilities [9][10] Group 5: Industry Standards and Recognition - The company has participated in drafting nearly 30 national and industry standards, contributing to the standardization of public safety practices [26][31] - The company received the third prize in the national "Data Element ×" competition, showcasing its technological leadership in public safety [10] Group 6: Emergency Management and Disaster Response - The company has developed systems for emergency command and disaster response, including flood prevention and earthquake disaster management [22][23] - The company’s products have been implemented in various regions, enhancing local emergency management capabilities [22] Group 7: Investor Relations and Governance - The company ensures independent directors hold a majority in key committees to safeguard minority shareholders' rights [29] - The company is committed to enhancing investor communication and promoting awareness of the public safety industry [29]