随着大数据、人工智能技术的发展，水声装备智能化的需求愈发迫切。中科海讯不断跟踪新技术发展， 将传统水声技术与智能技术相结合，持续进行产品更新，在已有产品基础上完成了基于GPU芯片的高性 能计算平台和水声大数据采集、分析及处理设备的研制，并结合智能声纳、无人集群智能探测等项目验 证了相关算法，为人工智能赋能水声装备奠定了基础。 公告显示，中科海讯长期专注于国家特种电子信息行业声纳装备领域相关产品的研发、生产和销售，围 绕该行业战略发展方向，紧贴最终用户需求，在海洋特种装备领域提供算力、算法、数据、系统等方面 支撑。中科海讯为客户提供信号处理平台、声纳系统、水声大数据、仿真训练系统、无人探测系统、数 据计算中心等产品，主要作用为水声目标探测与识别、水声通信与数据传输、水声导航与测绘等，最终 用户主要为国家特种部门。 本报讯(记者李乔宇)8月27日，北京中科海讯（300810）数字科技股份有限公司(以下简称"中科海讯")披 露2025年半年度报告。公告显示，今年上半年，中科海讯实现营业收入9596.68万元，实现归属于上市 公司股东的净利润-6467.71万元；实现归属于上市公司股东的扣除非经常性损益的净利润-65 ...

Group 1: Company Overview - The company focuses on the research, production, and sales of sonar equipment in the national special electronic information industry [2][3] - Key products include signal processing platforms, sonar systems, underwater big data, simulation training systems, unmanned detection systems, and data computing centers [3] Group 2: Signal Processing Platform - The signal processing platform is the main information processing unit for sonar equipment, enabling real-time digital signal processing, multi-channel signal acquisition, and data communication [4] - Main customers include national special departments and large state-owned enterprises, with a focus on supporting sales to research institutions [5] Group 3: Market Trends and Development - The company anticipates a new round of development opportunities due to increased national defense investment and the growing demand for domestic products [6] - The order volume for the third-generation domestic underwater signal processing platform is steadily increasing, with significant revenue growth expected in 2024 compared to the previous year [6][7] Group 4: Competitive Advantages - The company has established long-term stable relationships with quality customers and possesses comprehensive industry qualifications and technical expertise [8] - Strong engineering design capabilities and experience allow the company to meet high reliability and compatibility requirements in harsh environments [8] Group 5: Simulation Training Systems - The sonar simulation technology is used for real-time or non-real-time simulation of sonar systems and underwater applications, primarily for training, decision-making support, and scenario simulation [9] - The company has developed a series of simulation training products, including a simulation evaluation platform and a simulation deduction system, which have been delivered [10] Group 6: Future Planning - The company plans to leverage its leading advantages in sonar equipment to expand applications in the deep-sea technology sector, which has been identified as a strategic emerging industry [11] - Collaboration with large domestic groups in technology, research, and services is planned to promote mutual development in the sonar equipment field [11]

Group 1: Company Overview and Product Focus - The company specializes in sonar equipment for national special electronic information sectors, focusing on R&D, production, and sales of related products [2][3] - Key products include signal processing platforms, sonar systems, underwater big data, simulation training systems, unmanned detection systems, and data centers [10] Group 2: Financial Performance and Projections - In 2023, the company faced a net profit loss due to credit impairment losses and adjustments, with a significant adjustment amounting to -158.81 million [3] - For 2024, the company expects a substantial reduction in adjustment amounts and an increase in cash collection due to improved accounts receivable management, projecting a cash inflow of 344.51 million, a 91.88% increase from 179.54 million in the previous year [4] Group 3: Technological Integration and Innovation - The company is integrating traditional sonar technology with artificial intelligence and big data to enhance product capabilities [5] - The 2025 restricted stock incentive plan aims to attract and retain talent, fostering innovation and business growth [5] Group 4: Business Development and Market Expansion - The company has made progress in unmanned detection systems, with a batch delivery of a certain unmanned autonomous system and successful trials of a specific UUV [6][7] - The data computing center project is advancing, with phase one expected to be delivered in 2025 and ongoing market development for multi-level data computing centers [9] Group 5: Market Diversification - The company plans to expand its core sonar equipment technology into the civilian market, leveraging existing capabilities to develop civilian products [10]

Summary of Deep Sea Technology and Robotics Conference Call Industry Overview - The conference focuses on the **Deep Sea Technology** industry, which has been recognized as a national emerging industry in China's 2025 government work report, indicating increased governmental support and investment opportunities in this sector [2][3]. Key Points and Arguments - **Government Support**: The inclusion of deep sea technology in the national strategy reflects the government's commitment to the marine power strategy, leading to increased market attention and investment opportunities [2][3]. - **Significant Achievements**: China's deep submergence system has made notable progress with the "Jiaolong" and "Fendouzhe" achieving full coverage, and plans to build an ecological space station in the South China Sea, marking a new phase in deep sea technology [5][6]. - **Economic Growth Driver**: Deep sea technology is seen as a crucial driver for economic growth, facilitating industrial upgrades and innovations, particularly in oil and gas resource development and military capabilities [5][6]. - **Shipbuilding Industry Benefits**: The shipbuilding sector is expected to benefit from deep sea technology advancements, with standardized ship types potentially changing traditional valuation systems and increasing order volumes [13][15]. - **Global Leadership**: China holds a leading position in the global shipbuilding industry, with significant demand for deep sea engineering vessels in resource extraction and infrastructure projects [20][17]. - **Distinction from Low Altitude Economy**: Deep sea technology relies heavily on government investment and is primarily driven by state-owned enterprises, contrasting with the low altitude economy which is more market-oriented [21][22]. - **Rapid Industrialization**: The deep sea industry is expected to progress faster than the low altitude economy due to fewer regulatory hurdles and a more straightforward investment process [22]. Additional Important Insights - **Resource Exploration**: There is a significant potential for deep sea mineral resource exploration, with manganese nodules already showing economic viability [19][23]. - **Technological Advancements**: The development of AI and robotics is anticipated to enhance the efficiency of resource extraction in deep sea environments [19]. - **Investment Recommendations**: Key companies recommended for investment include: - **Changying Tong**: Specializes in underwater communication products, crucial for underwater infrastructure [9]. - **Zhongke Haixun**: Focuses on underwater acoustic equipment, playing a vital role in national defense [10]. - **China Marine Defense**: A state-owned enterprise with a dominant position in underwater equipment [11]. - **Zhongke Xingtou**: Engaged in digital earth research, contributing to marine monitoring [12]. Conclusion - The deep sea technology sector is poised for significant growth driven by government support, technological advancements, and increasing global demand for marine resources. The shipbuilding industry, in particular, stands to benefit from these developments, making it a key area for investment and strategic focus in the coming years.