格隆汇2月25日丨通达海(301378.SZ)在投资者互动平台表示，公司与Harvey AI不存在合作、授权或技术 关联。 公司"海睿"法律大模型是以"自主可控、安全合规"为核心理念，基于国内领先的通用大语言模 型，融合自主研发的法律语义理解引擎与法律知识库，并针对行业用户具体业务应用场景进一步精调训 练的法律大模型。模型具备文书智能生成、证据智能梳理、风险实时预警和类案裁判规则自动归纳等能 力，产品覆盖执法办案、执法监督、司法办案、司法管理、诉讼服务等核心业务，同时向立法、执法、 司法、守法环节的相关场景开放智能能力，为法院、公安、政法委、司法行政、仲裁、纪委监委等行业 用户赋能，探索在公共法律服务领域的相关应用场景，为用户提供全链条、高可信的法律智能化支撑。 ...

格隆汇2月25日丨通达海(301378.SZ)在投资者互动平台表示，公司与Harvey AI不存在合作、授权或技术 关联。 公司"海睿"法律大模型是以"自主可控、安全合规"为核心理念，基于国内领先的通用大语言模 型，融合自主研发的法律语义理解引擎与法律知识库，并针对行业用户具体业务应用场景进一步精调训 练的法律大模型。模型具备文书智能生成、证据智能梳理、风险实时预警和类案裁判规则自动归纳等能 力，产品覆盖执法办案、执法监督、司法办案、司法管理、诉讼服务等核心业务，同时向立法、执法、 司法、守法环节的相关场景开放智能能力，为法院、公安、政法委、司法行政、仲裁、纪委监委等行业 用户赋能，探索在公共法律服务领域的相关应用场景，为用户提供全链条、高可信的法律智能化支撑。 ...

南财智讯2月2日电，通达海在投资者关系活动中表示，公司海睿法律大模型是以国内通用的开源大模型 为基座，再结合不同应用场景和数据进行优化、训练；目前已在多地与法律相关部门联合建立实验室， 持续训练、优化、迭代升级法律大模型，多数实验室需公司自带算力，因此成本较高。 ...

证券代码：301378 证券简称：通达海 南京通达海科技股份有限公司 投资者关系活动记录表 编号：2026-001 投资者关 系活动类 别 特定对象调研 □分析师会议 □媒体采访 业绩说明会 新闻发布会 路演活动 现场参观 其他 参与单位 名称及人 员姓名 付康、黄翠 时间 2026 年 2 月 2 日 地点 南京市鼓楼区丽地路 1 号通达海 2 号楼一层会议室 上市公司 接待人员 姓名 总经理、董事长 郑建国 副总经理、董事会秘书 张思必 投资者关 系活动主 要内容介 绍 本次交流主要问题及回复如下： 1.公司与 AI 应用相关，属于比较有前景的赛道，想问下公 司的经营战略是怎样的？ 答：公司上市之前，业务主要集中在法院信息化领域，用户主 要是法院。公司上市之后的这两年多时间里，人工智能大模型发展 迅猛，其长文本处理能力正好与法律领域文本为主和严谨的特征 高度契合，法律是目前人工智能技术较为适合的应用场景之一。因 此，公司也在积极推进"AI+法律"战略，围绕立法、执法、司法、 守法、公共法律服务等领域，将 AI 赋能于公安、政法委、司法行 政、仲裁、纪委监委等法律相关部门，扩展法律科技应用场景。 公安是与法 ...

Core Viewpoint - The company, Tongdahai, has issued a warning regarding the risks associated with its AI applications, noting that its related services are still in the early stages of development despite recent stock price surges driven by market interest in AI concepts [2][5]. Group 1: Stock Performance - Tongdahai's stock experienced a significant increase, with a closing price of 45.49 yuan per share on January 13, reflecting a 19.99% rise and a total market capitalization of 4.394 billion yuan [2]. - The stock's price deviation exceeded 30% over three consecutive trading days, leading to its classification as an abnormal trading situation [5]. Group 2: Business Operations - The company has indicated that its AI model applications and services are still in the initial phase, with large-scale commercialization facing considerable uncertainty [7]. - The revenue generated from AI-driven business activities constitutes a small portion of the company's overall revenue, thus not significantly impacting its overall operational performance [7]. Group 3: Financial Forecast - Preliminary estimates suggest that Tongdahai will incur losses in 2025, with a projected negative net profit for that year [9]. - For the first three quarters of 2025, the company reported revenues of 251 million yuan, a year-on-year decline of 11.40%, and a net profit attributable to shareholders of -50.46 million yuan, reflecting a reduction in losses compared to the previous year [10]. Group 4: Strategic Developments - Tongdahai has completed the acquisition of a 26% stake in Runzhi Information Technology, increasing its ownership to 51%, thereby making it a subsidiary [11]. - This acquisition is part of the company's "AI+" strategy aimed at enhancing collaboration and resource integration in the public security sector, thereby improving its operational sustainability [11].

Core Viewpoint - Tongdahai has issued a warning regarding the risks associated with "AI applications," noting that its related services are still in the early stages of development despite recent market interest, as evidenced by a 20% price increase over two consecutive trading days [2][5][9]. Stock Performance - On January 12 and 13, Tongdahai's stock closed at a price of 45.49 yuan per share, reflecting a 19.99% increase, with a total market capitalization of 4.394 billion yuan [5]. - The stock's price deviation exceeded 30% over three consecutive trading days, qualifying it as an abnormal trading fluctuation under Shenzhen Stock Exchange regulations [9]. Trading Activity - On January 13, Tongdahai appeared on the stock market's "Dragon and Tiger List," indicating significant trading activity, with institutional accounts being prominent among both buyers and sellers [12]. - The top five buyers included two institutional accounts, while the top five sellers also featured institutional accounts, highlighting active participation from institutional investors [12][13]. Financial Performance - For the first three quarters of 2025, Tongdahai is projected to report a net loss, with an expected net profit attributable to shareholders being negative [15][16]. - The company's revenue for the first three quarters of 2025 was 251.06 million yuan, a year-on-year decrease of 11.40%, while the net profit attributable to shareholders was -50.46 million yuan, reflecting a reduction in losses of 3.52% [16][17]. Business Strategy - Tongdahai is a provider of digital transformation products and solutions in the judicial field, actively pursuing an "AI+" strategy, which includes the optimization of its legal AI model and the acquisition of a 26% stake in Shanghai Runzhi Information Technology Co., Ltd. [18][19]. - The acquisition of Runzhi Information is aimed at enhancing business collaboration and resource integration, particularly in expanding operations within the public security sector [19].

Group 1 - The core viewpoint of the article highlights that Tongdahai (301378) has experienced significant stock price fluctuations due to market interest in "AI applications," despite the company's related services being in the early stages of development [1][2][6] - On January 12 and 13, Tongdahai's stock closed at a price of 45.49 yuan per share, with a price increase of 19.99%, resulting in a total market capitalization of 4.394 billion yuan [1] - The company reported that its AI-related business revenue constitutes a small portion of its overall revenue, indicating that it does not significantly impact the company's overall operational performance [6] Group 2 - Tongdahai's stock price deviation exceeded 30% over three consecutive trading days, leading to its classification as an abnormal trading situation according to Shenzhen Stock Exchange regulations [2] - On January 13, Tongdahai appeared on the stock market's "Dragon and Tiger List," with institutional accounts being prominent among both buyers and sellers [4] - The company anticipates a net loss for 2025, with projected net profit for the first three quarters of 2025 being -50.46 million yuan, reflecting a year-on-year decrease of 11.40% in revenue [7][8] Group 3 - Tongdahai is a supplier of digital transformation products and solutions in the judicial field, actively pursuing an "AI+" strategy, which includes the acquisition of a 26% stake in Shanghai Runzhi Information Technology Co., Ltd., now a subsidiary [9] - The acquisition aims to enhance business collaboration and resource integration, particularly in expanding operations within the public security sector [9] - The company's net profits for 2024 and the first ten months of 2025 are projected to be 12.36 million yuan and 9.92 million yuan, respectively [9]

Core Viewpoint - Tongdahai (301378) is actively developing its "Huirui" legal large model across multiple cities, enhancing its capabilities in various judicial and law enforcement applications [1] Group 1: Business Development - The "Huirui" legal large model is currently being piloted in Nanjing, Chengdu, Zhuhai Xiangzhou, and Shandong, focusing on different business scenarios [1] - The model has shown significant improvements in learning memory, semantic understanding, logical reasoning, and text generation capabilities [1] Group 2: Project Updates - The first phase of the Egypt Smart Judicial City project is progressing normally [1] Group 3: Company Strategy - The company aims to maintain focus on its core business, enhance its competitive advantages, and promote balanced development of both company value and market capitalization [1]

Group 1: Event Overview - The 9th Silk Road International Expo and China East-West Cooperation and Investment Trade Fair was held in Xi'an from May 21 to 25, featuring over 50 enterprises from Jiangsu across six major industry sectors [1] - The event showcased innovations in IoT, digital economy, future technology, biomedicine, new energy, new materials, high-end equipment manufacturing, and integrated circuits [1] Group 2: Technological Innovations - Jiangsu Fangzhi Cloud Technology Co., Ltd. introduced an AI platform for home textile design, enabling rapid visualization of products and improving production efficiency, with over 500 enterprises already onboard [2] - Nanjing Daywing Aviation Technology Co., Ltd. presented drone technology for low-altitude economy, emphasizing the need for standardized management in various industries [3] - Jiangsu Wujie Exploration Technology Co., Ltd. showcased humanoid robots with advanced sensor data fusion technology, while Jiangyin Mingrui Environmental Technology Co., Ltd. developed a smart hazardous waste management system using IoT and blockchain [3] Group 3: Consumer Products and Services - Jiangsu Laineng Technology Co., Ltd. displayed a solar-powered electric bike, highlighting its eco-friendly features and international market reach, exporting to over 20 countries [4] - Jiangsu Wurun Ship Network Co., Ltd. introduced an AI digital assistant for various service sectors, enhancing user interaction and information accessibility [4] Group 4: Legal Technology - Nanjing Tongda Hai Technology Co., Ltd. launched a legal AI model aimed at improving efficiency in judicial processes, already implemented in several intermediate courts [5][6] Group 5: Cultural and Tourism Innovations - Wuxi Shimeile Digital Technology Co., Ltd. focused on projection technology for cultural tourism, aiming to enhance visitor experiences without physical alterations to historical sites [7] - Nanjing Niushou Mountain Cultural Creative Development Co., Ltd. presented an AR smart guide project, utilizing digital technologies to enrich the cultural experience for visitors [7]

R&D Focus and Strategy - The company will prioritize R&D investments in AI technology for judicial and legal applications, enhancing AI capabilities and legal knowledge systems [1] - Key areas of focus include improving legal AI models, data governance, and developing voice and video engines for various applications [1] Product Development and Market Feedback - The "Hairei" legal AI model has been successfully implemented in cities like Nanjing, Chengdu, and Zhuhai, providing capabilities such as intelligent analysis and document generation [2] - The company aims to expand its application software development, particularly in AI and big data, despite a temporary downturn in 2024 due to market conditions [3][4] International Expansion - The establishment of "Tongda Hai (Hong Kong) Technology Co., Ltd." marks the company's entry into overseas markets, with a focus on the Egyptian "Smart Judicial City" project, which has a contract value of $100.11 million [6] - The company plans to leverage the success of the Egyptian project to expand into surrounding markets and enhance its international presence [6][9] Integration of AI in Existing Services - AI technology is deeply integrated into the company's services, with applications in legal assistance and intelligent case analysis, targeting courts and law enforcement agencies [5] - The company is committed to maintaining stable R&D investments to enhance its core competitiveness [7] Competitive Strategy - The company will increase AI R&D investments and pursue international strategies to serve a broader user base, focusing on various legal sectors [12] - Differentiation from competitors will be achieved through enhanced AI capabilities and strategic international collaborations [12][9]