2025世界智能制造大会27日即将开幕。人工智能（AI）是智能制造的核心驱动力，智能制造是人 工智能技术的重要应用场景和落地载体。11月25日，记者对南京多家AI领军企业及生态街区进行实地 探访，感受这座城市人工智能产业蓬勃兴起的"能"量脉动。从栩栩如生的数字分身，到"照镜问诊"的智 能中医，从地上懂人心的智能座驾，到空中不断线的卫星互联——人工智能的"能"，不仅是令人惊叹的 技术超"能"力，更是对千行百业的扎实赋能。在南京，"人工智能+"正以前所未有的广度与深度，提升效 率、优化体验、重塑场景，为培育新质生产力持续注入满满"能"量。 能"分身"：虚拟员工上岗，用户"分身有术" 笑起来肌肉自然提拉，唇周皮肤随表情形成细微褶皱，发丝随动作轻轻颤动……走进南京硅基智能 科技集团股份有限公司，一块块竖立的屏幕上，数字人律师、主播、医生栩栩如生。正是这些"真假难 辨"的数字人，让人类真正实现"分身有术"。 近年来，随着人工智能及数字技术等的发展，数字人的精细度和智能化水平不断提升，一大批数字 人走上不同工作"岗位"，加速融入日常生活。 国家发展改革委等部门印发的《关于打造消费新场景培育消费新增长点的措施》提出，在明确 ...

Core Insights - The article highlights the rapid development and integration of artificial intelligence (AI) across various sectors in Nanjing, emphasizing its role as a core driver of smart manufacturing and digital transformation [2][9]. Group 1: AI Applications in Various Industries - AI is being utilized in diverse fields such as smart terminals, smart vehicles, smart IoT, and smart healthcare, showcasing its broad applicability and transformative potential [2]. - Digital humans are being deployed in various roles, enhancing user experiences and operational efficiency in sectors like e-commerce and content creation [3][4]. - The integration of AI in traditional practices, such as Chinese medicine, is exemplified by the AI smart diagnosis system developed by Nanjing Haowei Health Technology, which combines advanced AI models with traditional medical knowledge [5][6]. Group 2: Innovations in Smart Vehicles and Connectivity - Smart vehicles are becoming more intuitive, with AI systems that understand user intentions and enhance driving experiences, as demonstrated by the "滴水OS" developed by Zhongke Chuangda [7]. - Satellite technology is being leveraged to ensure continuous connectivity for heavy machinery in remote areas, showcasing the potential of AI and satellite networks in enhancing operational capabilities [8]. Group 3: Ecosystem and Collaborative Development - Nanjing's innovation ecosystem, characterized by collaboration between large enterprises, universities, and research institutions, is fostering a conducive environment for AI development and application [10]. - The establishment of AI industrial clusters, such as the AI International Community in Nanjing, is facilitating the integration of resources and expertise, driving advancements in AI technologies [10].

Financial Performance - The company achieved a revenue of 1.848 billion CNY in the recent quarter, representing a growth of 42.87% year-on-year [4] - Net profit attributable to shareholders reached 70.568 million CNY, an increase of 48.26% compared to the previous year [4] - For the first three quarters, total revenue was 5.148 billion CNY, up 39.34% year-on-year, with net profit of 229 million CNY, reflecting a growth of 50.72% [4] Product and Technology Development - The company is focusing on AI integration across various sectors, including smartphones, smart vehicles, and smart hardware, with a goal to transition from traditional operating systems to AI-based operating systems (AIOS) [4] - AIOS is designed to revolutionize the OS landscape by integrating traditional interfaces with AI capabilities, enabling new forms of interaction such as generative UI and multi-modal experiences [4] - The company is actively developing AIOS for automotive applications, exemplified by the launch of the Drip OS platform in collaboration with Geely at the IAA Mobility 2025 [4][6] AIOS Strategy and Implementation - AIOS is structured into four levels: M1 (prototype), M2 (small-scale), M3 (expandable), and M4 (mass production), with a focus on effective AI strategy execution [5] - The Drip AIOS leverages Qualcomm's Snapdragon Ride platform, achieving real-time operation of 7B large models in vehicles, enhancing the AI cockpit experience [5][6] - The company is expanding its AIOS applications to include AI glasses and other IoT devices, aiming for a comprehensive AI ecosystem [5] Market Expansion and Collaboration - The company is enhancing its overseas automotive ecosystem, facilitating the entry of foreign brands into China and integrating with local middleware and software ecosystems [5][7] - Strategic partnerships with chip manufacturers like Qualcomm and NVIDIA are pivotal for the development of AIOS and related technologies [6][9] - The company is also collaborating with major AI model firms to optimize applications in smart automotive environments, enhancing user experience through advanced AI interactions [8][9] Future Outlook - The company anticipates continued growth in its smart software and AI sectors, driven by advancements in AI mobile technology and heterogeneous computing [8] - The focus will remain on building a robust AI ecosystem that supports smart homes and AI hardware, ultimately aiming for a fully interconnected AI environment [8][10] - The company is committed to maintaining a strong global presence with R&D teams across 16 countries, ensuring responsiveness to local market needs [10]

Group 1: Company Overview and Strategy - The company has been focusing on the smart automotive sector since 2013, acquiring Rightware in 2017 to enhance its UI development tools for smart cockpits [3] - In 2025, AI is expected to redefine the automotive industry, transitioning from hardware-driven to AI-driven ecosystems [3] - The company aims to provide an integrated solution with "AIOS + AIBOX," creating a closed loop from software architecture to hardware support [3] Group 2: Product Innovations - The "滴水 AIOS" redefines the smart cockpit operating system, utilizing an AI-native architecture for dynamic resource management and seamless cloud integration [3] - The AIBOX, equipped with NVIDIA Drive AGX chips, offers up to 200 TOPS of AI computing power and 205 GB/s bandwidth, enabling smooth operation of large models [3][6] - The AI cockpit, built on Snapdragon Ride platform, features a 14B parameter model with a response time under 500ms, enhancing human-machine interaction [4] Group 3: Global Expansion and Market Strategy - The company has established a global R&D team across 16 countries, enhancing its ability to respond to local market needs [4] - The AIOS supports both domestic and international application ecosystems, aiding Chinese automotive manufacturers in their global strategies [4] Group 4: IoT and AI Applications - The IoT business has rapidly expanded, covering handheld devices, smart vision, edge computing, and AI glasses, among others [4][5] - The TurboXAI glasses utilize Qualcomm's Wear5100+MCU, providing millisecond-level response times and various functionalities [5] Group 5: Collaborations and Partnerships - The company has partnered with Volcano Engine since 2024, developing a comprehensive solution for the smart automotive sector [5] - The collaboration has led to the creation of an AI cockpit solution that integrates real-time cloud and vehicle communication, achieving a 500ms voice feedback response [5] Group 6: Robotics and Future Trends - The company is advancing its mobile robotics products, focusing on logistics and manufacturing sectors, with successful implementations in major global enterprises [6] - By mid-2025, the robotics products have been deployed in various industries, including automotive parts and logistics, with a growing presence in international markets [6]

Group 1: Financial Performance - In H1 2025, the company reported revenue of 3.299 billion yuan, a year-on-year increase of 37.4%, and a net profit attributable to shareholders of 158 million yuan, up 51.8% year-on-year [1] - In Q2 2025, revenue reached 1.831 billion yuan, reflecting a year-on-year growth of 49.7%, while net profit attributable to shareholders surged to 66 million yuan, a remarkable increase of 384.2% year-on-year [1] Group 2: Business Segments - The smart IoT business experienced significant growth, with revenue of 1.270 billion yuan in H1 2025, representing a year-on-year increase of 136.1%. This growth was driven by enhanced delivery capabilities in diverse handheld terminals and deep integration of AI technology [1] - The smart automotive segment generated revenue of 1.189 billion yuan in H1 2025, marking a year-on-year increase of 7.9%. The company introduced the AI-native vehicle operating system, Drip OS, aimed at becoming the intelligent core of vehicles in the AI era [2] - The smart software segment saw revenue of 841 million yuan in H1 2025, reflecting a year-on-year growth of 10.5%, continuing the recovery trend since Q4 2024 [2] Group 3: International Expansion - The company's overseas revenue reached 1.558 billion yuan in H1 2025, a year-on-year increase of 81.4%, with revenue from Europe and America alone surging by 151.1% to 1.105 billion yuan [3] - The demand for automotive intelligence and IoT solutions in overseas markets is robust, and the company supports enterprises in their global expansion through a "globalization + localization" strategy [3] Group 4: Future Outlook - The overall gross margin is under pressure, with revised forecasts predicting a gross margin of 35.0% for 2025 and 35.1% for 2026, down from previous estimates of 37.4% and 37.8% respectively [3] - Revenue forecasts for 2025 and 2026 have been adjusted to 6.402 billion yuan and 7.047 billion yuan, respectively, with net profit forecasts of 510 million yuan and 618 million yuan [3] - The company is expected to enter an operational upcycle, maintaining an "overweight" rating [3]

Core Viewpoint - The company, Zhongke Chuangda Software Co., Ltd., has demonstrated significant growth in revenue and net profit in the first half of 2025, driven by advancements in artificial intelligence and its strategic focus on edge intelligence [2]. Group 1: Financial Performance - In the first half of 2025, the company achieved a revenue of 3.299 billion yuan, representing a year-on-year increase of 37.44% [2]. - The net profit attributable to shareholders was 158 million yuan, marking a year-on-year growth of 51.84% [2]. - Revenue from the intelligent software business line was 841 million yuan, up 10.52% [2]. - The intelligent automotive business line generated 1.189 billion yuan, an increase of 7.85% [2]. - The intelligent IoT business line saw a remarkable revenue of 1.270 billion yuan, growing by 136.14% [2]. - Revenue from the China region was 1.742 billion yuan, up 12.96%, while overseas revenue reached 1.558 billion yuan, growing by 81.41% [2]. Group 2: Strategic Focus and Business Development - The company is transitioning to become a provider of operating systems and edge intelligence products, leveraging advancements in AI and AIGC technologies [3]. - The AI mobile phone integrates AI functionalities, enhancing edge computing capabilities [3]. - The intelligent automotive sector features the Drip OS, which incorporates AI models for autonomous decision-making and improved user interaction [3]. - The IoT business has developed various vertical categories, including handheld devices and smart vision, and is building an AIoT platform [3]. - The company is committed to deepening its core strategy in edge intelligence and expanding its global market presence in the second half of 2025 [2]. Group 3: Business Model and Innovation - The IoT business model focuses on software-centric integrated product sales, including software and hardware integration, design services, and software licensing [4]. - The company aims to enhance the value of software in IoT hardware as edge intelligence applications grow [4]. - Collaborations with partners like Huoshan Engine and Mianbi Intelligent are aimed at improving AI cockpit interaction experiences [4]. - The acquisition of T2M is expected to enhance service offerings in the Android operating system development and client resources [4]. - The company is actively developing AMR robots for logistics and manufacturing, with projects already implemented in several Fortune 500 companies [4].

Investment Rating - The investment rating for the company is "Outperform the Market" [4][11] Core Insights - The company's performance remains stable with a slight increase in revenue for 2024, projected at 5.385 billion yuan, a year-on-year increase of 2.72%. However, the net profit attributable to the parent company is expected to decline by 12.6% to 407 million yuan [9][11] - The company is focusing on deepening its edge AI strategy, with significant investments in R&D, particularly in smart automotive operating systems and IoT technologies [3][4] - The smart IoT business has shown signs of recovery, while the smart automotive business is experiencing a slowdown due to industry adjustments and project delays [2][3] Summary by Sections Financial Performance - In 2024, the company's main revenue is projected to be 5.385 billion yuan, with a slight increase of 2.72%. The net profit attributable to the parent company is expected to be 407 million yuan, down 12.6% [9][11] - For Q1 2025, the main revenue is 1.469 billion yuan, showing a year-on-year growth of 24.69%, with a net profit of 93 million yuan, up 2.48% [9] Business Segments - The smart smartphone segment generated 1.423 billion yuan in revenue, a year-on-year increase of 0.49%. The smart automotive segment achieved 2.416 billion yuan, growing by 3.42%, while the smart IoT segment reached 1.545 billion yuan, up 3.73% [2][9] - The smart IoT business has reversed its decline from 2023, benefiting from the integration of edge computing and cloud computing technologies [2][3] Strategic Initiatives - The company is enhancing its edge AI strategy by developing a unified platform that integrates edge, cloud, and AI technologies, which strengthens its competitive position in the smart automotive and consumer electronics sectors [3] - The company is also collaborating with major players like Qualcomm and Microsoft to advance its edge AI ecosystem [3] Profit Forecast - The profit forecast for the company has been adjusted downward, with net profits projected at 505 million yuan for 2025, 641 million yuan for 2026, and 896 million yuan for 2027 [4][11]

Investment Rating - The investment rating for the company is "Outperform the Market" [4][11]. Core Views - The company's performance remains stable with a focus on deepening its edge AI strategy. In 2024, the main revenue is projected to be 5.385 billion yuan, a year-on-year increase of 2.72%, while the net profit attributable to shareholders is expected to be 407 million yuan, a decrease of 12.6% [1][9]. - The company is enhancing cost control and maintaining high R&D investment to lay the groundwork for future growth. In 2024, the R&D expense ratio is 19.10%, reflecting an increase of 8.16% year-on-year [1][9]. - The smart IoT business is recovering, while the smart automotive business is experiencing a slowdown due to industry adjustments. The smart IoT business achieved revenue of 1.545 billion yuan, a year-on-year increase of 3.73% [2][9]. Summary by Sections Financial Performance - In 2024, the company expects main revenue of 5.385 billion yuan, a 2.72% increase year-on-year, and a net profit of 407 million yuan, down 12.6% [1][9]. - For Q1 2025, the main revenue is 1.469 billion yuan, a 24.69% increase year-on-year, with a net profit of 93 million yuan, up 2.48% [1][9]. Business Segments - The smart phone segment generated revenue of 1.423 billion yuan, a 0.49% increase year-on-year. The smart automotive segment saw revenue of 2.416 billion yuan, a 3.42% increase, while the smart IoT segment achieved 1.545 billion yuan, a 3.73% increase [2][9]. Strategic Initiatives - The company is focusing on building a differentiated competitive advantage through technology integration and ecosystem collaboration. In the smart automotive sector, the self-developed Drip OS is positioned as a core technology for central computing evolution [3][4]. - The company is also developing innovative terminals in the consumer electronics field and creating an edge AI development platform in collaboration with Qualcomm and Microsoft [3][4].