Group 1: Company Overview and Business Segments - The company has three main business areas: "Digital Applications," "Digital Products," and "Digital Operations" [1] - In Digital Applications, the company provides "technology + services" for industries such as telecommunications, energy, transportation, and government [1] - In Digital Products, the company focuses on developing and selling digital new energy products centered around BMS/BEMS, leveraging its experience in the BMS product field [1][2] Group 2: Artificial Intelligence Development - The company is a leading provider of data intelligence products and services, focusing on deep applications of AI in various business scenarios [3] - It has developed the "Kechuang Xingyun" large model and the "Guochuang Intelligent Body" platform, which have been applied in multiple industry scenarios, including customer service and traffic law enforcement [3] Group 3: High-Trust Software - The company has developed high-trust software for program analysis and formal verification, utilizing formal techniques like symbolic execution and theorem proving [4] - This software is applied in sectors such as aerospace, military, and automotive electronics, ensuring software quality and reliability [4] Group 4: AI Programming Assistant - The company has created the "Guochuang Xingma" AI programming assistant, which can generate code from natural language, complete code, and provide optimization suggestions [5] - This assistant is currently being promoted in specific fields such as defense, aerospace, and finance [5] Group 5: ETC Business Model - The company offers ETC issuance and operation services through its self-developed smart logistics cloud platform, charging service fees based on usage [6] - With a growing user base, the ETC business is expected to maintain growth [6] Group 6: Quantum Technology Investments - The company is actively investing in quantum technology through equity investments in quality enterprises in the sector [7] - It has invested in companies like Guoyi Quantum and Jiuzhang Quantum, although these investments currently have no significant impact on the company's performance [7]

Group 1: Company Performance and Market Outlook - The company maintains a focus on AI+ applications, integrating cutting-edge technologies with various industry scenarios, resulting in a stable overall business performance in the first half of the year [1] - The company has set annual budget targets, with specific operational data to be disclosed in future reports [2] Group 2: Digital Application Business Development - Digital application business is a cornerstone for the company, with a strong focus on software technology since its establishment in 2000, leading to significant advantages in various sectors [3] - The company is experiencing growth in related orders, indicating a steady development trajectory for this business segment [3] Group 3: Battery Management System (BMS) Business - The BMS market in China has evolved into a competitive landscape involving vehicle manufacturers, battery producers, and third-party BMS providers, with the company positioned as a professional third-party BMS manufacturer [4] - The company is expanding its customer base and applications in commercial vehicles and energy storage systems, achieving breakthroughs in large-scale energy storage projects [4] Group 4: AI Application Development - The company is advancing its AI application software strategy, leveraging partnerships and innovative technologies to develop industry-specific models that have been successfully implemented in various scenarios [5] - A series of intelligent products have been developed, enhancing operational efficiency and service quality across multiple sectors [6] Group 5: Quantum Technology Initiatives - The company is proactively investing in quantum technology, collaborating with leading firms in the sector to explore new business growth opportunities [7] Group 6: Historical Performance Challenges - Past financial losses were attributed to external environmental changes, industry cycles, and strategic investments not meeting expectations, but core business operations remain stable [8]

Core Viewpoint - Keda Guokuan Software Co., Ltd. is leveraging "Artificial Intelligence+" as a core engine to accelerate digital transformation across various industries, providing AI solutions for sectors such as telecommunications, power, transportation, and government [1][2]. Group 1: AI Technology and Solutions - The company has developed the "Kechuang Xingyun Large Model," which integrates advantages from open-source models like DeepSeek and Qwen, achieving a 93.7% accuracy rate in intent recognition for telecom work order processing [2][3]. - The AI model has been implemented in China Mobile's intelligent assistant system, achieving over 50% automation in problem resolution [2]. - Keda Guokuan's high-trust software technology ensures the security of AI applications, successfully delivering zero-defect results in critical aerospace projects through formal verification techniques [2][3]. Group 2: Industry Applications and Innovations - The "Network Operation Intelligent Agent," based on the Kechuang Xingyun model, enhances operational efficiency by 40% through natural language processing capabilities [6]. - In the power sector, the company has developed a "Smart Power Plant" system that enables "unmanned inspections and minimal staffing" [6]. - The "Smart Law Enforcement" system in transportation utilizes multimodal perception technology for intelligent Q&A and real-time alerts on violations, marking a shift towards smarter enforcement [6]. - The logistics sector benefits from a smart logistics cloud platform that connects 400,000 truck drivers with thousands of logistics companies, aiding in cost reduction and efficiency [6]. Group 3: Collaborative Ecosystem and Future Development - Keda Guokuan emphasizes an "AI+ ecosystem" approach, collaborating with institutions like the University of Science and Technology of China to tackle challenges in deploying industry models [6]. - The company is advancing in quantum computing by investing in quantum technology firms, indicating a strategic move towards next-generation computing technologies [6]. - By 2025, Keda Guokuan will lead a national-level data element market demonstration project, pioneering new models for trusted data circulation [6][7]. Group 4: Strategic Vision and Growth - The company is committed to a software-centric AI application strategy, focusing on upgrading AI applications across various sectors, including energy and logistics [7]. - Keda Guokuan has outlined a clear development blueprint in the AI technology revolution, enhancing software development efficiency through automated processes [9]. - The company aims to optimize AI systems and improve predictive accuracy by leveraging extensive industry experience and data [9].

Group 1: AI Capabilities and Innovations - The company focuses on developing the "Kechuang Xingyun" large model, which includes four main platforms: MaaS platform, intelligent agent platform, scenario-based data intelligence, and AI security capabilities [1][2] - The company has launched innovative AI products such as AI coding assistants, customer service assistants, operational detection assistants, and law enforcement training assistants, driving the transformation of traditional software to AI-driven solutions in various industries [1][2] Group 2: R&D Investment - The company emphasizes sustainable development through continuous R&D investment, focusing on AI (large models), data elements, high-trust software, and intelligent BMS/BEMS technologies [3] - The R&D investment is crucial for maintaining the company's competitive edge and fostering innovation in its product offerings [3] Group 3: Core Software Business Performance - The digital application business is the cornerstone of the company, leveraging over 20 years of industry experience to provide innovative AI products and services to clients in telecommunications, energy, transportation, and government sectors [4] - The company has established a strong client base, including Fortune 500 companies and government entities, and anticipates steady growth in AI applications due to technological advancements and supportive national policies [4] Group 4: Intelligent Products and Applications - The company has developed a series of intelligent agent products based on knowledge computing and high-trust software technologies, facilitating the integration of large models into industry applications [5] - These products include customer service, operational scheduling, equipment maintenance, and traffic enforcement, which have been successfully implemented in various scenarios [5] Group 5: BMS Business Development - The BMS product line is recovering, with the company expanding its market presence and maintaining core supplier status for strategic clients like Chery and BAIC [7] - New customer acquisitions in the PACK product segment include Henan Chaowei, Camel Group, and XCMG, with applications in commercial vehicles and special vehicles [7] Group 6: Industry Outlook and Growth Opportunities - The software and information technology service industry is expected to grow significantly due to advancements in AI and digitalization, creating new demands and opportunities [8] - The company aims to leverage its strengths in brand, industry experience, and technological innovation to identify new business growth points in digital applications and operations [9] Group 7: Financial Performance and Challenges - The company is actively implementing a digital intelligence development strategy, focusing on operational goals and enhancing business quality despite facing challenges [9][10] - Specific financial data and performance metrics are available in the company's regular reports [10]