Group 1 - The core viewpoint of the article is that Entropy Technology (熵机科技) is progressing as planned with its brain-machine prototype, which is set to be released in March [2][3] - The company indicated that the brain-machine business is not expected to have a significant impact on overall revenue in the short term [2] - Investors are advised to be cautious and consider investment risks related to this development [2]

南财智讯1月28日电，熵基科技在投资者关系活动中表示，公司将于2026年3月推出脑机原型机，前期工 作重点在于市场营销与品牌推广，后续将根据市场情况做好生产布局。该业务预计短期内不会对整体营 收产生重大影响。 ...

公司坚持内生式增长和外延式发展并存的策略。龙之源是公司上市以来第一个收购 项目，后续公司也会持续关注能给公司赋能的一些其它项目，通过投资或并购提升公司 价值。 证券代码：301330 证券简称：熵基科技 熵基科技股份有限公司投资者关系活动记录表 编号：2026-03 | 投资者关系活 | 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 | | --- | --- | --- | --- | --- | --- | | 动类别 路演活动 | | 现场参观 | 其他 | | | | 参与单位名称 | 中信证券、聚众鑫创投、东方证券、海融鑫投资、亚太汇金基金、中金资本、灏达投资、 | | | | | | | 民沣基金、光大证券、创华投资、中天证券、赛马资本 | | | | | | 时间 2026 年 | 1 月 28 日 | 14:00-16:00 | | | | | 地点 | 熵基科技会议室 | | | | | | | 副总经理、董事会秘书 | 郭艳波 | | | | | 上市公司接待 人员姓名 | 智慧商业产品线经理 张双 | | | | | | | 硬件开发工程师 ...

Group 1: Semiconductor Industry - The chairman of Zhongwei Company, Yin Zhiyao, has restored his Chinese nationality and plans to reduce his holdings by no more than 290,000 shares, valued at approximately 97.64 million yuan, to facilitate tax compliance [2] - Zhongwei has become a leading semiconductor equipment company with a market value of 200 billion yuan, achieving an average annual revenue growth of over 35% for 14 consecutive years [2][7] - The U.S. stock market saw a significant rise in semiconductor stocks, with SanDisk's shares increasing by over 12%, driven by expected price hikes in enterprise-level flash memory chips due to server storage demand [3][8] Group 2: Market Trends and Investment Opportunities - Post-holiday, institutions have conducted intensive research on over 110 stocks, with a focus on companies like Entropy Technology and Superjet Co., which are involved in brain-machine technology and commercial rocket components, respectively [2][7] - The average increase in stock prices of companies that were researched by institutions in the past week was nearly 8% [2][7] - New public fund inflows are expected to exceed 45 billion yuan, with a significant portion directed towards ETFs, indicating a trend of capital migration that could activate the market [5][9] Group 3: Regulatory and Policy Changes - The Vice Chairman of the China Securities Regulatory Commission emphasized the need to improve the quality of listed companies to attract investment and create a positive cycle [4][9] - New export tax policies for photovoltaic and battery products have been introduced, which may lead to a short-term surge in exports but could impact long-term demand [4][9]

Core Viewpoint - The company is progressing as planned with its brain-machine prototype, focusing on marketing and brand promotion, which is not expected to significantly impact overall revenue in the short term [1] Group 1: Company Developments - The brain-machine business is viewed positively for its market potential, although its contribution to future revenue and performance remains uncertain [1]

Group 1: Company Overview and Business Focus - The company specializes in brain-machine interface (BMI) technology, focusing on sectors such as healthcare, education, and elderly care [3][4] - The company is leveraging advanced multimodal visual analysis technologies to enhance its BMI capabilities [4] Group 2: Development and Market Strategy - The establishment of the joint venture for the brain-machine company is currently in the registration phase with foreign partners [3] - The company plans to launch a brain-machine prototype in March 2026, with initial marketing efforts aimed at brand promotion [4] - The BMI business will target both existing clients in healthcare and education and new customers in consumer electronics, industrial, and research sectors [5] Group 3: Financial Projections and Commitments - The company has a performance commitment with Longzhiyuan, expecting a net profit of no less than RMB 90 million in 2025 [6] - The revenue impact from the brain-machine business is uncertain, although the company is optimistic about its market potential [4]