证券代码：300678 证券简称：中科信息 中科院成都信息技术股份有限公司 中科信息 2025 年半年度业绩说明会 投资者活动记录表 编号：2025-8 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 □电话会议 □其他： （请文字说明其他活动内容） 参与单位 名称 及人员姓 名 中科信息2025年半年度业绩说明会采用网络远程方式进行，面向全体投资者 时间 2025 年 9 月 3 日 15:00-17:00 地点 深圳证券交易所"互动易平台"http://irm.cninfo.com.cn"云访谈"栏目 公司接待 人员 姓名 主持人：中科信息 董事长, 总经理：史志明 董事会秘书：刘小兵 独立董事：李志蜀 1.公司半年报披露新签合同额大幅增长，是哪一板块业务带来的？ 投资者关 答：尊敬的投资者，您好！公司半年报新签合同额大幅增长，得益于各板块业务 的订单增长。随着公司人工智能业务持续发展，特别是高速机器视觉与智能分析 等技术领域，公司加强了与政府和大型企业的合作，推动数字化转型，提升市场 竞争力。在烟草领域，随着行业数字化转型的需求增长， ...

Group 1: Company Overview and Business Strategy - The company aims for revenue and profit growth in 2024, driven by the increasing demand for digital transformation in the industry [2] - The company is focusing on expanding its product offerings in high-end audio products for digital meetings and has received positive feedback at the 2025 Guangzhou International Professional Lighting and Audio Exhibition [2][3] - The company has completed the localization of its election and voting systems, which is expected to enhance its digital meeting business [2][3] Group 2: Product Development and Market Expansion - The intelligent anesthesia robot has passed ethical review and is set to enter clinical trials, with certification for Class III medical devices underway [3] - The intelligent loading robot, developed for the smart construction sector, utilizes advanced technologies such as machine vision and radar, achieving a precision of 5 cm and enabling 24/7 operation [3][4] - The company has made significant progress in the localization of its products, including audio products and integrated control platforms for the oil industry [4] Group 3: Technological Advancements - The company's high-speed machine vision technology is at an international advanced level and leads domestically, particularly in the currency printing sector [5][6] - The company is the only supplier capable of providing detection technology for the entire lifecycle of currency printing, contributing to national financial security [6] - The company has developed a comprehensive machine vision ecosystem, including various light sources and industrial cameras, tailored to meet the manufacturing industry's needs [7] Group 4: Business Focus and Industry Applications - The main business focus is on high-speed machine vision and big data, serving sectors like smart governance, intelligent manufacturing, smart cities, and smart healthcare [8] - The technology is versatile and applicable across multiple industries, including currency printing, tobacco, new energy batteries, automotive glass, and semiconductor production [8] - The company prioritizes entering industries identified as key development areas by the government for new market opportunities [8]