Core Viewpoint - The company, iFlytek, has revised the use of funds from its 4 billion yuan private placement, allocating 2.4 billion yuan for computing power platform construction, while the remaining 1.6 billion yuan will be evenly distributed for the development of the Spark Education large model and typical products, as well as for working capital [2] Group 1: Fund Allocation and Strategy - The initial plan on August 22 allocated 3.2 billion yuan for working capital and 800 million yuan for the development of the Spark Education large model and typical products [2] - iFlytek aims to expand its computing power scale through a computing power leasing model to support large model research and algorithm upgrades [2] - The company is currently researching a new version of the iFlytek Spark large model that requires a larger-scale domestic computing power cluster for support [2] Group 2: Domestic Computing Power Development - iFlytek claims to have independent and controllable computing power compared to other domestic large model manufacturers [2] - In October 2023, iFlytek launched the first fully domestic intelligent computing platform, "Feixing No. 1," based on Huawei's Ascend 910B chip, achieving over 90% performance of a similarly scaled NVIDIA A800 cluster [2] - The company plans to train China's first trillion-parameter large model based on domestic computing power by January 2024 [3] Group 3: Challenges and Collaborations - The industry still heavily relies on NVIDIA's ecosystem for larger parameter models and algorithm innovations, facing challenges in adapting and optimizing algorithms based on domestic computing power [3] - iFlytek collaborates with domestic computing power manufacturers like Huawei and Cambrian to address hidden issues in domestic computing hardware and software [3][4] - The company acknowledges that adapting to new algorithms and architectures on domestic computing platforms incurs additional costs and time, slowing down model release progress [4]

Group 1 - Company plans to invest 2.4 billion yuan in computing power leasing projects to enhance its autonomous and controllable computing foundation [1] - The adjustment in fundraising usage includes 800 million yuan for working capital and 2.4 billion yuan for computing power leasing [1] - The computing power leasing project is essential for the continuous growth and competitiveness of the company's research and various business lines [1][2] Group 2 - The company launched the "Feixing No. 1" platform, supporting trillion-parameter model training, and plans to train the first domestic billion-parameter model by January 30, 2024 [2] - The computing power leasing project is expected to meet the increasing demands for computing power as large models evolve, with each token input requiring 6 to 8 floating-point operations per parameter [2] - The company has served 806,000 enterprise users with its large model, covering over 300 application scenarios, and sufficient autonomous computing power will lower the customization threshold for industry models [2] Group 3 - The investment in computing power reflects the company's commitment to autonomous controllable technology and strategic investment in the AI industry [3] - The continuous strengthening of the computing power foundation is expected to lead to breakthroughs in more core areas for the company's large model [3] - The company emphasizes the importance of autonomous innovation and competitive advantages in key areas to seize strategic development opportunities [3]

Core Insights - The article highlights the evolution and achievements of iFlytek, showcasing its advancements in AI technologies and its commitment to building a self-controlled general artificial intelligence system [1][2][5] Group 1: Technological Advancements - iFlytek officially launched the iFlytek Spark model on May 6, 2023, and the iFlytek Spark 4.0 Turbo on October 24, 2024, which surpassed GPT-4 Turbo in seven core capabilities within the Chinese language domain [2] - The company introduced the first deep reasoning model based on a fully domestic computing platform, iFlytek Spark X1, in January 2025, and upgraded the Spark 4.0 Turbo with industry-first mixed-domain knowledge search technology [2] - iFlytek Spark X1 saw significant improvements in various tasks such as mathematics, coding, logic reasoning, text generation, language understanding, and knowledge Q&A, while maintaining a parameter count an order of magnitude lower than competitors [2] Group 2: Strategic Development - iFlytek Spark, based in Nanjing Xuanwu, aims to create a self-controlled general AI system and serve as a digital economy innovation engine across the nation [3] - The company has established a "three-in-one" full-stack service capability encompassing basic research, scenario implementation, and ecosystem co-construction [3] - iFlytek Spark has been involved in the formulation of national industry standards and has developed a complete technical system covering algorithm research, system security, and engineering implementation [3] Group 3: Ecosystem and Collaboration - iFlytek Spark actively participates in the construction of the national new generation AI governance system and collaborates with industry partners like Cambricon and Huawei Ascend to achieve full-stack technology ecosystem adaptation [4] - The company has developed benchmark products such as the iFlyCode intelligent programming assistant, which has received top-level certification for trustworthy AI coding tools [3][4] Group 4: Vision and Mission - iFlytek's mission emphasizes creating social value and addressing public needs through technological advancements, aiming to liberate productivity and unleash imagination with AI [5] - The company is focused on strategic directions such as code models and intelligent coding, continuously increasing investment in cutting-edge technology research and development [5] - iFlytek aims to become a globally competitive digital economy innovation hub, driving high-quality development in the digital economy [5]

Core Insights - The article highlights the rapid development and significant achievements in China's digital economy, showcasing various advanced technologies at recent international exhibitions [1][2][3][4]. Group 1: Digital Economy Development - The digital economy in China has become a national strategy, with its core industry value added accounting for approximately 10% of GDP [3]. - China ranks second globally in computing power, with a total of 464.6 million 5G base stations established [3]. - Over 1,500 artificial intelligence large models have been released, demonstrating the country's innovation in AI technology [3]. Group 2: Technological Innovations at Exhibitions - Various exhibitions showcased cutting-edge technologies, such as AI doctors and smart wearables with Beidou positioning chips, enhancing user experience and safety [2][4]. - The integration of digital technologies across industries is evident, with applications in education, healthcare, and agriculture, leading to significant improvements in efficiency and productivity [4]. Group 3: International Collaboration - The Fourth Global Digital Trade Expo attracted participation from 154 countries and regions, indicating a strong international interest in China's digital advancements [5]. - China is actively promoting technology sharing and international cooperation in the digital field, aiming to foster a collaborative environment for global development [5].

新华社北京9月27日电 题：新华社经济随笔：在这些展会上感受"数智"新气象 新华社记者周圆 一年一度的中国国际信息通信展览会日前在北京落幕，数智技术当仁不让成为主角。 从智能眼镜的多模态交互，到无人矿车部署的5G-A网络，再到分拣铸件的具身智能机器人，人工智 能、云计算、大数据、5G通信等数智技术占据全场"C位"。 近期举行的多场展会上，这样的类似场景令人印象深刻： 在浙江，第四届全球数字贸易博览会上，"嗨游"平台通过多语言交互技术，支持多语种实时对话与场景 化翻译，帮助外国游客畅游中国； 在贵州，2025中国国际大数据产业博览会上，AI医生吸引不少观众前来"把脉问诊"； 在湖南，第四届北斗规模应用国际峰会上，登山服内置北斗定位芯片，可实现轨迹追踪、一键救援等功 能…… 盛夏7月，在上海举行的2025世界人工智能大会现场，华为首次展出昇腾384超节点真机，算力总规模达 300PFLOPS。国产算力的系统级创新展示着中国数字经济新活力。 2025年，恰逢推进数字中国建设10周年。党的十八大以来，党中央高度重视发展数字经济，将其上升为 国家战略。"十四五"规划纲要专章部署"加快数字化发展 建设数字中国"。经过多年 ...

新华社北京9月27日电（新华社记者周圆）一年一度的中国国际信息通信展览会日前在北京落幕，数智 技术当仁不让成为主角。 从智能眼镜的多模态交互，到无人矿车部署的5G-A网络，再到分拣铸件的具身智能机器人，人工智 能、云计算、大数据、5G通信等数智技术占据全场"C位"。 近期举行的多场展会上，这样的类似场景令人印象深刻： 在浙江，第四届全球数字贸易博览会上，"嗨游"平台通过多语言交互技术，支持多语种实时对话与场景 化翻译，帮助外国游客畅游中国； 在湖南，第四届北斗规模应用国际峰会上，登山服内置北斗定位芯片，可实现轨迹追踪、一键救援等功 能…… 一场场国际展会，展现出数字中国建设的显著成就，也呈现着数字经济日新月异的发展态势。 发展数字经济，是把握新一轮科技革命和产业变革新机遇的战略选择。 盛夏7月，在上海举行的2025世界人工智能大会现场，华为首次展出昇腾384超节点真机，算力总规模达 300PFLOPS。国产算力的系统级创新展示着中国数字经济新活力。 2025年，恰逢推进数字中国建设10周年。党的十八大以来，党中央高度重视发展数字经济，将其上升为 国家战略。"十四五"规划纲要专章部署"加快数字化发展建设数字中国 ...

Core Insights - The article highlights the rapid development and significant achievements in China's digital economy, showcasing various advanced technologies at recent international exhibitions [1][2][3][4]. Group 1: Digital Economy Development - The digital economy has become a strategic choice for seizing opportunities in the new round of technological revolution and industrial transformation, with China's digital economy ranking second globally [3][4]. - The core industry value added of China's digital economy accounts for approximately 10% of the GDP [3]. - China has built the world's largest and most extensive network infrastructure, with a total of 4.646 million 5G base stations [3]. Group 2: Technological Innovations - Various innovative applications were showcased, including AI doctors, smart wearables, and intelligent robots, demonstrating the integration of digital technologies across multiple sectors [2][4]. - The introduction of the first smart watch supporting Beidou satellite voice messaging and AI models optimized for ASEAN languages reflects the advancements in localized technology [3][4]. Group 3: International Collaboration - The Fourth Global Digital Trade Expo attracted participation from 154 countries and regions, indicating a strong international interest in China's digital initiatives [5]. - China's Beidou system is facilitating sustainable technology transfer projects in countries like Madagascar, showcasing the potential for international cooperation in technology [5]. - The article emphasizes that the development of digital technology is not a zero-sum game, advocating for shared opportunities and collaborative growth [5][6].

Group 1 - The core theme of the article highlights the rapid development and significant achievements in China's digital economy, showcased through various international exhibitions featuring advanced technologies such as AI, cloud computing, and 5G [1][2][3] - The digital economy's core industry value added accounts for approximately 10% of China's GDP, with the country holding the world's largest and most extensive network infrastructure, including 4.646 million 5G base stations [2][3] - The exhibitions demonstrate the extensive application of digital technologies across various sectors, including education, healthcare, agriculture, and manufacturing, indicating a comprehensive transformation driven by digitalization [3][4] Group 2 - The Fourth Global Digital Trade Expo attracted participation from 154 countries and regions, with significant procurement intentions from guest countries like Indonesia and a record number of participants from the UAE [4] - The international collaboration in digital technology is emphasized, with China's efforts to share opportunities and promote sustainable technology transfer, particularly through its Beidou system [4][5] - China's commitment to fostering global cooperation in internet and digital economy development is reiterated, aiming to create a shared future for all nations [5]

Group 1 - The core focus of the investor meeting was on the sustainable development potential of iFlytek, the advantages of its Spark large model, and the sustainable development of smart hardware [1][3] - iFlytek has been deeply engaged in the AI field since its establishment in 1999, evolving from intelligent voice to cognitive intelligence, and now to general artificial intelligence represented by large models, maintaining a leading position internationally [3] - The company has achieved significant growth since its IPO in 2008, with revenue increasing 88 times and market capitalization growing 82 times, despite external pressures [3] Group 2 - The iFlytek Spark large model has established a competitive advantage in the field of general artificial intelligence, with its X1 model (70B parameters) outperforming mainstream models in translation and hallucination governance accuracy [4] - Industry-specific models developed from the Spark large model show an average performance improvement of 10% over general models, with potential further enhancements through scene customization [5] - iFlytek has become a leading partner for major enterprises in various sectors, achieving significant results in education and healthcare, such as a 70% efficiency increase in evaluation processes [6] Group 3 - iFlytek is actively involved in setting industry standards for large models, including the first automotive large model standard in China [7] - The developer community for the iFlytek Spark platform has grown rapidly, with over 8.7 million developers and more than 1.52 million enterprise customers [8] Group 4 - iFlytek has established leading brands in consumer smart hardware, such as AI learning machines and smart office notebooks, with significant user satisfaction metrics [9] - The revenue from smart hardware is expected to grow steadily, with strong performance in overseas markets, particularly in crowdfunding platforms in South Korea and Japan [10]

编号：20250916 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 Korea Investment Corp. Jung Hoseok Korea Investment Corp.Cho Joongjae Korea Investment Corp.Dongbeom Kim 中金公司 李康仙 时间 2025.09.16 地点及方式 合肥 上市公司接待 人员姓名 常晓明 证券代码：002230 证券简称：科大讯飞 科大讯飞股份有限公司投资者关系活动记录表 问答交流纪要 问：科大讯飞如何看待自身的持续发展潜力？ 答：科大讯飞作为中国人工智能产业的先行者，自 1999 年创业以来持续深 耕人工智能领域。从创业时的智能语音，从感知智能到认知智能，包括当前以大 模型为代表的通用人工智能，科大讯飞坚持源头核心技术创新，始终保持国际前 沿水平。 科大讯飞作为中国人工智能"国家队"，承建有认知智能全国重点实验室、 语音及语言信息处理国家工程研究中心以及国家首批新一代人工智能开放创新 平台等国家级平台。2024 年 6 ...