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 （一）科大讯飞星火教育大模型是真正具备强"教育属性"的高质量模型， 相比使用开源模型具备显著优势 编号：20251021 | | □特定对象调研 | □分析师会议 | | --- | --- | --- | | 投资者关系活 | □媒体采访 | 业绩说明会 ☑ | | 动类别 | □新闻发布会 | □路演活动 | | | □现场参观 | | | | □其他 | | | 参与单位名称 | 本次业绩说明会通过价值在线会议接入的投资者共 149 | 名。为便 | | 及人员姓名 | 于投资者阅读本次说明会的内容，人员名单请详见文末。 | | | 时间 | 2025.10.21 | | | 地点及方式 | 价值在线会议 | | | 上市公司接待 | 副总裁/董事会秘书江涛 | | | 人员姓名 | | | 投资者关系活动主要内容介绍 一、业绩解读：公司副总裁、董事会秘书江涛先生做 2025 年第三季度业绩解读。 （一）2025 年第三季度整体经营来看，公司继续保持健康的经营发展态势， 营业收入、归母净利润、扣非净利润、经营性现金流 ...

科技巨头们，往往对翻译产品存在执念。 Windows 11 搭载了"实时字幕"选项，谷歌打造的AR眼镜能将传译内容投射到镜片之上，而几乎所有智能手机，都会内置一款名为"翻译"的原生App。科技 公司对于开发翻译产品的共识，都指向了人类打破语言藩篱的古老梦想。 实现这一科技愿景的过程中，还有一家科技公司无法被绕开，不论是讯飞翻译机、讯飞翻译SaaS还是讯飞翻译app，即便之于普通用户，包括同传翻译在内 的智能语音技术，早已令科大讯飞声名在外。 拥有这份用户认知不难理解。作为中国人工智能国家队，讯飞同传已累计服务全球50多个国家和地区；讯飞翻译机已触达超百万用户，翻译次数高达10亿 次；而根据国际咨询机构IDC的权威数据，科大讯飞在AI翻译速度、效果、专业度、拟人度、产品应用成熟度、商业化规模、研发投入及用户推荐度8大核 心维度中排名第一。 这些软硬件产品都折射出科大讯飞一条清晰的技术脉络：致力于打破全球对话壁垒。 因此，当10月14日科大讯飞推出"讯飞AI翻译耳机"时，迅速引起了行业和用户的广泛关注。 包括谷歌AR眼镜在内，"确保翻译的准确与速度"始终是尚未解决的核心痛点，而市面上的硬件翻译产品，也都还未摆脱" ...

国际权威咨询机构 IDC 最新报告显示，科大讯飞在 AI 翻译速度、效果、专业度等 8 大核心维度中排名第一，其中 6 项获得满分。此次双城发布标志着 科大讯飞全球化战略的进一步推进。 发布会后， 科大讯飞副总裁、消费者事业群常务副总裁赵翔等高管接受了 InfoQ 等媒体采访，对科大讯飞的 AI 翻译战略展开了进一步解读，并深入分 享了讯飞 AI 翻译技术细节与落地思考。 作者 | 蔡芳芳 近日，科大讯飞在上海世界会客厅举行"对话世界，沟通无限——AI 同传技术升级暨翻译耳机新品发布会"，并同步联动迪拜 Gitex Global 科技盛会，向 全球展示其 AI 翻译技术的最新进展。此次发布会重点包括同传大模型技术升级、AI 翻译耳机新品发布以及双屏翻译机 2.0 的功能升级。 AI 同传技术方面，科大讯飞对中英同传效果进行了优化，将翻译主观体验提升至 4.6 分（满分 5 分），首字响应时间降低至 2 秒。专业词库扩充至 10 万以上，覆盖医疗、金融、法律等高壁垒行业，同时新增中英到阿拉伯语、西班牙语的端到端同传互译功能。此外，中英同传引入"声音复刻"功能，用 户仅需一句话语音样本即可用自身音色播报翻译结果。 ...

库克年内第二次访华 苹果CEO库克10月13日现身苹果抖音直播间，宣布苹果iPhone Air国行版将于10月22日正式开售。作为 苹果首款仅支持eSIM的机型，iPhone Air在中国大陆依赖中国移动、中国电信和中国联通提供eSIM服 务。苹果也在推动苹果智能Apple intelligence进入中国。库克还现身上海参加LABUBU巡展，在北京与 开发者逛了将府公园。 点评：库克访华在中国停留近一周，聚焦两大重点，一是与三大运营商合作发布首款仅支持eSIM的 iPhone机型，二是推动苹果智能在中国的落地。 苹果iPhone Air开启预购 苹果官网显示，苹果"最薄iPhone"iPhone Air 10月17日开启预购，10月22日发售。开启预购当天，电商 平台的iPhone Air较为紧俏。上午9点，苹果官网开启iPhone Air预售后，五分钟内即售罄。京东页面信 息显示，截至17日中午，已有33.2万人在Apple产品京东自营旗舰店预约iPhone Air，已售"1万+"件，多 地区iPhone Air全款式缺货。线下零售店也显示"无货"。 讯飞AI同传大模型升级 10月14日下午，科大讯飞在上 ...

杨振宁先生逝世，享年103岁。 杨振宁逝世 享誉世界的物理学家、诺贝尔物理学奖获得者，中国科学院院士，清华大学教授、清华大学高等研究院 名誉院长杨振宁先生，因病于2025年10月18日12时00分在北京逝世，享年103岁。 点评：库克访华在中国停留近一周，聚焦两大重点，一是与三大运营商合作发布首款仅支持eSIM的 iPhone机型，二是推动苹果智能在中国的落地。 苹果iPhone Air开启预购 点评：杨振宁先生是20世纪最伟大的物理学家之一，为现代物理学的发展作出卓越贡献。他与米尔斯提 出的"杨-米尔斯规范场论"奠定了后来粒子物理标准模型的基础，被认为是现代物理学的基石之一，是 与麦克斯韦方程和爱因斯坦广义相对论相媲美的最重要的基础物理理论之一。他与李政道合作提出弱相 互作用中宇称不守恒的革命性思想，并获得1957年诺贝尔物理学奖，共同成为最早获得诺贝尔奖的中国 人。 库克年内第二次访华 苹果CEO库克10月13日现身苹果抖音直播间，宣布苹果iPhone Air国行版将于10月22日正式开售。作为 苹果首款仅支持eSIM的机型，iPhone Air在中国大陆依赖中国移动、中国电信和中国联通提供eSIM服 务 ...

Group 1: New Product Launches and Innovations - New Kai Lai's subsidiary, Shenzhen Wanliyan Technology Co., Ltd., launched a self-developed 90GHz ultra-high-speed real-time oscilloscope, marking a significant breakthrough in high-end electronic measurement instruments in China [1] - Tsinghua University's team developed the world's first sub-angstrom snapshot spectral imaging chip "Yuheng," which significantly enhances spectral resolution and imaging throughput, opening new avenues for high-resolution spectral imaging [3] - iFLYTEK upgraded its AI simultaneous interpretation technology and launched new AI translation earphones, achieving high performance in translation speed and accuracy [7] Group 2: Market Position and Competitive Landscape - Vivo secured the top position in the Chinese smartphone market with a 17.3% market share in Q3 2025, followed by Apple, Huawei, and Xiaomi [4] - AliExpress reported that over ten brands with annual sales exceeding one million USD have seen their global sales surpass those on Amazon since the launch of its "Super Brand Going Global" initiative [6] Group 3: Corporate Developments and Partnerships - Yike Cloud and Haiguang Information established a significant ecological partnership, optimizing Haiguang's deep computing processors for AI training and inference, enhancing compatibility and performance [5] - Meta Platforms Inc. is investing over $1.5 billion in a new 1 GW data center in Texas to support its AI initiatives, with total capital expenditures for the year projected to reach $72 billion [9] Group 4: Talent Movements - Ke Yang, the AI research lead at Apple responsible for ChatGPT-like projects, is leaving to join Meta, indicating ongoing talent shifts within the AI sector [8]

Group 1: New Product Launches - New Kai's subsidiary, Shenzhen Wanlian Technology Co., Ltd., launched a self-developed 90GHz ultra-high-speed real-time oscilloscope, marking a significant breakthrough in high-end electronic measurement instruments in China [1] - Tsinghua University's team developed the world's first sub-angstrom snapshot spectral imaging chip "Yuheng," achieving a new height in high-precision imaging measurement technology [4] Group 2: Market Position and Performance - IDC reported that Vivo holds the top position in the Chinese smartphone market with a 17.3% market share in Q3 2025, followed by Apple and Huawei [5][6] - AliExpress has seen over ten brands with annual sales exceeding one million dollars surpassing Amazon in global sales since the launch of its "Super Brand Going Global Plan" [8] Group 3: Strategic Partnerships and Collaborations - UCloud and Haiguang Information have officially established an important ecological partnership, optimizing compatibility with Haiguang's deep computing processors for AI training and inference [7] Group 4: Corporate Developments - Ke Yang, head of AI-driven web search at Apple, is leaving to join Meta, indicating a continuing trend of departures from Apple's AI department [10] - Meta is investing over $1.5 billion in a new 1 GW data center in Texas to support its AI initiatives, with total capital expenditures for the year projected to reach $72 billion [11]

Group 1: New Product Releases - New Kai launched a 90GHz ultra-high-speed real-time oscilloscope, ranking second globally with a sampling rate of 200GSa/s and a storage depth of 4Gpts, enhancing domestic oscilloscope performance by 500% [1] - Apple released the M5 chip featuring a 10-core CPU and GPU, with AI performance 3.5 times that of the M4 version, and a memory bandwidth of 153GB/s, marking a nearly 30% improvement [2] - Google’s Gemini 3.0 Pro demonstrated the ability to replicate operating systems like macOS and Windows in just 2 minutes using a few prompts, showcasing advanced capabilities in generating complete HTML versions [3] Group 2: AI and Machine Learning Developments - Alibaba's Qwen3-VL model series, available in 4B and 8B versions, surpassed competitors in various benchmark tests, achieving state-of-the-art results in both text and vision tasks [4] - iFlytek upgraded its simultaneous translation model, achieving a user experience score of 4.6 out of 5, with a professional vocabulary expanded to over 100,000 terms [5][6] - OPPO introduced ColorOS 16, featuring advanced AI capabilities and a unique chip-level dynamic tracking technology, enhancing performance stability under high temperatures [7] Group 3: Research and Theoretical Insights - Hong Kong University of Science and Technology and NVIDIA proposed the NewtonBench benchmark to evaluate scientific discoveries, revealing that GPT-5 had a low accuracy of 29.9% in difficult scenarios [8] - Anthropic co-founder Jack Clark expressed a dual sentiment of optimism and fear regarding AI's evolution, noting that larger and more complex AI systems exhibit signs of self-awareness [9] - Philippe Aghion discussed the economic implications of AI, suggesting that even with full automation, economic growth rates will still be constrained by physical laws and the limitations of less efficient sectors [12]

Core Insights - The core focus of the news is the launch of upgraded AI translation technology and new translation earphones by iFlytek, showcasing significant advancements in AI translation capabilities and the company's global strategy [1][2][3] Group 1: AI Translation Technology Upgrade - iFlytek's AI simultaneous interpretation technology has undergone its third major upgrade, with the new generation of translation earphones being unveiled [1] - The latest technology enhances the subjective experience of translation to a score of 4.6 out of 5, effectively eliminating the "fragmentation" and "mechanical feel" of traditional machine translation [1] - The first response time for translations has been reduced to 2 seconds, achieving a true "real-time synchronization" experience [2] Group 2: Product Features and Capabilities - The newly launched AI translation earphones are the first open-type "bone conduction + air conduction" translation earphones, supporting simultaneous translation in 60 languages and featuring a professional vocabulary database of over 100,000 terms [2] - The earphones are equipped with a "multi-sensory fusion AI noise reduction system," covering four core scenarios: real-time translation during calls, face-to-face translation, online simultaneous translation, and listening translation [2] - The upgraded dual-screen translation machine 2.0 offers a complete translation solution, including features for speaker separation and meeting minutes generation, with a full upgrade expected by the end of October [2] Group 3: Global Strategy and Market Presence - The simultaneous launch in Shanghai and Dubai signifies the acceleration of iFlytek's global strategy, with a comprehensive AI translation product matrix established [3] - iFlytek's translation machine has served over one million users, with translation occurrences reaching 1 billion, while the AI recording pen has users in over 200 countries [3] - The company's simultaneous interpretation service has been utilized in over 42,000 meetings across more than 50 countries [3]