格隆汇8月5日丨万马科技(300698.SZ)在投资者互动平台表示，公司的通信类产品广泛用于IDC机房、云 平台建设、通讯网络等众多领域，公司是移动、联通、电信、广电、华数的国内通信电子和通讯物理连 接设备的长期供应商，已经构建持续稳定的合作关系。公司暂未成为9.3阅兵仪式直播平台的直接供应 商。 ...

Core Viewpoint - The company expects to achieve a net profit of 9.5 million to 12 million yuan for the first half of 2025, marking a turnaround from a loss of 23.16 million yuan in the same period last year [1] Group 1: Financial Performance - The projected net profit for the first half of 2025 is between 9.5 million and 12 million yuan, compared to a loss of 23.16 million yuan in the previous year [1] - The net profit after deducting non-recurring gains and losses is expected to be between 7.5 million and 9.5 million yuan, up from a loss of 25.57 million yuan in the same period last year [1] Group 2: Revenue Drivers - The increase in sales orders for communication products is expected to drive a revenue increase of approximately 105% compared to the same period last year [1] - The company has optimized inventory management, leading to a reduction in the provision for inventory write-downs, positively impacting profits [1] Group 3: Other Financial Factors - The company anticipates an increase in foreign exchange gains due to fluctuations in foreign currency assets [1] - Non-recurring gains and losses are expected to impact net profit by approximately 2.4 million yuan, primarily from returns on idle funds and various subsidies [1]

摘要 万马科技通过收购有方科技切入车联网领域，车联网业务收入从 2021 年的 5,000 万元增长到 2024 年的 2.6 亿元，利润也显著提升，并已建 立完整的数据闭环工具链和智驾算力中心。 国内车联网行业渗透率约为 80%，海外市场渗透率不足 30%，随着智 能驾驶对数据需求的增加，国内外市场均有较大的发展空间，尤其 Robotaxi 对实时数据监控和技术要求更高，单车价值提升显著。 优卡科技提供蓝海全球车联和云自动驾驶数据闭环两大解决方案，支持 1,400 万辆车辆，客户包括吉利、上汽、东风和理想等，并在全球范围 内支持 Robotaxi 企业的业务布局。 Robotaxi 被视为车联网行业发展的"皇冠上的明珠"，高盛预测中国 Robotaxi 市场年化增长率将达到 96%。目前已在北京、武汉、广州以 及香港、迪拜等地进行常态化运营，特斯拉也即将推出相关业务。 Robotaxi 运营对网络质量有极高要求，包括运行安全、用户交互、合 规性、自动驾驶数据采集和运维等方面，需要高清地图、车路协同、远 程脱困以及海量数据支持。 万马科技 20250612 据监控需求高，对技术和数据量要求也更高，从单车价值上 ...