2025年6月20日，乌兹别克斯坦共和国数字技术部部长、国家首席信息官（CIO）谢尔马托夫·谢尔佐德 带领国家代表团莅临访问岩山科技（002195），上海岩山科技股份有限公司董事、常务副总经理陈代千 代表公司热情接待。 在人工智能、数字经济深刻重塑全球格局的背景下，此次访问紧密贴合我国提出的"数字丝绸之路"倡议 及乌兹别克斯坦共和国数字化转型战略目标，不仅彰显了乌方对我国科技企业的高度重视，更见证了岩 山科技硬核技术实力的稳步增长。 访问期间，代表团成员参观了岩山科技展厅前沿科技创新成果展陈，重点观摩了岩思类脑人工智能研究 院在非侵入式脑机接口技术上的重大突破，该技术已成功应用于操控《黑神话悟空》游戏，实现连续、 精准、全指令集的游戏操控，其部分人机交互性能已超越侵入式脑机接口。代表团还与岩山科技展厅陈 列的智能机器人展开了深度互动，此机器人搭载了RockAI最新研发的Yan1.3多模态通用大模型，该模型 可高效处理图文及语音等多模态信息，并能广泛适配于机器人、PC、手机等各类终端设备。此外，岩 山科技旗下智能驾驶公司Nullmax全栈自研的MaxDrive 辅助驾驶解决方案也引发了代表团的热切关注， 该方案 ...

Group 1 - The core belief is that non-invasive brain-computer interface (BCI) technology will have a profound impact on humanity, with Qiang Brain Technology emerging as a leader in the global BCI field, ranking second in financing scale [1][3] - The two common technical routes in the BCI field are invasive and non-invasive, with invasive solutions being more suitable for severe medical conditions but posing safety risks, while non-invasive technology is advancing to capture brain activity signals more accurately [3][4] - According to a Morgan Stanley report, the market value of BCIs in the medical field in the U.S. alone is estimated at $400 billion, indicating significant industry potential [3] Group 2 - Qiang Brain Technology, originating from Harvard University's innovation lab, focuses on solving real-life problems rather than solely on self-developed technologies, targeting areas such as rehabilitation and health for various groups including disabled individuals and children with attention deficits [4] - The non-invasive BCI technology can transform educational scenarios by personalizing learning experiences and integrating BCI technology into AI course designs, promoting interdisciplinary development [4] - In 2024, Qiang Brain Technology plans to launch a dexterous hand product, entering the embodied intelligence field, and has become a supplier for humanoid robot dexterous hands due to its superior sensitivity and responsiveness compared to traditional robotic solutions [4][5]

Group 1: Business Overview - The company's main business is the smart space sector, accounting for 75.62% of its main business revenue in 2024 [2] - The sales model combines distribution and direct sales, with distribution revenue making up 69.36% of main business revenue [2] Group 2: Technology and R&D - The company focuses on non-invasive brain-machine interface technology, utilizing scalp electrodes and flexible sensors to collect EEG signals [2] - Applications include educational tools for children and preventive interventions in elderly care, aiding in early detection of cognitive decline [2] Group 3: Impact of External Factors - The current U.S. tariff policy has a minimal impact on the company, as software hosting services are not affected by import tariffs [3] - Hardware products are imported from Thailand, which mitigates short-term impacts from U.S. tariffs [3] Group 4: Growth and Strategic Goals - The company aims to achieve high stock incentive assessment targets by leveraging AI technology and enhancing market competitiveness [3] - Efforts include optimizing product and business structures, controlling costs, and increasing investment in promising innovation areas [3] Group 5: M&A Activity - The financial indicators for the acquisition target "Longzhiyuan" are currently under audit, with due diligence progressing normally [3] - Successful acquisition is expected to enhance product layout and profitability through synergies in products, technology, and market resources [3]

Summary of Key Points from Conference Call Records Industry or Company Involved - **Brain-Computer Interface Technology**: Mentioned in relation to BrainCo, a company specializing in non-invasive brain-computer interface technology [1][3] - **AI Hearing Aids**: Discussed in connection with JinHao Medical, which reportedly utilizes non-invasive brain-computer interface technology to collect user data [2][4] - **Aerospace and Defense**: Multiple companies involved, including Chengxi Aviation, Huawu Co., and others, focusing on military and aerospace products [6][8] - **Hydrogen Energy**: Mentioned as part of a global green hydrogen project [11] - **Optical Systems**: AOPU Optoelectronics signed a significant contract for optical system development [13] Core Points and Arguments - **BrainCo's Technology**: The company is highlighted for its innovative non-invasive brain-computer interface technology, which has potential applications in various fields [1][3] - **JinHao Medical's AI Hearing Aids**: The AI hearing aids are designed to optimize voice signal processing by analyzing brain data, indicating a significant advancement in auditory technology [2][4] - **Military Developments**: Chengxi Aviation is noted for its focus on aerospace electromechanical products, primarily serving military clients, with a strong market position in the J-20 aircraft supply chain [6] - **Huawu Co.'s Missile Integration**: The company produces missiles that can be integrated into various aircraft, including those used by the Pakistani military [8] - **Optical Guidance Systems**: New Light Optoelectronics is a key supplier in missile optical guidance, with products compatible with various missile systems [9] - **Green Hydrogen Project**: The industry is moving towards the largest scale green hydrogen project, indicating a shift towards sustainable energy solutions [11] Other Important but Possibly Overlooked Content - **Export Activities**: Changsha Tianying has significant export activities, with millions of products shipped to Pakistan annually, highlighting the international reach of Chinese military suppliers [7] - **Market Trends in Autonomous Vehicles**: The rise of autonomous vehicle concepts is noted, with companies like Pony.ai and WeRide forming strategic partnerships with Uber, reflecting a growing trend in the transportation sector [9] - **Contract Value for AOPU Optoelectronics**: The contract signed by AOPU Optoelectronics is valued at 297 million RMB, representing a substantial portion of the company's projected revenue for 2024 [13] - **Emerging Technologies in Semiconductor**: Companies are developing advanced optical systems for semiconductor applications, indicating ongoing innovation in this critical technology sector [15][16]