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上海网达软件股份有限公司 关于2025年半年度业绩说明会召开情况的公告
Core Viewpoint - The company held a half-year performance briefing on October 13, 2025, to discuss its technological advantages and future plans in the context of the current market environment [1]. Group 1: Technological Advantages - The company has developed a comprehensive HD video solution that integrates intelligent encoding and decoding technology, low-latency processing architecture, and AI deep analysis, achieving a transmission delay of 60ms in low-bandwidth environments [1][2]. - In the AI sector, the company focuses on security applications, creating specialized models that understand industry knowledge, and has successfully implemented intelligent analysis of 4K ultra-high-definition monitoring videos [2]. - The company is advancing its media production capabilities by integrating AIGC content generation and intelligent agent collaboration, enhancing content dissemination efficiency and digital marketing [2]. Group 2: R&D Investment and Future Directions - The company plans to focus on generative AI and its integration with video applications, emphasizing collaborative innovation in video encoding, editing, and recognition [5][6]. - Future R&D will target specific industry models, AIGC applications, and XR technologies, ensuring a balance between cost and benefit in R&D investments [6]. Group 3: Market Engagement and Strategic Initiatives - The company is actively participating in the low-altitude economy sector, developing intelligent inspection systems for drones and unmanned vehicles, which align with national strategic needs [7]. - The company has implemented a cash dividend policy, distributing 1.50 yuan per 10 shares to shareholders, and will continue to balance short-term returns with long-term growth [8]. Group 4: R&D Expenditure and Efficiency - The company reported a decrease in R&D expenses due to a strategic focus on AI technology and optimization of high-end video product lines, while reducing investments in mature and non-core areas [9]. Group 5: AI Safety Supervision Developments - The company has made advancements in AI-driven digital safety supervision systems, integrating multi-source data for dynamic perception and risk assessment in various operational scenarios [10].