11月12日下午，中科院成都信息技术股份有限公司（以下简称"公司"）在公司会议室接待了机构及个人 投资者的现场参观调研。本次调研参与机构包括浙商证券、光华上智、昱奕资产、浙商银行、海子基 金、旷谷投资等6家，另有多位个人投资者参与。公司董事会秘书刘小兵、董事会办公室主任兼证券事 务代表吴琳琳就公司核心技术、业务进展、业绩预期及战略规划等核心问题与投资者进行了深入交流。 谈及核心业务定位，公司指出，现有业务覆盖人工智能、机器人、数字经济、机器视觉、信创、医疗等 多个领域，其中最核心的板块为人工智能、机器视觉及信创。 调研中，机构首先关注公司高速机器视觉技术的核心竞争力。公司方面解释，高速机器视觉与传统机器 视觉的关键区别在于，能否在保证检测高精度的前提下，实现检测速度高于设备生产运行速度，并处理 大批量数据。其技术优势集中在大批量连续制造生产场景，可实时完成产品缺陷检测、大规模数据采集 分析及人机交互，实现残次品精准剔除。 新签订单创新高 信创业务贡献3.3亿订单 针对业绩表现，公司表示，去年及今年前三季度业绩暂未达预期，主要受两方面因素影响：一是各行业 客户项目实施周期不同，部分项目尚未完成验收确认营业收入； ...

Summary of Zhongke Information Conference Call Company Overview - **Company**: Zhongke Information - **Industry**: Technology and Medical Equipment Key Points and Arguments Order Growth and Financial Performance - Zhongke Information's new signed orders reached 677 million yuan, a year-on-year increase of 282.6%, setting a historical high and exceeding last year's total orders [3] - The company expects total orders for the year to reach 1 billion yuan or more, marking the highest order volume in its history [3] - As of June 30, the company had nearly 1 billion yuan in hand orders, with expectations for revenue recognition in the fourth quarter [3][5] Competitive Advantage in Sensitive Projects - The company holds a national first-class secret qualification, which includes sensitive integration, software, and operation qualifications, giving it a strong competitive edge in sensitive projects, particularly in Sichuan and Southwest China [5] - The significant achievements in the sensitive project sector are attributed to the unique qualifications that allow the company to secure numerous orders [5] New Business Directions and Technological Applications - Zhongke Information is actively expanding into new business areas such as brain-computer interfaces, AI anesthesia robots, and construction robots [2][6] - The AI anesthesia robot has completed 5 clinical trials and is expected to finish 200 human clinical trials by the end of next year, aiming for certification as a Class III innovative medical device [6] - The company collaborates with West China Hospital to develop a radiation therapy adaptive target area delineation system, enhancing the precision of radiation therapy [6] High-Speed Machine Vision Technology - The high-speed machine vision technology is widely applied in various industries, including digital meetings, tobacco, oil, currency printing, and medical fields [7] - This technology has monopolized six major currency printing factories and significantly reduced error rates, replacing manual inspections since 2012 [7] - The system can analyze over 5,400 points on a large banknote within 0.2 seconds, showcasing its high precision [7] Challenges and Solutions in Medical Imaging - West China Hospital faces challenges in completing target area delineation from CT or MRI results, which can take two to three weeks [8] - The new intelligent system developed in collaboration with Zhongke Information can reduce this time to about one week, significantly improving the efficiency of radiation therapy [8] Traditional Business Recovery - Traditional business areas such as digital meetings and tobacco have seen a recovery with an increase of nearly 30% [4][9] - The digital meeting system secured its first order for the Hong Kong Legislative Council election, marking a significant milestone for expansion into the Hong Kong and Macau markets [9] Future M&A and Asset Integration Plans - The company is actively seeking new acquisition targets within the Chinese Academy of Sciences system, focusing on automation, microelectronics, and nanotechnology [10] - Despite interest in these areas, progress has been limited due to the requirement for profitability in state-owned acquisitions [10] Additional Important Information - The company plans to leverage the Hong Kong and Macau regions as a springboard for global expansion of its digital meeting systems, which could have significant potential if the overseas market opens up [9] - The engineering loading robot developed to address labor shortages in road construction is being promoted in Sichuan and Tibet, with plans for further industrialization [4][9]