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中科创达(300496) - 2025年09月投资者关系活动记录表
2025-09-28 11:54
Group 1: Company Overview and Strategy - The company has been focusing on the smart automotive sector since 2013, acquiring Rightware in 2017 to enhance its UI development tools for smart cockpits [3] - In 2025, AI is expected to redefine the automotive industry, transitioning from hardware-driven to AI-driven ecosystems [3] - The company aims to provide an integrated solution with "AIOS + AIBOX," creating a closed loop from software architecture to hardware support [3] Group 2: Product Innovations - The "滴水 AIOS" redefines the smart cockpit operating system, utilizing an AI-native architecture for dynamic resource management and seamless cloud integration [3] - The AIBOX, equipped with NVIDIA Drive AGX chips, offers up to 200 TOPS of AI computing power and 205 GB/s bandwidth, enabling smooth operation of large models [3][6] - The AI cockpit, built on Snapdragon Ride platform, features a 14B parameter model with a response time under 500ms, enhancing human-machine interaction [4] Group 3: Global Expansion and Market Strategy - The company has established a global R&D team across 16 countries, enhancing its ability to respond to local market needs [4] - The AIOS supports both domestic and international application ecosystems, aiding Chinese automotive manufacturers in their global strategies [4] Group 4: IoT and AI Applications - The IoT business has rapidly expanded, covering handheld devices, smart vision, edge computing, and AI glasses, among others [4][5] - The TurboXAI glasses utilize Qualcomm's Wear5100+MCU, providing millisecond-level response times and various functionalities [5] Group 5: Collaborations and Partnerships - The company has partnered with Volcano Engine since 2024, developing a comprehensive solution for the smart automotive sector [5] - The collaboration has led to the creation of an AI cockpit solution that integrates real-time cloud and vehicle communication, achieving a 500ms voice feedback response [5] Group 6: Robotics and Future Trends - The company is advancing its mobile robotics products, focusing on logistics and manufacturing sectors, with successful implementations in major global enterprises [6] - By mid-2025, the robotics products have been deployed in various industries, including automotive parts and logistics, with a growing presence in international markets [6]
中科创达:公司已具备机器人全栈产品和软硬一体化的能力, 暂无新的收购计划
Mei Ri Jing Ji Xin Wen· 2025-04-01 03:54
Core Viewpoint - The company is experiencing a recovery in various business segments, with significant advancements in its product offerings and collaborations in the IoT and robotics sectors [2]. Group 1: Business Performance and Recovery - The company reported a recovery in its business as indicated in the previous year's third-quarter report, and it is expected to continue this trend into the fourth quarter and the current year [2]. - The company encourages stakeholders to refer to its regular reports for detailed performance metrics [2]. Group 2: Product Development and Collaborations - The RazorDCX Tongass (SA8255P) cockpit domain controller has gained recognition from OEMs and has secured a mass production project, with normal progress being made [2]. - The company launched a series of innovative products in early 2025, including lightweight AI glasses, mixed reality headsets, and new video conferencing designs, enhancing its IoT capabilities [2]. - A deep collaboration with Volcano Engine was established on November 1, 2024, to co-build a joint laboratory focusing on AI model applications, leveraging both companies' strengths for innovation [2]. Group 3: Robotics Business Expansion - The company's industrial intelligent mobile robot business is rapidly expanding, with the establishment of a new robotics company, Xiaowu Intelligent, in September 2023 [2]. - A subsidiary, Xi'an Longxing Zhixun Technology Co., Ltd., was officially launched in Xi'an in October 2024, furthering the company's robotics initiatives [2]. - The company showcased multiple new intelligent robot products at CeMAT ASIA from November 5-8, 2024, with applications in various industries including automotive, lithium battery, 3C, and food and beverage [2]. - The company has developed a full-stack product capability in robotics and does not have any new acquisition plans at this time [2].