AIoT 平台
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中科创达(300496) - 2025年08月27日-29日投资者关系活动记录表
2025-08-31 09:14
Financial Performance - The company achieved a revenue of 3.299 billion yuan, representing a growth of 37.44% compared to the previous year [4] - The net profit attributable to shareholders was 158 million yuan, an increase of 51.84% year-on-year [4] - Revenue from the intelligent software business line was 841 million yuan, up 10.52% [4] - Revenue from the intelligent automotive business line reached 1.189 billion yuan, growing by 7.85% [4] - The intelligent IoT business line saw a significant increase in revenue to 1.270 billion yuan, marking a growth of 136.14% [4] Regional Revenue Breakdown - Revenue from China was 1.742 billion yuan, a growth of 12.96% [4] - Revenue from overseas markets (Europe, America, Japan, etc.) was 1.558 billion yuan, with a substantial increase of 81.41% [4] Strategic Focus - The company will continue to strengthen its core strategy in edge intelligence and explore opportunities in the AI-defined automotive sector [4] - Plans to expand global market outreach and enhance product innovation in edge intelligence [4] AI and IoT Integration - The company is integrating AI technologies with IoT, focusing on natural language interaction and personalized device interactions [6] - The AIoT platform combines core computing infrastructure with edge intelligence, targeting various vertical industries [6] Automotive Industry Trends - The automotive industry is transitioning towards AI-driven ecosystems, with AI applications expanding beyond driving systems to design, production, and operation [7] - The company is developing the "滴水 OS" (Drip OS), a central computing AI-native vehicle operating system, to enhance vehicle intelligence [7] Product Innovations - The company launched the TurboX AI glasses, featuring millisecond-level response times and various AI capabilities [8] - New AMR robots have been developed for logistics and manufacturing, with successful implementations in several Fortune 500 companies [13] Global Market Strategy - The company is committed to a global strategy, leveraging China's market advantages while expanding into Europe, North America, and Southeast Asia [13] - The company aims to provide a comprehensive IoT platform for overseas clients, addressing the challenges of fragmentation in the market [13]