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调研速递|中科创达接受博时基金等50余家机构调研 智能汽车与物联网业务成关注焦点
Xin Lang Zheng Quan· 2025-09-28 12:11
9月1日至28日,中科创达软件股份有限公司开展了特定对象调研以及"走进创业板综ETF成分股公司 (中科创达)活动",吸引了博时基金、西部利得、前海联合等超50家机构参与。公司副总裁杨新辉、 董事长助理投资总监Rick MI等接待了来访人员。 从调研内容来看,机构对中科创达在各业务板块的布局与发展十分关注。 智能汽车领域:技术赋能,AI引领变革 在智能汽车领域,中科创达早在2013年便提前布局,2017年收购芬兰公司Rightware,优化迭代Kanzi产 品,成为全球主流车厂智能座舱首选的UI开发工具和引擎。 2025年,AI成为汽车行业主旋律,公司推出"AIOS + AIBOX"一体化解决方案。滴水AIOS以AI原生架构 为核心,重构智能座舱操作系统逻辑,实现算力动态智能分配与灵活模型调度。AIBOX则搭载NVIDIA Drive AGX芯片,提供200TOPS的AI算力与205GB/s的传输带宽,破解AI算力瓶颈,降低升级成本与周 期。 海外业务:全球化布局,助力企业出海 中科创达在全球化布局方面走在前列。操作系统的全球化技术属性,使其能为全球用户创造价值。以 AIOS为例,其融合全球汽车产业和应用生态, ...
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]