编号：20250925 | 投资者关系活动 | □特定对象调研 □分析师会议 | | --- | --- | | 类别 | □媒体采访 业绩说明会 | | | □新闻发布会 □路演活动 | | | □现场参观 | | ☑ | 其他（重庆辖区投资者网上集体接待日活动） | | 参与单位名称及 | 线上投资者 | | 人员姓名 | | | 时间 | 2025 年 9 月 25 日 15:00-17:00 | | 地点 | 全景网"投资者关系互动平台"（http://ir.p5w.net） | | 上市公司接待人 | 财务负责人郑海江先生、董事会秘书冉华周先生、证券事务代 | | 员姓名 | 表林键先生 | | 问 | 1、公司的经营状况如何，为何股价跌成这样？ | | | 答：公司目前生产经营稳定。公司聚焦智能化矿山主业，积极 | | | 孵化矿山巡检机器人业务以打造新的利润增长点，通过持续提 | | | 升经营业绩夯实价值基础，适时采取积极的股东回报措施以提 | | | 升公司投资价值。 | | 问 投资者关系活动 | 2、今年 A 股市场机器人产业受到资本欢迎，市场前景广阔， | | | 国家也大力支持发展 ...

Core Insights - The company reported a revenue of 223 million and a net profit of 28.73 million for the first half of 2025, amidst industry challenges [1] - The company has established a comprehensive technology system covering perception, transmission, and application layers, maintaining a leading market share in mining safety equipment [1] - The company has been focusing on smart mining since 2015, integrating traditional business with AI technology to create intelligent mining solutions [1] Financial Performance - The company achieved a revenue of 223 million and a net profit of 28.73 million in the first half of 2025 [1] - The net profit after deducting non-recurring items was 26.44 million, with earnings per share at 0.0942 [1] Technological Development - The company has developed the SPG mining safety model, which combines traditional business with AI for multi-modal data learning [1] - The company holds 387 software copyrights and 85 effective patents, including 46 invention patents [1] Market Position and Strategy - The company serves over a thousand clients, including major energy groups, providing intelligent safety production solutions [1] - The company is focusing on expanding its mining robot business to support the industry's automation strategy [2] - The company is actively developing autonomous inspection solutions for underground space robots [2] Industry Context - The mining industry is experiencing positive growth, with policy benefits and strong demand for information technology creating opportunities for the company's business expansion [1]

Core Viewpoint - The report highlights the financial performance and operational status of Chongqing Meiansen Technology Co., Ltd. for the first half of 2025, indicating a decline in revenue and net profit compared to the same period in 2024, while emphasizing the company's position in the smart mining industry and its technological advancements [1][2][4]. Company Overview and Financial Indicators - Chongqing Meiansen Technology Co., Ltd. is a high-tech enterprise specializing in safety monitoring and control technology in the mining sector, focusing on IoT applications [3][4]. - The company reported total revenue of 222.66 million yuan for the first half of 2025, a decrease of 4.16% compared to 232.32 million yuan in the same period of 2024 [2]. - The net profit attributable to shareholders was 28.73 million yuan, down 10.80% from 32.21 million yuan year-on-year [2]. - Total assets increased by 2.52% to 1.38 billion yuan, while net assets attributable to shareholders rose by 4.09% to 930.33 million yuan [2]. Business Operations - The company operates in the "IoT+" sector, providing comprehensive solutions for smart mining safety, leveraging its expertise in intelligent perception, IoT, and big data analysis [3][4]. - The product portfolio includes a wide range of systems for intelligent mining construction, covering areas such as safety monitoring, ventilation, power supply, and data transmission [3][4]. - The company has established a sales model centered on operation and maintenance services, with a nationwide marketing network [3][4]. Industry Development and Position - The mining industry is undergoing a transformation towards "low-carbon, green, efficient, and safe" development, driven by national policies promoting smart mining [4][6]. - The company has a strong market presence, serving over a thousand clients, including major state-owned enterprises in the energy sector [4][5]. - The demand for intelligent equipment and automation in both coal and non-coal mining sectors is expected to grow significantly, with policies encouraging the adoption of AI and robotics [6][7][8]. Competitive Advantages - The company possesses a comprehensive technology stack, including smart sensors, communication technologies, and AI applications, which enhances its competitive edge in the mining safety sector [10][11]. - It has participated in numerous national and provincial projects, holding multiple patents and certifications, which solidifies its reputation as a high-tech enterprise [11][12]. - The company emphasizes talent development, maintaining a skilled workforce with extensive industry experience, which supports its operational capabilities [13][14].

Core Viewpoint - The company, Meiansen, is one of the few domestic enterprises capable of providing a full-stack AI solution for mining safety, highlighting its unique position in the industry [1] Group 1: Company Capabilities - The SPG mining safety large model developed by the company is tailored specifically for the industry, featuring multi-modal capabilities, strong comprehension, and high performance [1] - The model supports comprehensive tool integration, including text, video, and audio processing, showcasing its versatility [1] - The model is characterized by lightweight deployment features and is based on self-developed source code, ensuring technological independence and control [1] Group 2: Technological Independence - The SPG model is compatible with domestic operating systems, reinforcing the company's commitment to self-sufficiency in technology [1]