编号：2026-001 | | □特定对象调研 | □分析师会议 | | --- | --- | --- | | 投资者关系活 | □媒体采访 | □业绩说明会 | | 动类别 | □新闻发布会 | □路演活动 | | | □现场参观 | □电话会议 | | | ☑券商策略会 | | | 参与单位名称 | 国信证券：李聪、石昆仑、殷浚喆；鑫元基金：费凡、季 | | | 及人员姓名 | 超。 | | | 时间 | 2026 年 3 月 11 日 | | | 公司接待人员 | 董事会秘书：吴亚光 | | | 姓名 | | | | | 一、公司基本情况介绍 | | | 投资者关系活 | 公司专注于军事智能相关产品研发和应用，致力谱写 | | | 动主要内容 | 国防未来新范式，围绕 XSim | ®军事智能体系，以军事大模型 | | 介绍 | 为底座，利用自研的智能仿真平台（XSimStudio | ®）、数字 | | | 战场（XSimWorld ®）、智能体（XSimAgent | ®）、数字兵力 | | | （XSimForce ®）、数实互联（XSimLink | ®）系列工具，面向 | | 智能决策、虚拟 ...

Group 1: Company Overview - Beijing Huaru Technology Co., Ltd. is transitioning from "military simulation" to "military intelligence" with its core brand XSim® [2][3] - The company leverages over ten years of product accumulation and industry cases in the military simulation sector to enhance its military intelligence capabilities [8] Group 2: XSim® Military Intelligence System - The XSim® military intelligence system is based on a new generation of military simulation and AI technologies, aiming to support China's defense technology in entering the "intelligent victory era" [3] - The system includes the XSimVerse® military large model, which integrates military-specific knowledge and simulation technology for military decision-making and training [3][4] Group 3: Five Application Areas - The military intelligence business covers five key application areas: 1. **Intelligent Decision-Making**: Enhances decision-making processes through an AI-driven OODA (Observe-Orient-Decide-Act) system [4] 2. **Virtual Training**: Provides realistic training experiences through a closed-loop training system combining military models and simulation technology [4] 3. **Digital Testing**: Integrates digital parallel testing environments with military models to enhance the authenticity and complexity of weapon testing [4] 4. **Training Equipment**: Develops advanced training equipment using AI and simulation technologies to create realistic battlefield environments [4] 5. **Intelligent Equipment**: Constructs a collaborative system for unmanned equipment using military models to optimize battlefield decision-making [5] Group 4: Product Innovations - The XSimStudio V7 product offers a fully intelligent modeling and simulation process, including capabilities for intelligent code generation and real-time situation analysis [5] - The XSimWorld® digital battlefield platform aims to create a high-fidelity digital battlefield environment, enhancing military intelligence applications [6] Group 5: Competitive Landscape - Key international competitors in military intelligence include: 1. **Palantir Technologies**: Provides detailed battlefield information and optimizes decision-making processes for military operations [9] 2. **Anduril Industries**: Develops AI-driven systems that integrate data from various sensors to enhance situational awareness and decision-making [10]