ThunderSoft(SZ:300496)2024-06-30 10:30Group 1: Company Overview and Strategy - The company focuses on "edge intelligence" in various sectors, including robotics, vehicle operating systems, AI smartphones, and AI PCs [9] - The company aims to leverage the latest trends in intelligent computing to drive growth through existing and innovative business lines [9] Group 2: Robotics and Automation - The company showcased a full range of Autonomous Mobile Robot (AMR) products at the Guangzhou International Logistics Exhibition, including models like AMR_X150 and FMR_G2-200 [7] - The introduction of the Robot Scheduling Platform (RSP) aims to enhance the efficiency and safety of AGV operations, integrating hardware and software solutions [7] Group 3: Automotive Technology - The company launched the "Drip OS," a native vehicle operating system designed for central computing, which supports multi-chip platforms and enhances user experience through advanced human-machine interaction [6][9] - The Drip OS is positioned to meet the needs of automotive manufacturers, facilitating the integration of various systems and reducing production costs [7] Group 4: AI Integration in Consumer Electronics - The AI PC era is emerging, driven by advancements in chip technology and the integration of AI capabilities, enhancing both hardware performance and software optimization [9] - The company is a key partner in developing AI PC solutions, collaborating closely with Qualcomm to support next-generation applications [5][6] Group 5: Global Expansion and Market Opportunities - The company recognizes the growing trend of enterprises expanding overseas, particularly in the electric vehicle sector, which presents new opportunities for global business development [8] - The shift from manufacturing to operational capabilities is becoming crucial for Chinese companies as they enter international markets [8]