Group 1: AI and Product Development - The company has established an AI research and innovation center, launching platforms such as the Softcom Tianxuan MaaS platform and AI knowledge base, creating a comprehensive AI hardware and software product matrix [1][4] - The company is focusing on integrating AI capabilities into its products, including AI PCs and intelligent terminals, to enhance user experience and address application pain points [2][4] - The launch of the SwanLinkOS, a domestic PC operating system based on OpenHarmony, marks a significant step in the company's efforts to develop a localized ecosystem for PC applications [2] Group 2: Market Opportunities and Strategic Initiatives - The company is leveraging national initiatives for large-scale equipment upgrades, particularly in the server sector, to capture market opportunities [2][3] - Recent project wins, including significant contracts for desktop computers and centralized procurement for the National Taxation System, highlight the company's industry strength and technical advantages [2] - The company aims to focus on hardware and peripheral device development, promoting self-controlled business in various sectors such as finance, telecommunications, and education [2] Group 3: Security and Localization - The company is actively pursuing domestic substitution and innovation in the core system field, establishing a comprehensive technology and service system in the Xinchuang (domestic innovation) sector [3] - It has developed proprietary data security products and is involved in building data security governance systems for financial institutions [3] - The company has achieved full-stack coverage of the Harmony ecosystem, successfully adapting its products for various industry applications [3] Group 4: Intelligent Computing Infrastructure - The company is advancing its intelligent computing services, focusing on planning, designing, and operating intelligent computing centers to provide high-performance computing infrastructure [5] - It is developing a comprehensive computing service system, including AI training and deployment platforms, to enhance computing efficiency and meet customer needs [5] - The company has secured significant contracts in the intelligent computing service sector, demonstrating its capabilities in this area [5]
软通动力(301236) - 2024年7月3日至7月25日-投资者关系活动记录表