Workflow
盛视科技(002990) - 2025年2月18日投资者关系活动记录表
002990MAXVISION(002990)2025-02-18 10:40

Group 1: Company Overview - The company specializes in providing smart port inspection system solutions, covering air, land, and water ports, and includes customs and border inspection services [2][3] - It has over 20 years of experience in the smart port sector, establishing a strong market position and brand recognition as a leading provider of smart port inspection solutions in China [3][4] Group 2: Core Competencies - The company has developed advantages in technology research and development, product innovation, comprehensive solutions, and brand recognition, being the only A-share listed company focused on smart ports with successful case studies [4] - It has a deep understanding of customer needs, allowing for quick responses to diverse demands with a wealth of project experience [4] Group 3: Technological Integration - The company has fully integrated the DeepSeek model, deploying it locally from edge computing devices to server clusters, although it has not yet significantly impacted financial performance [5] Group 4: Strategic Initiatives - The company is accelerating its layout in the domestic innovation industry, promoting localization in operating systems, chips, databases, and development tools [6] - Future growth drivers include: - Policy support from the government, with a guiding opinion on smart port construction issued in September 2024 [8] - Technological advancements leading to new applications and market demands [8] - Expansion into overseas markets and customs special regulatory zones as new growth points [8] - An external development strategy focusing on AI applications and investments in AI models, chips, and robotics [8] Group 5: International Business Development - The company has expanded its overseas business to multiple countries, including Saudi Arabia, UAE, and Nigeria, successfully signing projects in Senegal, UAE, and Côte d'Ivoire [9][10] - Ongoing projects are being followed up, enhancing the company's brand influence in international markets [10] Group 6: Accounts Receivable Management - The company has established a special team to enhance the collection of accounts receivable, with recent government policies expected to improve collection rates [10]