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华如科技(301302) - 301302华如科技投资者关系管理信息20250221

Group 1: Company Overview - Beijing Huaru Technology Co., Ltd. focuses on the development of the "1•5•5•N" next-generation XSim® military intelligence system, leveraging over a decade of experience in military simulation and AI integration [3] - The core brand XSim® represents a transition from "military simulation" to "military intelligence," addressing the future of national defense technology [3] Group 2: Key Products and Technologies - XSimVerse® military model integrates military-specific knowledge into a general model, supporting military decision-making, virtual training, and intelligent equipment across five application areas [4] - The AI toolset includes five products: 1. XSimStudio® for intelligent simulation 2. XSimWorld® for digital battlefield creation 3. XSimAgent© for model training and optimization 4. XSimForce for digital force modeling 5. XSimLink® for real-time mapping and collaboration [5] Group 3: Application Areas - Military intelligence business covers five major application areas: 1. Intelligent decision-making for equipment validation and mission planning 2. Virtual training for tactical and command training 3. Digital testing for weapon systems 4. Training equipment for realistic combat scenarios 5. Intelligent equipment for autonomous operations [6][7] Group 4: Market and Financials - As of December 31, 2024, the company secured new contracts worth CNY 376 million [7] - The company faces restrictions on procurement through military channels but can utilize alternative platforms for order acquisition [7] Group 5: Competitive Landscape - Leading foreign companies in military intelligence include: 1. Palantir, providing detailed battlefield information and optimizing decision-making processes [8] 2. Anduril, integrating data from various sensors for enhanced situational awareness [9]