Company Overview - Shenzhen Zhimi Intelligent Technology Co., Ltd. is a leading provider of intelligent hardware products and solutions in China, recognized as a national high-tech enterprise and a "specialized and innovative" small giant enterprise [2][3] - The company aims to provide a robust hardware foundation for the digital transformation of industries, promoting the application of intelligent networking scenarios [2] Product and Service Offerings - Zhimi Intelligent's products cover three main business segments: industry terminals (e.g., PCs, OPS, cloud terminals), ICT infrastructure (e.g., servers, network security devices, switches), and Industrial IoT (IIoT) [3] - The products and solutions are widely applied in various sectors, including smart education, smart office, smart healthcare, smart transportation, smart logistics, industrial automation, robotics, edge computing, network security, and data centers [3] Market Demand and Applications - The demand for AI integrated machines is surging due to the explosion of needs for AI model training, edge computing, and real-time data analysis [4] - Key application areas for AI integrated machines include education, office, finance, healthcare, and industrial sectors, particularly where private deployment is in high demand [4] Industrial Applications - In the field of machine vision, Zhimi Intelligent has launched a full range of machine vision controller hardware products, catering to various applications such as industrial lithium batteries, photovoltaics, 3C, semiconductors, medical imaging, new energy vehicle manufacturing, food packaging, and logistics sorting [4][5] - The machine vision controllers have been successfully applied in scenarios like AOI surface defect detection and fruit sorting, significantly improving yield rates and operational efficiency [4] Business Structure - The server division of the group focuses on providing standard server motherboards and customized complete machine products for various industries, including government, security, education, transportation, and healthcare [5] - The subsidiary, Tengyun Zhican, specializes in AIGC infrastructure lifecycle services, offering end-to-end intelligent computing center services, primarily targeting high-demand clients in the internet and telecommunications sectors [5]
智微智能(001339) - 2025年2月28日投资者关系活动记录表