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智微智能(001339) - 2025年3月5日投资者关系活动记录表

Company Overview - Shenzhen Zhimi Intelligent Technology Co., Ltd. is a leading provider of smart internet hardware products and solutions in China, recognized as a national high-tech enterprise and a "specialized, refined, and innovative" small giant enterprise [2][3] - The company aims to build a strong hardware foundation for the digital transformation of industries, promoting the application of smart internet scenarios [2][3] 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 (e.g., industrial motherboards, industrial computers, industrial displays) [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] AI and Edge Computing Developments - The company has launched edge computing boxes based on Intel, Nvidia, and Rockchip chips, which are widely used in smart transportation, industrial IoT, and smart security [4] - The RK3588 chip-based edge computing box, combined with the Deepseek model for localized deployment, offers strong AI computing power and low power consumption, supporting sectors like education, industry, healthcare, smart transportation, and security [4] Server Products and AI Integration - Zhimi Intelligent provides a range of server and workstation products, including the SYS-80415R high-performance computing unit, which supports high-density parallel computing with up to 8 GPUs [5] - The high-performance workstation 80413WG4 is suitable for lightweight applications and high concurrency scenarios, capable of deploying the DeepSeek R1 70B large model [5] - The company’s edge products support various versions of DeepSeek, catering to different user needs and reducing reliance on cloud servers [5] Industrial IoT Outlook for 2025 - Zhimi Intelligent plans to accelerate product innovation in the industrial IoT sector, integrating motherboards, complete machines, and industry-specific solutions with AI [6][7] - The company aims to enhance product competitiveness, improve delivery efficiency, and service quality through product library upgrades and flexible supply chain construction [7] - In 2025, the company will increase investments to address intensified industry competition and cost reduction demands, launching cost-effective models and developing specialized products for vertical IPC, BOXPC, and PPC applications [7] - The company is also focused on expanding overseas sales channels and brand influence, particularly in the photovoltaic, battery, and 3C sectors, while promoting domestic industrial-grade products to support the localization process [7]