Group 1: Company Overview - Beijing Huaru Technology Co., Ltd. is transitioning from "military simulation" to "military intelligence" with its new generation XSim® military intelligent system, leveraging over a decade of experience in military simulation and recent advancements in "simulation + AI" [2][3] - The XSimVerse® military large model integrates military-specific knowledge and simulation technology, supporting five key application areas: military intelligent decision-making, virtual training, digital testing, training equipment, and intelligent equipment [6][7] Group 2: Application Areas - Intelligent Decision-Making: Utilizes military large models and AI tools to enhance decision-making processes across various military applications [7] - Virtual Training: Combines military large models and simulation technology to create a closed-loop training system that simulates real combat scenarios [7] - Digital Testing: Integrates digital parallel testing environments with military large models to improve the authenticity and complexity of weapon testing [7] - Training Equipment: Develops realistic training equipment using AI and simulation technologies to enhance combat readiness [8] - Intelligent Equipment: Constructs a collaborative architecture for unmanned systems to optimize battlefield decision-making and enhance operational capabilities [8] Group 3: Financial Performance - The company's projected revenue for 2024 is approximately ¥249.35 million, with Q1 2025 revenue reported at ¥37.94 million, reflecting a 2.15% increase year-over-year [8] - As of the end of 2024, the company's contract liabilities amounted to ¥97.78 million, a 4.23% increase from the beginning of the year, indicating strong project payment performance [8] Group 4: Profit Margin Insights - The decline in gross margin for 2024 is attributed to intensified price competition during bidding processes and rising labor costs [9] - The increase in hardware product revenue, which has a lower gross margin compared to software and technical services, contributed to the overall decrease in gross margin [9] Group 5: Competitive Advantages - The transition from military simulation to military intelligence is supported by a robust feedback loop where simulation systems generate training data that continuously improves military large models [9]
华如科技(301302) - 301302华如科技投资者关系管理信息20250509