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汉鑫科技(837092) - 投资者关系活动记录表
HiacentHiacent(BJ:837092)2025-05-12 12:20

Group 1: Investor Relations Activities - The company held an earnings briefing on May 9, 2025, via an online platform, with key personnel including the Chairman and General Manager Liu Weny, and other executives participating [3][4]. Group 2: Business Operations and Strategies - The company has developed a comprehensive product matrix in the intelligent driving sector, including cloud control platforms and autonomous driving algorithms, targeting various sectors such as urban management and transportation [4]. - In 2024, the company registered its "Hankun" brand and established its first terminal pilot production lab, marking a significant step in its hardware integration strategy [5]. - The company has signed contracts with Huawei for collaboration in areas such as AI solutions and smart transportation infrastructure, with ongoing projects valued at approximately 1.1 billion yuan [6][8]. Group 3: Financial Performance and Challenges - Accounts receivable increased by 23.99% year-on-year due to business expansion and delayed payments from government and state-owned clients, although no bad debts have occurred [7]. - The intelligent driving sector is experiencing order fluctuations, with a focus on expanding applications in areas like autonomous parking and unmanned logistics [8]. - The intelligent manufacturing sector has seen revenue growth driven by AI and industrial vision products, with ongoing market deployment [9]. Group 4: Research and Development - In 2024, the company increased R&D investment to approximately 19.17 million yuan, a 6.93% year-on-year increase, with R&D expenses now accounting for a higher percentage of revenue [11]. - The company completed its initial fundraising projects, establishing an AI research center and achieving significant technological advancements [12]. Group 5: Future Outlook and Strategic Planning - For 2025, the company aims to expand its market presence beyond Yantai, focusing on AI technology and a comprehensive service model to enhance competitiveness [10][15]. - The company plans to increase R&D efforts in large model development, industrial intelligence, and autonomous driving applications, aiming for breakthroughs in core technologies and products [16].