ThunderSoft(300496)2025-06-03 14:58Group 1: Investor Relations Activities - The report documents various investor relations activities, including analyst meetings and performance briefings, with participation from multiple investment firms and individuals [1][2][3]. Group 2: Overview of Intelligent Industry - The rapid development of intelligent technology is highlighted, with advancements in AI models leading to the emergence of multimodal products [3]. - The transition from cloud-based AI to edge intelligence is emphasized, showcasing the benefits of low latency and data security [4]. Group 3: Recent Progress in Edge Intelligence - The company aims to be a leader in edge intelligence, robotics, and AI-defined automotive solutions, with significant partnerships and product launches planned for 2024 and 2025 [5]. - Key products introduced include the Drip OS 1.0 Evo and TurboX AI glasses, showcasing advancements in smart automotive technology [5]. Group 4: AI and Operating Systems - The company is transitioning from smart operating systems to AI-native operating systems, integrating various technologies such as IoT, AI, and edge computing [6]. - The Drip OS serves as a core system for automotive intelligence, facilitating seamless integration of cockpit and driving functions [7][8]. Group 5: Global Market Expansion - The company has established R&D centers in 16 countries, indicating a strong commitment to expanding its global footprint in the smart automotive sector [8]. - Strategic partnerships with major automotive manufacturers are being developed to enhance the company's presence in the international market [8]. Group 6: AI Applications in Automotive - The integration of large AI models into automotive systems is transforming operational logic, moving towards a voice-command-based interaction model [9]. - The Drip OS leverages multi-agent technology to enhance various automotive scenarios, including intelligent driving assistance and personalized services [9]. Group 7: Product Development and Innovation - The company is actively developing a range of edge AI products, including AI glasses and robots, with significant improvements in performance metrics such as boot speed and response time [9]. - The focus on a turnkey platform allows for rapid deployment of diverse IoT solutions tailored to client needs [9]. Group 8: Collaboration with Chip Manufacturers - The company is deepening collaborations with leading chip manufacturers to enhance the integration of operating systems with hardware capabilities [10]. - Partnerships in the automotive sector are being strengthened to provide foundational technology for intelligent driving and cockpit systems [10].