Company Overview - Beijing Zhongke Jincai Technology Co., Ltd. focuses on digital technology to provide comprehensive financial technology and data center services for financial institutions, government, and enterprises, integrating AI and Web 3.0 technologies [1] - The company has established extensive partnerships with leading international enterprises in the AI field, maintaining technological leadership and business foresight [1] R&D Focus for 2025 - The company will invest in AI industry applications, multimodal applications, and AI Agent directions [2] - A complete model selection, evaluation, and application system is in place, regularly assessing leading domestic and international models to adapt the best solutions for various business scenarios [2] - The company has developed a multi-scenario, multi-base large model engine that can manage mainstream large model bases, optimizing routing and scheduling based on industry and scenario needs [2] Collaboration with Alibaba Cloud - The company is a partner of Alibaba Cloud, providing consulting, sales, product solutions, and technical services [2] - It serves as a public cloud AI large model framework service provider, engaging in model consulting, delivery implementation, operation maintenance, and engineering tuning [2] - The company's large model knowledge base Q&A joint solution has been selected for Alibaba's "One Finger Zen" initiative [2] Collaboration with Tencent Cloud - The company is a standard-level integration partner with Tencent Cloud, with its multi-scenario, multi-base large model engine integrated into Tencent's mixed Yuan large model [2]

Group 1: Industry Trends and Company Positioning - The banking IT industry is experiencing rapid growth in AI applications due to digital transformation trends, with increasing demand from banks for AI solutions [2] - Since 2023, the company has engaged with several banks on large model business, launching multiple AI products in 2024, including AI service platforms and intelligent assistants [2] - The company aims to leverage its strong positioning with large banks to expand into more banking scenarios and processes, while also targeting small and medium-sized banks [2] Group 2: AI Product Development and Applications - The company has developed various AI products, including intelligent investment advisory, risk control, operational maintenance, office automation, and customer service applications [2][3] - Successful implementations of AI models in private banking have been achieved, enhancing business knowledge Q&A and compliance, as well as generating research reports [3] - In the intelligent credit field, the company has created pricing reports and due diligence reports, while also providing internal Q&A support for clients [3] Group 3: Client Needs and Deployment Strategies - Banks prioritize data security and privacy, often opting for private deployment of open-source large models, which presents cost considerations for clients [2] - The company is exploring various collaboration methods with clients, including private deployment combined with software application integration [2] - The company has established a solid and diverse client base, leveraging its extensive experience in banking IT services to meet client needs effectively [3]

Group 1: Company Overview and Core Competencies - The company, Shenzhen Yuanwanggu Information Technology Co., Ltd., was listed on the Shenzhen Stock Exchange on August 21, 2007, becoming the first RFID industry listed company in China, significantly enhancing its brand recognition and credibility [2][3] - The company has accumulated over 600 patents and proprietary technologies in RFID technology, including electronic tag chip design and manufacturing [3] - The production capacity includes 800 million inlays, 600 million electronic tags, and 150,000 readers annually [4] Group 2: Competitive Advantages - Core advantages include brand recognition, extensive R&D capabilities, and advanced production facilities [4] - R&D investment has consistently accounted for over 10% of revenue since the company's inception, maintaining a high ratio of R&D personnel [4] - The company has implemented an employee stock ownership plan to attract and retain top talent [4] Group 3: Financial Performance and Profitability - The company's gross margin has increased in recent years due to refined management and cost control measures, with expectations for stable future margins [5][6] - Measures to optimize profitability include focusing on core business, cultivating new markets, and implementing cost-reduction strategies [6][7][8] Group 4: International Expansion and Challenges - The company has a 25% revenue share from overseas markets, with subsidiaries in Singapore, Australia, South Korea, the USA, and Europe [9] - Challenges in international expansion include diverse legal environments, economic policies, and cultural differences across regions [9][10] Group 5: R&D Focus and Future Directions - Future R&D efforts will focus on enhancing chip technology from 0.18 microns to 0.11 microns and 65 nanometers to improve sensitivity and reduce production costs [11] - The company aims to develop high-performance readers and AI-enabled reader chips to lead industry applications [11] Group 6: Cost Management and Budget Planning - Future budget planning for R&D, sales, and management expenses will be dynamically adjusted based on revenue targets [13][14] - Strategies to ensure effective expense utilization include precise project evaluation, process management, and resource allocation [15]

Group 1: Company Overview - Jiangsu Jinzhikeji Co., Ltd. focuses on automation, information technology, and intelligent technology applications in smart energy and smart city sectors [1] - The company provides digital comprehensive solutions and services primarily for public security, transportation, and energy industries [1] - Recent strategies include focusing on core business, optimizing asset structure, and controlling operational risks, resulting in improved operating profits [1] Group 2: Order Situation - The overall order situation is good, with successful bids in the State Grid and Southern Grid, mainly involving transmission and distribution products [2] Group 3: Product Composition - In the smart distribution and utilization of electricity sector, the company has three main product lines: terminals, testing, and system simulation [3] - The company has achieved technological breakthroughs in 5G fault self-healing and distributed energy collaborative control, providing comprehensive solutions from terminals to testing and simulation [3] Group 4: Investment Trends - Total investment in the power grid by State Grid and Southern Grid is expected to exceed 825 billion yuan in 2025, focusing on optimizing the main grid and enhancing distribution networks [4] - Investment in distribution network expansion and intelligent transformation is anticipated to continue growing in 2025 [4] Group 5: International Expansion - The company currently focuses on domestic markets but is actively looking for opportunities in overseas markets [5] Group 6: Integrated Energy Business - The company engages in engineering consulting, design, integration, and operation for wind power, photovoltaics, and energy storage, promoting low-carbon park construction solutions [6][7] - It has developed a collaborative control system and energy management system for integrated energy services [7] Group 7: Mergers and Acquisitions - The company is actively seeking high-quality merger and acquisition projects that complement and synergize with its core business [7]

代码：002867 证券简称：周大生 编号：2025-009 周大生珠宝股份有限公司 投资者关系活动记录表 投资者关系活动类别 √特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 □其他(电话会议) 参与单位名称 及人员姓名 共计 4 位投资者（排名不分先后）： 招商证券：刘丽、王雪玉 国泰基金：孙雪婧 博睿乾远：李博闻 时 间 2025 年 2 月 21 日 地 点 总部会议室 上市公司接待人员 姓名 证券事务代表：荣欢 投资者关系活动 主要内容介绍 一、 问答环节： 投资者主要就行业情况、终端销售情况、分红等问题进行了交流， 并参观了公司展厅，可参阅前次活动记录表之问答和已披露公告。 接待过程中，公司严格按照《信息披露管理制度》等规定，保证信 息披露的真实、准确、完整、及时、公平，没有出现未公开重大信息泄 露等情况。同时，现场调研的投资者已按深交所要求签署承诺函。 附件清单（如有） 无 日期 2025 年 2 月 21 日 ...

证券代码：301508 证券简称：中机认检 中机寰宇认证检验股份有限公司 投资者关系活动记录表 编号：2025-001 | | ☑特定对象调研□分析师会议 | | --- | --- | | 投资者关系活动 | □媒体采访□业绩说明会 | | | □新闻发布会□路演活动 | | 类别 | □现场参观 | | | □其他 | | 参与单位名称及 人员姓名 | 东方财富证券股份有限公司 陆陈炀 | | 时间 | 2025 年 2 月 21 日 10:00-12:00 | | 地点 | 公司二层会议室 | | 上市公司接待人 | 董事会秘书、总会计师：魏永斌 | | 员姓名 | 证券事务代表：夏明珠 主要交流内容如下： | | | 1.请介绍一下公司不同业务板块占比？ | | | 中机认检主要业务为检验检测、认证及汽车设计技术服 | | 投资者关系活动 | 务，在检验检测和认证服务领域深耕多年，可以提供汽车整车、 | | 主要内容介绍 | 军用装备、工程机械、特种设备、民航地面设备、零部件等产 | | | 品检验检测服务，以及产品认证、体系认证和服务认证等认证 | | | 服务。其中汽车整车类检测和产品认证仍是公司 ...

Group 1: Company Overview - Beijing Huaru Technology Co., Ltd. focuses on the development of the "1•5•5•N" next-generation XSim® military intelligence system, leveraging over a decade of experience in military simulation and AI integration [3] - The core brand XSim® represents a transition from "military simulation" to "military intelligence," addressing the future of national defense technology [3] Group 2: Key Products and Technologies - XSimVerse® military model integrates military-specific knowledge into a general model, supporting military decision-making, virtual training, and intelligent equipment across five application areas [4] - The AI toolset includes five products: 1. XSimStudio® for intelligent simulation 2. XSimWorld® for digital battlefield creation 3. XSimAgent© for model training and optimization 4. XSimForce for digital force modeling 5. XSimLink® for real-time mapping and collaboration [5] Group 3: Application Areas - Military intelligence business covers five major application areas: 1. Intelligent decision-making for equipment validation and mission planning 2. Virtual training for tactical and command training 3. Digital testing for weapon systems 4. Training equipment for realistic combat scenarios 5. Intelligent equipment for autonomous operations [6][7] Group 4: Market and Financials - As of December 31, 2024, the company secured new contracts worth CNY 376 million [7] - The company faces restrictions on procurement through military channels but can utilize alternative platforms for order acquisition [7] Group 5: Competitive Landscape - Leading foreign companies in military intelligence include: 1. Palantir, providing detailed battlefield information and optimizing decision-making processes [8] 2. Anduril, integrating data from various sensors for enhanced situational awareness [9]

证券代码：002320 证券简称：海峡股份 海南海峡航运股份有限公司投资者关系活动记录表 编号：20250221 | 投资者关系活动 | 特定对象调研 分析师会议  | | --- | --- | | 类别 | □媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他 （请文字说明其他活动内容） | | 参与单位名称及 | 广发证券 许可、陈宇、王航、林秀娇 | | 人员姓名 | 海通资管 张宇清 | | | 财通资管 王思宁 | | | 易方达基金 生名扬 | | | 鹏扬基金 李婉菁 | | | 中信建投基金 陈泽文 | | 时间 | 2025 年 2 月 21 日 10:00–11:10 | | 地点 | 海南省海口市滨海大道 157 号港航大厦 14 层会议室 | | 上市公司接待人 | 李召辉 梁婕 刘哲 | | 员姓名 | 问：请介绍公司的基本情况？ | | | 答：2002 年，海南海峡航运股份有限公司（以下简称 "公 | | | 司 "）成立，由海南港航控股有限公司、深圳市盐田港股份 | | | 有限公司、中国海口外轮代理有限公司等 5 位 ...

Group 1: Automotive Electronics Business - The company has expanded its automotive electronics customer base, including domestic independent car manufacturers, new energy vehicle companies, and international car manufacturers [2] - Significant market development results have been achieved since the second half of 2024, with projects secured from major clients such as Geely, Changan, and Stellantis [2] - The product range has diversified, covering more vehicle models [2] Group 2: AI and Product Innovation - The introduction of the DeepSeek open-source AI model is expected to accelerate the development of automotive intelligence and enhance user experience [2] - The company has integrated the AI model into its self-developed software platform (AAOP) to promote applications in smart cockpits and intelligent driving [2] Group 3: HUD Product Competitiveness - The company maintains a leading position in the domestic HUD market, with a market share of 22.6% from January to December 2024, ranking first [2] - New projects from clients like Great Wall, Changan, and BYD are expected to drive continued growth in HUD product sales [2] Group 4: Domain Control Products - The company offers customizable cockpit domain control products that support various chip types and enable flexible development cooperation [3] - New projects from clients such as Changan and Chery are anticipated to enhance production scale and platform advantages [3] Group 5: Precision Die Casting Business - The precision die casting business focuses on key automotive components, with increasing orders and capacity expansion since 2024 [3] - The trend towards automotive lightweighting, electrification, and AI is expected to drive growth in related components [3]

答：研发方向是多功能化、专科化、辅助诊疗、便携化、 多模态融合以及信息化和智能化等方向。公司有超过 100 人的 研发团队。主要的研发负责人的背景如下：公司董事长兼总经 理李德来先生系享受国务院特殊津贴专家，教授级高级工程 师，从事医学影像技术、无损检测技术研究及产品研发超过四 十年。常务副总经理杨金耀先生系享受国务院特殊津贴专家， 教授级高级工程师，专注超声仪器总体设计和软件系统设计超 过三十年。副总经理 Liexiang FAN （范列湘）博士系医学影像 学专家，研究和创新的范围包括超声信号的发射和接收及合 成，信号处理，图像重构，新信息提取，智能图像处理和识别， 超声在诊断和治疗的临床应用。总工程师李斌先生系高级工程 师，主导医学超声成像诊断系统从换能器、前端收发、数字信 号处理到图像处理与重建等方面的核心关键技术研发工作。 证券代码：301602 证券简称：超研股份 汕头市超声仪器研究所股份有限公司 投资者关系活动记录表 编号：2025-001 | | ☑特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动 | □媒体采访 □业绩说明会 | | 类别 | □新闻发布会 □路演 ...