1 以千元级系统成本实现"行泊性价比方案样板"，同时满足车 企全方位的出海需求，目前已获国内外多个头部车企的量产 订单，将实现全球首批规模交付；基于征程®6E 的中阶高 速 NOA 方案 PhiGo Pro，已在多个车企、不同价格区间、 多种动力形式的车型上实现"规模放量"，并将逐步下探落地 至 10 万元以内车型；基于征程®6P 的端到端全域城区方案 PhiGo Max，已和战略伙伴深度共建合作，将于 2026 年正 式量产。 3. 新鉴智具有哪些技术能力 公司具有业内首发量产级 BEV 及 OCC 感知范式的原 创能力，并荣获 nuScenes 权威评测集排名第一。公司自主 研发的 OmniNWM 全知驾驶导航世界模型在视频生成质 量、控制精度、长时稳定性上达到 SOTA 行业领先，显著 提升在复杂驾驶场景下的鲁棒性和泛化能力。公司具有丰富 的算法落地经验，累计出货超 130 万套，算法工程化能力行 业领先，在硬件 BOM 成本和算法在不同芯片平台的迁移等 研发周期上具有行业优势。 4. 公司后续的智驾业务落地模式 北京四维图新科技股份有限公司 投资者关系活动记录表 编号：2026-01 | | √特定对 ...

Group 1: Company Performance and Production - In 2025, the company produced 4.9 million tons of potassium chloride and 46,500 tons of lithium carbonate, with sales of 3.8143 million tons of potassium chloride and 45,600 tons of lithium carbonate, showing significant year-on-year growth [3] - The newly established integrated lithium salt project successfully commenced trial operations in September 2025, enhancing the company's position in the lithium salt industry [4][5] - The company established 459 Amoeba units and optimized 1,064 indicators, achieving a 12.09% reduction in the complete cost of lithium carbonate [3] Group 2: Technological Innovation - The company implemented ten key measures to advance technological innovation, resulting in three achievements recognized as internationally leading and four as internationally advanced [4] - The integrated lithium salt project employs cutting-edge technology, achieving a lithium recovery rate of 82.4% and reducing comprehensive energy consumption by 50.67% [5] Group 3: Strategic Acquisitions - The company announced a cash acquisition of 51% of Wenkang Salt Lake for 4.605 billion yuan, enhancing its resource reserves and production capacity [6][7] - The acquisition will integrate Wenkang Salt Lake's production capabilities, which include an annual capacity of 15,000 tons of lithium carbonate and 300,000 tons of potassium fertilizer, into the company's operations [7] Group 4: Market Outlook - The potassium fertilizer market is experiencing price fluctuations due to global supply chain issues and seasonal agricultural demand, with the company committed to stabilizing prices and ensuring supply [8] - The lithium carbonate market is witnessing price increases driven by supply-demand dynamics, with the company maintaining a competitive cost advantage in production [9] Group 5: Future Development Strategy - The company aims to achieve an annual production capacity of 10 million tons of potassium fertilizer and 200,000 tons of lithium salt by 2030, with a long-term vision to establish a comprehensive salt lake industry cluster by 2035 [12][13] - The strategic focus includes enhancing resource integration, business collaboration, and advancing towards high-end, green, and intelligent transformation in the salt lake industry [13]

公司坚持内生式增长和外延式发展并存的策略。龙之源是公司上市以来第一个收购 项目，后续公司也会持续关注能给公司赋能的一些其它项目，通过投资或并购提升公司 价值。 证券代码：301330 证券简称：熵基科技 熵基科技股份有限公司投资者关系活动记录表 编号：2026-03 | 投资者关系活 | 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 | | --- | --- | --- | --- | --- | --- | | 动类别 路演活动 | | 现场参观 | 其他 | | | | 参与单位名称 | 中信证券、聚众鑫创投、东方证券、海融鑫投资、亚太汇金基金、中金资本、灏达投资、 | | | | | | | 民沣基金、光大证券、创华投资、中天证券、赛马资本 | | | | | | 时间 2026 年 | 1 月 28 日 | 14:00-16:00 | | | | | 地点 | 熵基科技会议室 | | | | | | | 副总经理、董事会秘书 | 郭艳波 | | | | | 上市公司接待 人员姓名 | 智慧商业产品线经理 张双 | | | | | | | 硬件开发工程师 ...

证券代码：002432 证券简称：九安医疗 天津九安医疗电子股份有限公司 问题三：请介绍下 AIoT 糖尿病家庭医助，已经开始应用了么？ 回复：AI 系统并非简单替换人工，而是通过微调模型、优化上下文 处理和构建多专家协同的 Agent 系统，来辅助和提升人工照护师的 工作效率。公司的"AIoT 糖尿病家庭医助"相比通用 AI 助手，具 备更强的垂直领域能力，能主动感知用户状态并进行个性化沟通， 以提升患者依从性。照护师 Copilot 完整形态已于 2025 年上线， 未来会用浏览器插件的形态长期迭代。预计 2026 年第二季度将上 线完整版 AI 模块，并进行小范围灰度测试。 公司已经完成 30 余人规模 AI 团队的初步组建。该项目旨在结 合现有前沿 AI 技术，开发垂直模型，首先打造一套智能化、个性 化的糖尿病慢性病管理工具。通过大模型的能力，项目将助力实现 医疗资源的优化配置，提升基层医疗服务水平。通过整合大语言模 型、物联网与多模态数据分析技术，通过智能随访、照护师 Copilot 及智能线上交互，构建一个全天候的糖尿病家庭医助，助力用户在 家庭环境中高效管理糖尿病、常见病及急性症状的即时响应，提 ...

Group 1: Competitive Advantages in Commercial Vehicle Autonomous Driving - The company has deep insights into the operational logic and needs of various types of commercial vehicles, including logistics, public transport, and special vehicles [2] - It integrates autonomous driving technology with existing products to deliver comprehensive solutions that meet customer demands [2] - The company has accumulated vehicle-mounted scene visual perception technology, which is crucial for developing autonomous driving [2] - A global marketing network enables rapid product delivery to customers worldwide [2] Group 2: Progress of the Vietnam Factory - The company established an overseas factory in Vietnam in 2022, designed as a smart manufacturing base for automation and warehousing [2] - The first phase of the factory commenced operations in 2023 and is running well [2] - After full capacity operation of the first phase, the second phase of investment will begin in 2025, currently entering gradual production [2] - The Vietnam factory has become a key foundation for the company's global layout and can handle manufacturing needs beyond the main business [2] Group 3: New Business Direction Planning - A new "Digital Intelligent Equipment Product Division" has been established to develop next-generation computing center supporting products [3] - The focus is on leveraging mature overseas production capabilities to meet global customer demands [3] - The company aims to seize opportunities in this industry phase to create new growth points in its business [3]

Company Overview - Sichuan Junyi Digital Technology Co., Ltd. has expanded its business from smart city solutions to digital economy and AI applications, providing digital and information products and solutions [2] - The main business includes comprehensive solutions for digitalization and informatization, with a second growth curve focusing on the optical field [2] Business Growth - The growth rate of the smart city-related business is stable, primarily due to a low base, but it continues to maintain certain growth [3] - Annual order growth in existing segments, particularly in urban renewal (e.g., underground pipeline renovation) and smart water conservancy, is robust, benefiting from special bonds and long-term government bonds [3] AI Development - The company’s layout in the AI sector is driven by its subsidiary Chengdu Haitan AI Data Technology Co., Ltd., focusing on digitalization scenarios for government and enterprises [3] - The subsidiary has secured orders in various fields, including railways, education, and government [3] Investment and Collaboration - The company has increased its investment in Guangdong Guanghong Precision Technology Co., Ltd., with synergies in technology and market development [3] - The optical products from Guanghong Precision enhance the company's capabilities in smart connectivity and digital solutions [3] Low-Code Platform and AI Applications - The low-code machine learning platform developed by Haitan Data integrates mainstream machine learning algorithms for model training, evaluation, deployment, and optimization [4] - The AI City Lifeline model combines with mainstream large models like Tongyi Qianwen and Deepseek, supporting private deployment and data security [4] Future Directions - The company aims to deepen the application of AI in business, integrating technology with industry scenarios, and will disclose relevant progress as per regulations [4] - Current AI applications are generating revenue but are not accounted as independent product lines [4] Risk Warning - The company advises investors to refer to official announcements for business information and warns that discussions on strategic development do not constitute binding commitments [4]

Group 1: Revenue Growth Strategies - The bank is focusing on expanding its middle-income sources by enhancing wealth management services and diversifying asset allocation for clients [1] - New business initiatives include the underwriting of corporate bonds and custodial services to create additional revenue streams [2] Group 2: Cost Management and Liability Improvement - The bank is actively monitoring industry policies and market deposit rates to improve liability costs while balancing deposit scale and quality [2] - Strategies include optimizing interbank liabilities and strategically issuing bonds and certificates of deposit to strengthen proactive liability management [2] Group 3: Capital Adequacy and Future Planning - As of September 2025, the bank's core Tier 1 capital adequacy ratio is 9.79%, Tier 1 capital adequacy ratio is 11.55%, and total capital adequacy ratio is 13.57%, all meeting regulatory requirements [2] - The bank plans to enhance capital efficiency and support sustainable high-quality growth by closely monitoring refinancing policies and optimizing business structure [2] Group 4: Compliance and Communication - During the investor meeting, there was thorough communication with investors, adhering to regulations without disclosing any undisclosed significant information [2]

证券代码：000962 证券简称：东方钽业 宁夏东方钽业股份有限公司 投资者活动记录表 编号：2026-004 | 投资者关 | | □特定对象调研 | □ | 分析师会议 | | --- | --- | --- | --- | --- | | 系活动类 □ | | 媒体采访 | □ | 业绩说明会 | | 别 | | | | | | □ | | 新闻发布会 | □ | 路演活动 | | ☑ | | 现场参观 | □ | 电话会议 | | □ | （请文字说明其他活动内容） | 其他 | | | | 参与单位 | 广东恒健国际投资有限公司：张铭轩 | | | | | 名称及人 | | | | | | 员姓名 | | | | | | 时间 | 月 28 日 | 2026 年 1 | | | | 地点 | 宁夏东方钽业股份有限公司 | | | | | 上市公司 | | | | | | 接待人员 | 董事长：黄志学；总法律顾问：王宏；证券部员工：尚满义 | | | | | 姓名 | | | | | | | 1、参观公司展厅和部分生产车间，介绍公司基本情况。 | | | | | 投资者关 | | | | | | 系活 ...

编号：2026-001 | | √特定对象调研 □分析师会议 | | --- | --- | | | □媒体采访 □业绩说明会 | | 投资者关系活动类别 | □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） | | 参与单位名称及人员姓名 | 天风证券 董振；泓德基金 季宇 | | 时间 2026 | 年 1 月 28 日 | | 地点 | 公司会议室 | | 上市公司接待人员姓名 | 张峰、赵磊 | | | 一、公司 2025 年新能源客车出口情况，盈利情况如 | | 何？ | | | | 公司产品已累计出口 100 多个国家和地区，2025 年 | | | 出口收入实现稳步增长，新能源客车占比提升，其中 | | | 主要以南美地区增量较大。整体上，新能源车出口毛 | | | 利率略高于燃油车。 | | | 二、目前公司在欧洲市场情况如何？ | | 投资者关系活动主要内容 | 欧洲是公司重要的战略市场。2025 年我们在欧洲的 | | 介绍 | 销量也有明显增长，但目前绝对量较小。进入欧洲市 | | | 场需要克服很多困难，特别是产品开发认证等方面， | ...

Group 1: Investor Relations Activity - The investor relations activity was conducted via a telephone conference with three participating investors: Wang Xiaoying from Baodao Fund, Shi Hongmei from Dongfang Securities, and Bao Han from GF Securities [2] Group 2: Key Discussion Topics - Investors inquired about industry conditions, terminal sales performance, product structure, gross margin situation, and dividend planning [2] - The company ensured compliance with the "Information Disclosure Management System," maintaining the accuracy, completeness, and timeliness of disclosed information without any major undisclosed information leaks [2]