证券日报网讯 12月18日，电科数字（600850）在互动平台回答投资者提问时表示，针对高校EDA教学 与科研的核心需求，公司已打造集成电路EDA场景全栈解决方案，旨在搭建安全高效的数字化底座， 打通"课堂理论-企业实操-科研创新"的关键链路。目前该方案已在上海某高校落地。 ...

Core Viewpoint - The company, Electric Science Digital (600850), has announced that its wholly-owned subsidiary, Huaxun Network, has been awarded the "Ascend Machine Diamond Distributor" qualification by Huawei, enabling it to sell and service the entire range of Ascend products, including the Atlas 900I A3 SuperPoD (384 ultra nodes) [1] Group 1 - The company is currently following up on multiple projects and plans to continue collaborating with Huawei to promote the application of Ascend computing power in various industries [1]

（编辑 任世碧） 证券日报网讯 12月18日，电科数字在互动平台回答投资者提问时表示，公司暂未涉及火箭相关业务。 公司控股股东电科数字集团（32所）主要为火箭提供相关软硬件产品，今年以来已参与发射任务29次， 历史累计参与发射任务292次，为各项发射任务的圆满完成作出了关键性贡献。 ...

进一步统计，近3个月内该股累计发生2笔大宗交易，合计成交金额为430.66万元。该股近5个交易日累 计上涨9.60%，主力资金合计净流出7734.94万元。 责任编辑：小浪快报 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 12月18日，电科数字收涨2.11%，收盘价为29.46元，发生1笔大宗交易，合计成交量8万股，成交金额 221.52万元。 第1笔成交价格为27.69元，成交8.00万股，成交金额221.52万元，溢价率为-6.01%，买方营业部为华泰 证券股份有限公司扬州文昌中路证券营业部，卖方营业部为东莞证券股份有限公司上海广东路证券营业 部。 ...

12月18日，电科数字大宗交易成交8万股，成交额221.52万元，占当日总成交额的0.33%，成交价27.69 元，较市场收盘价29.46元折价6.01%。 ...

格隆汇12月18日丨电科数字(600850.SH)在投资者互动平台表示，公司暂未涉及火箭相关业务。 公司控 股股东电科数字集团（32所）主要为火箭提供相关软硬件产品，今年以来已参与发射任务29次，历史累 计参与发射任务292次，为各项发射任务的圆满完成作出了关键性贡献。 ...

Core Viewpoint - Taiji Co., Ltd. (002368) provides cloud and data services, proprietary software products, industry solutions, and digital infrastructure, focusing on sectors such as government, smart cities, public safety, and enterprises [1] Business Overview - The main business areas of the company include cloud and data services, proprietary software products, industry solutions, and digital infrastructure [1] - The business focus of Electric Science and Technology Digital (600850) differs significantly from that of Taiji Co., Ltd. in their respective key regions and industry segments [1]

Core Viewpoint - The company, Electric Science Digital (600850), highlighted its focus on satellite internet, specifically in providing high-performance computing, AI intelligence, and RF transmission products through a high-speed communication architecture for collaborative computing [1] Group 1: Company Overview - Electric Science Digital is actively engaged in the satellite internet sector [1] - The company offers three main product categories: onboard high-performance computing, AI intelligence computing, and RF transmission [1] Group 2: Industry Insights - The satellite internet field is characterized by the integration of high-speed communication architectures to enable collaborative computing [1]

Core Viewpoint - The announcement highlights the advancements and successful orders achieved by Beifly Electronics in the satellite communication and maritime sectors, indicating growth potential in these areas [1] Group 1: Satellite Communication - Beifly Electronics has expanded its product capabilities in intelligent computing and onboard communication [1] - The company has successfully secured orders worth several million yuan for its products in the satellite communication field [1] Group 2: Maritime Sector - Beifly Electronics' products and technologies are widely applied in the maritime sector [1] - The company is actively developing unmanned devices, with intelligent computing products being utilized in the autonomous navigation of unmanned ships [1]

Summary of Key Points from the Conference Call Company and Industry Overview - The conference call primarily discusses **博飞电子 (Bofei Electronics)**, a subsidiary of **电科数字 (Electronics Science and Technology Digital)**, focusing on the **commercial aerospace** sector and its involvement in national-level space computing verification projects [2][3][5]. Core Products and Applications - 博飞电子 is engaged in providing **high-performance computing cards**, **AI chip cards**, and **RF cards** for space computing needs, with a project value of approximately **1 million yuan** [2][6]. - The company is developing an **AI training server** that connects these cards through a high-speed communication architecture to meet computational demands in space [2][18]. - The main products in the commercial aerospace sector include **high-performance computing**, **AI cloud computing**, and **RF equipment**, which are currently undergoing acceptance testing [3][5]. Competitive Advantages and Technology - 博飞电子's core competitive edge lies in its **high security and reliability** in design, leveraging experience from serving specialized industries [19]. - The AI chips used in their products are sourced from **domestic mainstream manufacturers**, ensuring stability and controllability in project execution [20]. Future Development and Strategic Focus - The company aims to achieve **productization** of its devices for satellites and is focusing on **low Earth orbit** applications, including testing equipment and ground computing devices [9][29]. - 博飞电子 is also exploring opportunities in the **commercial aerospace ecosystem** and is actively participating in projects related to the **cyber space forces** [30]. Collaborations and Partnerships - 博飞电子 collaborates with a research institute and 星网 (StarNet) for the national project, with the final operational application being managed by 星网 [7][28]. - The company has received **diamond distributor certification** from Huawei for its subsidiary 华信网络 (Huaxin Network), enabling it to sell and service a full range of products with **384 nodes**, which is expected to significantly enhance revenue [25][27]. Market Position and Financial Outlook - The partnership with Huawei is projected to generate approximately **3 billion yuan** annually, with initial gross margins expected to be higher than previous levels, indicating a favorable financial outlook [27]. - 博飞电子 is also developing its own brand products to improve profit margins beyond just server sales [27]. Additional Insights - The company is involved in the **development of various unmanned devices**, including large drones and small loitering munitions, although specific details are confidential [33]. - 博飞电子's engagement in the **network space forces** aligns with its existing technological capabilities, suggesting a strong future demand in this area [30][32]. This summary encapsulates the key points discussed in the conference call, highlighting 博飞电子's strategic initiatives, product offerings, competitive advantages, and future growth prospects in the commercial aerospace sector.