Core Insights - The company, Weichang Technology, is focusing on advancing its AI interactive products and plans to expand into overseas markets through crowdfunding and independent platforms for user insights and commercialization attempts in 2026 [1][2] - 2026 is identified as a critical year for strategic investment and transformation, with the audio and video main business expected to maintain stable operations while AI innovation will progress at a steady pace [1] Business Progress - The company possesses its own smart terminal manufacturing capabilities and will coordinate production arrangements based on product iterations and order situations, while also evaluating multi-regional supply chains to enhance stability [2]

Core Viewpoint - The company, Huichang Technology, has the capability for in-house smart terminal manufacturing and plans to coordinate production and delivery based on product iteration and order conditions [1] Group 1: Manufacturing and Production Strategy - The company will leverage its domestic manufacturing capabilities while also evaluating and establishing a flexible supply chain across multiple regions to enhance supply stability and risk response capabilities [1]

证券日报网2月10日讯，会畅科技（300578）在接受调研者提问时表示，公司致力于打造"智能交互平台 型企业"。既有音视频业务稳步推进，持续服务行业客户，是公司的经营基本盘。同时，公司把握AI时 代"交互方式升级+海外市场机会"的趋势，基于多年音视频交互、端侧硬件与工程化交付能力，探索新 一代面向家庭与个人的AI交互产品形态。该方向属于公司战略转型与能力升级的一部分，目标是在可 控节奏下推进验证与迭代。 ...

证券日报网2月10日讯，会畅科技（300578）在接受调研者提问时表示，海外家庭与宠物相关消费市场 规模较大，情绪陪伴与互动类产品仍处于早期阶段。现阶段更重要的是聚焦"种子用户"，通过产品体 验、复购与口碑传播跑通路径。公司会以用户价值验证为先，逐步探索可复制的商业模式与规模化路 径。主要会分阶段推进海外市场，前期通过众筹及独立站等直面用户的方式开展海外市场验证。在此基 础上，公司也将复用既有海外渠道和资源，逐步拓展区域合作伙伴及更大范围合作，控制投入节奏并降 低渠道风险。 ...

证券日报网2月10日讯，会畅科技（300578）在接受调研者提问时表示，2026年是公司战略投入与转型 推进的重要阶段。公司将保持音视频主业稳健运营，持续提升产品力与服务能力，巩固既有客户与行业 场景。同时，AI创新业务将按既定节奏推进产品迭代与市场验证，坚持做好"稳中求进、边验证边优 化"。 ...

证券代码：300578 证券简称：会畅科技 上海会畅科技股份有限公司投资者关系活动记录表 编号：2026-001 | | 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 | 华创证券 陈**，新华基金 张*，沣沛投资 孙**，正圆投资 刘 | | 人员姓名 * | | | 时间 | 2026 年 2 月 10 日 | | 地点 | 会畅科技北京分公司会议室 | | 上市公司接待人 | 副总经理、董事会秘书：张骋 | | 员姓名 | | | | 公司副总经理、董事会秘书张骋向来访投资者介绍了公司 | | | 基本情况，并就公司当前经营与战略布局进行说明：公司以音 | | | 视频及智能交互相关业务为经营基本盘，持续保持稳健推进； | | | 同时把握 AI 技术发展带来的交互方式升级与海外市场机会， | | 投资者关系活动 | 围绕 AI 创新业务开展产品形态验证与迭代，积极推进海外市 | | 主要内容介绍 | ...

证券日报网讯2月9日，会畅科技（300578）在互动平台回答投资者提问时表示，公司在互动平台的回复 严格遵循信息披露相关规定，股价受多种市场因素影响。公司将持续聚焦长期经营与合规沟通。 ...

Group 1 - The article discusses the growing trend of AI-generated video content across various industries, highlighting companies leveraging AI technology to enhance content creation and distribution efficiency [1][2][3][4][5][6][7][8][9][10][11][12][13][14][15][16][17][18][19][20][21][22][23][24][25][26][27][28][29][30][31][32][33][34][35][36][37][38][39][40][41][42][43][44][45][46][47][48][49][50][51][52][53][54][55][56][57][58][59][60][61] Group 2 - Companies like 中文在线 and 捷成股份 are utilizing AI to transform scripts and text into video content, thereby reducing production barriers and enhancing IP monetization [1][2] - 万兴科技 and 流金科技 are focusing on AI video generation tools to support various sectors, including e-commerce and broadcasting, indicating a shift towards integrating AI in traditional industries [4][5] - The article emphasizes the potential for significant revenue growth as demand for AI-generated video content surges, with companies like 当虹科技 and 昆仑万维 already seeing rapid growth in their AI-related product revenues [9][10][11]

Core Viewpoint - The communication services sector experienced a rise of 0.73% on February 3, with notable gains from companies like Nanling Technology, which led the sector with an increase of 8.46% [1]. Group 1: Market Performance - The Shanghai Composite Index closed at 4067.74, up by 1.29%, while the Shenzhen Component Index closed at 14127.1, up by 2.19% [1]. - Key stocks in the communication services sector showed significant price increases, with Nanling Technology closing at 29.99, up 8.46%, and Guanghuan New Network at 16.40, up 7.68% [1]. Group 2: Trading Volume and Value - Nanling Technology had a trading volume of 324,000 shares, resulting in a transaction value of 941 million yuan [1]. - Guanghuan New Network recorded a trading volume of 1,985,400 shares, with a transaction value of 3.179 billion yuan [1]. Group 3: Capital Flow - The communication services sector saw a net outflow of 197 million yuan from institutional investors, while retail investors contributed a net inflow of 228 million yuan [2]. - Notable capital flows included a net inflow of 200 million yuan into Data Port, while Nanling Technology experienced a net inflow of 71.885 million yuan from institutional investors [3].

Core Viewpoint - The company, Huichang Technology (300578.SZ), is currently focused on its main business in the audio-video and AI intelligent interaction fields, with no substantial cooperation in areas such as photovoltaics at this time [1]. Group 1 - The company is actively engaged in the audio-video and AI intelligent interaction sectors [1]. - There is no ongoing substantial collaboration with the photovoltaic industry [1].