Strategic Partnerships and Agreements - Signed a joint innovation cooperation agreement with a domestic energy client to establish a joint innovation lab and explore AI-driven, unmanned, and integrated air-ground solutions [1] - Signed a strategic cooperation agreement with an embodied intelligence partner to jointly develop innovative solutions for energy industry inspection and operations [1] - Launched the "Air-Ground Integration" AI application and ecological innovation strategic cooperation ceremony with partners from energy, transportation, power, and robotics industries [1] Business Strategy and Development - Focused on "Air-Ground Integration Cluster Smart Solutions" based on generative AI technology for energy and transportation sectors [4] - Identified three core business curves: digital maintenance, digital energy, and air-ground integration cluster smart solutions [9] - Prepared with a strong AI R&D team and project reserves in energy and transportation sectors [10] Market and Technology Insights - Generative AI technology is driving a new technological revolution, with the global professional service robot market expected to reach 1 trillion by 2030, with a CAGR of over 35% [10] - The company is leveraging generative AI to create industry solutions and new business growth points [11] Investor Relations and Communication - Conducted an investor exchange event with participation from various securities firms, funds, and investment institutions [3][6][7] - Addressed investor concerns regarding overseas market political risks and humanoid robot business plans [13] - Emphasized the company's commitment to AI-driven innovation and deep integration of AI with business scenarios [13] Product and Solution Showcase - Showcased interactive experience zones for robotic dogs, intelligent inspection simulation, low-altitude simulation, robotic arm operations, and digital maintenance/energy model algorithm solutions [4] - Developed industry embodied intelligence solutions focusing on energy and transportation scenarios, including flying robots, anti-UAV systems, and ground robots [11] - Integrated digital energy and maintenance solutions with business scenarios to drive industry technological innovation [11]
道通科技(688208) - 道通科技2024年12月26日投资者关系活动记录表