证券代码：300248 证券简称：新开普 公告编号：2025-001 新开普电子股份有限公司 股价异动公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 重要内容提示： 股价异动公告 公司2025年3月5日、2025年3月6日、2025年3月7日连续三个交易日收盘价格 涨幅偏离值累计超过30%，根据《深圳证券交易所交易规则》的有关规定，属于 股票交易异常波动的情况。 二、公司关注并核实的情况说明 针对股票异常波动情况，公司董事会通过电话及现场询问等方式，对公司控 股股东、实际控制人及持股5%以上股东、公司全体董事、监事及高级管理人员 就相关问题进行了核实，现就相关情况说明如下： 1、公司前期披露的信息不存在需要更正、补充之处。 2、公司未发现近期公共传媒报道了可能或已经对本公司股票交易价格产生 1、新开普电子股份有限公司（以下简称"公司"）2025年3月5日、2025年3 月6日、2025年3月7日连续三个交易日收盘价格涨幅偏离值累计超过30%，根据 《深圳证券交易所交易规则》的有关规定，属于股票交易异常波动的情况。 2、经公司自查，并向公司控股股东核实，截 ...

投资者关系活动记录表 证券代码：300248 证券简称：新开普 新开普电子股份有限公司投资者关系活动记录表 编号：2025-006 来自国内顶尖高校，吸收新技术能力出色，公司已通过 技术攻关，比如消化 DeepSeek 的优势，拆解出 4 个核 心方面，应用在公司自研的星普大模型，并根据环境反 馈动态调整推理过程，从而打造性价比更高、任务适配 性更强，且更适合本地部署的小参数量长思维链模型。 优化 Token 生成速度，使单张 GPU 的推理性能更具有 实用价值。 问题 4、AI 如何赋能传统业务并提升客单价？ | | | □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（电话交流会） | | | | | | 国海证券、太平资管、华宝基金、上海犁得尔私募、乘是资产、 | | | | | | 北信瑞丰基金、银华基金、鹏扬基金、方正证券、人保养老、 | | | | | 参与单位名称及人员姓 ...

Investment Rating - The report assigns a "Buy" rating for the company, indicating an expected relative increase in stock price of over 20% compared to the benchmark index within the next six months [2][10]. Core Insights - The company is a leader in the smart campus sector with a market share exceeding 40%, focusing on information technology solutions for educational institutions [5]. - The introduction of AI-driven services, such as the "Xiao Mei" AI assistant, enhances campus services by providing personalized support for various student and faculty needs [6][7]. - The partnership with Huawei aims to advance AI applications in education, enhancing user experience and fostering innovation in the sector [8][10]. Company Overview - The latest closing price is 12.50 yuan, with a total market capitalization of 60 billion yuan and a circulating market value of 51 billion yuan [4]. - The company has a debt-to-asset ratio of 18.0% and a price-to-earnings ratio of 55.38 [4]. Financial Projections - Expected earnings per share (EPS) for 2024, 2025, and 2026 are projected to be 0.28, 0.35, and 0.43 yuan respectively, with corresponding price-to-earnings ratios of 44.73, 35.84, and 29.23 [10][12]. - Revenue forecasts for 2024, 2025, and 2026 are 1.109 billion, 1.288 billion, and 1.512 billion yuan, reflecting growth rates of 4.44%, 16.22%, and 17.38% respectively [12][15].

Investment Rating - The report assigns a "Buy" rating for the company, indicating an expected relative increase in stock price of over 20% compared to the benchmark index within the next six months [2][16]. Core Insights - The company is a leader in the smart campus sector with a market share exceeding 40%, focusing on information technology solutions for educational institutions [5]. - The introduction of AI-driven services, such as the "Xiao Mei" AI assistant, enhances campus services by providing personalized support for various student and faculty needs [6][7]. - Collaboration with Huawei to advance AI applications in education is a significant strategic move, enhancing user experience and fostering innovation [8]. Company Overview - The latest closing price is 12.50 yuan, with a total market capitalization of 60 billion yuan and a circulating market value of 51 billion yuan [4]. - The company has a low debt-to-asset ratio of 18.0%, indicating strong financial health [4]. - The earnings per share (EPS) for 2024 is projected at 0.28 yuan, with a corresponding price-to-earnings (P/E) ratio of 44.73 [10][12]. Financial Projections - Revenue is expected to grow from 1,061 million yuan in 2023 to 1,512 million yuan by 2026, reflecting a compound annual growth rate (CAGR) of approximately 17.4% [12][15]. - The net profit attributable to the parent company is forecasted to increase from 107.51 million yuan in 2023 to 203.69 million yuan in 2026, with a growth rate of 22.59% in the final year [12][15]. - The company anticipates a steady improvement in its net profit margin, projected to reach 13.5% by 2026 [15].

Group 1: Company Overview - The company is a leading provider of information technology solutions for higher education in China, serving over 1,400 universities and holding a market share exceeding 40% [1][2] - The company focuses on digital transformation in educational institutions, utilizing a middle platform framework to enhance various application scenarios [2] Group 2: AI Product Strategy - The company adopts a To B model for its AI projects, primarily targeting higher education institutions [3][6] - Key AI applications in demand include intelligent question answering, smart processing, and data analysis, aimed at improving the efficiency of educational management systems [3][6] Group 3: Future Development Plans - The company implements a dual-track strategy in AI, offering SaaS, hybrid cloud, and fully localized deployment options [6] - Current AI-related business revenue is relatively low and has not significantly impacted overall performance, highlighting potential investment risks [6] Group 4: R&D Investment Focus - R&D investments are concentrated on hardware resources to support various model operations, aligning with domestic substitution trends [7][8] - The company collaborates with Zhengzhou University to address AI technical challenges, enhancing innovation and resource integration [8]

Group 1: Company Overview - Newcap is a leading company in the field of campus information technology, focusing on smart campus solutions and educational information systems [1][2] - The company has served over 1,400 universities, achieving a market share of over 40% [2] - It has built smart campus platforms in more than 200 universities, facilitating comprehensive digital transformation [2] Group 2: AI Integration and Advantages - Newcap has a strong customer base in 985 and 211 universities, allowing for effective integration of AI technologies into smart campus scenarios [3][5] - The company has developed proprietary AI models and maintains a robust AI team led by a PhD from Oxford University [3][6] - AI applications in education are still in the early stages, with universities eager to adopt AI for improved management and operational efficiency [6] Group 3: Product and Service Offerings - Newcap implements a dual-track strategy in AI, offering SaaS, hybrid cloud, and fully localized deployment models [6][7] - The company has developed various AI models for data analysis and decision-making, enhancing educational practices [6][7] - Current AI-related business revenue is relatively low and has not significantly impacted overall performance [7]

Company Overview - Newcap is a leading company in the field of information technology for higher education, focusing on smart campus solutions since its establishment in 2000 [1] - The company has served over 1,400 universities, achieving a market share of over 40% in the smart campus sector [1] - More than 200 universities have implemented the smart campus middleware developed by Newcap [1] Technology and Innovation - Newcap emphasizes self-developed hardware and software, expanding into various business scenarios while increasing investment in IoT, cloud computing, and AI technologies [2] - The company utilizes AI assistants like "Xiao Mei" to enhance information services for students and faculty, focusing on personalized learning experiences [2] - The application of AI products in education is primarily in intelligent Q&A, smart processing, and data inquiry, addressing customer pain points effectively [3] Market Trends and Risks - The trend of technology democratization presents both risks and opportunities for tech companies, particularly for small and medium enterprises [4] - Newcap maintains a competitive edge through differentiated technological innovation and localized deployment of private models, ensuring data security for educational institutions [4] - The demand for AI in higher education is gradually increasing, although practical applications are still in the early stages [5] Future Plans - Newcap plans to expand its AI products into various educational scenarios, including intelligent guidance, AI in administrative tasks, and payment systems [5] - The company aims to enhance the user experience of its AI platform and improve the efficiency of local deployments [5] - Collaboration with major tech companies like Alibaba and ByteDance is ongoing, focusing on integrating advanced models and cloud services [6]

Summary of New Cap's Conference Call Company Overview - New Cap primarily serves the information technology needs of higher education institutions, focusing on solutions such as campus card systems, smart campus platforms, and various management systems including academic, student, financial, payment, and employment management systems. The company generates approximately 1 billion yuan in annual revenue, with 60% to 70% from universities and 10% to 20% from government and enterprise sectors [3][5][31]. Market Position - New Cap is a leading player in China's smart campus sector, servicing 1,430 out of over 3,000 universities, capturing more than 10% market share in smart campus solutions [3][5]. The company has a strong presence in payment, financial, and academic management systems [5]. AI Integration and Development - New Cap is actively integrating AI technology into its products and services, having hired a chief scientist and formed a dedicated AI team. The company is adapting DeepSeek for enhanced academic support and data analysis capabilities [3][6]. - Plans for 2025 include restructuring ten educational scenarios and optimizing nearly one hundred business processes, focusing on AI and AR for growth [3][8]. - The company has launched the "New Factory" AI self-media application platform, providing intelligent services for B-end users in universities [3][11]. Collaborations and Partnerships - New Cap collaborates with major tech companies like ByteDance, Alibaba, and Tencent for cloud services and technical support, ensuring flexible solutions for clients [3][30]. AI in Education - The willingness of universities to invest in AI technology has significantly increased, with New Cap utilizing various data sources for model training to ensure compliance and support scientific decision-making [3][17]. - AI applications in universities are still in the early stages, primarily aiding teaching and research, with potential for significant growth in the coming years [15][20][21]. Future Outlook - New Cap anticipates substantial revenue growth from AI initiatives, projecting millions in income by 2025, although these efforts are still in exploratory phases [22]. - The company is focused on enhancing its AI capabilities across various educational management systems, ensuring data security and compliance [18][19]. Challenges and Competition - The rise of AI technology in education presents new competitive risks, as universities' own IT departments may become competitors. New Cap emphasizes the importance of data management and compliance to mitigate these risks [19][31]. Conclusion - New Cap is positioned as a pioneer in integrating AI into the education sector, with a stable performance foundation and a commitment to embracing technological advancements. The company aims to lead the industry in the future [31].

Group 1: Company Overview - Newcap is a leading company in the information technology sector for higher education in China, focusing on smart campus solutions since its establishment in 2000 [1][2]. - The company employs a T-shaped strategy for diversified development, leveraging its years of experience in the higher education sector to expand into related markets [2]. Group 2: Technological Innovations - Newcap integrates hardware and software innovations, covering everything from hardware to application software, to facilitate clients' digital transformation [2]. - The company invests in various technologies, including IoT, cloud computing, facial recognition, and AI, to enhance its smart campus solutions [2]. Group 3: AI Applications - Newcap actively explores AI integration in smart campus applications, emphasizing the value of "Experience+", "Ecosystem+", and "Intelligence+" [3]. - The company has developed AI products like the AI Employment Guidance Assistant and AI Learning Assistant to support students and faculty in various scenarios [3]. Group 4: Market Demand and Future Planning - There is a strong demand from universities for integrating AI into their information systems, indicating a clear market trend [5]. - Newcap plans to adopt a dual-track strategy for AI development, focusing on both product integration and innovation through a dedicated AI team [6]. Group 5: Future Outlook - The education information technology market is expected to grow significantly as hardware costs decrease and the integration of AI becomes more prevalent [7].

Group 1: Company Overview - Newcap is a leading company in the information technology sector for higher education in China, focusing on smart campus solutions since its establishment in 2000 [1][2]. - The company emphasizes a strategy of focused and related diversification, leveraging its integrated product innovation system that spans hardware, software, and comprehensive service capabilities [2][3]. Group 2: Technology and Product Development - Newcap invests heavily in technologies such as IoT, cloud computing, facial recognition, and AI, aiming to provide comprehensive smart campus solutions [2][3]. - The company has developed AI products like "Xiao Mei," which integrates advanced technologies to offer personalized services in various campus scenarios, although its revenue contribution is currently low [6][7]. Group 3: Market Position and Customer Base - Newcap holds a market share exceeding 40% in the 985 and 211 universities, providing a solid foundation for further exploration of AI technologies in smart campus construction [5][7]. - The company has established a mature sales and customer service system, with 31 provincial branches and 72 city offices across the country to enhance customer engagement [7]. Group 4: Future Prospects and Challenges - The integration of AI in smart campus projects is expected to significantly enhance value and investment returns as the technology continues to develop [6][7]. - The demand for educational information technology is primarily driven by schools, with increasing interest in AI solutions for campus information systems [7].