【私募调研记录】成泉资本调研云鼎科技

Group 1 - The core viewpoint of the article highlights the recent research conducted by Chengquan Capital on Yunding Technology, which is expected to achieve significant revenue and profit growth in 2024 [1] - Yunding Technology is projected to generate operating revenue of 1.351 billion yuan, representing an 18.35% year-on-year increase, and a net profit of 92.7435 million yuan, reflecting a 50.11% year-on-year growth [1] - The growth in revenue is attributed to the completion and acceptance of large projects and the promotion of artificial intelligence business [1] Group 2 - The company has successfully incubated over 110 mature application scenarios in the artificial intelligence sector, covering multiple industries, with signed business contracts amounting to 256 million yuan [1] - Future plans include vertical exploration of application scenarios in the coal mining industry and horizontal expansion into other industries, aiming to develop a large model for the chemical industry [1] - Yunding Technology plans to introduce mid-to-high-end professionals, maintaining a total employee count of around 1,360 by 2025 [1] Group 3 - The company will adopt a dual-driven strategy of internal growth and external mergers and acquisitions to seek quality assets and improve its industrial layout [1] - Cost reduction and efficiency enhancement measures will include strengthening project cost control, managing procurement costs, shortening project durations, optimizing capital turnover efficiency, and leveraging policy dividends [1]