竞业达：AI+教育全场景深化 智慧轨交订单爆发

Core Viewpoint - In 2024, the company focuses on "digital intelligence empowering high-quality development," achieving significant breakthroughs in education, examination, and rail transit sectors, with strong growth momentum reflected in its financial performance [2] Group 1: Financial Performance - The company's revenue reached 483 million yuan, a year-on-year increase of 17.58% [2] - The year-end order backlog exceeded 450 million yuan, growing by 10.99% [2] Group 2: AI in Education - The company launched the "Starry Sky Education Model," which supports 32K long text analysis and multimodal integration, deployed in universities in major cities [3] - The model analyzes millions of hours of teaching data to provide intelligent lesson preparation suggestions and personalized learning paths for students [3] - The introduction of AIGC classroom quality diagnosis service automates teaching process analysis, reducing report generation time to 10 minutes with a 90% manual replacement rate [3] Group 3: Smart Examination - The company responded quickly to the Ministry of Education's policy for "full coverage of intelligent examination monitoring," launching a comprehensive management platform for national education exams [4] - The platform integrates video, AI, and data capabilities, serving over 10,000 examination venues across 30 provinces [4] - The self-developed signaling-level shielding system effectively blocks new cheating signals, receiving high recognition from educational authorities [4] Group 4: Rail Transit - The rail transit segment saw a remarkable revenue increase of 141%, with a year-end order backlog of 360 million yuan [5] - The company secured contracts for major projects, including the Beijing Subway Line 3, providing intelligent video analysis solutions for operational risk warnings [5] - AI video data governance technology reduced storage space by 90%, and smart security systems lowered labor costs by 40% [5] Group 5: Capital and Efficiency - The company completed a 360 million yuan private placement to fund AI center construction and new product development [6] - The launch of the Huailai Industrial Park improved production capacity and delivery efficiency, while optimized accounts receivable management reduced credit impairment losses by 72% [6] - The net profit margin increased to 321.88%, with R&D investment accounting for 11.77% of revenue [6] Group 6: Outlook - The demand for digital education and intelligent rail transit continues to grow, supported by national policies [7] - The company is well-positioned in multiple growth areas, leveraging its vertical scene understanding, data closed-loop capabilities, and full-stack product matrix [7]