Core Viewpoint - The rapid development of artificial intelligence (AI) has become a crucial part of national development strategies, with a clear emphasis on integrating digital technology with manufacturing and market advantages to support the widespread application of large models [1] Group 1: Company Strategy and Development - Lei'ao Planning (300989) positions itself as a leading planning and design company focused on smart city planning and operations, continuously exploring the integration of traditional planning with smart technology [1] - The company has significantly increased its R&D investment, with 45.31 million yuan allocated in 2024, representing 14.21% of its revenue, indicating a strong commitment to enhancing its R&D capabilities [1] - Lei'ao Planning is actively advancing its "AI+" development strategy, innovating AI applications in urban planning, construction, operation, and management, and accelerating the iteration of digital products and business upgrades under this strategy [1] Group 2: AI Application and Product Development - In December 2023, Lei'ao Planning announced a change in the use of funds from its initial public offering, allocating 121 million yuan to a new project focused on AI model development and application technologies in urban areas, marking its formal entry into AI application R&D [2] - The company has successfully incubated competitive AI products and has completed several AI R&D achievements, including the "City Radar" big data platform and the "Industry Brain" platform, which provide services for urban planning and industrial consulting [2] - The launch of the "Lei AI Planning Design Assistant" has been widely adopted in practice and will be marketed through various channels, including all-in-one machines, private clouds, and SaaS [2] Group 3: Financial Performance and Market Impact - Despite a slight decline in revenue in Q1 2025 compared to the previous year, Lei'ao Planning achieved a net profit of 3.80 million yuan, a year-on-year increase of 9.32%, and a non-recurring net profit of 1.12 million yuan, up 57.08%, indicating improved profitability [3] - The introduction of the "Industry Brain" product, which integrates five chains (Industry, Innovation, Talent, Capital, and Space), has garnered significant attention in the industry, showcasing the company's strong AI technology capabilities [3] - Overall, Lei'ao Planning is continuously releasing the industrial value of AI technology through strategic layout, application scenario implementation, and ecosystem construction, aiming to inject new momentum into industry development [3]
蕾奥规划AI应用场景逐渐落地，25QI净利润尽显强劲发展势头