Core Insights - The company, Dingjie Shuzhi, reported a total revenue of 2.331 billion yuan for 2024, marking a year-on-year growth of 4.62%, and a net profit attributable to shareholders of 156 million yuan, up 3.59% [1] - The company has undergone a brand transformation from "Dingjie Software" to "Dingjie Shuzhi," adjusting its business strategy to focus on data and intelligent technology for innovative productivity [1] Revenue Breakdown - In 2024, the company achieved revenue of 1.177 billion yuan in mainland China and 1.154 billion yuan in non-mainland regions, with a growth rate of 7.53% in the latter [2] - The company holds a 14.8% market share in the manufacturing ERP sector in mainland China, ranking first among local vendors [2] Business Segments - The company covers four major categories of industrial software: R&D design, digital management, production control, and AIoT, providing comprehensive services [3] - The R&D design segment generated 152 million yuan in revenue for 2024, growing by 23.33%, while the AIoT segment achieved 631 million yuan, up 22.04% [3] Technological Advancements - The Athena platform integrates AI, big data, and knowledge graph technologies, offering a PaaS solution with low-code and multi-end collaboration capabilities [4] - The company is collaborating with leading cloud service providers to enhance its AI capabilities, integrating various advanced AI models into its offerings [4] Market Potential - The global AI Agent market is projected to grow from $5.29 billion in 2024 to $216.8 billion by 2035, with a compound annual growth rate of 40.15% [5] - The company is launching an AI Agent development platform and enhancing its AI applications to meet diverse deployment needs [5] Financial Projections - Revenue forecasts for the company are 2.589 billion yuan in 2025, 2.903 billion yuan in 2026, and 3.309 billion yuan in 2027, with net profits of 201 million yuan, 249 million yuan, and 294 million yuan respectively [6]
鼎捷数智(300378):以雅典娜平台和AIAGENT产品拥抱数智化时代