DAS(SZ:002421) Zheng Quan Ri Bao Wang·2025-05-18 06:49Core Viewpoint - The event "5·15—5·19 Investor Protection Publicity Week" aims to promote rational, value, and long-term investment concepts while enhancing investors' risk awareness and self-protection capabilities [1] Group 1: Company Overview - Dasin Intelligent, established in 1995, is a leading smart building and energy service provider in China, focusing on the application of IoT technology across various sectors [2] - The company has been listed on the Shenzhen Stock Exchange since 2010 and operates in over 30 provinces and cities nationwide, as well as in overseas markets [2] Group 2: Industry Characteristics - The industry is characterized by rapid technological iteration, high customization, and strong policy orientation [2] - Dasin Intelligent leverages its "platform + application" innovation capabilities to build core competitiveness and drive high-quality development [2] Group 3: Research and Development - The company utilizes cloud-edge collaborative technology, integrating domestic large model intelligent reasoning and generative AI core technologies to create a comprehensive IoT application service system [2] - Dasin has established partnerships with over 60 universities and holds 563 software copyrights and 392 patents, including 153 invention patents [2] Group 4: Marketing and Customer Engagement - The company employs experiential marketing through its green intelligent building, Dasin Tower, which has hosted over 100,000 visitors [2] - The ecological partner conference helps consolidate industry strength and actively expand the market [2] Group 5: Delivery Capability - With 30 years of experience in smart space, Dasin has developed the "Dasin Standard" and uses PM management software to ensure delivery quality [3] - The company has served notable clients such as Alibaba and Beijing Union Medical College Hospital, accumulating experience from over 3,000 large and medium-sized projects [3] Group 6: Value Management - Dasin Intelligent focuses on value management through a comprehensive framework, continuous shareholder returns, and enhanced investor relations [5] - The company has implemented 11 cash dividends totaling 529 million yuan since its listing, with plans to distribute nearly 40% of its net profit in 2024 despite performance pressures [5] Group 7: Investor Relations - The company maintains close communication with investors through various channels and digital means, organizing seven large investor exchange meetings in 2024 [6] - The recent earnings presentation attracted over 170,000 viewers through live streaming across 11 platforms, showcasing the company's core value and future outlook [6] Group 8: Future Outlook - Dasin Intelligent aims to capitalize on AI technology opportunities in four key areas: enterprise parks, smart hospitals, urban rail transit, and data centers [6] - The company plans to enhance its business penetration and market share while showcasing the energy-saving benefits of its technologies, which include a 25% reduction in energy consumption, property management positions, and increased rental income [6]