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智洋创新:5月27日召开分析师会议,民生证券、中信证券等多家机构参与
Zheng Quan Zhi Xing·2025-05-29 10:41

Core Viewpoint - The company, Zhiyang Innovation, focuses on the digital and intelligent transformation of various industries through artificial intelligence solutions, achieving significant growth in revenue and expanding its business across multiple sectors [2][9]. Business Overview - Zhiyang Innovation is an AI enterprise that aids in the digitalization and intelligent transformation of industries, specializing in AI algorithms, big data analysis, IoT technology, digital twin technology, and embodied intelligence technology [2]. - The company reported a revenue of 971 million yuan in 2024, marking a year-on-year increase of 21.62% [2]. - The company has successfully expanded its product offerings from the power industry to water conservancy, rail transit, and new energy sectors, with notable revenue growth in these areas [2]. Technology Platforms - The company has developed six foundational technology platforms, including a one-stop I platform, big data and digital twin platform, Zhiyang industrial model technology platform, I agent technology platform, I terminal technology platform, and embodied intelligence drone technology platform [3]. R&D Team and Structure - The R&D team consists of 399 members, with 27.07% holding master's degrees or higher, and the company has established a collaborative R&D system across four locations: Jinan, Zibo, Guangzhou, and Beijing [4]. - The Jinan R&D center serves as the core base for strategic technology and algorithm development [4]. Strategic Expansion - The establishment of a subsidiary in Shanghai aims to leverage the city's advantages in technological innovation and talent acquisition to enhance the company's R&D capabilities [5]. - The company plans to deepen its understanding of industry scenarios and expand into new sectors while continuing to enhance its existing offerings [6][7]. Commercialization Capabilities - The company has demonstrated the ability to adapt its technology solutions to meet specific business needs, providing end-to-end solutions from data collection to system deployment [8]. - Its core competitive advantages in AI include algorithm development, data processing, engineering capabilities, and commercial application, which have supported its success in various industries [8]. Business Distribution and Financial Performance - The company has achieved provincial-level coverage across all regions except Hong Kong, Macau, and Taiwan, with a first-quarter revenue of 137 million yuan in 2025, up 26.54% year-on-year [9]. - The net profit for the same period was -11.12 million yuan, reflecting a year-on-year decline of 343.2% [9].