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鼎捷数智(300378):发布AIS-INFRA套件 企业级AGENT全栈式布局

Core Insights - The company held the 2025 (4th) Digital Intelligence Future Summit, where it launched the AI Soft Infrastructure (AI S-infra) suite, including various intelligent data and industrial software solutions [1] - The company showcased its multi-model collaborative problem-solving capabilities, integrating with commercial models from Microsoft and Alibaba, and developing industry-specific models based on accumulated data [1] - The release of Indepth AI 2.0 allows enterprises to quickly build Agents tailored to non-standardized needs through a user-friendly platform [1] - The company has introduced AI-native "expert" Agents across multiple fields, enhancing efficiency in procurement, sales, R&D, production, and finance [1] Industry Developments - The integration of AIoT with Industrial Mechanism AI enables dynamic data applications in factories, facilitating rapid response to anomalies and reducing manual management efforts [2] - The manufacturing Agents are expected to see rapid adoption due to their direct impact on efficiency, high customer willingness to pay, and a rich customer resource base [2] - The company’s fast product release and iteration pace positions it well for growth in the AI sector, particularly in the B-end AI market [2] - Revenue projections for 2025-2027 are estimated at 2.63 billion, 3.04 billion, and 3.61 billion yuan, with net profits of 210 million, 250 million, and 310 million yuan respectively [2]