鼎捷数智(300378)：AI峰会“破界生长” 启幕数智新战略

Core Insights - The company maintains a "Buy" rating with a target price of 46.70 yuan, projecting EPS for 2025-2027 to be 0.72, 0.90, and 1.14 yuan respectively, and applying a 65x PE for 2025 due to its strong application capabilities in AI integration [2][3] Group 1: Event Overview - The fourth Smart Future Summit was held on June 19 in Wuhan, focusing on exploring the frontiers of the digital economy with the theme "AI Transformation: Breaking Boundaries for Growth" [2][3] - The company introduced the concept of "one model, two cores, and three types of intelligent agents" to envision future operational modes [2] Group 2: AI Solutions and Innovations - Multiple AI solutions were launched, including the Smart Data Suite and Enterprise Intelligent Agent Generation Suite, which are key components of the Athena platform aimed at facilitating AI infrastructure [3] - The integration of smart suites into four major industrial software aims to automate data production, enhance process intelligence, and enable real-time knowledge creation [3] Group 3: Strategic Partnerships - The company collaborates with ecosystem partners like Huawei Cloud to build an AI-inclusive service system, emphasizing the importance of ecological collaboration for business breakthroughs [3]