进门领跑AI投研：“AI进宝”覆盖场景更进一步，上线业绩点评Agent

Core Insights - The launch of the performance review Agent and three MCP Servers marks a significant milestone in the domestic AI investment research sector, enhancing the capabilities of the AI investment research tool "AI Jinbao" [1][4]. Group 1: Product Launch and Features - The newly launched MCP Server standardizes the interaction between AI models and external tools, aiming to reduce development costs and improve interaction efficiency [2]. - The performance review Agent is designed to provide efficient analysis and interpretation of financial reports, significantly increasing processing efficiency by over 10 times compared to traditional methods [4]. - The performance review Agent offers three types of review templates: detailed, concise, and user-customizable, allowing users to tailor the output to their preferences [4]. Group 2: Market Position and Coverage - As of mid-2025, the platform aims for full coverage of public funds and has already reached over 91.36% coverage of large investment institutions, including banks, trusts, and insurance companies [5]. - The platform has hosted over 500,000 investment research roadshow meetings, with an average daily increase of about 400 meetings, indicating its leading position in the financial roadshow and AI investment research sectors [5]. Group 3: Technological Development and Future Plans - The company has continuously improved its roadshow meeting system since its establishment in 2013, integrating various technologies to enhance service efficiency and compliance [6]. - Future plans include expanding the Agent matrix to cover more areas of investment research, such as event reviews and industry overviews, further solidifying its leadership in the "AI + financial vertical" space [4][7].