Newcapec(SZ:300248) Sou Hu Cai Jing·2025-08-22 04:02Core Viewpoint - The company primarily generates revenue by providing a comprehensive suite of information technology solutions for campus clients, including software, hardware, and cloud services, aimed at creating a service-oriented smart campus ecosystem [1] Group 1: Company Overview - The company offers a range of solutions such as code card face recognition, smart campus digital infrastructure, and departmental application management systems [1] - The education information technology industry is a key focus of national policy support, indicating a stable growth trajectory driven by policy initiatives [1] Group 2: Market Demand and Strategy - There is a significant rigid demand from schools to enhance management efficiency, improve student and teacher experiences, and deepen educational reforms [1] - The company is fully embracing AI, integrating it into its strategic core and product system, which is expected to lead to continuous product upgrades and innovative value-added services [1] Group 3: User Engagement - The company's "Perfect Campus" app has a strong user base, with daily active users reaching 2.6 million and monthly active users at 7.5 million, providing a convenient platform for AI products and services for end customers [1]