【私募调研记录】保银投资调研能科科技

Group 1 - The core viewpoint of the article highlights that Nengke Technology's AI products and services revenue growth is supported by both external environment and internal strategic initiatives, with a clear trend towards intelligent upgrades in the manufacturing industry [1] - The company has seen an increase in gross margin due to adjustments in business and product structure, focusing on high-margin sectors while reducing inefficient operations [1] - Nengke Technology is developing different types of terminal models for key industries and civilian scenarios, and is advancing industrial software intelligent assistant products [1] Group 2 - The company is in the early stages of vertical application fields, requiring significant R&D investment and having a long development and monetization cycle, which allows for long-term data technology accumulation [1] - Future plans include increasing R&D investment to maintain rapid iteration and enhance market share [1]