Core Viewpoint - The report from Haitong International highlights the launch of the "SUPA" model and a new paradigm by Dingjie Smart, indicating a positive long-term growth outlook for the company with a target price of 68.56 yuan, maintaining an "outperform" rating [1] Group 1: AI and Digital Transformation - AI is recognized as a crucial driver of new productivity, with digital transformation being essential for the survival and development of enterprises [1] - The value of AI lies in its ability to transcend human limitations, enhancing productivity by addressing labor shortages, capability gaps, and creating value in previously unsolvable areas [1] Group 2: Future Business Strategy - The company's future vision includes "one model," "two cores," and "three types of intelligent agents," aimed at helping businesses innovate productivity through data and intelligent technologies [1] - The AI strategy for enterprises involves three levels of advancement: cost reduction and efficiency improvement, business expansion for new growth, and paradigm reconstruction for boundary-breaking growth [1] Group 3: Competitive Edge and Application - Future competitiveness of enterprises will depend on the density of AI applications, which are expected to accelerate exponentially [1] - The application landscape includes general products and industry-specific suites, such as ChatFile for unstructured knowledge queries, design generation for 2D/3D CAD, and "Nana" for personal and executive assistance [1] - Industry cloud solutions are also highlighted, including supply chain integration through parts cloud, a closed-loop focus on pre-sale to post-sale in equipment manufacturing cloud, and the restructuring of financial reporting processes through the "Smart Consolidation Report" [1]
研报掘金丨海通国际:鼎捷数智数智化转型重构生产力,AI渗透提速