研报掘金丨国元证券：维持鼎捷数智“买入”评级，未来持续成长空间较为广阔

Core Viewpoint - Dingjie Smart achieved a net profit attributable to shareholders of 45.03 million yuan in the first half of the year, representing a year-on-year growth of 6.09%, indicating steady performance growth [1] Financial Performance - The overall gross profit margin of the company has steadily improved [1] - Revenue from R&D design services reached 57 million yuan, with a year-on-year increase of 11.05% [1] - Revenue from digital management services was 571 million yuan, showing a year-on-year growth of 4.32% [1] Product Development - The company launched the industry's first AI-integrated PLM (Product Lifecycle Management) system, which has signed nearly 100 clients and successfully deployed in dozens of cases, effectively increasing the average transaction value [1] - The company released an enterprise intelligent agent generation suite that covers multi-agent collaboration, reflection, reasoning, and other aspects, transforming AI from a tool attribute to a "digital employee" attribute [1] Industry Position - The company is recognized as a leading provider of data and intelligent solutions, with significant growth potential in the future [1] - Given the growth potential of the industry and the company's continuous business growth, a "buy" rating is maintained [1]