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 stable 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, which has been validated and iterated through multiple rounds, resulting in nearly 100 customer signings and successful deployments for dozens of clients, effectively enhancing the average transaction value [1] - The company released an enterprise intelligent agent generation suite that covers various aspects of multi-agent collaboration, reflection, and reasoning, transforming AI from a tool into a "digital employee" [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 ongoing business growth, a "buy" rating is maintained [1]