eGOVA(SZ:300075) Ge Long Hui·2025-10-31 10:32Core Viewpoint - The release of "Renhe Large Model 2.0" industry intelligent agent marks a significant milestone for the company, showcasing the integration of AI technology in smart city governance and the transition from pilot demonstrations to widespread application of "governance productivity" [1][2] Group 1: Product Launch and Technology Integration - The "Renhe Large Model 2.0" focuses on the deep integration of large model technology in smart city governance, indicating a technological upgrade and a shift in urban governance concepts [1] - The new product is based on the company's extensive experience in urban governance, combining data resources with cutting-edge large model technology to drive business model innovation [2] Group 2: Business Model Transformation - The company is transitioning from a traditional "project-based" software provider to a "platform + operation" service provider, with the AI agent as a core product [2] - The AI agent is expected to provide stable and sustainable subscription revenue, enhancing the company's profitability and market value [2] Group 3: Collaboration and Ecosystem Development - The company has partnered with several industry leaders to launch four joint solutions that integrate "Renhe Large Model 2.0" with partner products, marking a new phase in the smart city ecosystem collaboration [2] - The application scenarios of "Renhe Large Model 2.0" align closely with the guidelines issued by the Central Cyberspace Affairs Commission and the National Development and Reform Commission, indicating a strategic fit with national policies [1]