PCI-STCL(SH:600728) Xin Hua She·2025-12-11 11:10Core Insights - The article discusses the strategic initiatives of Jiadu Technology Group Co., Ltd. in the smart transportation sector, emphasizing its commitment to technological innovation and market expansion in response to policy support and industry competition. Group 1: Business Strategy - Jiadu Technology's core business segment is urban transportation, aligning with national policies on new infrastructure and urban renewal [1] - The company is expanding its services from subways to regional, urban rail, and high-speed rail networks, as well as ground urban transportation and highway networks, with plans to explore low-altitude transportation [1] Group 2: Technological Innovation - To address industry homogenization, Jiadu Technology maintains a research and development investment of no less than 10% of its revenue annually, aiming to establish a first-mover advantage across multiple sectors [1] - The company has adopted FP8 mixed-precision training technology to enhance training efficiency while reducing GPU memory usage without sacrificing accuracy [1] Group 3: Operational Efficiency - Jiadu Technology has introduced a lifecycle approach to construction and operation, using operational data to inform construction phases, thereby optimizing technical parameters and design details [2] - This model has been successfully implemented in metro projects in Guangzhou and Changsha, resulting in significant efficiency improvements [2] Group 4: Market Expansion - The overseas market is becoming a crucial growth area for Jiadu Technology, focusing on Southeast Asia and the Middle East, where there are opportunities for both upgrading old lines and constructing new ones [2] - The company faces challenges such as cultural differences and risk identification but believes it has a competitive edge in scenario accumulation and technological innovation [2] Group 5: Future Trends - In the next 3-5 years, the "AI + city" sector is expected to see two major trends: the restructuring of traditional processes and operational logic by AI, and the transition from a "human + machine" model to an "AI + human" model [2] - This shift will allow intelligent systems to handle more basic tasks, enabling humans to focus on higher-level judgment and thinking, particularly in transportation scenarios [2]