新开普:2026年公司AI业务增长将由标杆客户渗透、单项目价值扩容双轮驱动

Core Insights - The company anticipates that its AI business growth by 2026 will be driven by two main factors: penetration from benchmark clients and expansion of project value [1] Group 1: Benchmark Clients and Scale Effect - Successful cases, such as those with Xi'an Jiaotong University and other institutions, are expected to enhance quality and efficiency in education, leading to significant scale effects and rapid expansion of high-quality client groups [1] - The experience sharing among universities, driven by successful implementations, will further facilitate the growth of the client base [1] Group 2: Evolving AI Procurement Needs - The demand for AI solutions in universities has evolved from single modules (e.g., AI portals) to comprehensive systems that include university-level AI platforms, data governance, and intelligent agent clusters [1] - This shift indicates a growing trend towards larger-scale projects as the demand continues to increase [1] Group 3: Sustained Demand for AI Technology - AI technology is recognized as a core tool for universities to enhance quality and efficiency in education, leading to a persistent increase in demand [1] - The ongoing need for AI solutions provides continuous momentum for the company's AI business growth [1]

Newcapec-新开普:2026年公司AI业务增长将由标杆客户渗透、单项目价值扩容双轮驱动 - Reportify