Core Insights - The release of the "Industrial Internet and Artificial Intelligence Integration Empowerment Action Plan" is expected to significantly benefit Dongtu Technology [1] Group 1: Policy Alignment - The action plan emphasizes accelerating the intelligent upgrade of industrial networks and promoting the transformation of key industries, which aligns with the company's core products such as TSN chips and AUTBUS bus chips [1] - The policy highlights the need to enhance the intelligence level of industrial internet platforms, which matches the company's self-developed industrial operating system and control systems, providing foundational technical support for the integration of industrial internet and artificial intelligence [1] Group 2: Market Demand and Growth Potential - The action plan sets clear development goals and quantitative indicators for 2026-2028, likely leading to a surge in market demand for industrial networks and control systems, thus providing a certain growth space for the company's core business [1] - The company has been dedicated to researching foundational technologies for the industrial internet and is focused on building an industrial intelligent neural network platform, positioning it well to benefit from the action plan [1] Group 3: Financial Projections - The company maintains its net profit forecasts for 2025-2027 at 86 million, 152 million, and 202 million yuan respectively, and continues to hold a "buy" rating [1]
东吴证券:维持东土科技“买入”评级,政策推动工业互联网与人工智能融合赋能水平提升