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北交所科技成长产业跟踪第二十期:AlAgent或将成为未来人机协同的主要模式,关注北交所布局AI应用企业
Hua Yuan Zheng Quan·2025-04-06 13:46

Group 1 - The report highlights that AI Agents are accelerating penetration across various industries and may become the primary mode of human-machine collaboration, with three models identified: embedding, copilot, and agent mode, with the agent mode being the most efficient [3][9][10] - In 2022, China's data output reached 8.1ZB, growing by 22.7% year-on-year, and is projected to reach approximately 9.5ZB in 2023, making it the second-largest data producer globally [18][20] - The report identifies 15 companies on the Beijing Stock Exchange involved in AI applications, including AiRong Software (AI finance), Guozi Software (AI-enabled data assets), and Huaxin Yongdao (AI governance) [24][25] Group 2 - The median price-to-earnings (P/E) ratio for the new energy industry increased by 0.51% to 45.7X, while the electronic equipment industry's P/E ratio rose from 51.8X to 52.0X [34][59] - The report notes that the median P/E ratio for the machinery equipment industry decreased from 52.4X to 50.9X, and the information technology industry's P/E ratio fell from 61.6X to 59.3X [41][47] - The report mentions that the total market value of the new energy industry decreased from 468.4 billion to 465.3 billion, with notable stock performance from companies like QiuGuan Cable (+17.39%) and YiNeng Power (+5.75%) [59][61] Group 3 - The report states that the total market value of the electronic equipment industry decreased from 1195.1 billion to 1164.8 billion, with the median market value rising from 21.8 billion to 23.2 billion [36][37] - The machinery equipment industry's total market value fell from 972.7 billion to 939.7 billion, with the median market value decreasing from 19.5 billion to 18.7 billion [42][44] - The report indicates that the total market value of the information technology industry decreased from 878.1 billion to 858.4 billion, while the median market value remained unchanged at 24.5 billion [49][50] Group 4 - The report highlights that Kairun Intelligent Control Co., Ltd. won a bid for an electrification project in an African country, with a contract value of 732.121 million USD [63]