DIGIWIN(SZ:300378) Changjiang Securities·2025-06-23 05:45Investment Rating - The investment rating for the company is "Buy" and is maintained [7] Core Viewpoints - The company hosted the fourth "Digital Intelligence Future Summit" on June 19, focusing on AI-driven business innovation and showcasing multiple AI-related products, indicating positive progress in AI integration and business innovation [2][5] - The company is expected to achieve net profits attributable to shareholders of 196 million, 238 million, and 287 million yuan for the years 2025 to 2027, with corresponding growth rates of 26%, 22%, and 21%, and PE ratios of 44.4x, 36.5x, and 30.2x respectively, suggesting a positive outlook for commercialization [2][10] Summary by Sections Event Description - The company held its fourth Digital Intelligence Future Summit in Wuhan, themed "AI Innovation, Boundary-breaking Growth," where it launched several AI-related suites and hosted forums discussing the current state and future of AI implementation [5] Event Commentary - The company is embracing an AI strategy that is beginning to show results, with significant commercial progress anticipated by 2025. The AI strategy includes enhancing existing industrial software and achieving substantial revenue growth in AI applications, particularly in Taiwan, where AI business revenue grew by 135% year-on-year in 2024 [10][10] Financial Projections - The company forecasts total revenue of 2.33 billion, 2.60 billion, 2.91 billion, and 3.30 billion yuan for the years 2024 to 2027, with a gross profit margin projected to remain around 60% [13]