鼎捷数智（300378）：重磅发布AI软基建套件，Agent落地加速时刻

Investment Rating - The report maintains a "Buy" rating for the company [2] Core Views - The company is focusing on AI infrastructure development, aiming to enhance enterprise AI application density and productivity [6][7] - The AI software suite is expected to lower the barriers for enterprise-level AI agent implementation, thereby increasing market opportunities [7] - The company anticipates significant revenue growth driven by AI applications, with projected revenue increases of 14.8%, 16.6%, and 16.1% for 2025-2027 [9] Financial Data Summary - Total revenue is projected to reach 26.77 billion, 31.22 billion, and 36.23 billion yuan for 2025, 2026, and 2027 respectively, with year-on-year growth rates of 14.8%, 16.6%, and 16.1% [9][10] - Net profit is expected to be 2.05 billion, 2.53 billion, and 3.17 billion yuan for the same years, reflecting growth rates of 31.4%, 23.9%, and 25.3% [9][10] - The company’s gross margin is projected to decline from 58.3% in 2024 to 53.7% by 2027 [10]