Workflow
动态点评:数据要素践行者,陆续发布智算中心、健康AI大模型、智能网联平台

Investment Rating - The report assigns a rating of "Accumulate" for the company [6]. Core Views - The company is a leading digital city construction and operation service provider in China, advocating for the smart city concept through the integration of AI, big data, and IoT technologies [3]. - The company has established a comprehensive strategic partnership with Huawei, focusing on the development of smart computing centers and health AI models [3][16]. - The company aims to enhance the utilization of data elements and explore sustainable industry transaction models, contributing to the national data element strategy [3][16]. Financial Summary - The company is projected to achieve revenues of 2.102 billion, 2.416 billion, and 2.770 billion yuan for the years 2023, 2024, and 2025 respectively, with a growth rate of 30.41%, 14.97%, and 14.63% [8]. - The net profit attributable to the parent company is expected to be 199.84 million, 266.85 million, and 328.71 million yuan for the same years, reflecting growth rates of 187.98%, 33.53%, and 23.18% [8]. - The company’s PE ratios are projected to be 24.69, 18.49, and 15.01 for the years 2023, 2024, and 2025 respectively [8]. Business Development - The company has launched various innovative products, including the HealthGPT health service platform and AI-powered health monitoring devices [3]. - The company has successfully implemented smart traffic solutions in Cangzhou, enhancing urban traffic management through AI technologies [3]. - The company is actively involved in establishing city brain companies across multiple provinces, focusing on data value extraction and urban data asset activation [16].