Workflow
智慧城市数字生态
icon
Search documents
捷顺科技20250709
2025-07-11 01:13
Summary of Jieshun Technology Conference Call Industry and Company Overview - **Company**: Jieshun Technology - **Industry**: Smart Parking and AI Integration Key Points and Arguments 1. **AI Strategy**: Jieshun Technology focuses on "AI plus parking operations," launching two advisory services: a car owner parking advisor and a parking operation advisor, leveraging big data and AI models to optimize parking solutions [2][4] 2. **RWA Collaboration**: The company is actively exploring the RWA sector, collaborating with Ant Financial on the charging pile industry chain, which is still in the exploratory phase but has shown progress [2][6] 3. **Smart City Initiatives**: Jieshun has established smart parking platforms in 50-60 cities and launched a shared parking platform to optimize space utilization, while also venturing into destination charging services [2][7] 4. **Partnership with Huawei**: The collaboration with Huawei's HarmonyOS is progressing well, integrating Jieshun's parking application into HarmonyOS devices, enhancing functionalities like parking space search and payment [2][8] 5. **Rapid Growth in Shared Parking**: The shared parking platform is the fastest-growing segment, targeting a revenue of 200 million yuan this year, with plans to support 10,000 parking lots for staggered parking [2][9] 6. **Financial Performance**: In the first half of 2025, Jieshun's non-recurring profit grew nearly 200% year-on-year, with innovative business orders increasing over 100% and revenue growth between 30% to 40% [3] 7. **AI Applications**: The company is developing AI applications for both C-end and B-end users, aiming to enhance efficiency through cloud hosting and SaaS services, and has invested significantly in visual AI technology [4][13] 8. **Charging Business Growth**: The charging business saw over 60% growth in orders and revenue in the first half of 2025, integrating charging services with parking operations [2][12] 9. **De-emphasizing Real Estate**: Jieshun is shifting focus from real estate to upgrading existing projects, with over 90% of equipment sales coming from existing project updates [4][10] 10. **Ecosystem Collaborations**: The company collaborates with major ecosystems, including Tencent Maps and Alipay, with plans for international expansion starting in Hong Kong [2][11] Other Important Insights - **Cash Flow**: The company reported strong cash flow growth, expecting to exceed last year's figures [3] - **Innovative Business Models**: Jieshun is transitioning to a SaaS model to enhance revenue scalability and maintain stable growth [4][10]