证券研究报告 | 2025年04月02日 中岩大地（003001.SZ） 与晶泰科技达成战略合作，AI 赋能有望驱动岩土工程效率革命 |  公司研究·公司快评 | | |  | 建筑装饰·专业工程 |  投资评级：优于大市（维持） | | --- | --- | --- | --- | --- | --- | | 证券分析师： | 任鹤 | 010-88005315 | | renhe@guosen.com.cn | 执证编码：S0980520040006 | | 证券分析师： | 朱家琪 | 021-60375435 | | zhujiaqi@guosen.com.cn | 执证编码：S0980524010001 | 事项： 2025 年 3 月 31 日，中岩大地与晶泰科技正式签署战略合作协议。晶泰科技是一个基于量子物理、以人工 智能赋能和机器人驱动的创新型研发平台。公司采用基于量子物理的第一性原理计算、人工智能、高性能 云计算以及可扩展及标准化的机器人自动化相结合的方式，为制药及材料科学(包括农业技术、能源及新 型化学品以及化妆品)等产业的全球和国内公司提供药物及材料科学研发解决方案及服务。此次签 ...

Investment Rating - The investment rating for the company is "Outperform the Market" (maintained) [1][4][23] Core Viewpoints - The strategic cooperation between the company and Jingtai Technology is expected to drive a revolution in geotechnical engineering efficiency through AI empowerment, significantly shortening the research and development cycle of geotechnical materials and reducing overall costs [2][3][9] - The company has made significant progress in major national engineering projects, including collaborations in the nuclear power and hydropower sectors, which are expected to accelerate the realization of related orders [3][16][18] Summary by Relevant Sections Strategic Cooperation - The company signed a strategic cooperation agreement with Jingtai Technology, focusing on the fields of soil solidification agents and soft foundation solidification, combining industry experience with AI technology to create a new generation of intelligent geotechnical material systems [2][3] Market Opportunities - The collaboration is anticipated to enhance the company's leading advantage in geotechnical engineering, opening up potential market space for foundation treatment services [3][4] - The company has secured strategic partnerships with major players in the nuclear power and hydropower sectors, which are expected to lead to accelerated project approvals and order realizations [16][18] Financial Forecast - The company is projected to achieve revenues of 919 million, 1.342 billion, and 2.050 billion yuan for the years 2024, 2025, and 2026 respectively, with net profits of 71 million, 147 million, and 299 million yuan, reflecting significant growth rates of +123%, +106%, and +103% [4][23]