格隆汇11月26日丨广联达(002410.SZ)在互动平台表示，广联达CONCETTO智能设计产品聚焦于建筑项 目前期策划与方案设计阶段，以"AI+数智化"双轮驱动，重塑设计全流程。产品能力覆盖数智化建模、 AI灵感渲染器、AI成本估算、AI分析等核心模块，当前已经接入Nano Banana Pro。 ...

（文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：尊敬的董秘您好，请问公司旗下的 CONCETTO是否已 经接入了谷歌的Nano Banana Pro？这个对公司的业务有什么帮助？ 广联达（002410.SZ）11月26日在投资者互动平台表示，广联达CONCETTO智能设计产品聚焦于建筑项 目前期策划与方案设计阶段，以"AI+数智化"双轮驱动，重塑设计全流程。产品能力覆盖数智化建模、 AI灵感渲染器、AI成本估算、AI分析等核心模块，当前已经接入Nano Banana Pro。 ...

2Africa海缆主干系统完工。 作为2Africa海缆系统工程建设组联席主席单位，中移国际深度参与项目推进，在工程统筹管理与 多方协同联动等关键环节发挥了重要支撑作用。以2Africa海缆主干系统完工为契机，中移国际进一步 强化"一带一路"沿线阿拉伯海区域、非洲东西海岸及欧洲区域的资源布局，与在东、西非沿岸的 PEACE、Equiano等大容量海缆协同下，完善覆盖非洲的多路由环网格局。依托在吉布提、坦桑尼亚、 肯尼亚、南非、尼日利亚等地的网络出海口和IAX-IEX等海缆系统，2Africa将欧亚-非洲大容量带宽与 陆缆、PoP点深度打通，构建覆盖非洲、辐射亚太与欧洲的区域领先国际海缆连接能力。 近日，由中国移动国际有限公司(中移国际)联合多家国际合作伙伴共同参与建设的2Africa海底光缆 主干系统基础设施顺利完工。2Africa环绕非洲大陆，并连接欧洲、亚洲等节点，将进一步夯实中移国 际全球海缆布局和国际通信资源，为非洲及周边地区数字经济发展提供坚实的信息底座。 2Africa海缆主干系统完工。 2Africa海缆是首条在同一系统内连续连接非洲东、西海岸的海底光缆，采用开放接入模式，总长 度将超过45,0 ...

Group 1: Business Performance - The company is a leading player in the domestic color sorting machine industry, maintaining strong core competitiveness through continuous innovation, market expansion, and brand recognition, resulting in stable growth in its color sorting machine business [2] - The revenue from industrial inspection equipment has declined due to a strategic focus on core businesses and adjustments in product categories and market sales strategies [4] Group 2: Market Outlook - The dental industry is currently experiencing a downturn due to intense market competition and reduced effective demand, but the company remains optimistic about future growth driven by economic development, population aging, and increased public awareness of oral health [3] - The color sorting machine business is expected to continue its stable growth, particularly in the agricultural and recycling sectors, supported by increasing market demand [5] Group 3: Product Innovations - The newly launched AI-powered color sorting machine "Meiya Master 4.0" integrates advanced AI models and real-time monitoring capabilities, quickly gaining popularity in the market [6][7] - The "Meiya Meiya" digital cloud platform for oral health has been optimized and is currently serving over 10,000 users, contributing to the high-quality development of the dental industry [7] Group 4: Inventory and Sales Strategy - As of June, the company's inventory reached 375 million CNY, a 32% increase from the beginning of the year, primarily due to proactive stocking in anticipation of higher sales volumes in the second half of the year [7]

Investment Rating - The investment rating for the company is "Accumulate" [6] Core Views - The company reported a revenue of 1.023 billion yuan for the first half of 2025, representing a year-on-year growth of 9.92%. The net profit attributable to the parent company was 303 million yuan, up 11.34% year-on-year [1][6] - The color sorting machine business accounted for over 70% of total revenue, with a significant increase in gross margin [1] - The company launched the new AI+ intelligent color sorting machine "Meiya Master 4.0," enhancing its market competitiveness [1] - The medical equipment segment stabilized with a revenue of 204 million yuan, maintaining a gross margin of 48.45% [1][5] Financial Performance - The company achieved a net cash flow from operating activities of 393 million yuan, a year-on-year increase of 125.28% [1] - The overall gross margin for the first half of 2025 was 52.14%, an increase of 1.26 percentage points year-on-year [1] - The color sorting machine segment's revenue was 742 million yuan, with a gross margin of 51.87%, up 2.84 percentage points year-on-year [1] - The projected net profits for 2025-2027 are 730 million, 805 million, and 867 million yuan respectively, with corresponding EPS of 0.83, 0.91, and 0.98 yuan per share [6][9] Market Position - The company has established a leading position in the color sorting machine market through continuous innovation and product iteration [1] - The "Meiya Meiya" digital cloud platform for oral health has surpassed 10,000 end users, laying a solid foundation for future growth in the medical business [5]