AI+民生场景服务
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德生科技(002908) - 002908德生科技投资者关系管理信息20251020
2025-10-20 10:43
Group 1: AI Technology and Applications - The company has established an AI core technology foundation, completing the integration of general large models and training self-developed models, with plans to launch the "Desheng Zhengduoxing" product [2][3] - Key application areas include employment, medical services, social security, and government services, with employment and social security showing strong financial performance [3][4] - The company has developed a "no-sense payment platform" for medical services in collaboration with China UnionPay and Guangzhou Medical Insurance, aiming to enhance operational efficiency by integrating fragmented medical data [4][5] Group 2: Business Model and Ecosystem - The company adopts a "platform + operation" service model, focusing on core livelihood scenarios and collaborating with B-end partners to build an operational service ecosystem [3][6] - A deep commitment to the "data + model + scenario" service loop is emphasized, leveraging AI support to create knowledge graphs and databases for various livelihood services [3][6] - The company aims to construct a livelihood operation service ecosystem centered around people, breaking down data silos and continuously optimizing services [6] Group 3: Future Development and Sustainability - Employment services are a national policy focus, with the company targeting key demographics such as college graduates and migrant workers, utilizing AI tools to enhance job matching efficiency [5][6] - The company positions itself as a "social security card service provider," leveraging the unique value of social security cards to build a comprehensive service system from government to consumer [5][6] - Future market scale will depend on the population size and service depth in covered cities, indicating a strategic approach to sustainable business growth [5][6]