从家门口的楼宇对讲，到病房里的医护系统，再到客厅中的智能中控屏，AI正在成为连接人与空间 的"无声管家"。在狄耐克（300884）总部，公司董事长缪国栋接受证券时报记者专访时表示，狄耐克正 推动人工智能从"功能附加"走向"场景重构"，逐步构建起覆盖社区、家庭、医院的一体化智能生态。 从楼宇对讲产品来看，狄耐克在国内市场处于领先地位，连续十三年获评"房建供应链企业综合实力 TOP500首选供应商"奖项，连续六年首选率稳居行业第一。 "我们是众多房企的首选品牌，也是楼宇对 讲国家标准和国际标准的编制单位之一，市场份额占有率稳定。"缪国栋表示。 在全球安防市场中，狄耐克位列专业媒体A&S发布的《2024年度全球安防50强》第22位，并获得了"德 国红点设计大奖""美国IDEA设计大奖""亚洲设计奖"等国际奖项。目前，狄耐克产品已出口90多个国家 和地区，尤其在东南亚、中东等新兴市场表现突出。 从智慧医院业务来看，狄耐克已成为医疗智能化建设的重要参与者，是全球智慧物联网联盟GIIC理事 单位、鸿蒙生态钻石级合作伙伴。缪国栋表示："我们的智慧医院产品线以智慧病房和智慧门诊建设为 业务核心，产品覆盖医护对讲、ICU 探视 ...

Core Viewpoint - Northeast Securities maintains an "overweight" rating for Yidu Technology (02158), highlighting significant improvements in market penetration in the medical intelligence sector and record-high gross margins for its self-developed i-series solutions during the fiscal year 2025 [1] Group 1: Market Penetration and Client Base - As of March 31, 2025, the company's big data platform serves 110 top hospitals in China and 44 regulatory agencies, covering over 4000 hospitals [1] - The Copilot product matrix completed deployments in over 30 tier-one hospitals within three months, creating a complete closed loop of "data governance - intelligent training - scenario implementation," significantly enhancing market penetration in medical intelligence [1] - The life sciences segment serves 132 clients, with a revenue retention rate of 87.51% among the top 20 clients, 16 of which are multinational pharmaceutical companies [1] Group 2: Financial Performance and Competitive Edge - The gross margin for the self-developed i-series solutions reached 33.5%, marking a historical high and underscoring the company's core competitiveness in the field of pharmaceutical research and development intelligence [1] - The company has been the main operating platform for "Shenzhen Huimin Insurance" for three consecutive years, with 6.09 million insured individuals in 2024; it has also operated "Beijing Huimin Insurance" for four years, accumulating over 15 million insured instances [1] - The platform has over 24 million active users, all of whom have completed at least one transaction, demonstrating strong user reach and market acceptance for health management services, laying a solid foundation for future commercialization [1]