Core Insights - The expansion of visa-free policies in China is creating unprecedented opportunities for the development of smart ports, with a 72.7% year-on-year increase in foreign visitors during the recent holiday period [1][2] - The implementation of smart technologies and AI is reshaping the entry and exit experience at ports, enhancing efficiency and management capabilities [1][2] Smart Upgrade - The latest visa-free policy covers 24 provinces, 60 ports, and 54 countries, accelerating the construction of smart ports [2] - The introduction of new systems has reduced normal international passenger clearance time to under 20 seconds, with a high-risk luggage identification accuracy of over 98% [2][4] - The push for smart port construction is now seen as essential for enhancing national image and optimizing the business environment [2][3] Industry Barriers Reshaped - The "no document required" passage has facilitated over 15 million entries and exits since its pilot launch, significantly improving clearance efficiency [4] - New technologies such as IoT, big data, and AI are providing the necessary support for the intelligent transformation of port clearance processes [4][5] Data Security and Profitability - The development of smart ports is driven by three main factors: the need for new port construction due to the Belt and Road Initiative, existing port business expansion, and product upgrades [7] - Data security remains a critical issue, especially in high-risk environments like ports, necessitating advanced biometric solutions and AI models to ensure accuracy and reliability [8] - Balancing investment and returns is a challenge, with R&D expenditures consistently above 10% of revenue, indicating a commitment to sustainable development [8][9]

公 司 报 告 计算机 2025年04月13日 行情走势图 证券分析师 盛视科技(002990.SZ) 研发投入力度加强，推动海外、AI构筑第二成长曲线 强烈推荐( 维持) 股价:26.75元 主要数据 | 行业 | 计算机 | | --- | --- | | 公司网址 | www.maxvision.com.cn | | 大股东/持股 | 瞿磊/62.07% | | 实际控制人 | 瞿磊 | | 总股本(百万股) | 261 | | 流通A股(百万股) | 134 | | 流通B/H股(百万股) | | | 总市值(亿元) | 70 | | 流通A股市值(亿元) | 36 | | 每股净资产(元) | 9.19 | | 资产负债率(%) | 30.4 | | 闫磊 | 投资咨询资格编号 | | --- | --- | | | S1060517070006 | | | YANLEI511@pingan.com.cn | | 黄韦涵 | 投资咨询资格编号 | 事项： 公司发布2024年年度报告，2024年公司实现营业收入12.22亿元，同比减少 22.31%，实现归母净利润1.75亿元，同比减少11.77%。利 ...