国投智能 20250826 摘要 公司订单金额近 7 亿元，同比增长 42%；营收 5.58 亿元，同比增长 1.63%；AI 相关产品收入 1.67 亿元，占总营收 30%，成核心增长点， 新发 24 款产品均搭载 AI 功能。 电子数据取证收入 2.06 亿元，占总营收 37.02%，市占率达 61%；公 共安全大数据营收 2 亿元，占总营收 35.83%，市场占有率跃居首位。 数字政务与企业数字化营收 1.26 亿元，同比增长 86.62%；网络空间 安全营收 0.25 亿元，同比下降，受项目延期影响。 公司通过项目预决算、风险前置评估、提高交付效率和策略性采购等措 施，应对毛利率下降和回款变慢的挑战。 公司在 AI 技术创新领域，与高校及科研院所合作，聚焦大模型、智能装 备等前沿方向，构建产学研用一体化创新生态。 公司预计 2025 年将有约 60 亿元商机，芯片订单同比增长 35%，公安 安全大数据业务上半年翻番，数字化业务同比增长 700%。 国投智能在 AI 安全领域拥有 15%相关专利，参与国家级平台建设，AI 小程序用户数突破 6 万，并积极推进海外市场。 78%。 5. 电子数据取证 ： ...

Summary of Guotou Intelligent's Conference Call Company Overview - Guotou Intelligent has undergone a name change to eliminate "Xiamen" from its title, aiming to clarify its positioning as a central enterprise and enhance its image in the national and international markets [3][20]. Key Industry Insights - The company reported a **42% year-on-year increase** in new orders for the first half of 2025, driven by significant opportunities in **5G** and public safety big data [2][3]. - The public safety big data and enterprise digitalization sectors saw growth exceeding **100%** [2][3]. - The company secured a **5G platform project** in Guangdong with a bid amount of **132 million yuan**, expected to be completed by Q4 [2][4]. Product and Technology Developments - Guotou Intelligent launched **11 new AI-powered evidence collection applications**, enhancing existing products like Super Cube and Super Elf [2][5]. - The company developed four new confidentiality inspection products for disciplinary inspection commissions, receiving recognition from national leadership [5]. - The **Starfire Platform** and **Evidence Cloud Platform** have been established to improve efficiency in evidence collection and analysis [5]. Market Position and Achievements - Guotou Intelligent holds over **50% market share** in the public safety big data sector, with successful bids in cities like Guangzhou and Beijing [6][7]. - The company has deployed the **Smart Xiaomei Police Assistant** and various intelligent interfaces in over **20 provinces**, creating more than **500 premium intelligent agents** [7]. - The **Tianqing V5 model** focuses on case analysis and command dispatch, enhancing the company's reputation in the public safety sector [7]. AI and Security Initiatives - The company has introduced AI security products that have helped recover over **30 billion yuan** in losses through its anti-fraud data platform [8]. - Guotou Intelligent is establishing a comprehensive anti-fraud product system, with a model in Guizhou serving as a national template [8]. Business Expansion and Partnerships - The company signed strategic agreements with two mobile manufacturers to embed its SDK in new smartphones, targeting sales of **50,000 to 100,000 units** per model [11][19]. - Guotou Intelligent is exploring the application of anti-fraud technology in both B2B and B2C markets, with plans to offer a monthly service fee model [12]. Financial Performance and Projections - Despite a loss of over **400 million yuan** last year, the company expects double-digit revenue growth in 2025, supported by new and existing orders [20]. - The company is focusing on cost control and efficiency improvements to enhance profitability [21]. Challenges and Strategic Responses - The electronic data collection business has faced revenue declines, prompting the company to explore new technologies and expand into emerging markets [23][24]. - Guotou Intelligent is addressing underperformance in subsidiaries by enhancing collaboration and leveraging resources from the parent company [25]. Future Outlook - The company anticipates significant growth opportunities driven by the upcoming **15th Five-Year Plan**, focusing on AI integration across various sectors [31]. - The public safety big data business is expected to benefit from the rollout of **5G projects**, with a projected market size in the tens of billions of yuan [32]. Conclusion - Guotou Intelligent is committed to innovation and quality, as evidenced by its new office space designed to showcase its AI applications and products [34].