九章证券领域大模型

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九方智投控股(09636)深化AI赋能战略落下关键一子,如何看待“AI含量”升高带来的投资机会?
智通财经网· 2025-08-17 09:34
近年来,随着模型能力快速演进,AI正在各个领域里进化成为更强的生产力。于证券投顾行业,AI同 样已经展现出了重新定义"效率"与"体验"的边界的无穷潜力。 8月15日,由九方智投控股(09636)在上海举办的"证券领域的AI赋能——上海九方智擎科技有限公司 入驻'模速空间'美好共建仪式"如期召开。活动当天,九方智擎在各方嘉宾的见证下正式入驻上海市徐 汇区"模速空间"园区据了解,九方智擎是九方智投控股为抢抓AI爆发式发展的时代机遇而新近成立的企 业,后续九方智擎将以"开路先锋"的姿态加紧探索AI技术和产品在证券行业的提效赋能。 作为新一代证券投资咨询公司,九方智投控股旗下九方智投以"科技+投研"双轮驱动战略给予投资者科 学有效的投资范式,而AI正是九方智投极其重视的技术工具。在成立九方智擎以前,公司便已布局成 立人工智能中心,打造了全套参数的九章证券领域大模型体系,并于今年发布了九方灵犀等AI产品, 不断深化AI应用技术对核心产品的提效升级。智通财经认为,九方智投在强化AI赋能方面不断加码, 这对于其推进从"传统投顾"到"智能投顾"的科技化转型将产生积极影响;同时,从资本市场视角 看,"AI含量"越来越高的九方智 ...
九方智投控股深化AI赋能战略落下关键一子,如何看待“AI含量”升高带来的投资机会?
Zhi Tong Cai Jing· 2025-08-17 09:33
Core Viewpoint - The establishment of Jiufang Zhiying marks a strategic move by Jiufang Zhitu Holdings to leverage AI technology in the securities industry, aiming to enhance efficiency and redefine investment consulting services [1][2][4] Group 1: Company Developments - Jiufang Zhiying was officially launched in Shanghai's "Mosu Space," a hub for AI innovation, to explore AI applications in the securities sector [1][2] - The company has previously established an AI center and developed a comprehensive model system for the securities field, including the launch of AI products like Jiufang Lingxi [1][4] - Jiufang Zhitu Holdings is transitioning from traditional investment consulting to intelligent consulting, with a focus on AI integration [1][4] Group 2: Strategic Collaborations - Jiufang Zhiying has formed a strategic partnership with Tencent Cloud, focusing on enhancing AI tools, redefining operational paradigms, and building a resilient technological foundation [3] - This collaboration is expected to create significant business synergies, leveraging Tencent Cloud's resources to enhance Jiufang Zhiying's capabilities in financial technology [3] Group 3: Market Position and Financial Performance - The rapid development of AI is reshaping the business landscape, leading to a re-evaluation of AI-related stocks in the capital market [4] - Jiufang Zhitu Holdings has reported a positive trend in profits, supported by high contract liabilities, indicating strong performance for the second half of the year [4][5] - The company is investing heavily in R&D, with a projected expenditure of 319 million yuan in 2024, representing a double-digit growth rate [5] Group 4: Competitive Advantage - Jiufang Zhitu Holdings is building a unique competitive edge through AI-driven technology, which is recognized by institutional investors [5] - The company’s investment value is seen not only in its current market position but also in its ability to capitalize on future opportunities in financial technology [5]
九方智投控股(09636):深度报告:借投教流量风口崛起,战略布局RWA及国际市场
Xinda Securities· 2025-08-13 09:25
Investment Rating - The report assigns a "Buy" rating to the company [3] Core Insights - The company is positioned to benefit from the growing demand for retail investment consulting services as the number of individual investors in the A-share market continues to rise, with over 240 million investors reported by mid-2025 [4][34] - The company has successfully leveraged the short video trend to innovate its business model, achieving high growth rates through effective customer engagement and content distribution [4][11] - Strategic acquisitions and capital raises are expected to diversify the company's business and enhance its international market presence, particularly in the areas of stablecoins and RWA (Real World Assets) [4][13] Summary by Sections Company Overview - The company focuses on high-end investment education and consulting, utilizing AI technology to enhance its service offerings and customer engagement [15][26] - It has developed a range of products, including high-value VIP services and a unique learning machine aimed at educating new investors [11][24] Market Demand and Growth - The demand for investment consulting services is increasing, driven by the growing wealth of individual investors and the need for professional guidance [4][39] - The online investment decision-making solutions market is projected to grow significantly, with estimates reaching RMB 872 billion by 2026 [50] Business Model Innovation - The company has adopted a new business model that integrates content production, multi-channel distribution, and precise customer targeting, resulting in a sustainable growth mechanism [11][59] - The use of AI and big data analytics allows the company to provide personalized investment advice and enhance user experience [12][26] Financial Performance and Projections - Revenue is expected to grow from RMB 3.8 billion in 2025 to RMB 5.1 billion in 2027, with a corresponding increase in net profit from RMB 1.4 billion to RMB 2 billion [5] - The company's P/E ratio is projected to decrease from 15.66 in 2025 to 11.02 in 2027, indicating potential for valuation improvement [5] Strategic Initiatives - The company plans to expand its international footprint through strategic acquisitions and partnerships, particularly in Hong Kong and the Middle East [4][13] - Recent capital raises have been directed towards building a blockchain financial ecosystem and enhancing digital asset services [4][13]