具身产品智能化

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【私募调研记录】呈瑞投资调研能科科技
Zheng Quan Zhi Xing· 2025-07-28 00:11
Group 1 - The core viewpoint of the news is that Chengrui Investment has conducted research on Nengke Technology, which is strategically focusing on AI business development and aims to fully commit to AI by the second half of 2024 [1] - Nengke Technology has made significant investments in AI product research and market expansion in 2023 and 2024, with a development strategy that includes intelligent products, industrial manufacturing intelligence, and AI-assisted industrial software [1] - The company has achieved progress in developing various domain models and applications, and plans to expand into the civilian industrial sector, which has strong demand and favorable policy support for intelligent upgrades [1] Group 2 - Chengrui Investment, established in May 2010, has a registered capital of 110 million and has been recognized for its stable development in the secondary market, covering macro-hedging strategies and high-frequency Alpha strategies [2] - The investment team consists of 33 highly qualified professionals with strong educational backgrounds from prestigious universities, and the company has received multiple awards for its performance in the private equity sector [2] - Chengrui Investment has diversified its client base, which includes banks, private banks, securities firms, insurance companies, trusts, and various institutional investors, reflecting its broad market recognition [2]
能科科技20250722
2025-07-22 14:36
Q&A 能科科技在 AI 业务方面的历史和未来规划是什么? 能科科技自 2022 年底开始开展 AI 业务,受到 ChatGPT 的影响。2023 年, 公司在年报中首次单独披露 AI 业务,收入达 2000 多万元。2024 年实现了显 著增长,收入达到 2.7 亿元。公司在 2024 年下半年明确提出"all in AI"战略, 计划将 AI 业务作为公司最大的业务板块,并设定了 2025 年业绩翻倍的目标。 未来三至五年内,公司希望成为工业领域人工智能核心生态构建者。 能科科技 20250722 摘要 能科科技明确"all in AI"战略,目标 2025 年业绩翻倍,致力于成为工 业领域人工智能核心生态构建者,重点服务重工装备、特种行业、汽车、 高科技电子和通用机械等行业。 公司 AI 业务主要产品形态包括 AI 加具身产品智能化(亿元级项目已落 地)、AR 加工业研制场景智能化(客单量 400 万,增长迅速)和工业 软件加 AI 助手(客单量 5-20 万,逐步推广)。 特种行业 AI 订单预计占 2025 年总订单的 60%-70%,民用行业新增占 30%-40%。2024 年收入 2.7 亿元, ...