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“上市公司价值发现之旅”厦门站——走进国投智能:探秘AI赋能新基建,解码大模型增长引擎
Quan Jing Wang· 2025-07-31 13:51
Core Viewpoint - The event organized by Panoramic Network and participated by Ping An Securities highlighted the growth potential of Guotou Intelligent in the digital economy, driven by AI large models and new infrastructure initiatives [1][2]. Group 1: Company Overview - Guotou Intelligent has transformed from a "network security expert" to a "national team in digital economy" since the entry of Guotou Group in 2019, aiming to become a global leader in data intelligence and security services [3]. - The company has achieved a market share of over 55% in electronic data forensics, with a gross margin of 60%, and is focused on public safety big data as a core business [3]. Group 2: Technological Advancements - Guotou Intelligent's flagship product, "Forensic Cube," has accumulated sales exceeding 1 billion yuan, and its public safety model "Tianqing" is among the first AI products to be registered with the National Cyberspace Administration [2][3]. - The company has established a computing power cluster exceeding 100P and is involved in the formulation of 16 international AI standards, creating a closed-loop from computing power to technology, products, and applications [4]. Group 3: Strategic Initiatives - The company is advancing its "All IN AI" strategy, focusing on AI safety and digital transformation for state-owned enterprises, positioning itself as a digital economy infrastructure operator [4][5]. - Guotou Intelligent's dual-engine layout of "large models + AI safety" is expected to be a key driver for performance growth amid the accelerating new infrastructure wave [4]. Group 4: Investor Engagement - The "Value Discovery Journey" series aims to facilitate direct communication between investors and company executives, enhancing transparency and understanding of the company's core value [5]. - Investors expressed that such in-depth research activities showcase the professional service capabilities of financial institutions and provide insights into the core value of listed companies [2].