Core Insights - The company reported a revenue of 249 million yuan for the first half of 2025, representing a year-on-year growth of 11.78% [1] - The net profit attributable to shareholders reached 151 million yuan, showing a significant year-on-year increase of 94.39% [1] Business Strategy - The company has made breakthrough progress in its strategic business, launching its first simulated home care IoT community named "Guomai University Elderly Care" [1] - This initiative is designed to work in synergy with the AI smart home care system introduced by the company, aiming to reconstruct the smart elderly care service system through deep integration of technology and scenarios [1]

Core Viewpoint - The company reported significant growth in revenue and net profit for the first half of 2025, indicating strong operational performance and strategic advancements in its business model [1] Financial Performance - The company achieved operating revenue of 250 million yuan, representing a year-on-year increase of 11.78% [1] - The net profit attributable to shareholders reached 151 million yuan, showing a substantial year-on-year growth of 94.39% [1] - The company plans to distribute a cash dividend of 0.4 yuan per 10 shares (tax included) to all shareholders, with no bonus shares issued [1] Strategic Developments - The company made breakthrough progress in its future strategic business, launching the "Guomai University Elderly Care" community, which simulates home-based elderly care [1] - The newly launched AI smart assistant for home elderly care is designed to create a synergistic ecosystem with the community initiative [1] - The company is committed to enhancing investor returns through increased dividend ratios and frequency [1]

Group 1: Company Overview and Market Position - Guomai Technology is focusing on the silver economy, leveraging IoT and AI technologies to create innovative solutions for the aging population, targeting a market worth trillions [2][4] - The company has launched the "Guomai University Elderly Care" IoT experimental community and the first AI smart body for home care, receiving widespread social recognition [2][4] Group 2: AI Smart Body and Services - The AI smart body operates on a multi-agent model, offering three types of support: engagement and onboarding, daily living and social engagement, and health and safety management [5] - The AI smart body aims to enhance the quality of life for the elderly by providing comprehensive support in daily activities, social interactions, and health monitoring [5] Group 3: Strategic Development and Partnerships - The company plans to promote both physical elderly care and AI smart body services, creating a synergistic strategy that enhances the overall elderly care experience [6] - Collaborations with government and third-party organizations are being sought to explore standardized and scalable applications of smart elderly care solutions [6] Group 4: Guomai Coin and User Engagement - Guomai Coin serves as an incentive and service exchange medium, quantifying health behaviors and facilitating a reward system to enhance user participation in health services [7] - The coin is designed to integrate with the company's ecosystem, connecting various services and creating a collaborative elderly care network [7] Group 5: Educational Initiatives - Fuzhou University of Technology, fully owned by the company, focuses on applied education and industry collaboration to meet regional economic needs and develop skilled professionals [8] - The university plans to expand its scale and enhance educational offerings in response to industry demands and national vocational education development [8] Group 6: Financial Performance - In Q1 2025, the company reported a 55% year-on-year increase in net profit, with a remarkable 345% quarter-on-quarter growth, marking the best start in its history [8] - The company anticipates a net profit growth of 60%-100% for the first half of 2025, continuing a trend of over 35% growth for ten consecutive reporting periods [8]

Core Viewpoint - Guomai Technology (国脉科技) is experiencing significant growth in its financial performance, with projections indicating a substantial increase in net profit and revenue, driven by innovative business models and strategic investments in technology and education [2][3][4]. Financial Performance - For the first half of 2025, the company expects a net profit attributable to shareholders of between 125 million yuan and 156 million yuan, representing a year-on-year growth of 60.52% to 100.33% [2]. - The non-recurring net profit is projected to be between 67 million yuan and 88 million yuan, showing a growth of 3.58% to 36.05% compared to the previous year [2]. - In 2024, the total operating revenue reached 549 million yuan, marking a six-year high, with a net profit of 169 million yuan, up 61.41% year-on-year, achieving a historical peak [2]. Business Development - The company is focusing on deep integration of industry and education, which has led to a decrease in total expenses by 31.02% while maintaining revenue growth [2]. - The asset quality has improved, with a cash-rich position and a low debt ratio of 15.63%, and zero interest-bearing debt [2]. Innovation and Strategic Initiatives - The company has launched the first domestic AI smart agent for home-based elderly care, which is expected to enhance the smart transformation of elderly services [4]. - The AI smart agent is designed to be a specialized tool for home care and health management, differentiating itself from generic models by addressing specific user needs and integrating offline services [4][5]. - The "Guomai University Elderly Care" initiative provides a practical application and data feedback for the AI smart agent, facilitating product performance validation and optimization [5]. Market Engagement - Since May, the company has attracted significant attention from institutional investors, indicating growing interest in its innovative approaches and market potential [4].

Core Insights - The article discusses how Guomai Technology is leveraging AI and IoT to address challenges in elderly care, introducing the first AI-based home care intelligent system in China [1][2] - The company has developed a large-scale IoT experimental community called "Guomai University Elderly Care," indicating a deepening commitment to the elderly care sector [1][2] Group 1: AI and IoT Integration - Guomai Technology combines IoT technology with AI to create a new model for smart elderly care, enhancing user interaction and providing personalized service recommendations based on real-time data analysis [2][4] - The AI system is designed to monitor physiological indicators and behavioral changes, offering timely health risk alerts and personalized service plans [2][4] Group 2: Intelligent Agents - The company has launched three intelligent agents: one for helping new residents adapt, another for daily living and social activities, and a third for health and safety monitoring [4][5] - These agents can operate independently or collaboratively to address specific needs in elderly care [4][5] Group 3: Human-Centric Design - The AI intelligent agents utilize non-contact monitoring technology to track vital signs without disturbing the elderly, ensuring a user-friendly experience [5][7] - The system allows family members to monitor their parents' health data with consent, fostering communication and emotional connection between generations [7][9] Group 4: University Elderly Care Model - The "University Elderly Care" concept integrates elderly care with university activities, allowing seniors to participate in courses and community events, thus enhancing their social engagement and sense of purpose [8][11] - This model aims to address the evolving needs of the elderly, focusing on both physical and mental well-being [9][11] Group 5: Industry Transformation - With an aging population projected to reach 310 million by the end of 2024, Guomai Technology aims to drive positive change in the elderly care sector through technological innovation [12][13] - The company recognizes the need for a deeper involvement in the elderly care industry to successfully implement intelligent solutions, leveraging university resources for interdisciplinary collaboration [12][13] Group 6: Talent Development - Guomai Technology has established a nursing and health college, training nearly 1,500 professionals in elderly care services, thereby addressing the demand for skilled personnel in the industry [13] - The practical applications and data from the elderly care sector will enhance educational programs and research, creating a beneficial cycle of innovation and talent development [13]

Group 1: AI Intelligent Body Development - The AI intelligent body based on home care scenarios will be released on June 26, 2025 [2] - The AI intelligent body will include three types: Engagement & Onboarding, Daily Living & Social Engagement, and Health & Safety Management [3][4] - The core competitive advantage of the AI intelligent body is its focus on specialized services in home care and health management, evolving from information processing to service execution [4] Group 2: National Currency (Guomai Coin) - Guomai Coin serves as an incentive mechanism connecting the AI intelligent body and physical services, rewarding users for participating in beneficial activities [3] - Users can use Guomai Coin for community consumption and service exchanges, promoting a positive cycle of health improvement and service experience upgrades [3] Group 3: Market Potential and Demographics - By the end of 2024, the elderly population aged 60 and above in China is expected to reach 310 million, accounting for 22% of the total population [4] - Home care is the dominant choice for elderly care, representing approximately 90% of the market, indicating a strong demand for related services [4] Group 4: Guomai University Elderly Care Project - Guomai University Elderly Care is a simulated home care community that integrates IoB sensing technology with AI algorithms to create precise health management solutions [5] - The project emphasizes lifelong learning and intergenerational communication, aiming to enhance the quality of life for the elderly [5] - The project has received significant market attention, with platform exposure exceeding one million since its launch [5] Group 5: Educational Initiatives and Collaborations - Fuzhou University of Technology, established by the company, focuses on applied undergraduate education and has nearly 14,000 students enrolled as of the end of 2024 [6] - The company has signed a strategic cooperation agreement with Xiamen University and local government to create an innovation platform, enhancing talent cultivation and technology research [6] Group 6: Financial Performance - In 2024, the company achieved its highest historical net profit, with a year-on-year increase of 61% [6] - In Q1 2025, the company continued its strong growth trend, with net profit increasing by 55% year-on-year and 345% quarter-on-quarter [6]

Group 1: Research Basic Information - The research object is Guomai Technology, belonging to the communication service industry, and the reception time was on May 20, 2025. The company's reception staff included Chairman Chen Wei and Board Secretary Zhang Wenbin [17] Group 2: Detailed Research Institutions - The institutions participating in the research were Huaxia Fund Management Co., Ltd. and Guosen Securities Co., Ltd. The relevant personnel from Huaxia Fund were Lei Meng from the Fund Investment Department, and from Guosen Securities were computer researchers Yun Mengze and Ku Hongyao [18] Group 3: Main Content AI Agent - Development and Features - The upcoming AI agent press conference this quarter will focus on the practical demonstration of the home-based elderly care AI agent, in-depth analysis of the innovative elderly care model, and the R & D progress of active and precise health management [22] - The company's home-based elderly care AI agent adopts a multi - agent model and will release three types of agents, including those for pre - contact and adaptation support, daily life and social entertainment, and health and safety management [22] - The core competitive advantage of the company's AI agent is that it focuses on home - based elderly care and health management, being a "professional" agent. It can sense users' real needs, connect offline services, and achieve "perception - decision - execution" integration. The "Guomai University Elderly Care" provides real application scenarios and data feedback [23][24] - The AI agent will first be used in the "Guomai University Elderly Care" community to test its performance. The company will also seek cooperation with government departments and third - party institutions for standardized and large - scale application [24] Guomai University Elderly Care Project - It is a "body - connected network" experimental community for simulated home - based elderly care, integrating body - connected network (IoB) sensing technology and artificial intelligence algorithms. It emphasizes meeting the spiritual needs of the elderly and has received over one million platform exposures since its promotion [24][25] Fuzhou University of Technology - It is a full - funded applied undergraduate university by the company, with nearly 14,000 students as of the end of 2024. It plans to expand its scale and improve its level, and has completed the infrastructure construction of the new campus [25] Impact of Industry - Education Integration - The industry - education integration strategy has built a development empowerment platform integrating technology R & D, scenario application, talent reserve, and innovation incubation. It has created three core barriers for the company's business [26][27] - The company has signed a strategic cooperation framework agreement with Xiamen University and Mawei District People's Government to build the "Guomai Future Science City", which will promote the company's scientific and technological innovation [27] Company Performance - Since 2018, the company has optimized its revenue structure, focusing on sustainable future industries. In 2024, it achieved its best - ever performance, with a 61% year - on - year increase in net profit attributable to the parent company. In the first quarter of 2025, the net profit attributable to the parent company increased by 55% year - on - year and 345% quarter - on - quarter [27][28]

Group 1: AI Intelligent Agents - The company plans to release three types of AI agents focused on home elderly care in Q2 2025, including support for engagement, daily living, and health management [2][3][4] - The AI agents will evolve from "information processors" to "service executors," integrating perception, decision-making, and execution [3][4] - The initial deployment of the AI agents will occur in the "Guomai University Elderly Care" community to validate product performance before broader promotion [4][5] Group 2: Market Potential - As of the end of 2024, the elderly population aged 60 and above in China reached 60 million, accounting for 22% of the total population, with a growth rate of approximately 3.1 million annually [4] - Home elderly care is the dominant choice, representing about 90% of the market, indicating a strong demand for related services [4] Group 3: Guomai University Elderly Care Project - The "Guomai University Elderly Care" project integrates IoB sensing technology and AI algorithms to create a precise health management solution for home care [4] - The project emphasizes lifelong learning and intergenerational exchange, aiming to enhance the quality of life for the elderly [4] - Since its launch, the project has gained significant media attention, with platform exposure exceeding one million [4] Group 4: Strategic Development - The company is pursuing a dual strategy of advancing both physical elderly care and AI intelligent agents, which will mutually enhance each other [5] - From 2018 to 2021, the company optimized its revenue structure by divesting low-margin businesses, leading to a significant improvement in financial quality and a return to growth [5] - In 2024, the company achieved its best historical performance with a net profit growth of 61% year-on-year, and in Q1 2025, net profit increased by 55% year-on-year and 345% quarter-on-quarter [5]

Core Viewpoint - The company is actively engaging in the integration of AI technology within the elderly care sector, focusing on personalized and efficient service delivery through its AI Agent, named I gent, in collaboration with major tech firms [2][3]. Group 1: AI Agent Application - The AI Agent, I gent, is designed to enhance user experience in community and home-based elderly care by supporting users throughout their journey, from initial engagement to daily living and health management [2]. - I gent serves as an efficient tool for customer acquisition and a guide for elderly individuals and their families to transition into new living arrangements [2]. - The AI Agent provides comprehensive support for daily activities, social engagement, and health monitoring, ensuring continuous care for the elderly [2]. Group 2: Unique Features of AI Agent - Unlike generic AI agents, I gent is tailored specifically for the elderly care sector, addressing the limitations of general-purpose AI in specialized fields [3]. - The company aims to evolve I gent from an information processor to a service executor, integrating offline services to enhance user experience [3]. Group 3: National University Elderly Care Project - The "National University Elderly Care" project combines IoB technology with AI to create precise health management solutions for home-based elderly care, emphasizing lifelong learning and intergenerational communication [4]. - The project has received significant attention since its launch, with platform exposure exceeding one million [4]. Group 4: Educational Initiatives - The company operates Fuzhou University of Technology, focusing on applied education and aligning its curriculum with industry needs, currently hosting nearly 12,000 students [5]. - The university's integration with the company's strategy has created a platform for technology research, application, and talent development [6]. Group 5: Strategic Collaborations - A strategic cooperation framework has been established with Xiamen University and the local government to create the "National Future Science City," enhancing research and talent development in key technological areas [7]. Group 6: Financial Performance - In 2024, the company reported a significant increase in revenue and net profit, with a year-on-year growth of 53%-82% in net profit [8]. - The company's Q3 2024 report indicated a 14.91% increase in main revenue to 365 million, and a 66.99% increase in net profit to 148 million [8].