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金现代(300830) - 2025年6月11日投资者关系活动记录表
2025-06-11 14:22
Group 1: Financial Performance - In 2024, the company's revenue from customized software development and services accounted for approximately 78%, while standardized software product development and sales represented about 22% [2] - The sales revenue from standardized software products experienced a year-on-year growth of approximately 30% [2] - The gross margin of standardized software products is significantly higher than that of customized services, contributing to the company's long-term stable development [3] Group 2: Product Development and AI Integration - The company focuses on AI research directions including large language models (LLM), natural language processing (NLP), knowledge graphs (KG), and image recognition (CV) [4] - The company has launched various AI-related products and solutions, such as intelligent Q&A and report generation, with numerous successful application cases [4] - The "Light Cavalry" low-code development platform has been adapted to the DeepSeek large model, enhancing its capabilities for enterprise digital transformation [5][6] Group 3: Laboratory Management System - The smart laboratory management platform is designed for comprehensive management of experiments and testing processes, significantly improving efficiency and standardization [7] - The platform incorporates AI technologies to automate data collection and report generation, reducing manual workload and errors [8] - The product has been widely applied across various industries, including energy, electronics, pharmaceuticals, and food [9] Group 4: Future Development Strategy - The company will continue to pursue a "dual-wheel drive" development strategy, focusing on both customized digital solutions and standardized software products [10] - There will be sustained investment in technology innovation, particularly in AI and standardized software, to enhance core products and achieve sustainable high-quality development [10] Group 5: Convertible Bonds - The company's convertible bonds have a conversion period ending on November 26, 2029, with no current intention to adjust the conversion price [10] - The company aims to promote the completion of bond conversions based on market conditions and stock performance [10]