Core Viewpoint - The report highlights that Guanglian Da (002410) is experiencing a turnaround, with significant improvements expected in 2024, driven by stable core business development and AI integration [1][2][4]. Group 1: Business Performance - The core business is steadily developing, with digital cost management evolving from single-position tools to comprehensive application scenarios, maintaining stable renewal and application rates for traditional cost estimation tools [2]. - The company’s gross profit margin is increasing, and ongoing cost optimization is expected to lead to a rapid recovery in net profit, projected at 250 million yuan in 2024, a year-on-year increase of 116.19% [2]. - The number of application projects in the digital design business has grown to 1,440 by 2024, showcasing the company's expanding market presence [2]. Group 2: Policy and Market Environment - Supportive policies from the Chinese government are anticipated to boost the real estate market, which is crucial for the company’s downstream sectors, including real estate and infrastructure [3]. - The SaaS business model is proving valuable, with stable gross margins above 90% for digital cost and design services, and an improvement in construction business margins expected in 2024 [3]. Group 3: AI Integration - The company has launched AI models tailored for the construction industry, including AecGPT, addressing specific business scenarios across seven domains [3]. - AI functionalities in cost estimation have improved accuracy to approximately 70%, and efficiency in design processes has increased by 50% due to AI applications [3]. - The use of AI in project quantity surveying can significantly reduce the time required for centralized quantity verification from three months to two weeks for large-scale projects [3]. Group 4: Investment Outlook - The company is positioned as a leading digital construction platform service provider, with a promising outlook for rapid profit recovery and long-term growth potential through AI integration [4]. - Forecasted net profits for 2025-2027 are 450 million, 663 million, and 835 million yuan, respectively, with corresponding price-to-earnings ratios of 50X, 34X, and 27X [4].

今年以来，从实验室里助力前沿探索，到进工厂"打工"，再到参赛"人机共跑"半程马拉松，机器人火 热"出圈"，人工智能产业频现新气象。 人工智能是引领新一轮科技革命和产业变革的战略性技术，2025年政府工作报告提出，持续推进"人工 智能+"行动，将数字技术与制造优势、市场优势更好结合起来，支持大模型广泛应用，大力发展智能 网联新能源汽车、人工智能手机和电脑、智能机器人等新一代智能终端以及智能制造装备。 人工智能是培育和发展新质生产力的重要引擎，当前，上市公司正紧筑牢科技创新根基和底座，为高质 量发展注入强劲动能。近日，深交所紧扣"智脑赋能·逐梦新蓝海"主题，在上市大厅举办人工智能领域 上市公司集体业绩说明会，多家上市公司受邀出席，共同探讨公司发展新趋势、新机遇，与此同时，多 家企业核心管理层与投资者面对面交流，聚焦人工智能（AI）技术如何重塑业务生态、驱动业绩增 长，展现出科技赋能下资本市场的新活力，为广大投资者揭开人工智能行业的发展密码。 AI技术迭代 注入业绩增长"强引擎" 从实验室的算法突破到产业端的场景落地，AI技术演进速度呈现指数级跃迁，其爆发式迭代正以"数字 引擎"的姿态，成为驱动产业创新和发展的核心 ...

5月21日，深交所以"智脑赋能·逐梦新蓝海"为主题，组织召开上市公司集体业绩说明会，邀请广联达、 锐明技术、神州泰岳、协创数据等公司参加。会上，各家公司董事长、总经理、财务负责人等核心成员 与投资者展开面对面沟通交流。 多位参会企业代表表示，AI技术迭代升级为公司业务发展注入了强劲动力。未来，公司将持续提高AI 技术在相关业务领域的渗透率，同时加码研发投入，力争在AI发展浪潮中占据有利位置，为行业建 设"添砖加瓦"。 AI驱动业绩稳健增长 近年来，AI技术迭代创新在加速赋能千行万业的同时，带动一批企业实现业绩高速增长。 以锐明技术为例，公司是一家以人工智能和视频技术为核心，聚焦商用车安全、合规和效率提升的智能 物联解决方案提供商。 "公司从2016年开始对人工智能技术进行研发投入，并始终关注并紧跟技术发展趋势，目前人工智能技 术已经广泛应用在公司的产品中。"锐明技术董事兼总经理望西淀说道，公司基于人工智能大模型技术 开发的SafeGPT大模型，能够整合车辆数据、司机行为及环境感知数据，实时进行分析以预测风险，效 果受到客户好评。 ● 本报记者 黄灵灵 多位受访企业代表提出，AI技术对公司业务提质增效成果显著， ...