智慧座舱解决方案
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中盛集团:首次覆盖云知声(09678)予“买入”评级 目标价750.58港元
智通财经网· 2026-02-09 03:06
Core Viewpoint - Zhongsheng Group predicts that Yunzhisheng (09678) will experience accelerated revenue growth over the next three years, with projected revenues of 1.236 billion, 1.923 billion, and 2.918 billion yuan for 2025, 2026, and 2027 respectively, representing growth rates of 31.6%, 55.6%, and 51.7%, and expects the company to achieve profitability in 2026 [1] Group 1 - Yunzhisheng is a pioneer in AGI technology in China, being one of the first companies to commercialize deep learning voice technology and integrate multimodal technology [2] - The company has developed a matrix of multimodal large models and specialized industry large models, with its UniGPT-Med ranking first in three projects in the latest MedBench 4.0 evaluation, demonstrating a hallucination rate of less than 3%, leading the industry [2] Group 2 - The company has established partnerships with top-tier hospitals such as Peking Union Medical College Hospital and Hunan Xiangya Hospital, covering 40% of the top 100 hospitals in China, creating a solid competitive advantage through its vast medical data assets [3] - The high-quality data training forms an efficient data flywheel, with significant application potential in medical insurance and commercial health insurance cost reduction [3] Group 3 - The company employs a dual-platform strategy, utilizing MaaS for high-end clients through private deployment of regional/industry large models, while SaaS focuses on standardized applications for small and medium clients, facilitating commercial monetization [4] Group 4 - The smart living business continues to grow steadily, with multimodal interactions implemented in various transportation sectors, and deep collaborations with leading companies like TCL and Gree in the home appliance sector [5] - Smart cockpit solutions have been widely adopted in mainstream vehicle models such as SAIC's Zhiji L6 and Geely's Xingrui [5]
博泰车联(02889)被某头部OEM新能源车企选定为下一代智能汽车座舱项目的供应商
Zhi Tong Cai Jing· 2025-12-09 10:41
智通财经APP讯,博泰车联(02889)公布,公司收到某头部OEM新能源车企(该客户)出具的项目定点通 知,公司被该客户选定为下一代智能汽车座舱项目的供应商。该项目服务亦是该客户基于全新车型8397 平台提供服务,作为高通的第五代座舱计算平台,8397提供的先进AI能力、卓越计算性能和高清图形 功能,助力端侧AI大模型更高性能的运行,致力于提供高性能、高扩展性和安全性的智慧座舱解决方 案。 (原标题:博泰车联(02889)被某头部OEM新能源车企选定为下一代智能汽车座舱项目的供应商) 公司近年来不断深化产业链协同,逐步形成强大的生态整合能力并获得广泛市场认可度。该项目定点通 知标志着公司的技术实力得到了新客户及既有客户的认可,进一步巩固和提高了公司的市场竞争力,提 升了公司在新能源乘用车领域的市场地位,有利于未来进一步提升公司的市场竞争力及可持续发展能 力。 ...