相关行业或迎来催化。 | 作者 | | 小鑫 | | --- | --- | --- | | 编辑 | | 小白 | 1月21日，广东印发广东省人工智能赋能交通运输高质量发展若干政策措施。其中提出，鼓励企业开 展端到端远程驾驶座舱、智能决策、精准预测与控制等核心技术攻关和创新产品研发，打造高质量数 据集、工具链、算法库，推动自动驾驶大模型落地应用。 以上内容为 市值风云APP 原创 未获授权 转载必究 优秀的企业 值得被看见 智能笃驶隊念版 制图:市值风云APP 资讯:1月21日,广东发布政策,大力支持端到端远程驾驶、 智能决策等核心技术攻关,推动自动驾驶大模型应用,为智 能驾驶发展提供新动能。 | 线控系统 | | | 激光雪达 | | --- | --- | --- | --- | | 威帝股份 | 凯众股份 | | | | 凯众股份 | 品電影機 | 茂莱米学 | 大华股份 | | 德迈仕 | 盈峰环境 | 炬光科技 | 宇瞳光学 | | 伯特利 | 雅创电子 | 矢田微 | 景旺电子 | | 拓普集团 | 福田汽车 | 腾景科技 | 芯联集成-U | | | | 大华股份 | 福晶科技 | | 车载摄 ...

Core Viewpoint - The Chinese wealth management industry is entering a high-growth cycle, with investment advisors playing a crucial role in guiding asset allocation for clients [1] Group 1: Investment Strategies - The investment advisor employs a diversified trading strategy to balance risk and return, utilizing three main strategies: dynamic rebalancing, growth sector focus, and a core-satellite approach [2] - Dynamic rebalancing involves adjusting asset proportions based on market movements to maintain risk-return targets, effectively controlling drawdowns while capturing trend gains [2] - The growth sector focus strategy targets high-growth industries such as technology, renewable energy, and biomedicine, concentrating on assets with competitive advantages [2] - The core-satellite strategy divides investments into core (60%) and satellite (40%) positions, with core assets in high-growth sectors and satellite assets in defensive industries [2] Group 2: Market Outlook - The advisor believes that short-term market fluctuations do not alter the long-term upward trend, with recent market activity showing increased trading volume and improved corporate earnings [3] - Key drivers for market performance include policy support, new capital inflows, and improved cash flow from corporate earnings [3] - The advisor is optimistic about sectors such as technology, high-end manufacturing, military, consumer goods, and resources, highlighting specific areas like AI, semiconductors, and innovative pharmaceuticals [3][4][5] Group 3: Challenges and Opportunities for Advisors - The wealth management industry faces challenges such as the need for advisors to possess cross-disciplinary knowledge in asset allocation, tax planning, and ESG investing to meet diverse client needs [5] - There is a growing demand for personalized services among high-net-worth clients, while younger investors prefer low-threshold, technology-driven solutions [5] - Advisors are encouraged to shift from a sales-oriented approach to a service-oriented model, focusing on client-centric strategies and utilizing technology for enhanced service delivery [6] Group 4: Technological Integration - The advisor emphasizes the importance of integrating technology into service offerings, such as automated strategy generation and personalized asset allocation through AI and big data [6][7] - The firm has introduced products like "Golden Sea Tang Investment Advisory" and "Baiying AI," linking advisory fees to client investment performance to align interests [7] - Continuous training and development of advisory teams are prioritized to enhance professional capabilities and service quality, reflecting a shift towards a buyer-centric perspective [7]

Core Viewpoint - The company focuses on digital empowerment in its main business areas, advancing a national strategy for high-quality development, and emphasizes the integration of AI and blockchain technologies to enhance its service offerings [1][2][3] Group 1: Business Strategy and Development - The company aims to achieve a revenue of 555 million yuan in 2024, reflecting a 3.14% increase year-on-year, indicating stable operational growth [1] - The company is committed to AI research and application, establishing multiple innovation platforms and collaborating with institutions like Nanyang Technological University to enhance technological development [1][2] - The company has expanded its market presence to over 20 provinces, serving nearly 500 million people, with a 29.90% increase in revenue from external markets [3] Group 2: Product Innovation and R&D - The company has developed a range of new products addressing digital transformation challenges, including intelligent fund supervision and digital robots, enhancing its product competitiveness [2][5] - The company has invested 356.67 million yuan in R&D from 2022 to 2024, with 533 intellectual property rights, including 53 patents, showcasing its commitment to innovation [5][6] Group 3: Shareholder Returns and Governance - The company has distributed a total of 132 million yuan in cash dividends since its listing, with a proposed dividend of 0.65 yuan per share for 2024, representing 40.58% of its net profit [6] - The company has held multiple board meetings and training sessions to enhance governance and compliance, ensuring effective decision-making and adherence to regulations [7][9] Group 4: Internal Control and Communication - The company emphasizes the importance of a robust internal control system to mitigate risks and enhance operational efficiency [8] - The company maintains transparent communication with investors through various channels, ensuring they are well-informed about the company's performance and strategic direction [9]