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开勒股份:灵曦助手是豫资开勒旗下为医疗科研人员设计的AI平台,已在多家三甲医院部署使用
Sou Hu Cai Jing· 2026-01-26 08:07
声明:市场有风险,投资需谨慎。本文为AI基于第三方数据生成,仅供参考,不构成个人投资建议。 有投资者在互动平台向开勒股份提问:"董秘您好!能不能介绍一下AI for Science灵曦助手?" 来源:市场资讯 针对上述提问,开勒股份回应称:"尊敬的投资者,您好!灵曦助手是豫资开勒旗下的一款为医疗科研 人员设计的AI平台。据豫资开勒官方信息显示,'灵曦助手'采用本地化部署、软硬一体的部署形态,搭 载了基于DeepSeek R1训练后的'豫智灵医模型',具备强大的复杂任务处理能力,包含智慧科研辅助平 台建设、专业医学文献解析、科研全周期辅助、数据分析辅助、国产高性能硬件生态等功能,截止目 前,'灵曦助手'已在多家三甲医院部署使用中。具体信息请您关注豫资开勒公开信息,感谢您对公司的 关注!" ...
开勒股份(301070):HVLS风扇领军企业,AI+打造第二成长曲线
Soochow Securities· 2025-07-17 08:57
Investment Rating - The report assigns a "Buy" rating for the company, marking its first coverage [8][60]. Core Insights - The company is a leading player in the HVLS fan industry in China and is transitioning towards AI-driven business models, which are expected to contribute significantly to revenue growth in the coming years [8][60]. - The company is leveraging partnerships with state-owned enterprises in Henan to expand its AI applications in various sectors, including government, healthcare, and autonomous vehicles [8][60]. - Revenue projections for the company are optimistic, with expected revenues of 3.73 billion, 4.50 billion, and 5.84 billion yuan for 2025, 2026, and 2027 respectively, alongside significant growth in net profit [8][60]. Summary by Sections 1. Company Overview - The company, established in 2010, is a leader in the HVLS (High Volume Low Speed) fan industry, with a strategic shift towards AI and other innovative production capabilities post-IPO in 2021 [13][18]. 2. AI Business Expansion - The AI business is primarily developed through a joint venture with the Henan state-owned investment group, focusing on applications in government, healthcare, and autonomous vehicles [8][35]. - The AI+ government initiative includes a partnership with People's Daily to enhance public document writing efficiency, targeting over 48 million civil servants in China [38][40]. - In healthcare, the company is capitalizing on the strong medical resources in Henan, providing AI solutions for hospital upgrades and research assistance [43][46]. - The autonomous vehicle sector is seeing gradual commercialization, with the company collaborating with the Henan Automotive Industry Investment Group to develop technologies for various autonomous vehicle applications [47][51]. 3. Financial Projections - The company anticipates a revenue decline in 2024 to 3.31 billion yuan, followed by a recovery and growth trajectory in subsequent years, with net profit expected to rebound significantly by 2025 [27][58]. - The revenue breakdown indicates that HVLS fans will continue to dominate sales, but new AI ventures are projected to gain traction and contribute to overall growth [58][59]. 4. Market Position - The HVLS fan market is expected to grow steadily, with the company holding a leading market share and actively expanding into international markets [54][55]. - The report highlights the energy efficiency of HVLS fans compared to traditional cooling solutions, positioning the company favorably in the context of rising energy costs and environmental concerns [54][56].