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达实智能(002421) - 2025年5月20日达实智能投资者关系活动记录表
2025-05-21 03:24
Group 1: AI and IoT Integration - The company launched the new AIoT platform V7 in March 2025, integrating domestic AI large language models and enabling real-time data applications in smart parks [2] - There is a noticeable increase in customer demand for AI applications, particularly in energy optimization, equipment fault prediction, and intelligent operations [2] - The combination of AI large language models with the IoT platform is expected to enhance the company's competitive edge in the smart space sector [2] Group 2: Competitive Advantages - The company has a customer-centric R&D system, validated by market demand, and has developed a proprietary AIoT platform that combines discriminative and generative AI [3] - With nearly 30 years of experience, the company has served over 3,000 medium to large projects, including clients like Alibaba and China Merchants Bank [3] - The company utilizes its carbon-neutral demonstration building for experiential marketing, having received over 100,000 visitors, which enhances customer trust and perception [3] Group 3: Market Positioning - The AIoT sector is recognized as a high-potential market, with competition from major domestic players like Tencent, Alibaba, and Huawei, as well as international leaders like Siemens and Johnson Controls [3] - The company's focus on deep industry penetration and understanding customer needs is crucial for unlocking the value of AIoT [3] - The integration of AI applications is expected to provide customers with smarter experiences and more efficient energy savings [3]