随着"新质生产力"理念成为中国经济高质量发展的核心驱动力，人工智能产业的发展重心正加速从技术 攻坚向场景落地与产业融合迁移。在这一趋势中，创新奇智(02121)始终坚定聚焦"AI+制造"赛道，深入 渗透工业场景，已推动多项成熟商业化案例落地，逐步构筑起差异化的竞争优势。 值得关注的是，公司最新中报业绩展现出强劲向好态势：营收实现稳健增长、亏损幅度大幅收窄、毛利 率攀升至历史新高，多项指标预示其正快速逼近盈利拐点。 高度聚焦的战略定位、扎实的研发创新实力与高效的商业化落地能力，叠加业绩拐点将至的明确信号， 共同表明该公司股价已具备上行潜力，正成为值得市场重点关注的投资标的。 营收重回高增长轨道 盈利拐点渐行渐近 经过2024年的主动战略聚焦与业务调整，创新奇智成功剥离非核心及低效业务，于今年上半年重返高质 量增长轨道，多项财务指标呈现出健康、强劲的发展势头。 公司财务结构健康稳固，经营活动现金流显著改善，上半年经营活动所用现金净额为840万元，同比优 化67.6%，表现出强劲的自我造血能力。 此外，期内回款效率大幅提升，应收账期回款天数缩短至122天，同比改善52天，处于行业领先水平， 资产运营质量优异。 总体 ...

Core Viewpoint - Innovation Qizhi is a rapidly growing enterprise-level AI solution provider in China, focusing on "AI + manufacturing" solutions, and has established a strong market presence in various AI sectors [1][3]. Group 1: Company Overview - Innovation Qizhi was founded in February 2018 and has quickly become a key player in the AI industry, ranking 3rd in China's computer vision market and 1st in AI industrial quality inspection solutions [1]. - The company has developed a series of AI products and solutions that address challenges in the manufacturing sector, participating in significant projects like the Qingdao Strong Chain Plan [1][2]. Group 2: Market Position and Strategy - The company has served over 1,200 enterprise clients, with more than 70% from the manufacturing sector, and anticipates that over 80% of its revenue will come from manufacturing in 2024 [2]. - Innovation Qizhi's strategy focuses on eight key sectors, including steel metallurgy and automotive equipment, which are characterized by high digitalization and strong customer willingness to pay [1][2]. Group 3: Technological Innovations - The company has developed the "Qizhi Kongming AInnoGC industrial model," the first industrial model in China aimed at the manufacturing sector, and has launched the ChatX series of generative AI applications [2]. - Innovation Qizhi is advancing a "cloud-edge-end" integrated intelligent technology platform for industrial robots, collaborating with leading manufacturers like KUKA and Qianlang [2]. Group 4: Future Outlook - The CEO emphasizes the irreversible trend of digitalization and intelligent transformation in manufacturing, reinforcing the company's commitment to "AI + manufacturing" [4]. - The company plans to continue technological advancements, leveraging AI to innovate industrial software and drive the development of industrial robots [4].