COSCO SHIP TECH(SZ:002401)2024-12-10 10:44Group 1: Company Overview and Strategic Focus - The company actively embraces artificial intelligence technologies, utilizing machine learning and reinforcement learning to develop intelligent shipping platforms like "Ship Vision Treasure" [2][3] - The company has established a vertical large model in the shipping field named Hi-Dolphin, focusing on enhancing ship safety systems through real-time monitoring and alert functions [2][3] - The company aims to support the digital transformation of the Hainan port and shipping industry, responding to national policies on smart city development [3] Group 2: Financial Performance and Market Position - The company reported a cash dividend of 1.8 yuan per 10 shares for the 2023 fiscal year, totaling 66.94 million yuan, a 50% increase year-on-year, marking a historical high [5] - The company’s main revenue has stagnated in the past three years due to market demand reduction and intensified competition, particularly in traditional highway electromechanical system integration [4] - The company plans to enhance its core competitiveness and expand its digital shipping and supply chain business, leveraging its relationship with the world's largest comprehensive shipping enterprise [4] Group 3: User Growth and Market Expansion - As of now, the PC users of the Ship Vision Treasure platform exceed 50,000, representing a growth of over 320% compared to the end of last year; mobile users exceed 110,000, with a growth of 57% [5] - The company aims to further increase its market marketing efforts to expand product influence and provide services to more enterprises and customers [5] Group 4: Collaborations and Future Initiatives - The company has not engaged in business cooperation with Haige Communication but is focusing on core technologies like ship meteorological navigation [5] - A recent agreement was signed with China Communications Construction Company to establish a joint innovation laboratory, aiming to deepen technological research and application in digital cities and transportation [5]