大华股份(002236) - 大华股份2025年3月5日投资者关系活动记录表

Group 1: AI Model Development - The company has made significant progress in AI model technology, focusing on visual-centric multi-modal models to drive industrial innovation and digital transformation [2][4]. - The AI capability system is structured as "1+2," integrating a framework with research and engineering capabilities, enhancing both large and small model technologies [3][4]. Group 2: Industry Applications of AI - The recently launched integrated AI model machine combines various capabilities, including multi-modal content understanding and user behavior recognition, facilitating complex business processing and personalized industry solutions [4][5]. - The product has been successfully applied in various sectors such as transportation, water conservancy, energy, and education, demonstrating its versatility [4][5]. Group 3: Cloud Business Development - Cloud services have become a critical focus for the company, with strong growth in both domestic and international markets, despite higher costs compared to hardware purchases [5]. - The company is developing its cloud platform strategy to support millions of concurrent users and enhance service stability [5]. Group 4: Perception Capabilities and Product Expansion - The company is enhancing its video perception capabilities, adapting to extreme environments and expanding into non-video sensing methods to provide comprehensive services across various industries [6][7]. - In industrial applications, the company has developed products for gas leak detection and equipment monitoring, utilizing vibration sensors and audio analysis to improve safety and maintenance precision [7].