佳都科技20250309

Summary of Key Points from the Conference Call Company Overview - The conference call pertains to JiaDu Technology, focusing on its advancements in AI large models and applications in the transportation sector [1][2]. Core Insights and Arguments - Significant Progress in AI Large Models: JiaDu Technology launched its first large model, "JiaDu Zhi Xing," in the first half of 2023, followed by the release of various models including a multi-modal model that ranked highly on international lists by the end of 2023 [3][4]. - Comprehensive Model Series: The company has developed a complete series of large models, including the "Zhi Xing Transportation Model V2.0," which integrates language, visual, multi-modal, and spatio-temporal decision-making capabilities [3][4]. - Data Accumulation: JiaDu has gathered extensive data from over 100 cities and 45 rail transit projects, enhancing its data governance capabilities and providing high-quality datasets for model training [5][6]. - Investment in R&D: Over the past five years, the company has invested over 1 billion in R&D, accounting for more than 10% of its intelligent revenue, leading to a historic high in new orders and improved profitability through AI applications [19][20]. - AI Technology Development: Future plans include optimizing large distilled models and enhancing autonomous planning and scheduling capabilities through intelligent agent platforms [8][21]. Additional Important Content - Collaboration with Huawei: JiaDu collaborates with Huawei across various product lines, participating in key events to showcase joint developments and solutions [17]. - Traffic Signal Control Applications: The company has tested intelligent agents in urban traffic signal control, resulting in significant improvements in traffic efficiency, with average vehicle delay indices decreasing by double digits [9][10]. - Rail Transit Applications: Intelligent agents are applied in passenger flow management and subway operations, utilizing predictive maintenance algorithms to enhance operational efficiency [11]. - Market Demand for Integrated Machines: There is a growing interest from clients in integrated machines for AI applications, with over ten subway operators expressing demand [14][16]. - Future Expectations: JiaDu aims to empower its AI capabilities within the transportation sector and continue iterating on its large model versions, encouraging investor attention on its developments [22][23].