Guomai Technologies(SZ:002093)2025-05-13 12:52Group 1: AI Intelligent Body Development - The AI intelligent body is expected to be released in Q2 2025, featuring a multi-agent model with three types of intelligent bodies [2] - The AI intelligent body will assist elderly individuals and their families in understanding and transitioning to new living arrangements [3] - The product will provide comprehensive support for daily living, social engagement, and health management [3] Group 2: Market Positioning and Differentiation - The company's AI intelligent body focuses on the home care and health management sectors, differentiating itself from general-purpose intelligent agents [4] - The AI intelligent body is a software system that emphasizes decision-making and user interaction, while robots are physical devices focused on execution [4] Group 3: Market Potential and Demographics - As of the end of 2024, the elderly population aged 60 and above in China reached 310 million, accounting for 22% of the total population, with a growth rate of approximately 10 million annually [5] - Home care is the dominant choice for elderly care, representing about 90% of the market, indicating a strong demand for home care services [5] Group 4: National University Elderly Care Project - The "National University Elderly Care" project integrates IoB technology with AI to create a simulated home care community, focusing on both health and mental well-being [5] - The project has received significant media attention, with platform exposure exceeding one million since its launch [5] Group 5: Financial Performance and Strategy - The company has optimized its revenue structure since 2018, focusing on sustainable industries, resulting in a 61% year-on-year increase in net profit for 2024 [6] - In Q1 2025, the company continued its strong growth trajectory, achieving a 55% increase in net profit compared to the previous year [6]