DAS(SZ:002421)2025-06-12 11:05Group 1: AI and Revenue Generation - The company has secured a contract worth over 20 million yuan for a digital platform project with a commercial bank, showcasing AI's contribution to revenue generation [2] - The self-developed AIoT platform integrates domestic AI large language models, supporting various smart applications in park scenarios [2] Group 2: AI Application and Data Dependency - Different AI applications have varying degrees of data dependency; energy-saving AI applications require historical data for model iteration, while others like intelligent Q&A can operate without it [2][3] - For new buildings lacking historical data, the company employs automation systems to gather initial data before gradually introducing AI training and optimization [3] Group 3: Development in Smart Building Sector - The smart building sector is still transitioning towards full autonomy, with three core systems: 1. Network communication systems, largely localized [3] 2. Video surveillance systems, achieving key technological breakthroughs [3] 3. Building control platforms, which are still reliant on foreign manufacturers [3] - The company focuses on the building control platform, having served over 3,000 large and medium-sized enterprises, including industry leaders like Alibaba and China Merchants Bank [3] Group 4: Strategic Opportunities and Future Development - The ongoing national "Xinchuang" strategy and increasing data security requirements are creating a strategic window for accelerated development in building control platforms and application systems [3] - The company aims to leverage its technological R&D, customer resources, and project delivery capabilities to transition from "key controllable" to "fully leading" in the building control sector [3]