国投智能(300188) - 2026年2月11日投资者关系活动记录表

Group 1: Company Overview and Technology - Seedance 2.0 features advanced AI video generation capabilities, including 4K video generation and multi-camera coherent storytelling, validated by authoritative institutions [2] - The technology poses security risks such as misuse, copyright infringement, regulatory lag, and challenges in content governance due to its high realism and low entry barriers [2] Group 2: Industry Trends and Opportunities - Regulatory policies for AI-generated content are driving demand for content verification and copyright protection services [3] - The global content security market is expected to grow at a compound annual growth rate (CAGR) of over 20% from 2026 to 2030, with the AI application capital expenditure projected to exceed $500 billion in 2026 [4] Group 3: Business Strategy and Market Position - The company is involved in drafting national standards for AI-generated content and has launched the "JianZhen" service platform, covering various sectors including government, finance, and judiciary [3] - The "G-end + B-end" dual-driven commercialization strategy has connected with over 100 local government anti-fraud platforms, serving over 320,000 users and processing nearly 60 million service calls [4] Group 4: Competitive Advantages - The company has five core competitive advantages: deep understanding of public safety needs, neutrality as a non-content platform, strong data sovereignty compliance, accumulation of deep counterfeit sample data, and collaborative ecosystem with major tech firms [3] - The market competition is characterized by a mix of large tech companies and specialized firms, with the company holding significant advantages in public sector applications [4] Group 5: Technology Development and Adaptation - The company employs four core strategies to keep its verification technology ahead of evolving counterfeit techniques, including real-time adaptation to new methods, data-driven model training, collaboration with academic institutions, and proactive standard-setting [4] - The "Data Intelligence Suite" serves as a foundational technology for the verification business, enhancing algorithm accuracy and operational efficiency [5]