公司发布定增预案，彰显发展信心。10 月8 日，公司发布《2024 年度向特定对象发行A 股股票预案》，本次定增拟募集资金总额不超过3 亿元，发行对象为公司实控人郭玮先生及其控制的企业乾耀迦晟。我们认为，此次定增彰显出实控人对公司支持的决心以及对公司未来发展的坚定信心，有利于保障公司经营持续稳定健康地发展。Recently, Xinzhi Software held a product launch with the theme of “New Knowledge of the Future”. At the conference, the company and Haiguang Information announced that they will jointly build a digital intelligence solution based on AI large model technology.
The company helps enterprises digitally transform through innovative and innovative models and robotic platforms. The innovative new knowledge model integrates 1.6 billion Tokens of industry data and 1.5 billion tokens of real-world scenario data, covering the core fields of various industries, from finance to healthcare to automobiles. The innovative new knowledge model covers various aspects such as the opening up of the smart device market, double circulation of data assets, and the upgrading of AI native applications, and can provide enterprises with comprehensive, multi-level digital intelligence services. Through flexible workflow design and rich plug-in support, the Xinzhi Xinzhi robot platform allows business personnel to quickly build intelligent applications and transform ideas into actual business growth points.
The company held a signing ceremony with Haiguang Information, and the two sides announced that they will jointly build a digital intelligence solution based on AI big model technology. Xinzhi Software and Haiguang Information have deep accumulation and rich experience in the field of AI large model technology. This cooperation will give full play to the advantages and strengths of both parties and jointly promote the process of digital intelligence transformation. The two sides will jointly create a series of digital intelligence solutions based on AI big model technology, and promote and apply them to the global market. In addition, the company will also establish a long-term and stable strategic partnership with Haiguang Information to jointly promote the widespread application and further development of artificial intelligence technology throughout society.
The company issued a fixed increase plan, demonstrating confidence in development. On October 8, the company announced the “2024 Plan to Issue A Shares to Specific Targets”. The total amount of capital to be raised is no more than 0.3 billion yuan. The target of the issuance is Mr. Guo Wei, the actual controller of the company, and Qian Yao Jia Sheng, the company controlled by him. We believe that this fixed increase shows the determination of the actual controller to support the company and their firm confidence in the company's future development, and is conducive to ensuring the continuous, stable and healthy development of the company's operations.
Investment advice: We expect the company's revenue for 2024-2026 to be 2.124, 2.647, and 3.199 billion yuan, respectively, and net profit to mother of 0.119, 0.167, and 0.222 billion yuan respectively. The company is a leading domestic insurance IT company, and the AI model is expected to continue to empower the company's business and maintain a “buy” rating.
Risk warning: AI technology implementation falls short of expectations, industry competition intensifies.
