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研报掘金丨方正证券:宝信软件战略性推动智能制造及国产化替代,维持“推荐”评级

Research Reports Gold Digging | Founder Securities: Shanghai Baosight Software strategically promotes Intelligent Manufacturing and domestic replacement, maintaining a "Recommended" rating.

Gelonghui Finance ·  Dec 27, 2024 15:18  · Ratings

According to a research report from Founder Securities, Shanghai Baosight Software (600845.SH) strategically promotes Intelligent Manufacturing and domestic substitution, with rapid iterations of intelligent products and recognition of IDC business by Internet giants. The "recommendation" rating is maintained. Shanghai Baosight Software will hold the "AI+ Innovation Seminar on Intelligent Integration of Digital and Physical" on December 27, discussing how large models can empower industrial intelligence. On the same day, the Baolian Registration V6.0, Baolian Registration Industrial Large Model, Baos Cloud Intelligence Computing Center, and intelligent Cloud Computing Service products will be released. The company's scarce computing power scale is expected to further expand, with high economic efficiency. The construction of the Baos Cloud Computing Center project is steadily advancing, with market expansion and capability improvement. In addition, Shanghai Baosight Software extends from robot system integration to independent research and manufacturing of robot bodies, with its subsidiary R.R.Robotica having over 40 years of experience in robot R&D, accelerating the domestic process of (super) heavy-duty industrial robots and speeding up the布局 of the global market.

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