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佳都科技(600728.SH):在粵港澳大灣區可以爭取的市場空間超過300億
格隆匯 11-20 12:19

在17日舉辦的“格隆匯·全球投資嘉年華·2020”活動上,人工智能技術與產品提供商佳都科技(600728.SH)的IR總監趙捷在參加路演時稱,佳都科技的AI技術主要聚焦在計算機視覺,像人臉識別、視頻大數據以及在這個基礎上面的大數據的分析,知識圖譜,以及用這些視覺技術構建一個數字孿生的世界,幫助客户更好的用AI去洞察分析各個場景的效率,這是佳都科技企業的核心。

趙捷稱:佳都科技的AI技術聚焦於城市的各個場景,主要為兩大核心:1)怎樣讓出行效率更高,這方面公司佈局了軌道交通的智能化的一些系統,以及城市的智能交通、路面交通的系統。2)怎樣讓城市變得更加安全,這方面公司主要是面向公安、應急管理部門等,利用視頻監控、視頻圖像分析的技術幫助他們去做好社會治安的防控。

趙捷稱,投資人用三個關鍵詞就可以記住佳都科技:人工智能(AI)、生態鏈、粵港澳大灣區。其中在提到粵港澳大灣區時稱,粵港澳大灣區最近出台了很多新規,我們也測算了跟佳都相關的、可以爭取的市場空間有差不多超過300億。除了城際鐵路以外現在廣州未來還要建設差不多一千多公里的線路,深圳也是有差不多一千多公里以外,除此以外粵港澳裏面比較發達的城市也在發展軌交。目前公司在一季度受疫情影響,業績出現下滑的現象,但三季度淨利潤都實現了200%或者是扭虧為盈的增長,從未來來看,公司從去年、今年的軌道交通和智慧城市的訂單還是比較充足的,也足以支撐未來兩三年內實現公司收入和利潤的比較快的增長。

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