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研報掘金丨國聯證券:維持中科星圖“買入”評級,積極佈局商業星座,緊抓低空經濟發展機遇
格隆匯 03-11 17:13
國聯證券研報指出,中科星圖(688568.SH)24年實現歸母淨利潤3.52億元,同比+2.67%。第二增長曲線業務步入持續增長階段,收穫認證70,199個企業和開發者用戶。基於空天信息在線能力構建的生態應用,月活躍應用數達12,375個,日均Tokens消耗量達2.29億次。面對低空行業的週期性加速,公司有望成爲AI+低空的領軍者低空經濟涉及基礎設施建設、飛行器製造及配套、飛行服務與保障、下遊場景應用等,產業鏈長、涉及子行業較多。公司制定了“1+2+N+M”低空戰略,構建一朵“星圖低空雲”,建設兩個低空試驗場,打造N個區域示範,挖掘M 個行業場景。鑑於公司是國內數字地球產品研發與產業化的先行者和領軍企業,積極佈局商業星座,緊抓低空經濟發展機遇,維持“買入”評級。
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