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研報掘金丨民生證券:維持道通科技“推薦”評級,AI賦能帶來新的成長空間
格隆匯 03-14 17:40
民生證券研報指出,道通科技(688208.SH)基於AI平臺與大模型大腦構建行業具身智能解決方案,聚焦能源與交通場景,已形成了以飛行智能體機器人、反無人系統和多種地面智能體機器人爲執行器,調度智能體實現巡檢自主控制,自主作業。加快技術成果轉化,公司與具身智能合作夥伴簽訂《戰略合作協議》,旨在一方面聚焦能源行業的巡檢和作業等關鍵場景需求,聯合研發自主巡檢、自主作業、空地一體的創新行業解決方案,另一方面圍繞場景化的機器人產品和空地一體整體解決方案的聯合研發和推廣展開合作。積極擁抱AI賦能公司傳統主業,有力提高數智維修和數智能源產品及方案的競爭力與盈利能力,公司經營將繼續邁入新階段。考慮公司出海踐行高端化路線提升量利水平,AI賦能帶來新的成長空間,維持“推薦”評級。
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