研報掘金丨民生證券:維持國脈科技“推薦”評級,AI+養老業務打開新局面
民生證券研報指出,國脈科技H1業績預增亮眼,傳統業務穩健增長,AI+養老業務打開新局面。管理層對未來發展充滿信心,正有序加大對高增速產業的投入,並積極尋找優質科技產業併購標的,以培育第二增長曲線。H1公司開始推廣國內首個模擬居家養老的身聯網社區“國脈大學養老”,有望進一步推動公司業務增長。公司推出的國脈幣是連接AI智能體與實體服務的激勵機制與服務兌換中介,具備穩定幣部分功能。當用戶完成相應的活動,將獲得一定的“國脈幣”作爲獎勵,可以用於社區消費,服務兌換等。形成“健康行爲→國脈幣積累→服務升級→用戶粘性增強”的正向循環。公司傳統業務保持穩健增長,同時在智慧養老領域通過“身聯網社區+AI智能體”的創新模式,爲未來發展打開了廣闊的想象空間,維持“推薦”評級。
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