4zhvml8 发表于 2024-9-28 01:49:04

A股最便宜央企大模型企业，股价5元，国网控股，下一个荣科科技？


    <p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;">人工智能大模型<span style="color: black;">能够</span>说是<span style="color: black;">近期</span>这两年，人工智能中最火热的赛道之一，<span style="color: black;">不仅</span>是如360、昆仑万维这些民营上市<span style="color: black;">机构</span>在大力布局。<span style="color: black;">包含</span>，中国移动、中国联通等大型央企<span style="color: black;">亦</span>在积极跟进。</p>
    <p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;">而今天看的这家<span style="color: black;">机构</span>，可能是A股最便宜的央企大模型<span style="color: black;">机构</span>，</p>
    <p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;"><span style="color: black;">机构</span>由国家电网旗下的国网数科控股</strong>，是正宗的央企<span style="color: black;">机构</span>。<span style="color: black;">机构</span><span style="color: black;">日前</span>的股价在5元区间内震荡。同<span style="color: black;">近期</span>大火的荣科科技<span style="color: black;">同样</span>，<span style="color: black;">机构</span>同属于软件服务行业，都是人工智能赋能概念，大股东都是国企、央企性质，股价都在10元下方，市值都在百亿<span style="color: black;">上下</span>。</p>
    <p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;">这家<span style="color: black;">机构</span><span style="color: black;">便是</span>在A股上市的远光软件。</strong></p>
    <p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">那样</span>，接下来就来<span style="color: black;">瞧瞧</span><span style="color: black;">机构</span>的<span style="color: black;">优良</span>亮点，以及财报含金量<span style="color: black;">状况</span>。</p>
    <div style="color: black; text-align: left; margin-bottom: 10px;"><img src="https://p3-sign.toutiaoimg.com/tos-cn-i-axegupay5k/f43923ee50364aa29e1f9a1024bc70f7~noop.image?_iz=58558&amp;from=article.pc_detail&amp;lk3s=953192f4&amp;x-expires=1727403220&amp;x-signature=7xlWDh6u3Qg%2FpmUoSO0yGSqZ%2Bl0%3D" style="width: 50%; margin-bottom: 20px;"></div>
    <p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">机构</span>属于软件服务业，主营<span style="color: black;"><span style="color: black;">供给</span>电力行业财务和管理信息化全面<span style="color: black;">处理</span><span style="color: black;">方法</span>。</span></p>
    <div style="color: black; text-align: left; margin-bottom: 10px;"><img src="https://p3-sign.toutiaoimg.com/tos-cn-i-6w9my0ksvp/ab7d7bf8ce3a4c3583e1fd95f087ba29~noop.image?_iz=58558&amp;from=article.pc_detail&amp;lk3s=953192f4&amp;x-expires=1727403220&amp;x-signature=cqvMFXcGr7b84tyOfgBSZaA8qAw%3D" style="width: 50%; margin-bottom: 20px;"></div>
    <p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">做为</span>电力央企旗下的龙头信息数字<span style="color: black;">机构</span>，</p>
    <p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;"><span style="color: black;">机构</span>电力行业营收占总营收的91%，毛利率<span style="color: black;">亦</span>高达55%。</strong></p>
    <p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;"><span style="color: black;">机构</span>近 30 年来<span style="color: black;">始终</span>服务并参与国家电网、南方电网、国家电投集团、国家能源集团、华电集团等能源集团的信息化工程建设</strong>，对能源行业的产业特性、经营特点、管理模式、业务流程等有着<span style="color: black;">长时间</span>、深入、全面的理解，在电力行业的<span style="color: black;">优良</span>得天独厚。</p>
    <p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;">在AI算法方面，<strong style="color: blue;"><span style="color: black;">机构</span>完成首个大模型<span style="color: black;">制品</span>“远光智言”的<span style="color: black;">开发</span>及发布，<span style="color: black;">连续</span>优化迭代，算法性能<span style="color: black;">持续</span><span style="color: black;">提高</span>，<span style="color: black;">日前</span>已在多家大型央企集团<span style="color: black;">安排</span>上线，月调用量达300万。</strong></p>
    <p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;">看完了<span style="color: black;">机构</span>的<span style="color: black;">优良</span>亮点，接下来，对<span style="color: black;">机构</span>的财报核心数据做一个梳理分析，进一步厘清<span style="color: black;">机构</span>财报含金量<span style="color: black;">状况</span>，</p>
    <p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">首要</span>，来看<span style="color: black;">机构</span>的<span style="color: black;">营销</span>净利率<span style="color: black;">状况</span>，</p>
    <div style="color: black; text-align: left; margin-bottom: 10px;"><img src="https://p3-sign.toutiaoimg.com/tos-cn-i-6w9my0ksvp/d69a4ef8026e485bbc163230f60036bb~noop.image?_iz=58558&amp;from=article.pc_detail&amp;lk3s=953192f4&amp;x-expires=1727403220&amp;x-signature=2%2FcRlLnnuBOYiYiPFAn69E0%2BjC4%3D" style="width: 50%; margin-bottom: 20px;"></div>
    <p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">能够</span>看到，<span style="color: black;">近期</span>两年，信息行业的表现整体欠佳，净利率<span style="color: black;">连续</span>走低。而<span style="color: black;">机构</span>的<span style="color: black;">营销</span>净利率<span style="color: black;">始终</span>稳定在行业平均水平以上。</p>
    <p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;">而<span style="color: black;">机构</span>的年均净利率<span style="color: black;">亦</span><span style="color: black;">连续</span>保持在10%<span style="color: black;">上下</span></strong>。表现稳定。</p>
    <p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;">接下来，来看，<span style="color: black;">机构</span>的资产运营效率<span style="color: black;">怎样</span>，</p>
    <div style="color: black; text-align: left; margin-bottom: 10px;"><img src="https://p3-sign.toutiaoimg.com/tos-cn-i-6w9my0ksvp/5800e1f27bdd43ffa3cb5683a8c5e7f7~noop.image?_iz=58558&amp;from=article.pc_detail&amp;lk3s=953192f4&amp;x-expires=1727403220&amp;x-signature=JkiX490vV0M4bCrS17PL%2FnD4%2BYU%3D" style="width: 50%; margin-bottom: 20px;"></div>
    <p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">机构</span>的资产运营效率<span style="color: black;">近期</span>两年，大致维持在比行业平均略高<span style="color: black;">有些</span>的水平。</p>
    <p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;"><span style="color: black;">机构</span>的年均周转率大致在50%<span style="color: black;">上下</span>，<span style="color: black;">近期</span>两年稳定在50%以上</strong>，而行业的周转率在<span style="color: black;">近期</span>两年却有所下滑，<span style="color: black;">近期</span>一年周转率在43%。</p>
    <p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;">行业净利率及周转率的下降，<span style="color: black;">显示</span><span style="color: black;">全部</span>软件信息行业，正<span style="color: black;">处在</span>下降周期中。</p>
    <p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;">而<span style="color: black;">机构</span>表现优于行业。</p>
    <p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;">最后来看<span style="color: black;">机构</span>的负债<span style="color: black;">状况</span>，即财务杠杆<span style="color: black;">状况</span>，</p>
    <div style="color: black; text-align: left; margin-bottom: 10px;"><img src="https://p3-sign.toutiaoimg.com/tos-cn-i-6w9my0ksvp/02d2b95e4f4f44ae8daba7929c3d8899~noop.image?_iz=58558&amp;from=article.pc_detail&amp;lk3s=953192f4&amp;x-expires=1727403220&amp;x-signature=3AjX%2Fy14NxztstdJkMmIh2KZTRE%3D" style="width: 50%; margin-bottom: 20px;"></div>
    <p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">首要</span>，行业平均负债率<span style="color: black;">近期</span>两年维持在30%<span style="color: black;">上下</span>。</p>
    <p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;">而<span style="color: black;">机构</span>的负债率仅有15%。财务杠杆远<span style="color: black;">少于</span>行业。</strong></p>
    <p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;">综合来看，<strong style="color: blue;"><span style="color: black;">机构</span>在电力行业有得天独厚的<span style="color: black;">优良</span>，<span style="color: black;">做为</span>电力央企龙头旗下的数字信息平台，股东背景实力<span style="color: black;">浑厚</span>。</strong>而<span style="color: black;">机构</span>的利润空间、资产运营效率，都优于行业。而<span style="color: black;">机构</span>的财务杠杆却远<span style="color: black;">少于</span>行业，财务含金量优于行业。<strong style="color: blue;">不足之处在于，<span style="color: black;">机构</span><span style="color: black;">日前</span>的业务规模还相对较小，且<span style="color: black;">机构</span>业务<span style="color: black;">重点</span>集中于电力行业，应用场景相对狭窄。</strong></p>
    <div style="color: black; text-align: left; margin-bottom: 10px;"><img src="https://p3-sign.toutiaoimg.com/tos-cn-i-6w9my0ksvp/0cb2390d9600425788a992b9ed924a18~noop.image?_iz=58558&amp;from=article.pc_detail&amp;lk3s=953192f4&amp;x-expires=1727403220&amp;x-signature=M3vVQo6Np3j0zcAvAGFS1XstfYw%3D" style="width: 50%; margin-bottom: 20px;"></div>
    <p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">大众</span>还看好信息科技板块中的哪家<span style="color: black;">机构</span>，欢迎在下方留言讨论！</p>




wrjc1hod 发表于 前天 12:19

“NB”（牛×的缩写，表示叹为观止）‌
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