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Newcapec Electronics Co., Ltd.'s (SZSE:300248) 32% Price Boost Is Out Of Tune With Earnings
Newcapec Electronics (300248.SZ): The AI projects that have been implemented mainly target universities with a ToB model.
Gelonghui reported on February 21 that Newcapec Electronics (300248.SZ) stated in a recent investor relations activity that the current AI projects implemented by the company primarily focus on Universities in a B2B model.
Newcapec Electronics (300248.SZ): The company's AI assistant, Xiaomei, and the Xinggongchang intelligent platform have integrated the DeepSeekR1 model via API.
On February 20, Gelonghui reported that Newcapec Electronics (300248.SZ) indicated in investor relations that in the AI field, the company implements a dual-track integration product matrix strategy with AI+ and +AI, providing customers with three deployment models: Saas, hybrid cloud, and fully localized products and services. At the product level, the company has independently developed a general large model and extended the NL2SQL data insight model and video object detection model based on this large model, mainly used for enhancing data analysis, assisting decision-making capabilities, and strengthening VR CNC practical teaching capabilities; the company's Star Workshop intelligent innovation development platform supports AI-native applications in campuses.
The DeepSeek large model promotes cost reduction and efficiency improvement, and AI Education products are expected to accelerate commercialization.
① Education is one of the core scenarios for the application of AI. The use of AI technology to reduce costs and increase efficiency makes it possible for education to balance high quality, inclusiveness, and personalization, and is expected to deeply empower education by improving delivery efficiency and enhancing personalized experiences for students. ② The domestic AI + education B2B and B2C markets are expected to reach 47.7 billion yuan and 28.2 billion yuan respectively by 2027, while the AI + companionship market is anticipated to reach a trillion level within 3-5 years.
Newcapec Electronics Co., Ltd. (SZSE:300248) Stock Is Going Strong But Fundamentals Look Uncertain: What Lies Ahead ?
These 4 Measures Indicate That Newcapec Electronics (SZSE:300248) Is Using Debt Reasonably Well