Zhao Hao recently conducted research on OPTAI and released a research report "Beijing Stock Exchange Information Update: OPTAI AI Cloud New Product Launch Conference Accelerates the Layout of New Business Formats, AI Large Model Enables Detection + Operation and Maintenance", this report gives a ** rating to OPTAI, and the current stock price is 12$14.
Optai (836414).
OPTEC held an AI cloud new product launch conference to carry out high-quality cooperation around drone EL detection.
In December 2023, the company held the Optek AI Cloud New Product Launch Conference, and at present, the company has successively cooperated with third-party testing institutions, EPCs and component factories for testing and data analysis services, focusing on the drone EL detection business in the future. The AI business has successively contacted and cooperated with five major and six small enterprises such as State Power Investment Corporation, National Energy, China Energy Conservation, China Energy Construction, and electric power design institutes, which is expected to release the performance increment of the new track. We maintain profitability** and expect the company's net profit attributable to the parent company to be 038/0.48/0.6.2 billion yuan, corresponding to an EPS of 056/0.72/0.93 yuan shares, corresponding to the current stock price PE of 209/16.3/12.7 times, optimistic that the company, as a leading enterprise in the field of photovoltaic testing, will benefit from the development of AI and the new needs of downstream customers, and maintain the "** rating."
The AI large model deeply supports the detection equipment, and the "little giant" of photovoltaic module detection starts again.
OPTEC is a national-level "specialized, special and new" small giant enterprise in the field of photovoltaic testing in China, with its main products being photovoltaic testing equipment and visual defect detection systems, with a global market share of 43 in 202144%, with a domestic market share of 5322%, customers cover Jinko, JA Solar, Canadian Solar, LONGi Green Energy, etc., the company's defect detection AI model covers different cell technologies such as conventional monocrystalline, multicrystalline, TOPCON, N-type, HJT, BC, BIPV, perovskite, etc., and also actively carries out research and development of PL-related detection equipment for new concentric circle defects of perovskite. According to the National Energy Administration, 216 new PV installations will be added in 202388gwï¼›According to the company's prospectus, it is expected that the domestic photovoltaic testing stock market will reach 2.9 billion yuan in 2024.
Develop the second curve of photovoltaic power station operation and maintenance, and AI-empowered detection expands the first-class high-quality service model.
The company lays out the second curve of the UAV automatic operation and maintenance system of the photovoltaic power station, which is mainly composed of UAV EL detection equipment and power station cloud platform, and the service is based on a 5-year cycle, adopting the first service + continuous operation and maintenance mode, and the plan is expected to help the owner improve the power generation efficiency by 2-4%. For the first time, the full allocation value of 1GW was 20 million yuan, mainly for the EL detection of the whole station and the creation of a digital twin model of the power station, including four modules, which can realize the analysis and report of EL and infrared AI defect positioning, establish a ledger according to the three-light (EL + infrared + visible) data, and establish the defect AI model of EL and IR. In the next five years, model updates, rechecks, ledger updates, and AI O&M will be charged in the form of annual fees, and the average annual service fee is expected to be no more than 10 million yuan in the next five years. The PV O&M industry market has grown to 87 in 20217.7 billion yuan, AI technology business model prospects and market space are broad.
Risk warning: the decline in demand in the new energy industry, the risk of market competition, the risk of new product development progress, etc.
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