海天瑞聲(688787.SH):未來境外業務和智能駕駛業務預期將成為公司營收的核心增長點
格隆匯9月12日丨海天瑞聲(688787.SH)接受特定對象調研時表示,未來,境外業務和智能駕駛業務預期將成為公司營收的核心增長點,同時公司也將通過培育佈局大模型以及數據要素市場,積極拓展公司服務領域,使之成為公司收入持續增長的後繼動力。
1)現有核心業務增長點
a.境外業務:隨着大模型技術驅動,全球AI進入高速發展期,國際巨頭紛紛在AI領域進行增量佈局,同時釋放出海量數據需求,例如服務於其AI產品出海的多語種數據、服務於其虛擬人拓展的多模態數據、以及服務於垂直化場景拓展的行業數據需求等。未來,公司將通過多語種多模態等領域的技術研發、持續營銷推廣佈局等方式,推動海外業務的復甦及增長。
b.智能駕駛業務:受智能駕駛技術級別的提升以及車企的規模化量產等因素驅動,智能駕駛領域的數據需求快速增長。為更好承接上述數據需求,公司正在通過專業的銷售團隊建設以及領先的平台算法能力,加緊構建行業一流業務能力,快速拓展智能駕駛市場。
2)培育佈局新的增長點
a.大模型業務:大模型技術發展帶來了更多類型、更高質量、更大規模的增量數據需求。公司基於過往數據服務經驗,重點發力該領域,通過大模型專有數據集建設以及大模型技術研發投入,持續拓展大模型數據服務環節並提升公司在該領域的核心競爭力。
b.數據要素業務:為更好把握數字中國建設、數字經濟發展產生的新機遇,公司將基於過往業務能力,通過數據提供者、數據增值者、數據賦能者三類角色的有效融合,積極服務於數據要素市場建設。例如,公司將探索搭建基於政府共享數據的專業數據集,通過全面參與數據價值挖掘、數據處理平台工具的提供等方式,賦能政務數據資產化與價值化等等,使數據要素成為公司潛在的收入增長動能。
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