上海鋼聯(300226.SZ):EBC產品上線以來,已經成功交付70多家客户,客單價在100萬左右
格隆匯2月19日丨上海鋼聯(300226.SZ)在投資者關係表示,EBC產品上線以來,已經成功交付70多家客户,產品以定製化為主,客單價在100萬左右。公司擁有大量的產業數據,在預測和數據應用方面具有核心競爭力,客户的黏性較高,客户更看重鋼聯對市場和行業的理解能力。客户在使用過程中也提出了很多反饋,主要集中在體驗方面,例如是否能夠不在人工協助的情況下完成數據挖掘、市場判斷和分析參考。如果EBC產品具備大模型的能力,我們認為可以提高EBC產品的黏性和客單價。當前,客户對大模型的關注度也在提升,從觀望轉向積極接受,尤其對垂直模型和應用有較強意願。公司EBC產品是定製化為主,未來我們還可以基於DeepSeek做SaaS版EBC產品,藉助DeepSeek通過大量的預訓練和微調形成的行業模型來實現讓行業用户開箱即用,從而擴大鋼聯產品的應用範圍和用户羣體。
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