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科大訊飛(002230.SZ):智慧教育產品已在全國32個省級行政單位應用,服務師生超1.3億
格隆匯 05-09 15:03

格隆匯5月9日丨科大訊飛(002230.SZ)在投資者互動平台表示,1、核心技術方面,科大訊飛承建有認知智能全國重點實驗室、語音及語言信息處理國家工程研究中心以及國家首批新一代人工智能開放創新平台等國家級平台,同時擁有一支長期堅守的紮實積累以及成建制的行業頂尖的研發團隊,並在智能語音、計算機視覺、自然語言處理、認知智能、大模型等人工智能關鍵領域均積累了國際領先水平的核心技術優勢。公司堅持源頭技術創新,持續在深度學習算法上取得豐碩創新成果,且框架和平台對於國產 GPU 和硬件的支持處於業界領先水平。例如,2025年4月20日,科大訊飛深度推理大模型訊飛星火 X1 迎來全新升級,作為當前業界唯一基於全國產算力訓練的深度推理大模型,升級後的星火 X1 在知識問答、數學能力等通用任務上效果顯著提升,不僅是70B參數大模型中最好的深度推理模型,並且在模型參數比業界同類模型小一個數量級的情況下,比肩國際頂尖模型水平(如 DeepSeek-R1 671B)同級別效果,再次證明基於國產算力訓練的全棧自主可控大模型具備登頂業界最高水平的實力和持續創新的潛力。2、商業化落地方面,科大訊飛經過多年持續投入,已構建起了算法、算力、數據等要素自主可控的 AI 核心技術研究和模型訓練體系,並實現了 AI 行業應用(智慧教育、智慧醫療、智能汽車、企業 AI 解決方案、智慧城市等)、AI 開放平台和 AI 消費者產品三大 AI 落地商業化體系。例如,在智慧教育領域,科大訊飛面向國家重大教育命題,構建了涵蓋教、學、考、評、管教育教學場景的全棧產品體系,智慧教育產品已在全國32個省級行政單位應用,服務師生超1.3億。2024年,智慧教育業務收入同比增長29.94%;在智慧醫療領域,截至2024年底,智醫助理已覆蓋全國 30 多個省市的 670 多個區縣超過 70,000個基層醫療機構應用,累計提供約 9.1 億次 AI 輔診建議,經智醫助理系統提醒而修正診斷的有價值病歷超 160 萬例,累計識別不合理處方數 8,600 萬份。2024年,智慧醫療業務收入同比增長28.18%。公司構建由數據驅動的“模型算法—產品價值—業務增長”商業飛輪效應正在不斷顯現。3、隨着國家對人工智能自主可控算力的支持不斷到位,我們對訊飛星火在通用人工智能的長跑中,有強大的技術後勁,能夠不斷對標世界一流水平並局部引領有充分信心。在進一步發揮科大訊飛的產業優勢的同時,我們也清醒的認識到:過去幾年公司由於實體清單限制,在人工智能訓練算力資源上相對國內同行還有一定差距;公司目前處在核心技術產業化的關鍵階段,公司盈利能力還有待提升。我們會繼續腳踏實地推進技術進步與產業發展,把握好人工智能產業爆發的關鍵機遇期。

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