Financial Performance - In 2024, the company achieved total revenue of 5.261 billion RMB, a year-on-year increase of 25.1% compared to 4.204 billion RMB in 2023 [2] - The annual loss attributable to the parent company was 268.8 million RMB, a reduction of 70.4% from the previous year's loss of 908.7 million RMB [2] - The gross profit for 2024 was 2.245 billion RMB, representing 42.7% of total revenue, compared to 1.980 billion RMB and 47.1% in 2023 [2] Business Segments - The "Prophet AI Platform" generated revenue of 3.676 billion RMB, accounting for 69.9% of total revenue, with a growth of 46.7% year-on-year [4] - The "SHIFT Intelligent Solutions" business reported revenue of 1.022 billion RMB, a decline of 20.3%, making up 19.4% of total revenue [4] - The "Shisuo AIGS Services" generated 563 million RMB, contributing 10.7% to total revenue [4] Market Trends and Future Outlook - The CEO indicated that the market is transitioning from a large model competition to industry penetration, with AI Agents becoming crucial for implementation [1][4] - There is a growing demand for enterprise-level AI Agents, particularly in high-value industries such as finance, energy, retail, and manufacturing [1][5] - The company anticipates that 2025 will be a pivotal year for the explosion of AI Agents, although market enthusiasm is expected to stabilize by mid-year [1][5] Strategic Direction - The company plans to position itself as a third-party AI technology supplier, providing integrated AI Agent solutions rather than developing proprietary brands [1][11] - The establishment of Paradigm Group will allow the company to diversify its business while maintaining a focus on enterprise services [7][10] - The consumption electronics segment aims to offer AI Agent-based solutions, leveraging the growing capabilities of AI to enhance communication and operational efficiency [10][11] Technology and Innovation - The company emphasizes the importance of AI Agents in transforming enterprise software, enabling better communication and problem-solving capabilities [4][5] - The integration of AI with various devices, including those without screens, is seen as a key factor for the future of AI applications [6] - The company maintains a commitment to developing foundational large models tailored to specific hardware requirements, differentiating itself from competitors [11][12]
第四范式董事会主席戴文渊：Agent落地先要考虑能为产业创造多大价值