ZHI-TECH(SZ:300785) Xin Hua Cai Jing·2025-04-14 09:03Core Viewpoint - The rise of open-source AI models in China, initiated by DeepSeek, is significantly impacting the AI industry, fostering innovation and collaboration among companies [2][3] Group 1: Open Source Impact on AI Industry - Open-source models are believed to gather global talent and enhance the richness and flexibility of the AI ecosystem, allowing companies to develop applications tailored to industry needs [3][4] - The shift from a capital-intensive model to a collaborative platform is facilitated by open-source, enabling companies to build upon existing models rather than starting from scratch [4] - Open-source models, such as those from DeepSeek, provide substantial cost advantages, being significantly cheaper than many advanced closed-source models while maintaining comparable capabilities [5] Group 2: AI Efficiency and Application - AI is enhancing efficiency across the entire value chain, with approximately 20% of the code generated by AI, leading to improved productivity in research and development [6] - AI's ability to assess product appeal has shown a 20% higher accuracy in predicting "hit products" compared to experienced editors, improving recommendation efficiency [6] - The use of AI to summarize and organize content has increased user engagement, indicating a preference for AI-curated information [6] Group 3: Company Strategy and Future Plans - The company views AI as a pervasive technology that enhances understanding of consumer information, aiming to improve decision-making efficiency for consumers and help producers identify product pain points [7] - The launch of the AI shopping assistant "Xiao Zhi" aims to serve as a consumer guide, enhancing the quality and efficiency of purchasing decisions [7] - The company is collaborating with various partners to build a new AI ecosystem, emphasizing the importance of each company's unique position within this ecosystem [8]