海天瑞声：受益于AI产业两大发展趋势 将拓展海外定制服务市场

Core Viewpoint - Haitai Ruisheng (688787) has experienced significant growth in its performance, driven by the rapid evolution of multimodal AI technology and the deep application of AI in vertical industries, creating new market opportunities [1] Group 1: Financial Performance - In 2024, Haitai Ruisheng achieved total revenue of 237 million yuan, a nearly 40% year-on-year increase, and a net profit attributable to shareholders of 11.3361 million yuan, marking a turnaround from losses [1] - The company reported a net profit attributable to shareholders in the first quarter of this year, indicating a continued positive trend [1] Group 2: Business Growth Drivers - The core drivers of revenue growth for 2025 will be the increasing demand for cross-modal fusion data and the rapid iteration of multimodal large models [1] - The company's computer vision and natural language businesses have experienced rapid growth, supported by the implementation of AI in government, legal compliance, and other application scenarios [1] Group 3: Global Expansion and Strategic Initiatives - Haitai Ruisheng has expanded its data delivery system in Southeast Asia, which is now in the ramp-up operational phase, contributing to significant incremental revenue [1] - The company aims to explore the overseas custom service market, which is expected to become a new strategic foothold for business expansion [1] Group 4: Data Service Market Trends - The data service market is expected to undergo a reshuffle, with increasing concentration as major players invest in technology research and resource capability building [3] - Companies lacking data security and compliance capabilities are likely to be eliminated from the market due to stricter national regulations [3] - The company is collaborating with local governments and universities to develop data labeling talent and enhance the regional digital economy [3]