Speechocean(SH:688787) Zheng Quan Zhi Xing·2025-08-05 00:07Group 1 - The rapid development of global AI technology is driving comprehensive growth in Haitai Ruisheng's three major business segments: computer vision, natural language, and intelligent voice [1] - The increase in the proportion of computer vision and natural language businesses is attributed to technological breakthroughs and growing market demand [1] - The company is participating in the construction of a national training data labeling base, forming a comprehensive solution in the data element field [1] Group 2 - Strategic collaborations with Huawei involve projects such as the Ascend DeepSeek data flying intelligent body, Shaanxi Smart Cultural Tourism project, and the Jingxi Zhigu digital human platform and dubbing platform [1] - Key drivers for revenue growth in 2025 include two major trends in the AI industry, innovative business layout, and strategic cooperation with Huawei, along with the Southeast Asia data delivery system [1] - The company is advancing its global strategy through acquisitions, such as the Philippine delivery base, and accelerating the construction of a global service network [1] Group 3 - Data sources required for training specific vertical domain models include public data, proprietary customer data, and targeted data collection from vertical scenarios [1] - The data labeling industry is expected to become more intelligent, with data security and compliance capabilities becoming core evaluation dimensions [1] - The company's core competitiveness lies in its dual-mode service products, technical platform capabilities, supply chain resource management, and data security and compliance capabilities [1] Group 4 - The distinction between product data set business and customized service business is that the former involves simulated data, while the latter is pure processing service based on targeted needs [1]