Core Viewpoint - Dipo Technology Co., Ltd. has launched a global offering in Hong Kong, marking a significant milestone in the capitalization of enterprise-level AI applications in China, while also providing a rare hard-tech investment opportunity in the Hong Kong stock market [1] Company Overview - Dipo Technology is a leading provider of enterprise-level AI application solutions, focusing on integrating data, decision-making operations, and production knowledge to create high-precision AI digital employees tailored to client-specific data and business logic [2][3] - The company has developed two foundational platforms: FastDataFoil for data integration and Deepexi for enterprise-level AI modeling [2] Market Potential - The enterprise-level AI application market in China is projected to grow at a compound annual growth rate (CAGR) of 44% from 38.6 billion yuan to 239.4 billion yuan between 2024 and 2029, indicating significant growth potential [2] - Dipo Technology is positioned as one of the top five solution providers in this sector, with its IPO seen as an optimal opportunity for institutional investors to engage in the Chinese enterprise-level AI market [2][4] Financial Performance - Dipo Technology's revenue is expected to grow from 100 million yuan in 2022 to 243 million yuan in 2024, achieving a CAGR of 55.5%, with a significant increase of 118.4% in the first half of 2025 [3] - The gross margin is projected to rise from 29.4% in 2022 to 51.9% in 2024, while the adjusted net loss rate is expected to narrow to 39.5% in the first half of 2025 [3] Business Strategy - The company's business logic focuses on multi-modal data governance, seamless integration of AI with business operations, and ensuring enterprise-level security, aligning closely with the successful model of Palantir [4] - Dipo Technology's comprehensive service capabilities in data engineering, model engineering, and application engineering are expected to support its growth and market positioning in the rapidly evolving AI landscape [4]
“企业级大模型AI应用第一股”滴普科技启动全球发售：“中国版 Palantir”叩响港股大门