Eazytec(SH:688258) Ge Long Hui·2026-01-12 09:57Core Viewpoint - The company, Zhuoyi Information (688258.SH), has announced that its AI programming products are still in the market introduction phase and have not yet formed a scalable product system, with potential delays in technological iteration and commercialization progress [1][2] Group 1: Product Development and Market Position - The company plans to release two AI programming products in 2024 and 2025, which are currently in the initial commercialization stage, facing uncertainties in technology paths, programming effectiveness, and market acceptance [2] - The user base for the two products primarily consists of free users, and there is currently no stable or sustainable revenue source [1][2] - The future revenue scale, profitability, and cash flow contribution from these products are highly uncertain, with limited short-term impact on the company's overall operating performance [1][2] Group 2: Competitive Landscape and Risks - The AI programming field is characterized by rapid technological updates and intense competition, with the company facing strong competition from large domestic and international tech firms [2] - The company utilizes open-source large language models such as DeepSeek and Tongyi Qianwen in its AI programming products but does not directly develop AI large models and has no direct business dealings with AI model system companies [1][2] - Recent significant fluctuations in the company's stock price may indicate irrational speculation risks [2]