2024爱分析·央国企数字化应用实践报告：DeepSeek引领技术潮流，央国企应重新规划大模型算力投入和应用节奏

Group 1 - The core driver for the digital transformation of state-owned enterprises (SOEs) is closely linked to the "SOE KPI" framework, which emphasizes R&D investment intensity and operational efficiency [8][9][10] - The digital transformation of SOEs is seen as a key pathway to achieve the "SOE KPI" objectives, particularly in enhancing technology innovation and lean management [9][10] - The digital market for SOEs is projected to reach approximately 593.1 billion RMB in 2024, with a compound annual growth rate (CAGR) of 10.7% expected from 2025 to 2027 [15][16] Group 2 - SOE digital subsidiaries are evolving from cost centers to profit centers, focusing on both internal digital support and external commercialization [20][21] - The primary business directions for SOE digital subsidiaries include general products like cloud computing and vertical businesses closely related to their parent companies' industry [20][21] - The DeepSeek model is leading the technological trend, enabling SOEs to overcome challenges in applying large models to complex business scenarios [23][24] Group 3 - The demand for computing power among SOEs is expected to increase significantly due to the need for dual model deployment, which includes both non-reasoning and reasoning models [44] - The rapid development of reasoning models like DeepSeek R1 has outpaced existing computing power planning, leading to potential risks of obsolescence in current strategies [44]