滴普科技通过聆讯：将成「企业级大模型AI应用第一股」，上半年营收增超一倍

Core Viewpoint - Dipu Technology is poised to capture significant opportunities in the enterprise-level AI application market, projected to reach hundreds of billions [1][2]. Company Overview - Founded in 2018, Dipu Technology specializes in providing enterprise-level AI application solutions, focusing on integrating data, decision-making operations, and manufacturing expertise to create high-precision AI digital employees tailored to client needs [2][3]. Business Performance - As of June 30, 2025, Dipu Technology has commercialized its solutions across various sectors, serving 283 enterprise clients with a repurchase rate of 33.2%. Revenue for the first half of this year increased by 118.4% year-on-year to 132 million yuan, with a compound annual growth rate of 55.5% over the past three years [3][4]. - The gross margin for the first half of this year was 55.5%, an increase of over 25 percentage points since 2022. The adjusted net loss rate significantly narrowed to 39.5% [4]. Technology and Solutions - Dipu Technology has developed two core technology platforms: the AI-Ready FastData Foil data integration platform and the Deepexi enterprise-level model platform. These platforms support two main solutions that have shown rapid growth [4][5]. - The FastData enterprise-level data intelligence solution, which focuses on multi-modal data governance, generated revenue of 59.03 million yuan, accounting for 44.7% of total revenue, with a year-on-year growth of over 66% [4]. - The FastAGI enterprise-level AI solution, based on the Deepexi platform, achieved revenue of 73.07 million yuan, representing 55.3% of total revenue and a year-on-year growth of 191.04% [5]. Market Potential - The enterprise-level AI application market in China is expected to grow from 38.6 billion yuan in 2024 to 239.4 billion yuan by 2029, with a compound annual growth rate of 44.0% [6]. - Dipu Technology differentiates itself by utilizing private enterprise data and domain knowledge to create highly accurate proprietary models, addressing specific business pain points [6]. Team and Funding - The founding team of Dipu Technology has an average of 10 years of industry experience, with 40.5% of the workforce consisting of dedicated R&D professionals [6]. - The company has completed multiple rounds of financing, with notable investors including Hillhouse Capital, IDG Capital, and others. The funds raised from the IPO will be used to enhance R&D capabilities, expand sales networks, and explore potential investments and acquisitions [7].