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财报前瞻| BOSS直聘:穿越周期,在线招聘一哥,市场诟病其股东频繁套利
贝塔投资智库· 2025-05-21 04:22
点击蓝字,关注我们 自研AI百亿参数大模型"南北阁" 该模型提供招聘流程优化、岗位JD续写、人岗匹配、简历优化等服务。2024年5月"南北阁"团队对 Nanbeige2-16B-Chat进行开源,该模型在 OpenCompass 5月模型评测主观综合榜中 位列开源模型第三 。在2024年12月智源研究院组织的FlagEval大模型角斗场榜单及辩论赛榜单中,"南北阁" 位列国内第 一梯队 。 公司在25年3月接入DeepSeek-R1 ,并在APP中开启灰度测试。 开拓蓝领市场,下沉市场渗透深化 金白领为用户基本盘,蓝领是新增长点。 公司于24年收购蓝领专精招聘企业W.D. Technology Investment,逐步完善招聘生态。BOSS直聘的蓝领业务已成为驱动业绩增长的重要引擎。 截至去年 第三季度,蓝领相关业务收入占比已超过总营收的38%,标志着该平台在蓝领市场的战略布局取得突 破,下沉市场增长显著。 市场潜力正加速释放,根据灼识咨询报告,中国蓝领线上招聘市场规模预计2026年将达到1524亿元, 复合年增长率36.3%,增速超白领市场;且 蓝领占网络招聘主要市场的比重将达到60.7% ,成为占比 最 ...
东北证券:AI赋能人服价值链 直击痛点实现效率跃升
Zhi Tong Cai Jing· 2025-05-14 05:55
Core Insights - The human resources service industry is experiencing a transformation driven by AI technology, which enhances efficiency and optimizes user experience through data-driven and intelligent decision-making [1][2] - Leading companies in the industry are expected to benefit significantly from the ongoing AI-driven changes, as smaller firms may lack the necessary R&D capabilities [1][2] Group 1: AI Empowerment in HR Services - The core of AI empowerment in HR services lies in reshaping management paradigms by integrating technology with personalized services, thereby unlocking higher strategic value from human capital [1] - Companies like Workday and ADP have successfully leveraged AI to enhance their business operations and product offerings, establishing competitive advantages through data asset accumulation and multi-scenario penetration [1] - BOSS Zhipin and other leading firms are innovating with AI technologies, such as BOSS Zhipin's proprietary model "Nanbeige," which aims to improve recruitment efficiency and user engagement [2] Group 2: Market Trends and Future Outlook - The human resources service industry exhibits significant cyclical characteristics, with leading companies expected to see improved performance and valuation as macroeconomic conditions stabilize and recruitment demand rebounds [2] - Despite a slower-than-expected recovery in the recruitment market due to macroeconomic disruptions, recent trends indicate a positive shift, suggesting potential growth for industry leaders in the near future [2]