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海天瑞声:公司持续为境外多家头部科技大厂的全球人工智能产品的本地化及出海提供关键的数据支撑
Zheng Quan Ri Bao· 2026-02-26 13:37
(文章来源:证券日报) 证券日报网2月26日讯 ,海天瑞声在接受调研者提问时表示,过往多年,公司持续为境外多家头部科技 大厂的全球人工智能产品的本地化及出海提供关键的多语种、多模态数据支撑。随着全球化AI应用场 景的快速落地,市场对高质量、多语种、场景化训练数据的需求持续提升。具体而言,驱动需求的产品 线主要包括但不限于:多语种语音识别数据:服务于智能助手、客服机器人等产品的全球化部署与口音 适配。多语种手写体数据:支持金融票据识别、表单处理、手写笔记数字化等应用在不同语言文字区域 的准确理解。多语种文本数据:涵盖自然语言理解、内容审核、机器翻译等任务所需的多语言文本语料 库。公司凭借在多语言、多模态数据处理领域长期积累的全球供应链管理能力和技术know-how,正在 持续获取并交付此类项目,从而推动境外数据业务的快速发展。 ...
海天瑞声接待204家机构调研,包括淡水泉投资、Brilliance AM、Eastspring Investments、Matthews Int"l Capital Mgmt等
Jin Rong Jie· 2026-01-15 10:31
Core Viewpoint - The company is expanding its overseas operations and focusing on high-growth areas such as embodied intelligence data, leveraging its capabilities in data annotation and management to meet increasing global demand for high-quality training data [1][2][3][4][5][8]. Group 1: Overseas Base Development - The company plans to integrate a Southeast Asia-based annotation center with over 1,000 personnel by 2024, expecting to generate millions in revenue by 2025 [1][3]. - A second local delivery base in Southeast Asia is planned for 2026, which will add approximately 500 personnel to support the outbound business of Chinese tech companies and customized orders from North American clients [1][3]. Group 2: Traditional Training Data Business Drivers - The demand for high-quality, multilingual, and scenario-based training data is driven by the rapid deployment of global AI applications [4][5]. - Key product lines include multilingual speech recognition data, handwritten data for financial document recognition, and multilingual text data for natural language understanding [4][5]. Group 3: Government Business Collaboration - The company has established a clear collaboration model with local governments, focusing on building high-quality industry datasets based on local characteristics and ensuring data security [7]. - Recent projects include partnerships with cities like Chengdu and Changsha, and the completion of initial data deliveries in Hohhot and Guangxi [7]. Group 4: Embodied Intelligence Data Business - The company views embodied intelligence data as a high-growth emerging sector and has formed a dedicated team to explore opportunities in various cities [8]. - Collaborations with robotics manufacturers and tech giants are underway to meet the demand for high-quality training data in real-world scenarios [8]. Group 5: Competitive Advantages in Training Data - The company has developed a dual-mode service product model, which significantly contributes to revenue and gross profit, ensuring scalability and high profit margins [9]. - Investment in technology and supply chain management enhances the company's capabilities in algorithm development and data security compliance [9][10]. - The company has achieved important certifications, including ISO/IEC 27001, ensuring robust data security and compliance with international regulations [10]. Group 6: Pricing and Market Dynamics - The pricing model for customized services is based on cost-plus pricing, while product pricing follows a demand-driven approach [11][12]. - Market dynamics dictate that scarce data types maintain premium pricing, while more mature segments face price competition, prompting the company to focus on high-barrier, high-margin niches [12].