Investment Rating - The report does not explicitly state an investment rating for the industry or company Core Insights - Deepseek has achieved significant breakthroughs in AI model capabilities, positioning itself among the global top-tier models, directly competing with leading technologies like GPT series and Claude [7] - The introduction of Deepseek-R1 has disrupted the market by offering a low-cost, open-source alternative, enabling smaller enterprises to access AI technologies at a fraction of the typical cost [9] - The deployment of Deepseek-R1 in pharmaceutical companies is becoming essential, with specific hardware requirements for optimal performance [13] Summary by Sections Deepseek-R1 Localization Deployment - Deepseek-R1 offers various deployment options, including personal and enterprise solutions, with recommendations for frameworks like Transformers and vLLM for efficient model inference [12] - The full version of Deepseek-R1 requires substantial hardware resources, including approximately 1200G of GPU memory for effective operation [13] AI Integration in Pharmaceutical Products - The integration of AI into pharmaceutical processes is exemplified by the collaboration between Deepseek and the smart knowledge platform, enhancing drug development and clinical trial processes [21][22] Competitive Landscape - Deepseek's pricing strategy, with API costs at only 1/10 of the industry average, is reshaping the competitive landscape, allowing broader access to advanced AI capabilities [9] - The model's performance metrics are benchmarked against international standards, establishing a new industry benchmark for domestic AI models [7] Model Development Stages - The report outlines the evolution of large models, highlighting Deepseek's advancements in reasoning capabilities and multi-modal applications [7][10]