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计算机行业专题研究:AI时代,关注结果交付模式
East Money Securities· 2026-03-02 07:27
2026 年 03 月 02 日 【投资要点】 AI 时代,关注结果交付模式 行 业 研 究 / 计 算 机 / 证 券 研 究 报 告 计算机行业专题研究 挖掘价值 投资成长 强于大市(维持) 东方财富证券研究所 证券分析师:罗云扬 证书编号:S1160525030001 证券分析师:向心韵 证书编号:S1160523100001 相对指数表现 -20% -10% 0% 10% 20% 30% 2025/3 2025/8 2026/2 计算机 沪深300 【配置建议】 2025.06.24 相关研究 《字节发布 Seedance2.0,多模态 AI 产业 迎来加速拐点》 2026.02.22 《AI 应用行情演绎,关注场景变革和大厂 链》 2026.01.20 《政策周期与技术周期共振》 2025.11.17 《中科曙光发布 scaleX640 超节点,国产 算力基础设施逐渐强大》 2025.11.09 《AI 应用商业化曙光已现》 结果导向正成为企业软件商业模式演进的核心方向。在人工智能与大 模型技术持续突破的背景下,企业软件的价值实现路径正在发生深刻 变化,从过去以功能交付和使用许可为核心的 SaaS ...
“AI+传统产业”实践应用发展论坛上,找钢网探索AI与传统产业融合新路径
Sou Hu Cai Jing· 2026-02-12 07:01
找钢网管理合伙人兼副总裁张晓坤在论坛上表示,找钢网及其合作伙伴有望成为第一批迈入"A2A"时代 的企业。"A2A"涵盖"Agent to Agent""Application to Application""Area to Area"三个层次,意味着找钢网在 自身拥抱AI的同时,会向产业链上下游辐射AI能力,打通产业链各环节"产品到人"的"最后一公里",把握新 型产业业态新需求。 例如,找钢网自研的SaleMatch交易引擎,早期技术不成熟时准确率不足,如今每天能处理1000万多条消息 量,解析准确率达到95%以上,并完成数亿级的智能交易匹配。2018年9月底,找钢网与腾讯共同投资成立 腾采科技公司,腾采通逐步将业务范围从钢铁拓展到其他价格波动快的工业原材料,就是找钢网AI能力跨 行业应用的生动体现。 另一方面,在通用大模型方向,找钢网与头部企业密切合作。不仅及时引入DeepSeep、千问等产品,还会将 使用体验及遇到的问题及时反馈给产品开发方,助力改进用户体验和技术缺点。此次论坛上,腾讯、阿 里、百度、京东均有代表出席,上一次BATJ齐聚还是在乌镇互联网大会,足见此次论坛的影响力。 2026年1月16日,由 ...
找钢集团携手托克成立「宗金汇」:有望成为千亿级规模的有色金属交易平台
IPO早知道· 2025-07-04 08:11
Core Viewpoint - The article discusses the collaboration between 找钢集团 (Zhaogang Group) and 托克集团 (Trafigura Group) to establish a joint venture, 宗金汇 (Zongjin Hui), aimed at creating a comprehensive e-commerce platform for non-ferrous metals, leveraging AI technology and extensive industry resources [2][3][12]. Group 1: Joint Venture and Market Potential - 找钢集团 has signed a joint venture agreement with Lykos Holding Hong Kong Limited, investing 45 million yuan to establish 宗金汇, where it will hold an 8.57% stake [2]. - The collaboration aims to build a full-category e-commerce platform for non-ferrous metals, addressing the growing demand from customers who also have steel procurement needs [3][6]. - The non-ferrous metal market in China has surpassed 2 trillion yuan in 2023, with a projected production of 7.919 million tons for ten types of non-ferrous metals in 2024, reflecting a year-on-year growth of 3.4% [10]. Group 2: Technology and AI Integration - 找钢集团's AI infrastructure, developed from its steel trading platform, is expected to enhance cross-category capabilities, facilitating efficient transactions in the non-ferrous metals sector [7][8]. - The company has launched a B2B trading SaaS tool, "腾采通," which utilizes AI technology to analyze over 6.73 million business opportunities daily, covering more than 11 million SKUs and facilitating over 100 million transaction matches [7]. - The AI-driven solutions are designed to improve operational efficiency, with AI agents achieving over 95% accuracy in matching inventory and responding to quotes, significantly enhancing transaction efficiency [7]. Group 3: Industry Challenges and Solutions - The non-ferrous metals market faces challenges such as low online penetration (5% compared to over 20% for black metals), inefficiencies in traditional trading models, and high financing costs for small and medium enterprises [11]. - The joint venture aims to address these pain points by providing comprehensive services, including intelligent pricing, B2B payment solutions, and supply chain management, thereby enhancing operational efficiency for businesses in the sector [14][15]. - 宗金汇's development strategy includes leveraging托克's self-operated resources and integrating 找钢's infrastructure to enhance service capabilities for small clients and create a complete industry chain [16].