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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]