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资本看好的RaaS能成为AI落地的最佳模式么?丨ToB产业观察
Tai Mei Ti A P P· 2025-09-23 09:22
Group 1 - The core principle of the current AI industry is that the focus is shifting from selling tools to selling results, leading to a growing interest in the "pay for results" model [2][3] - Hengwei Technology announced a suspension of trading to plan the acquisition of 75% of Shanghai Shuhang Information, marking the first A-share listed company to incorporate the AI RaaS (Result as a Service) model into its core strategy [2][4] - The AI RaaS model emphasizes quantifiable business outcomes, requiring service providers to be accountable for achieving agreed results, thus transforming the traditional service delivery approach [3][4] Group 2 - AI RaaS is reshaping the underlying logic of business by shifting the focus from model parameters to measurable value creation, facilitating a cognitive revolution from "buying tools" to "buying results" [4][5] - The model allows for a deeper integration of AI into core profit pools, which traditionally cover only 1%-2% of enterprise revenue, while AI RaaS can tap into areas accounting for 20%-60% of revenue, creating a significant value gap [4][5] - The acquisition of Shuhang Information by Hengwei Technology aims to create an ecosystem that combines computing power with practical applications, enhancing the overall value proposition in the AI RaaS market [7][8] Group 3 - The success of AI RaaS requires service providers to possess not only technical capabilities but also a deep understanding of user needs and industry-specific knowledge [5][6] - The analogy of electricity illustrates that the true value of AI lies in its application across various scenarios, rather than just the technology itself [6][7] - The partnership between Hengwei Technology and Shuhang Information is expected to significantly reduce the cost of AI solutions, particularly in regulated sectors like finance and government [8]