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对话百望股份陈杰:驾驭数据智能时代,开启全球化新篇章
2 1 Shi Ji Jing Ji Bao Dao· 2025-11-29 02:13
Core Insights - The return of the founder and chairman Chen Jie as CEO signals a strategic shift for the company towards a "second entrepreneurship" phase, focusing on data intelligence in a rapidly evolving market [1][5] - The company aims to transform from merely providing data services to becoming a "refiner" of data, creating high-value products from its extensive data assets accumulated over the past decade [2][5] Group 1: Company Strategy - The company has completed two significant transformations over the past decade, evolving from information security products to SaaS services and then to inclusive finance, serving 28.5 million enterprises and accumulating over 1,000 trillion yuan in real-time transaction data [2] - A clear product roadmap has been established, which includes introducing an AI full-stack toolchain, launching intelligent product matrices for various industry applications, and exploring machine payment and data exchange based on the X402 protocol [3] Group 2: Global Expansion - The company is pursuing a global strategy that involves exporting "lightweight infrastructure" rather than simply replicating Chinese experiences, with plans to serve Chinese enterprises going abroad and entering markets in Southeast Asia and the Middle East [4] - The X402 protocol is viewed as a key application scenario for data intelligence and a new infrastructure for the AI economy, enabling monetization of data assets through various charging models [4] Group 3: Long-term Vision - The company aims to convey a strong long-term value signal to investors, emphasizing its favorable conditions, including supportive policies, unique data assets, and a top-tier team [5] - The transition to a full-stack solution model is expected to fundamentally change the company's gross margin structure, customer loyalty, and lifecycle, marking a significant shift in its operational strategy [5]