Speechocean(SH:688787)2024-12-25 09:08Group 1: Company Strategy and Market Positioning - The company showcases its advanced technology and innovative products at global industry and academic conferences such as ICASSP and CVPR, enhancing its industry influence and reputation [1] - In 2024, the company will launch a new overseas website, upgrading its service model to improve customer acquisition and order conversion rates [1] - The company differentiates between standardized product datasets and customized services, with the former being a key feature that contributes significantly to revenue and gross profit [1][2] Group 2: Data Services and Customer Needs - Customers typically require simulated datasets for AI product training before generating real-world data, which is then processed to enhance product iterations [2] - The combination of products and services is a comprehensive solution offered to meet diverse customer needs across different R&D stages, maintaining a consistent revenue contribution trend [2] - New data demands are emerging in IoT hardware applications, including voice transcription and document processing, indicating a growing market for data services [7] Group 3: AI Applications and Future Trends - The introduction of AI agents in smart terminals is expected to create new data demands, requiring diverse data types for training and operation [8] - There is a concern regarding the potential depletion of data sources for large models, necessitating partnerships for targeted data collection in vertical scenarios [9] - The recent government initiatives to accelerate the development of public data resources are anticipated to provide new data sources for AI training [9] Group 4: Global Business Expansion - The company is enhancing its overseas business layout through improved sales team construction and customer service networks, aiming to expand its global customer reach [9]