Group 1: Industry Trends - The data labeling industry is expected to become more intelligent, enhancing algorithm coverage and accuracy, which will lower data processing costs [3] - Data security and compliance capabilities will become core evaluation dimensions for data service companies as industry regulations solidify [3] - The globalization of enterprises and the expansion of diverse customer groups will highlight the importance of multilingual capabilities in data services [3] Group 2: Competitive Landscape - Major domestic competitors include established data service companies like DataTang and BiaoBei, while international competitors include Appen [4] - HaiTianRuiSheng has significant competitive advantages, such as a rich product portfolio and mature data processing technology [4] - The increasing focus on data security and compliance creates new competitive barriers for the company [5] Group 3: Data Production Process - The training data production process consists of four main stages: design, collection, processing, and quality inspection [5] - In the design phase, the structure of the training dataset is determined based on the specific application of the algorithm [6] - The collection phase involves creating a data collection plan based on the designed dataset structure [7] Group 4: Customer Demand - Customer demand for training data is expected to be ongoing, as AI products require simulated datasets for initial training and real-world data for subsequent iterations [10] - The demand for training data will grow as AI technology applications expand across various scenarios [10] Group 5: Market Demand for Intelligent Driving Data - The market demand for intelligent driving data is influenced by three factors: the variety of vehicle models and sensors, the number of mass-produced vehicles, and the increasing levels of autonomous driving [11] - The company predicts exponential growth in data processing demand due to the acceleration of commercialization in intelligent driving [11] Group 6: Future Development Plans - The company aims to expand its global business by launching a comprehensive overseas strategy, including technology innovation and market promotion [13] - In the intelligent driving sector, the company plans to enhance its automated driving data platform and improve data processing efficiency [13] - The exploration of emerging business areas related to large models and data elements will be a focus, aiming to establish high-growth potential services [14]
海天瑞声(688787) - 投资者关系活动记录表-(2024年10月12日)