Speechocean(SH:688787)2024-12-05 10:45Group 1: Business Expansion and Development - The company has increased its investment in large model data research, completing multiple datasets for various applications, including language, voice, and visual models [3][4] - A partnership with Tsinghua University has been initiated to develop multilingual voice models, leveraging over 200 languages and nearly 300,000 hours of proprietary voice data [4] - The company aims to enhance its global customer reach by improving its sales team and participating in major international conferences [6] Group 2: Revenue Growth and Market Demand - The company reported a significant revenue growth of 44.90% in the first three quarters compared to the same period last year, driven by increased demand from overseas clients [12] - There is a notable increase in demand for data services in the IoT sector, particularly for applications like voice transcription and document processing [7] - The company has observed a rising trend in voice interaction as a key method of human-computer interaction, especially among multinational corporations [8] Group 3: Data Resource and Compliance - Despite concerns about data source depletion for large models, the company believes there are ample opportunities for data collection through partnerships in vertical industries [9] - The recent government policies aimed at accelerating the development of public data resources are expected to provide new data sources for AI training [9] - The competitive landscape in the data service market is anticipated to consolidate, with stricter compliance requirements likely to eliminate non-compliant players [12]