Speechocean(688787)2024-05-23 09:26Financial Performance - 2023 revenue was 1.70 billion yuan, a decrease of 35.33% year-over-year [3] - Overseas revenue declined significantly due to customer layoffs, business adjustments, and data export regulations [3] - Domestic revenue also decreased due to cautious R&D spending by customers and intensified competition [3] R&D Investment - R&D investment decreased in 2023 as the company's strategic focus on intelligent data production and standardized dataset products stabilized [3] - Investment in intelligent driving data platforms like DOTS-AD and integrated data processing platforms has matured, leading to reduced R&D intensity [4] - Standardized dataset product construction peaked in the first two years post-IPO and concluded in May 2023, resulting in a natural decline in investment [4] Automation and AI Impact - Automation in data labeling is a trend, but it aims to enhance human-machine collaboration rather than replace human effort [4] - The company has increased R&D efforts to improve intelligent data production capabilities [4] - Multimodal development in AI models will create new data demands, expanding the data service industry's growth potential [5] Big Model Data Progress - The company is developing datasets for large language models, voice models, and visual models [6] - Collaborations with major domestic big model manufacturers cover RLHF data scoring, prompt rewriting, and human-machine interaction [6] - Efforts are underway to expand data service capabilities, including data cleaning, model evaluation, and fine-tuning [6]