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创业黑马(300688):知识累积+技术保障 大模型“黑马天启”发布

Entrepreneurial Dark Horse (300688): Knowledge Accumulation and Technology Assurance Model “Dark Horse Apocalypse” Released

長城證券 ·  May 28, 2023 00:00  · Researches

Event: According to the official account of Beijing Entrepreneurship Future Media i Dark Horse, on May 27, Entrepreneurship Dark Horse held the “2023 Dark Horse AIGC Summit” in Beijing. Startup Dark Horse and 360 Group announced a strategic partnership to launch the first large-scale vertical industry model dedicated to science and innovation services in China — the Dark Horse Tianqi Science and Technology Innovation Model.

Join hands with 360 to create a solid technical guarantee. Relying on its own Science and Innovation Cloud SaaS development platform, Microsoft+ Stanford open source technology, and 360 Intelligence, the entrepreneurial Dark Horse Tianqi model provides a solid technical guarantee for Dark Horse's development. The digital avatar of 360 Chairman Zhou Hongli mentioned that 360 Group will work with Venture Dark Horse to establish industry-university-research integrated big model alliances for the development of big models and the application of small and medium-sized enterprises in the AIGC field through technical services, etc., to jointly develop vertical models and applications for the industry, and set a benchmark for urban industry projects in the AI field.

Accumulate rich industry knowledge and provide data and scenario support. It has been 15 years since its establishment, and has linked a large number of small and medium-sized enterprises, local governments, leading enterprises and investment institutions to provide small and medium-sized enterprises with entrepreneurship acceleration and enterprise services. The wealth of industry knowhow accumulated by entrepreneurs, including the accumulation of knowledge on their own patents, copyrights, trademarks, policies, etc., provided sufficient data and scenario support for the development of large-scale models.

Strong cost reduction and efficiency increase, dark horse apocalypse can be expected in the future. The Dark Horse Enlightenment Science and Technology Innovation Model can provide enterprises with intelligent writing and data filing services for science and technology project application materials, and empower the whole process of science and innovation services. According to iDark Horse's official account, as of May 26, Heimar Tianqi has delivered 200+ corporate customers and intelligently written 2,200+ project plan documents, saving a total of 90% of time for a single project.

With the support of Dark Horse Apocalypse, industry efficiency can be increased geometrically.

Investment advice: As a well-known service and incubation agency for small and medium-sized enterprises in the industry, the launch of the Dark Horse Tianqi Science and Technology Innovation Model is expected to strengthen the voice of entrepreneurs in the AIGC service field. We are optimistic that the company will achieve a breakthrough in the AIGC field with a solid technical foundation and rich accumulation of its own knowledge. We are optimistic about the company's development and forecast that the company will achieve revenue of 512 million yuan, 728 million yuan, 996 million yuan in 2023-2025; net profit of the mother is 16 million yuan, 39 million yuan, 110 million yuan; EPS 0.09, 0.23, 0.66, PE358X, 144X, 51X, and will maintain the “increase in holdings” rating.

Risk warning: industry competition intensifies; technology transformation falls short of expectations; big model technology development falls short of expectations; industry policy changes.

The translation is provided by third-party software.


The above content is for informational or educational purposes only and does not constitute any investment advice related to Futu. Although we strive to ensure the truthfulness, accuracy, and originality of all such content, we cannot guarantee it.
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