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因赛集团(300781):因赛集团企业研究报告

Insai Group (300781): Insai Group Enterprise Research Report

頭豹研究院 ·  Dec 1, 2023 00:00

The first listed company in China with brand management as its main business

Insai Group is the first listed company in China with brand management as its main business. Through marketing intelligence based on deep insight, combined with intelligent digital marketing technology and intelligent technology such as AIGC application models, etc., it provides customers with marketing technology empowerment and a full chain of smart brand marketing services. The company's business performance rebounded steadily in the first three quarters of 2023, and the results of the performance marketing business layout are gradually showing results. The closed beta version of the AIGC marketing application model was released on October 31 and displayed at the “Sky and Sky Creative Festival” on November 11. It is expected to promote its transformation to a “smart X smart” service model.

Strategic consulting business and brand management business are highly profitable

The strategic consulting business provides products and services such as cultural strategy and innovation consulting based on Insai Group's four core strategic consulting methods, the underlying methodology of cultural anthropology, and research tools such as InsightGPT, to help customers break through the boundaries of perception and thinking and help brands achieve continuous evolution. The business has achieved an average annual net profit of nearly 10 million and a gross profit margin of more than 80%, and is highly profitable.

The brand management business is the core business of Insai Group, contributing 76% of revenue in 2022; the business revenue is stable, the degree of external influence is low, and the gross margin remains above 40%.

AIGC promotes marketing technology into the 2.0 stage, independently develops large-scale marketing AIGC application models, and boosts the quality and efficiency improvement of the productivity of the marketing industry

In 2022, AIGC entered the commercial market and promoted marketing technology directly into the 2.0 stage. The market size reached 85.00 billion yuan. It is estimated that the marketing technology market size is expected to reach 138.45 billion yuan in 2025. The contribution of AIGC technology to marketing technology during the three-year implementation period of AIGC technology will increase from 5% in 2022 to 30% in 2025. The AIGC wave has taken the AIGC wave by storm, and topics such as big models in the marketing field, generative marketing and services, and evolving commercialization trends have risen in popularity.

Since 2021, Insai Group has already deployed the self-developed InsaiEngine intelligent marketing system, “InsaiEngine InsightEngine”, as a platform for intelligent content production. From the layout of Insight Engine to the development of InsightGPT, from inheritance to breakthrough, InSai Group has deeply integrated the brand marketing “professional intelligence” accumulated over 20 years with AIGC technology to create InsightGPT's 4A marketing intelligence core, which boosts the quality and efficiency of the marketing industry's productivity.

Continue to make efforts to build an intelligent marketing technology platform system, improve marketing link layout, and establish overseas marketing service capabilities

Insai Group formulated the “335” strategic development plan to promote its long-term development goal of “becoming an international marketing technology and marketing intelligence service group” in 2030. In the second stage of marketing technology development strategy, Insai Group takes “technology upgrade”, “integration of quality and efficiency”, and “overseas marketing” as the three main strategic lines to push the company to build an intelligent marketing technology platform system, improve the marketing link layout, and establish overseas marketing service capabilities.

Insai Group's investment highlights include outstanding content creativity capabilities, InsightGPT marketing content production technology, improving marketing business chains, effective collaborative development between endogenous management and investment, mergers and acquisitions, continued to rank at the top of the industry in profit margins, and steady management.

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