AIGC's leading enterprise, with significant corpus and algorithm advantages
As a leading provider of big data and artificial intelligence products and services, Torres has the highest scale of authoritative high-quality public data exceeding 200 billion dollars, and has data indexing, tagging, querying, mining and analysis capabilities of hundreds of billions of dollars of data, second-level retrieval capabilities for trillion-level data, and an average of 100 billion data acquisition capabilities per day. The company is deeply involved in natural language processing, is committed to using data intelligence applications as the core, empowering digital transformation and cost reduction and efficiency scenario applications in different industries, and is actively working with customers to create a number of excellent practice cases in AIGC-related fields, such as machine writing, conversational AI, content human-computer collaboration, and automatic report generation. On May 20, the company's fixed registration was approved, further strengthening model research and development.
On March 29, 2024, the first China AIGC Industry Summit hosted by Qubit was held in Beijing. The company was selected for the “China AIGC 50” list based on its long-term technical accumulation in the AIGC field. In May 2024, CCID Consulting's Artificial Intelligence and Big Data Research Center released the important research results of the “China Big Model Development Research Report (2024)”. Starting from the five dimensions of core technical ability, market competitiveness, product innovation ability, market development potential, and ecological openness, the top 20 leading Chinese model enterprises were selected. With the comprehensive results of the Pioneer Tianda Model in these five dimensions, Torres was successfully selected and ranked at the top.
The “Piotanda Model” promotes changes in user productivity
On June 29, 2023, the company released the “Pioneer Model” and launched a major model for the three major industries of media, finance, and government affairs. Currently, plug-ins such as intelligent content production assistants and next-generation search and recommendation developed based on Tuotian Media's professional large-scale model have been tested in leading news organizations. Risk warning assistants, auxiliary generation of audit reports, automatic generation of consumer insurance content review opinions, and intelligent customer service data analysis assistants, etc. developed based on Tuotian Financial's professional large-scale model have also been successfully used by many leading bank customers.
A comprehensive cooperation agreement was signed with Huawei to promote the digital and intelligent transformation of the industry. On the morning of May 17, Tolos and Huawei signed a comprehensive cooperation agreement. Based on this cooperation, the company and Huawei will give full play to their advantages in their respective fields, actively promote cooperation in digital intelligence transformation, and steadily promote industrial digitalization and digital industrialization development.
The data element business ushered in a golden period of rapid development
As the development and reform of the data factor market continues to deepen, China's data factor market has entered a stage of vigorous development. The market size will exceed 100 billion dollars, and Torres will also usher in a golden period of rapid growth in the data element business. The company formed a “1+1=N” business model in the business process, that is, based on self-developed big data platforms and artificial intelligence platforms, it launched N industry data and cloud services in a scenario-driven manner. Currently, this model has been successfully implemented in industries or fields such as government affairs, finance, media, public opinion, security, and patents.
Profit forecasting and investment ratings
The company's 2024-2026 EPS is expected to be 0.29, 0.40, and 0.50 yuan, respectively, and the PE corresponding to the current stock price is 49.05, 35.57, and 28.83 times, respectively. The company is in a leading position in the fields of artificial intelligence, big data, data security, etc. Thanks to the rapid development of markets such as AIGC and data elements, the company has established long-term good cooperation with leading users on various tracks. Users are highly sticky, there is broad room for future growth, and performance is expected to grow, maintaining a “buy” rating.
Risk warning
Technology implementation falls short of expectations; downstream customer demand falls short of expectations; policy drivers are volatile; market competition intensifies, etc.