据财联社不完全统计，跟火山引擎有合作的A股上市公司有① Volcano Engine released the Doubao Visual Understanding Model. The brokerage research report points out that in the future, ByteDance may form a hardware product matrix centered around Doubao AI, while the giant engine occupies a crucial position among various traffic distribution channels. ② A list of A-share listed companies collaborating with Volcano Engine and Giant Engine has been compiled (attached table).
According to media reports on December 22 (Editor: Xuan Lin), Volcano Engine launched the Doubao Visual Understanding Model at the "2024 Volcano Engine FORCE Primary Power Conference·Winter" on December 18, bringing the input cost of visual understanding models into the era of cents and upgrading three platform products: Volcano Ark, Button, and HiAgent. In the secondary market, Richinfo Technology, the wholly-owned subsidiary granted 'Diamond-level Universal Partner' by Volcano Engine, recorded a 20% rise with two consecutive limit-ups on Friday.
Public information shows that by December 18, the daily average token usage of the Doubao large model exceeded 4 trillion, growing more than 33 times in the seven months since its release. GTJA's Shu Di stated in the research report on December 12 that in the future, ByteDance might form a hardware product matrix centered around Doubao AI, including various products in office, education, companionship, and more.
According to incomplete statistics from financial news agency, the A-share listed companies cooperating with Volcano Engine include Beijing Thunisoft, Thunder Software Technology, Espressif Systems, Shanghai Fortune Techgroup, Bestechnic (Shanghai) Co., Ltd., Richinfo Technology, BlueFocus Intelligent Communications Group, Hand Enterprise Solutions, Fuchun Technology, NOVA Technology Corporation, Unilumin Group, Wasu Media Holding, Zhong Fu Tong Group, Client Service International, Inc., Global Infotech, and HTSC, for details see the image below:
In addition to Volcano Engine, ByteDance also owns the comprehensive digital marketing service platform Giant Engine. Giant Engine's main business includes providing enterprises with one-stop marketing services, from exposure and traffic redirecting to in-depth conversion and even new business model construction. Giant Engine integrates the traffic resources of multiple platforms such as Toutiao, Douyin Short Video, Volcano Short Video, and Watermelon Video, forming a giant traffic pool that covers various user usage scenarios. Based on ByteDance's vast user data, Giant Engine can provide advertisers with precise user portrait analysis to achieve targeted advertising.
Huaxin Securities' Bao Youchen stated in the research report on December 16 that ByteDance's rapid rise in the AI application field can be attributed to its traffic distribution strategy and the traffic resource support of Giant Engine. ByteDance's entry time in the field of artificial intelligence is relatively delayed compared to competitors, and in order to quickly narrow the gap with the industry, ByteDance adopts a 'burn money' strategy with huge investments for traffic distribution. Among the distribution channels used by various manufacturers, Giant Engine under ByteDance occupies a crucial position.
According to incomplete statistics from financial news agency, the A-share listed companies cooperating with Giant Engine include Beijing Quanshi World Online Network Information, KAISA JiaYun Technology Inc., Zhong Fu Tong Group, Zhewen Interactive Group, Shanghai Yaoji Technology, Shunya International Martech, Guangdong Tloong Technology Group, Xi'an Global Printing, Huawen Media Group, Yidian Tianxia, Simei Media, Beijing Zhidemai Technology, Tianyu Digital Technology, Sunwave Communications, Beijing Yuanlong Yato Culture Dissemination, Inly Media Co., Ltd, and Wutong Holding Group, for details see the image below:
