[ Changsheng Securities: The large-scale model industry will enter the fast lane of productization] The first batch of 8 large-scale models has been approved to go online, marking that the large-scale model industry has officially entered the stage of productization in China. In the future, large model products from Alibaba, Tencent, iFlytek and other companies are also expected to be approved one after another, further accelerating the implementation of AI products. The ecosystem of domestic large model products will gradually be built, services will gradually be standardized, and the large model industry will enter the fast lane of productization. The arrival of large-scale models to accelerate the commercialization stage will directly benefit large-scale model service providers, companies that already own large-scale models or have large-scale model development capabilities; the commercialization of large-scale models will accelerate the iteration speed, and more pursuit of power and accuracy. The demand for computing power will further increase, which will benefit the domestic computing power sector.
Changsheng Securities: According to the research report on September 4 , the first batch of 8 large-scale models were approved to go online, marking that the large-scale model industry has officially entered the stage of productization in China. In the future, large model products from Alibaba, Tencent, iFlytek and other companies are also expected to be approved one after another, further accelerating the implementation of AI products. The ecosystem of domestic large model products will gradually be built, services will gradually be standardized, and the large model industry will enter the fast lane of productization. The arrival of large-scale models to accelerate the commercialization stage will directly benefit large-scale model service providers, companies that already own large-scale models or have large-scale model development capabilities; the commercialization of large-scale models will accelerate the iteration speed, and more pursuit of power and accuracy. The demand for computing power will further increase, which will benefit the domestic computing power sector.
The full text is as follows
Artificial Intelligence : The first batch of eight large models were approved to go online, and large models accelerated into the productization stage
On August 31, the first batch of eight domestic large-scale models passed the "Interim Measures for Generative Artificial Intelligence Service Management", including Baidu , Zhipu, Baichuan, Byte, SenseTime, Chinese Academy of Sciences (Zidong Taichu), MiniMax, Shanghai The large models of 8 enterprises/institutions including the Artificial Intelligence Laboratory can be officially launched to provide services to the public. On that day , more than 300 million Baidu search requests were handled by the generative intelligent engine, the number of AI companion visitors exceeded 4 million, and Wenxin answered 33.42 million questions in one word. Click the AI button on the Baidu search interface to enter the AI companion, which provides text, image generation, intelligent search and other functions.
Previously, on July 13, 2023, the Cyberspace Administration of China and six departments jointly issued the "Interim Measures for Generative Artificial Intelligence Service Management", which will come into effect on August 15 this year, mainly including the following points: (1) Promote Expansion of openness and expansion of training data: Promote the construction of public training data resource platforms, open public data classification and classification, and expand high-quality public training data resources; (2) Classified and sub-sector supervision: The "Measures" stipulates that relevant national competent authorities take industry and field as the unit , carry out classified and hierarchical supervision. Specific guidelines will be determined by each professional competent department in the future; (3) Overseas generative artificial intelligence supervision: After discovering relevant illegal activities such as overseas generative artificial intelligence providing services to the country, the cybersecurity and informatization department will use technical means to block and intercept; (4) Data source supervision: Suppliers must use data and basic models from legal sources; they must not infringe intellectual property rights and personal information rights. (5) Data labeling: If data labeling is carried out during research and development, labeling rules that comply with the requirements of the "Methods" shall be formulated; data labeling quality evaluation shall be carried out and sampling shall be conducted to verify the accuracy of the labeling content; (6) Picture and video labeling: In accordance with the "Internet Information Services" "In-depth Composition Management Rules" labels generated content such as pictures and videos; (7) Anti-obsessive supervision: Large model suppliers should clearly and publicly disclose applicable groups and purposes, and guide users to rationally use generative artificial intelligence technology; and should take effective measures Prevent minors from over-reliance and immersion in generative artificial intelligence services; (8) User privacy protection: Large model providers should fulfill the obligation to protect user usage records, and are not allowed to collect unnecessary personal information or illegally retain applications that can identify users. records, and must not be disclosed legally; (9) Handling of illegal content:Suppliers that find illegal content should stop generating, rectify and optimize, and report to the competent authority; (10) Illegal behavior handling: Suppliers should take warnings, limit functions, and suspend supply if they find that users use generative artificial intelligence services to engage in illegal activities. services, keep relevant records and report to the competent authorities.
The first batch of 8 large model companies were approved to go online, marking that the large model industry has officially entered the productization stage in my country. In the future, large model products from Alibaba, Tencent, iFlytek and other companies are also expected to be approved one after another, further accelerating the implementation of AI products. The ecosystem of domestic large model products will gradually be built, services will gradually be standardized, and the large model industry will enter the fast lane of productization. The arrival of large-scale models to accelerate the commercialization stage will directly benefit large-scale model service providers, companies that already own large-scale models or have large-scale model development capabilities; the commercialization of large-scale models will accelerate the iteration speed, and more pursuit of power and accuracy. The demand for computing power will further increase, which will benefit the domestic computing power sector.
Dangerous reminder: The economic recession in North America is expected to gradually increase, and there are great uncertainties in the micro-environment. Changes in the international environment will affect the supply chain and overseas expansion; the shortage of chips may affect the normal production and delivery of related companies, and the company’s shipments are not as expected; the epidemic situation Affect the company's normal production and delivery, resulting in lower-than-expected revenue and growth rate; lower-than-expected demand and capital expenditures in information and digitalization; intensified market competition, resulting in a rapid decline in gross profit marginsmargins; Exchange rate fluctuations affect the foreign exchange income and gross profit margin of export-oriented enterprises; the progress of artificial intelligence technology is less than expected; the development of automobile and industrial intelligence is less than expected.