商湯2024上半年收入17.4億元,生成式AI收入大幅增長256%
商湯集團(0020.HK)發佈2024上半年業績公吿,報吿顯示,上半年收入17.4億元,同比增長21%,生成式AI業務收入近11億元,同比大幅增長256%,佔集團收入躍升至6成。集團整體毛利潤為近8億元,同比增長18%,毛利率為44%。相較去年同期,整體期間虧損同比減少約7億元。日日新大模型推理成本快速下降,模型調用量顯著增長。報吿期內,3,000多家行業頭部企業使用商湯的大模型及智算服務。智算服務規模化效應逐漸展露,截至2024年8月運營總算力規模已突破20,000 PetaFLOPS,相較今年3月提升約70%,穩居行業領先地位。商湯集團董事長兼CEO徐立博士表示: “生成式AI迎來黃金髮展時期,我們正處於下一波增長的有利位置。商湯核心優勢在於‘大裝置+大模型’深度協同,具備打造對標一流的大模型能力,在原生多模態、視頻流自然交互、以及低成本模型推理架構上構建獨特的優勢,從而在激烈的市場競爭中脱穎而出。從這次中期業績反映,公司全面向生成式AI轉型升級的戰略目標已階段性達成,未來我們將不懈地革新技術,引領行業邁向通用人工智能(AGI)時代。”
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