商业化落地、智算服务这一整条产业链上都位列国内龙头梯队，就是公司目前在AI领域的强大护城河。Haitong sec released a research report stating that SenseTime-W (00020) is rated "outperforming the market". Considering various factors, a p/s of 16 to 20 times is predicted for SenseTime Group in 2024, corresponding to a reasonable value range of 2.27 to 2.84 HKD for the company. The bank determines that the completion of the company's global strategy organizational restructuring will open a new chapter for the company's development in the AI era.
The report states that the company has completed its strategic reorganization and established a "1+X" structure. SenseTime currently has a prominent leading advantage in the field of AI large models. On one hand, the company's 'Riri Xin' series models achieve excellent results in assessments, which corroborates the company's strong technical capabilities in large models. On the other hand, the company's AI large model solutions also rank in the top tier of the industry, indicating that the company not only possesses excellent models but also has the ability to implement these models in practical applications.
In addition, SenseTime ranks in the TOP 3 GenAI iaas service providers. SenseTime's large deployment can provide more comprehensive operation and maintenance support for large model business and ultra-large cluster guarantee capability, which becomes a solid foundation to support the company's AI business development. Overall, the company ranks among the domestic leaders across the entire industry chain of large models, AI commercialization, and intelligent computing services, which constitutes a strong moat for the company in the AI field.
The company is currently positioned in the leading tier of the AI field, which represents a powerful moat.
The bank pointed out that the completion of the company's strategic organizational restructuring this time, establishing a "1+X" framework, has improved the company's operational efficiency, making the overall development goals of the company more focused on generative AI. This enables the company to stand out more in the competition of the AI era, expand into diversified business areas through the ecosystem enterprise matrix, effectively synergize with the company, and explore greater development space.
