02/05 2025
367
The DeepSeek large model leverages the Transformer architecture, integrating technologies like Multi-Head Latent Attention (MLA) and DeepSeekMoE. It also employs innovative strategies such as load balancing without auxiliary loss and Multi-Token Prediction (MTP). This article, part of the [Growth Ability] series within the enterprise value series, examines 17 DeepSeek large model enterprises using revenue compound growth, non-deductible net profit compound growth, and operating net cash flow compound growth as evaluation metrics. Please note that the data is based on historical trends and does not predict future performance; it serves for static analysis only and does not constitute investment advice.
Top 10 Enterprises with the Highest Growth Ability in the DeepSeek Large Model:
No. 10: Parallel Technologies
Industry Segment: IT Services
Growth Ability: Revenue compound growth of 50.15%, non-deductible net profit compound growth is negative, operating net cash flow compound growth of -1.60%
Performance Forecast: Latest average net profit forecast of 80 million yuan, with an average growth rate of 109.94%
Main Products: Supercomputing cloud services, accounting for 95.48% of profits with a gross margin of 33.10%
Company Highlights: Parallel Technologies specializes in supercomputing cloud services and related ecosystems, providing various parallel computing techniques for DeepSeek.
No. 9: Huajin Capital
Industry Segment: Asset Management
Growth Ability: Revenue compound growth of -20.28%, non-deductible net profit compound growth of -39.95%, operating net cash flow compound growth of -20.29%
Performance Forecast: Latest average net profit forecast of 800 million yuan, with an average growth rate of 7.77%
Main Products: Investment and management, accounting for 58.10% of profits with a gross margin of 57.08%
Company Highlights: Huajin Capital offers electronic equipment and device sales, sewage treatment, and masks. The company indirectly participated in DeepSeek's Pre-A funding round through the Huajin Lingyue Fund.
No. 8: Jingyeda
Industry Segment: IT Services
Growth Ability: Revenue compound growth of -21.00%, non-deductible net profit compound growth is negative, operating net cash flow compound growth of 39.19%
Performance Forecast: Latest average net profit forecast of 570 million yuan, with an average growth rate of 462.74%
Main Products: Sales revenue, accounting for 70.89% of profits with a gross margin of 56.92%
Company Highlights: Jingyeda offers solutions, product sales, and operation and maintenance services. The company is interfacing with the DeepSeek large model.
No. 7: iFLYTEK
Industry Segment: Horizontal General Software
Growth Ability: Revenue compound growth of 3.58%, non-deductible net profit compound growth of -65.28%, operating net cash flow compound growth of -37.40%
Performance Forecast: Latest average net profit forecast of 571 million yuan, with an average growth rate of -13.16%
Main Products: Education products and services, accounting for 76.96% of profits with a gross margin of 51.76%
Company Highlights: iFLYTEK provides the iFLYTEK Open Platform, consumer business, smart education, smart healthcare, smart cities, smart finance, and smart automobiles. The company's educational scenarios are integrated with the DeepSeek-Math model.
No. 6: Tuersi
Industry Segment: Vertical Application Software
Growth Ability: Revenue compound growth of -12.82%, non-deductible net profit compound growth of -90.19%, operating net cash flow compound growth of -50.67%
Performance Forecast: Latest average net profit forecast of 181 million yuan, with an average growth rate of 396.9%
Main Products: Big data software products and services, accounting for 59.72% of profits with a gross margin of 78.36%
Company Highlights: Tuersi offers artificial intelligence, big data, and data security products and services, empowering digital and intelligent transformation. The company jointly developed a large financial public opinion model with DeepSeek.
No. 5: Inspur Information
Industry Segment: Other Computer Equipment
Growth Ability: Revenue compound growth of -0.88%, non-deductible net profit compound growth of -21.12%, operating net cash flow compound growth is negative
Performance Forecast: Latest average net profit forecast of 2.292 billion yuan, with an average growth rate of 28.58%
Main Products: Servers and components, accounting for 98.34% of profits with a gross margin of 7.65%
Company Highlights: Inspur Information is a leading global provider of data center IT infrastructure products, solutions, and services. The company supplies AI server clusters for the DeepSeek intelligent computing center in Yizhuang, Beijing.
No. 4: Meige Intelligence
Industry Segment: Communication Terminals and Accessories
Growth Ability: Revenue compound growth of 4.42%, non-deductible net profit compound growth of -25.69%, operating net cash flow compound growth is negative
Performance Forecast: Latest average net profit forecast of 123 million yuan, with an average growth rate of 90.47%
Main Products: Wireless communication modules and solutions, accounting for 99.39% of profits with a gross margin of 19.95%
Company Highlights: Meige Intelligence specializes in wireless communication modules and IoT solution services. The company is accelerating the development of the DeepSeek-R1 model for end-side application and overall end-cloud integration solutions.
No. 3: Sugon
Industry Segment: Other Computer Equipment
Growth Ability: Revenue compound growth of 12.86%, non-deductible net profit compound growth of 28.58%, operating net cash flow compound growth is negative
Performance Forecast: Latest average net profit forecast of 2.154 billion yuan, with an average growth rate of 17.33%
Main Products: IT equipment, accounting for 84.54% of profits with a gross margin of 24.72%
Company Highlights: Sugon focuses on the research, development, and manufacturing of high-end computers, storage, security, and data center products. The company undertook the construction of the liquid cooling system for the DeepSeek Hangzhou training center.
No. 2: Kingsoft Office
Industry Segment: Horizontal General Software
Growth Ability: Revenue compound growth of 17.86%, non-deductible net profit compound growth of 22.57%, operating net cash flow compound growth of 5.08%
Performance Forecast: Latest average net profit forecast of 1.525 billion yuan, with an average growth rate of 15.69%
Main Products: Domestic personal office service subscription business, accounting for 61.55% of profits with a gross margin of 82.45%
Company Highlights: Kingsoft Office designs, researches, develops, sells, and promotes WPS Office software products and services. WPS intelligent writing is integrated with the DeepSeek-Writer API.
No. 1: Runze Technology
Industry Segment: Communication Application Value-Added Services
Growth Ability: Revenue compound growth of 60.26%, non-deductible net profit compound growth of 50.18%, operating net cash flow compound growth of -30.43%
Performance Forecast: Latest average net profit forecast of 2.206 billion yuan, with an average growth rate of 25.24%
Main Products: IDC business, accounting for 63.19% of profits with a gross margin of 51.36%
Company Highlights: Runze Technology's primary product is data center business services, offering over 3,000 cabinet resources in the Langfang data center.
Top 10 Enterprises with the Highest Growth Ability in the DeepSeek Large Model:
Revenue compound growth, non-deductible net profit compound growth, and operating net cash flow compound growth over the past three years: