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百望陈杰重掌CEO:押注数据智能“黄金十年” 开启二次创业

亿邦动力 2025-12-01 15:21
亿邦动力 2025/12/01 15:21

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百望股份创始人陈杰重掌CEO,押注数据智能时代开启二次创业,核心是转型数据炼化模式,打造智能化产品矩阵和服务生态。

1. 战略转变:公司从过去十年电子发票网络建设(修路阶段),转向实时交易数据工业化加工(数据炼化),目标是将数据转化为可直接驱动决策的“智能化工品”,利用大模型和X402协议机遇提升效率。

2. 实操干货:产品路线分三层推进—基础设施层引入AI工具链,联合华为、阿里等打造智能财税、供应链等五大场景智能体;平台能力层推出金盾交易管理、睿界金融业务等智能体矩阵;生态应用层基于X402协议实现AI代理自动支付和数据交换闭环。

3. 具体行动:全球化战略分三步实施—先在香港设据点,再通过Tax Swift平台服务出海企业,扩展东南亚市场,最终构建轻量级全球基础设施生态;组织调整引入蚂蚁集团等跨界人才,确保战略敏捷执行。

4. 数据亮点:积累覆盖40%市场、2850万企业的实时动态交易数据,价值远超静态数据,可直接应用于风控、营销优化等场景。

百望的数据智能产品为品牌商提供了深度的用户行为洞察和趋势预测能力,支持精细化营销和渠道创新,助力应对市场变化。

1. 品牌营销与优化:实时交易数据可用于精准风控和供应链管理,直接驱动营销决策;例如数据智能体支持预测消费需求,优化定价策略和市场响应。

2. 消费趋势与用户行为:结构化交易数据(覆盖2850万企业)连续动态采集,能分析行为变化趋势,如通过生态应用层机制实现“搜索即订单”闭环,提升渠道互动效率。

3. 产品研发启示:数据炼化模式启发了通用“智能化工品”研发,减少自建模型成本;新商业模式如X402协议按需收费机制,推动创新定价策略。

4. 全球化机会:品牌可借百望全球化布局(如东南亚市场),复刻先进税务系统,捕捉新兴市场用户行为特征,强化品牌粘性。

百望的战略为卖家带来政策红利、新兴市场机会和风险规避策略,强调学习点与合作创新,抓住数据智能窗口期。

1. 政策解读与市场机会:数据要素政策明朗化与大模型突破提供增长窗口期,X402协议萌芽支持微交易模式,带来事件应对如自动支付新方案,降低订阅成本风险。

2. 消费需求变化:实时动态数据能预判供应链和库存需求波动;全球化分三步推进(香港建点、服务出海、覆盖东南亚),利于卖家进入新市场应对需求变革。

3. 商业模式与合作:最新模式如按查询收费的X402协议机制,启发卖家学习创新盈利;合作方式包括与百望的Tax Swift平台整合,或借扶持政策(如全球基础设施生态)提升竞争力。

4. 风险提示与机会:战略转型不确定性是潜在风险,但机会在数据资产货币化提升毛利;可学习组织敏捷调整(如跨界人才引进),确保正面收益。

百望的数据智能策略为工厂提供生产设计优化启示和数字化推进路径,发掘全球市场商业机会,实现效率跃升。

1. 产品生产与设计需求:数据炼化概念启发工厂优化供应链设计;例如智能供应链工具支持实时数据监控,提升生产流程精确控制,减少库存成本。

2. 商业机会:全球化税务系统升级(如东南亚)提供新市场接入点,工厂可复制电子发票系统实现电商整合,增强订单闭环管理。

3. 数字化与电商启示:百望的实时数据采集和加工模式(如基础设施层AI工具)示范了信息化生产管理方法;推进电商策略借鉴平台化服务,确保“订单即支付”高效闭环。

4. 创新案例:2800万企业用户网络案例展示如何利用X402协议实现自动化,帮助工厂减少设计冗余,提升整体竞争力。

百望的转型揭示数据智能行业新趋势和技术突破,帮助服务商解决客户痛点和提供创新解决方案。

1. 行业发展趋势:大模型重构产业逻辑,X402协议萌芽推动AI代理交互新范式,政策明朗化加速数据要素市场化进程,行业从API输出转向解决方案模式迭代。

2. 新技术应用:全栈AI工具链和三層产品架构(如智能财税体、金盾智能体)代表前沿技术融合,能提升服务效率;X402协议实现机器支付,减少人工干预痛点。

3. 客户痛点与解决方案:痛点如数据覆盖竞争非生产力解决,通过百望的实时交易数据炼化,转化为可直接调用工具(如经营决策智能体);解决方案包括生态合作(如与华为共建),强化平台服务能力。

4. 数据价值案例:2850万企业覆盖案例证明动态数据价值(如风控优化),服务商可嵌入智能产品矩阵应对复杂商业问题。

百望的策略展示了平台对轻量级基础设施需求和最新运营模式,提供招商方向和风险规避框架,强化管理效能。

1. 平台需求与问题解决:平台需解决跨企业数据交换和合规问题;百望转向构建全球基础设施生态(如X402协议支持机器支付),实现碎片化交易无缝集成,直接满足平台需求。

2. 最新做法与招商:最新做法如三步全球化(香港支点、Tax Swift平台、覆盖重点区域),推进平台化招商;运营管理强调跨界人才团队(引进蚂蚁集团等人才),确保敏捷执行。

3. 风向规避与机遇:风险如战略不确定性,通过创始人回归和组织调整规避;机会在数据智能产品扩展客户粘性,利用DI转型提升平台价值。

4. 合作机制:如与底层厂商(芯片、算法公司)合作接入方案,构建高效闭环,支持平台可持续扩展。

百望的产业转型揭示新动向和政策影响,为研究者提供商业模式革新和政策法规启示,分析实际案例问题。

1. 产业新动向与新问题:动向包括数据服务从API模式向全栈解决方案转型(重塑估值逻辑);新问题如X402协议对AI代理交互的影响,需探討机器支付机制如何改变产业关系。

2. 政策法规建议与启示:数据要素政策明朗化启发法规框架优化建议,如动态交易数据利用对税务合规的支撑作用;全球化经验提供立法参考点。

3. 商业模式革新:模式从订阅向微交易转变(X402按需收费),推动数据资产货币化;案例如2800万用户网络证明实时数据的预测价值,重塑商业逻辑。

4. 系统分析:人物观点如陈杰强调组织敏捷性,启示研究者关注跨界融合团队在DI转型中的决定作用;案例亮点包括40%市场份额经验分析。

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声明:快读内容全程由AI生成,请注意甄别信息。如您发现问题,请发送邮件至 run@ebrun.com 。

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Quick Summary

Baiwang Co-founder Chen Jie has returned as CEO, embarking on a second entrepreneurial venture by betting on the data intelligence era. The core strategy involves transitioning to a "data refining" model to build an intelligent product matrix and service ecosystem.

1. Strategic Shift: The company is pivoting from its past decade of building an electronic invoice network (the "road-building" phase) to the industrial processing of real-time transaction data ("data refining"). The goal is to transform data into directly actionable "intelligent chemical products" that drive decision-making, leveraging opportunities from large models and the X402 protocol to enhance efficiency.

2. Implementation Framework: The product roadmap is structured in three layers. The infrastructure layer introduces AI toolchains, collaborating with partners like Huawei and Alibaba to develop intelligent agents for five major scenarios including smart taxation and supply chain. The platform capability layer launches an intelligent agent matrix, such as the Jindun transaction management and Ruijie financial business agents. The ecosystem application layer enables automated payments and closed-loop data exchange via AI agents based on the X402 protocol.

3. Concrete Actions: The globalization strategy is executed in three steps: first establishing a foothold in Hong Kong, then serving outbound enterprises via the Tax Swift platform while expanding into Southeast Asia, and ultimately building a lightweight global infrastructure ecosystem. Organizational adjustments include bringing in cross-industry talent from firms like Ant Group to ensure agile strategy execution.

4. Data Highlights: Baiwang has accumulated real-time, dynamic transaction data covering 28.5 million enterprises, representing 40% market coverage. This data's value far surpasses static data and can be directly applied to scenarios like risk control and marketing optimization.

Baiwang's data intelligence products provide brands with deep user behavior insights and trend forecasting capabilities, supporting refined marketing and channel innovation to help navigate market changes.

1. Marketing & Optimization: Real-time transaction data enables precise risk control and supply chain management, directly driving marketing decisions. For instance, data intelligence agents can predict consumer demand and optimize pricing strategies and market responses.

2. Consumer Trends & User Behavior: The continuous, dynamic collection of structured transaction data (covering 28.5 million enterprises) allows for analysis of behavioral trends. Mechanisms like the "search-to-order"闭环 in the application layer enhance channel interaction efficiency.

3. R&D Inspiration: The "data refining" model inspires the development of general-purpose "intelligent chemical products," reducing the cost of building proprietary models. New business models, such as the X402 protocol's on-demand charging mechanism, encourage innovative pricing strategies.

4. Globalization Opportunities: Brands can leverage Baiwang's global expansion (e.g., into Southeast Asia) to replicate advanced tax systems, capture user behavior characteristics in emerging markets, and strengthen brand loyalty.

Baiwang's strategy offers sellers policy dividends, emerging market opportunities, and risk mitigation strategies, emphasizing key learning points and cooperative innovation to seize the data intelligence window.

1. Policy & Market Opportunities: Clarified data-as-a-factor policies and breakthroughs in large models create a growth window. The nascent X402 protocol supports micro-transaction models, enabling new solutions like automated payments that reduce subscription cost risks.

2. Evolving Consumer Demand: Real-time dynamic data can forecast supply chain and inventory demand fluctuations. The three-step globalization plan (Hong Kong base, serving outbound businesses, Southeast Asia expansion) helps sellers enter new markets and adapt to demand shifts.

3. Business Models & Cooperation: Innovative models like the X402 protocol's pay-per-query mechanism inspire sellers to explore new revenue streams. Cooperation includes integrating with Baiwang's Tax Swift platform or leveraging support policies (e.g., the global infrastructure ecosystem) to enhance competitiveness.

4. Risks & Opportunities: Strategic transition uncertainty is a potential risk, but the opportunity lies in data asset monetization improving gross margins. Sellers can learn from organizational agility (e.g., cross-border talent recruitment) to ensure positive returns.

Baiwang's data intelligence strategy provides factories with insights for optimizing production design and a digital advancement path, uncovering global market opportunities to achieve efficiency leaps.

1. Production & Design Needs: The "data refining" concept inspires factories to optimize supply chain design. For example, smart supply chain tools enable real-time data monitoring, enhancing production process precision and reducing inventory costs.

2. Business Opportunities: Upgraded global tax systems (e.g., in Southeast Asia) offer new market entry points. Factories can replicate electronic invoice systems for e-commerce integration, strengthening closed-loop order management.

3. Digitalization & E-commerce Insights: Baiwang's real-time data collection and processing model (e.g., AI tools in the infrastructure layer) demonstrates advanced information-based production management. E-commerce strategies can借鉴 platform-based services to ensure efficient "order-to-payment"闭环.

4. Innovation Cases: The network of 28 million enterprise user cases shows how the X402 protocol enables automation, helping factories reduce design redundancy and boost overall competitiveness.

Baiwang's transformation reveals new trends and technological breakthroughs in the data intelligence industry, helping service providers address client pain points and deliver innovative solutions.

1. Industry Trends: Large models are reshaping industry logic, while the nascent X402 protocol promotes new AI agent interaction paradigms. Policy clarity accelerates data factor marketization, shifting the industry from API output to iterative solution models.

2. New Technology Applications: The full-stack AI toolchain and three-layer product architecture (e.g., smart taxation agents, Jindun intelligent agents) represent cutting-edge technology integration that boosts service efficiency. The X402 protocol enables machine-to-machine payments, reducing manual intervention pain points.

3. Client Pain Points & Solutions: Pain points like non-productive data coverage competition are addressed by transforming real-time transaction data refining into directly callable tools (e.g., business decision intelligence agents). Solutions include ecosystem partnerships (e.g., with Huawei) to strengthen platform service capabilities.

4. Data Value Cases: The coverage of 28.5 million enterprises proves the value of dynamic data (e.g., for risk control optimization). Service providers can embed intelligent product matrices to tackle complex business problems.

Baiwang's strategy showcases platform needs for lightweight infrastructure and latest operational models, providing recruitment direction and a risk mitigation framework to enhance management efficacy.

1. Platform Needs & Problem-Solving: Platforms need to solve cross-enterprise data exchange and compliance issues. Baiwang's pivot to a global infrastructure ecosystem (e.g., X402 protocol enabling machine payments) achieves seamless integration of fragmented transactions, directly meeting platform demands.

2. Latest Practices & Merchant Recruitment: New approaches include the three-step globalization (Hong Kong hub, Tax Swift platform, key region coverage) to advance platform-based merchant recruitment. Operations management emphasizes cross-border talent teams (e.g., recruiting from Ant Group) to ensure agile execution.

3. Risk Mitigation & Opportunities: Risks like strategic uncertainty are mitigated through the founder's return and organizational adjustments. Opportunities lie in expanding customer stickiness with data intelligence products and leveraging the DI transformation to increase platform value.

4. Cooperation Mechanisms: Partnerships with underlying vendors (e.g., chip, algorithm companies) for integration solutions build efficient closed loops, supporting sustainable platform expansion.

Baiwang's industry transformation reveals new dynamics and policy impacts, offering researchers insights into business model innovation and regulatory implications, along with practical case analysis.

1. Industry Dynamics & New Questions: Dynamics include the shift from API-based data services to full-stack solutions (reshaping valuation logic). New questions arise, such as the impact of the X402 protocol on AI agent interactions, requiring exploration of how machine payment mechanisms alter industry relationships.

2. Policy & Regulatory Insights: Clarified data-as-a-factor policies inspire recommendations for optimizing regulatory frameworks, e.g., how dynamic transaction data utilization supports tax compliance. Global expansion experience provides legislative reference points.

3. Business Model Innovation: The model is shifting from subscriptions to micro-transactions (X402 pay-per-use), driving data asset monetization. Cases like the 28-million-user network demonstrate the predictive value of real-time data, reshaping business logic.

4. Systemic Analysis: Perspectives from figures like Chen Jie on organizational agility highlight the decisive role of cross-disciplinary teams in DI transformations. Case highlights include analysis of the 40% market share experience.

Disclaimer: The "Quick Summary" content is entirely generated by AI. Please exercise discretion when interpreting the information. For issues or corrections, please email run@ebrun.com .

I am a Brand Seller Factory Service Provider Marketplace Seller Researcher Read it again.

【亿邦原创】在数据要素市场化浪潮奔涌、大模型技术重构产业逻辑的2025年,“电子发票第一股”百望股份正站在战略重塑的关键节点。

11月28日,公司发布人事调整公告,创始人、董事长陈杰重新担任首席执行官,掌舵公司运营与核心决策。这位信息安全领域出身的创业者,在阔别国内业务一线近一年后选择战略性回归,背后是对数据智能时代一次“All IN”的押注。

陈杰将百望的过去十年定义为“修路”阶段——构建了覆盖全国40%市场、服务2850万企业的电子发票网络。而面对大模型突破、X402协议萌芽和数据要素政策明朗化的全新“窗口期”,她明确提出,公司的核心任务已从“数据采集”转向“数据炼化”,即将其独有的实时交易“原油”通过工业化加工,转化为可直接驱动商业决策的“智能化工品”。

本次采访中,陈杰系统阐释了百望以“数据智能+全球化”双轮驱动的新战略。她不仅勾勒出覆盖基础设施、平台能力、生态应用三层的全栈智能产品路线图,更揭示了公司正从一家解决方案提供商,向构建全球“轻量级基础设施”的智能生态迈进。这位选择在上市后关键时期重回驾驶座的创始人,正试图将百望打造成AI时代产业决策的“最强基座”。

以下为采访内容:

提问:陈总,市场高度关注您重回管理前台的决策。这背后是怎样的思考?

陈杰:百望前十年,我们是在政策推动与市场需求共振下,完成了从信息安全产品到SaaS云服务,再到普惠金融(DaaS)的两次成功转型。我们服务了2850万中小企业,沉淀了超1000万亿级的实时动态交易数据,覆盖了40%的市场份额,构建了全国最完整的电子发票网络。这个过程,我们像“建网者”,把“路”修通了。

但过去一年,当我们把方向锚定在“数据智能+全球化”双轮驱动时,我意识到,这不再是“修路”,而是一次从“原油”到“精炼油”再到“化工品”的工业革命。大模型的突破、X402协议的萌芽、数据要素的政策明朗化,让整个行业进入了一个典型的“窗口期”。战略的前瞻性、组织的敏捷性、技术路径的判断力,比任何时候都更具决定性。

我赴香港开拓海外业务期间,深刻感受到战略执行与技术落地之间必须高度协同。我必须回到驾驶座,亲自把握方向,与团队共同穿越不确定性。这不仅是管理姿态的调整,更是面向未来的主动选择。

提问:为何您对数据智能方向如此坚定?百望的核心优势究竟在哪里?

陈杰:中国电子发票体系是一张覆盖全交易场景的“数据采集网络”,百望作为核心承建者和长期运营者,十年间积累的“活数据”是市场上独一份的稀缺资产。这种数据不是静态资料,而是实时、连续、结构化程度极高的动态交易数据,在风控、供应链、经营洞察、营销优化上的决策价值与预测意义,远超静态数据。

但目前行业的大部分数据服务仍停留在“原始数据或API输出”阶段,竞争停留在“数据覆盖量”层面,而非“数据生产力”——即如何直接解决复杂商业问题。

百望要做的,是将十年积累的数据资产进行工业化加工,把原油炼成精炼油,再衍生出具有行业通用能力的全栈智能产品,让企业在不同经营场景中直接调用“智能化工品”,无需自建模型、清洗数据或构建算法体系。

我们的产品路线图分为三层:在基础设施层阶段,公司引入AI全栈工具链,通过联合华为、阿里、零一万物、第四范式等合作伙伴共同孵化覆盖智能财税、智能供应链、智能交易合规、智能风控及智能金融营销五大场景的数据智能体产品;在平台能力层,我们依托数据智能平台,陆续推出“金盾”交易管理智能体、“睿界”金融业务智能体与“问数”经营决策智能体等矩阵,进一步强化平台化服务能力;而在生态应用层阶段,我们将基于X402协议深入探索AI Agent(AI代理)之间的机器支付与数据交换机制,推动“搜索即结果、结果即订单、订单即支付、支付即申报、支付即费报”在具体场景中的高效闭环。

在具体的技术实现路径上,我们依托2850万企业用户的渠道优势与信息安全基因,构建“数据-算法-场景”闭环。大模型与X402协议将重构交易关系,从“一对一”到“多对多、碎片化”,这恰恰需要精准的交易数据与纳税申报、存档、费报闭环支持。百望既是数据生产者,也是技术赋能者,更是生态连接者。

提问:为实现这一战略,您在组织架构上进行了哪些深度调整?

陈杰:DI转型是跨技术、跨行业、跨场景的系统工程,不能靠迭代速度或经验主义。我回归后,首先对管理层进行了系统性调整,确保每个关键岗位都有能“从0到1”突破的领军人物,这包括我们相继从蚂蚁集团、华泰证券、德勤等头部企业引进了优秀的跨界人才,带领我们实现业务创新。

我回归后核心要保证的,就是在每次升级时,让创造价值的人在组织中获得最大权重,这是组织敏捷性的根本。

提问:您在香港近一年,海外拓展有何实质性进展?

陈杰:全球化不是简单复制中国经验,而是输出“轻量级基础设施”。我们观察到,东南亚、中东、非洲、南美等多国正在推进税务系统数字化升级,而中国的电子发票体系是全球最先进、最完整的数字化税务基础设施。

百望的全球化打法明确分为三步展开:首先推进据点建设,设立香港百望数智科技有限公司,以此作为国际化资源整合与支撑的关键支点;在此基础上,通过Tax Swift平台切入市场,服务于出海的中国企业,并逐步覆盖马来西亚、新加坡等重点区域;最终目标是构建一个面向全球企业运营、跨国税务协同与数据交换的轻量级基础设施生态,助力本地机构快速接入标准化系统,为未来全球经营透明度与数据互联互通奠定基础。在此过程中,电子发票的国际化仅是起步,而数据智能的国际化才是真正的奠基之战。

在时间节点上,2024年港股上市是全球化启动的标志,2025年是“新五年”开局,我们将加速在重点区域的落地。这与国内DI转型形成双轮驱动,共同支撑百望成为“全球最伟大的大数据公司”的愿景。

提问:您提到X402协议,这对百望意味着什么?

陈杰:X402协议是面向AI Agent的机器支付标准,基于HTTP 402状态码实现“按需付费”与微交易。当AI Agent理调用数据或算力时,可自动完成支付,无需人工干预或传统订阅模式。

对百望而言,这或许是“数据智能”的终极应用场景。我们拥有2800万企业用户的交易网络,未来每个企业都可能是一个AI Agent。通过X402,我们的数据智能体可以“按查询收费”、“按风控调用收费”,实现真正的数据资产货币化。我们正与底层芯片厂商、算法厂商、云计算厂商共同研究接入方案,这将是百望从“工具平台”向“智能基础设施提供者”跨越的技术基石。

提问:您希望投资者看到怎样的长期图景?

陈杰: 百望拥有天时(数据要素政策与大模型技术)、地利(行业最稀缺的动态交易数据)、人和(跨界融合的顶尖团队)。从国际经验看,数据服务从API模式向解决方案模式转型,将根本改变估值逻辑。

我的回归,本身就是最强信号——创始人与公司命运共担。我们致力于将十年积累通过深度能力重构释放,实现传统数据服务模式向全栈式解决方案模式的质变,这将根本改变毛利结构、客户粘性与生命周期。

这不是追逐热点,而是深刻的产业洞察与十年积累的厚积薄发。数据智能时代,只有最熟悉产业底层逻辑的人,才能带领组织完成跨越。我选择做那个掌舵人。

文章来源:亿邦动力

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