盈利在即！滴普科技以「企业AI员工」为支点 撬动千亿级蓝海市场

Deepexi's 2025 financial report indicates a business inflection point, with product upgrades focusing on enterprise AI employees and promising market prospects.

1. Financial Performance: Revenue reached RMB 415 million, a 70.8% year-on-year increase. Core business FastAGI revenue surged 181.5% to RMB 254 million, accounting for 61.3% of total revenue. Gross margin improved to 55.1%, adjusted net loss narrowed by 71.4%, and the number of clients grew 46.1% to 130.

2. Product Innovation: Launched the DeepexiOS system, including the Deepexi Enterprise Large Model, FastAGI Platform, and FastData Foil Platform. This addresses enterprise pain points of disconnected AI data, incomprehensible logic, and inability to execute, transforming AI from a chat tool into a productive employee.

3. Market Opportunity: China's enterprise-level AI market is projected to grow from RMB 38.6 billion in 2024 to RMB 239.4 billion by 2029, with a 44% CAGR. Policy support from the 2026 Government Work Report promotes intelligent agent adoption, while corporate cost-cutting and efficiency demands are driving the scalable application of AI employees.

Deepexi's product development and market trends reveal new directions for brand marketing, with user behavior indicating a strong demand for cost reduction and efficiency improvement.

1. Product R&D: The Deepexi Enterprise Large Model centers on enterprise business ontology, features code generation capabilities, and can operate backend systems for tasks like database queries. Integrated with the FastAGI Platform and FastData Foil Platform, it forms the AI-level operating system DeepexiOS, achieving low hallucination and high controllability.

2. Consumer Trends: Enterprise AI demand is surging due to high labor costs and low delivery efficiency, making AI employees a key solution. The market is projected to reach RMB 239.4 billion by 2029, with continued policy support for intelligent agent promotion.

3. User Behavior Observation: Enterprise users prefer practical AI embedded in business workflows over generic chat tools. Deepexi's shift in delivery model, replacing human services with software logic, enhances adaptability and efficiency, reflected in FastAGI's 55.2% gross margin.

Favorable policies and a growing market present new opportunities. Deepexi's business model offers learnings, but competition risks require attention.

1. Policy Interpretation: The 2026 Government Work Report explicitly promotes next-gen smart terminals and intelligent agents, supporting enterprise AI implementation. Deepexi's inclusion in the Hong Kong Stock Connect enhances liquidity and visibility.

2. Growth Market & Opportunity Insights: China's enterprise AI market has a 44% CAGR, projected to hit RMB 239.4 billion by 2029. Scalable AI employees represent a new growth curve. Deepexi's focus on enterprise AI employee infrastructure and 46.1% client growth indicate healthy operations.

3. Latest Business Model & Learnings: Deepexi transitioned from a solutions provider to a platform provider, expanding capabilities through R&D collaboration (e.g., with Tianjin University). Key strategies include early industry entry for experience accumulation and focusing on business-layer implementation.

4. Risk Alert: Competition is intensifying with major players like OpenAI, Microsoft, and Alibaba. Standardizing technological capabilities is crucial for replicating success in the mid-market segment and avoiding adaptation issues.

AI employees optimize production and design needs, while digital insights reveal commercial opportunities. Deepexi's case offers practical reference.

1. Production & Design Needs: Deepexi uses AI to replace repetitive delivery tasks (e.g., system building, consulting). Its large model learns engineer capabilities, reducing labor costs. Improved delivery efficiency is reflected in FastAGI's 55.2% gross margin, demonstrating scale effects.

2. Commercial Opportunities: The rapidly growing enterprise AI market allows factories to address cost and efficiency pain points with AI employees. Deepexi's experience in manufacturing and other sectors provides new application paradigms for complex workflows.

3. Digital & E-commerce Insights: Deepexi's delivery model transformation, using software logic for services, enables lightweight implementation. Factories can optimize production by establishing a data-model-application loop, avoiding over-customization issues.

Industry trends point towards scalable AI implementation. New technologies address client pain points, with Deepexi's solution serving as a benchmark.

1. Industry Trends: Enterprise AI is moving from exploration to scalable implementation, with the market projected to reach RMB 239.4 billion by 2029. Policy-driven intelligent agent promotion positions Deepexi's AI employee infrastructure to deliver commercial value.

2. New Technology: DeepexiOS creates a data-model-application loop. The Deepexi Large Model handles decision-making, the FastData Foil Platform integrates multi-source heterogeneous data, and the FastAGI Platform executes decomposed tasks, featuring code generation for backend system operation.

3. Client Pain Points & Solutions: Enterprises struggle with fragmented data, complex business logic, and poor AI execution. Deepexi's solution addresses data disconnection, logic incomprehension, and execution failure, providing reliable data support and low-hallucination, high-control execution without secondary development.

Commercial demand focuses on AI infrastructure. Platform strategies emphasize differentiation, while merchant recruitment and operations must mitigate risks.

1. Commercial Platform Demand & Challenges: Enterprises need AI employee platforms for cost and efficiency gains, evidenced by Deepexi's 46.1% client growth to 130. Challenges include intense competition and data security concerns.

2. Latest Platform Strategies & Merchant Recruitment: Deepexi upgraded to DeepexiOS as an enterprise AI operating system. Recruitment strategies involve R&D collaboration (e.g., with universities) to strengthen technical barriers, expanding from large clients to the mid-market.

3. Operations Management: Standardizing technical capabilities and streamlining delivery processes is essential for replicating industry experience. Deepexi's improved delivery efficiency and gross margin validate the model.

4. Risk Mitigation: Facing competition from giants like Alibaba's Wukong, Deepexi adopts a differentiation strategy: focusing on business-layer implementation and leveraging early industry expertise. Rapid response to personalized needs is crucial to avoid market saturation risks.

Industry trends highlight the rise of AI employees. New challenges involve competition, while policy implications and business models offer research value.

1. Industry Trends: Enterprise AI is entering a phase of scalable implementation. Deepexi is defining the next-generation enterprise IT architecture, with AI employees evolving from辅助 tools to digital colleagues. The market is projected to reach RMB 239.4 billion by 2029 (44% CAGR).

2. Emerging Issues: Competition is intensifying with global giants and domestic majors investing in enterprise agents. Deepexi faces the challenge of replicating its top-tier capabilities for the mid-market through standardization and lightweight delivery.

3. Policy Implications & Insights: The 2026 Government Work Report's promotion of intelligent agents provides policy support. Research insights include how R&D collaboration (e.g., with universities) can expand capability boundaries.

4. Business Model: Deepexi's strategic transition from solutions provider to platform provider signifies a stable business model. Its closed-loop system offers a cost-effective paradigm, with optimized profitability demonstrating commercial viability.