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商湯(00020.HK):中國視覺AI市佔連續十年踞首 積極拓展海外市場
商湯-W(00020.HK)引述國際數據公司(IDC)最新報告顯示,商湯在2025年中國視覺AI市場佔有率再度排名第一,連續十年蟬聯榜首。商湯表示,其視覺AI業務已率先完成CV2.0(Computer Vision 2.0)技術升級及商業佈局,邁入可持續盈利的高質量發展階段,公司將繼續以視覺AI為核心,把握全球各國借鑒中國式創新的機遇,拓展海外市場。根據ID...
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商湯(00020.HK):中國視覺AI市佔連續十年踞首 積極拓展海外市場
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商湯-W(00020.HK)  -0.030 (-1.657%)    Short selling $36.21M; Ratio 22.487%   引述國際數據公司(IDC)最新報告顯示,商湯在2025年中國視覺AI市場佔有率再度排名第一,連續十年蟬聯榜首。商湯表示,其視覺AI業務已率先完成CV2.0(Computer Vision 2.0)技術升級及商業佈局,邁入可持續盈利的高質量發展階段,公司將繼續以視覺AI為核心,把握全球各國借鑒中國式創新的機遇,拓展海外市場。

根據IDC發布的《中國AI軟件市場》報告,計算機視覺市場正處於技術變革時期,由CV 1.0邁向CV 2.0,視覺AI從單純進行圖像識別,擴展至能理解、檢索及生成內容。

商湯表示,該公司已經完成CV2.0技術升級,新一代視覺AI架構從底層原生融合生成式AI能力;其視覺AI核心產品平台「商湯方舟SenseFoundry」亦已完成「通專融合」技術升級,將「日日新SenseNova」大模型的通用推理能力,與針對特定行業而訓練的專業模型結合,使系統既能處理複雜及罕見的長尾場景,同時兼顧落地執行效率。商湯方舟亦向數智化智能體邁進,依託多模態互動及自主規劃能力,打通視圖數據和業務數據,賦能產業。

商湯指,過去十年將AI技術深度賦能各行業場景,持續兌現商業價值,構建出成熟的產業落地模式。商湯方舟已在逾200個城市落地,累計服務逾3萬個園區、樓宇、網點及交通樞紐,公司對智慧城市、公共安全、智能交通、商業空間等領域累積深厚的經驗、深入理解行業需求,現有客戶的複購表現穩定,反映其產品高度配合客戶業務需求。

商湯CV2.0業務已實現淨利潤與正向現金流雙突破,從技術投入期正式邁入可持續盈利階段。(da/u)(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-05-21 12:25.)

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