智通财经APP获悉,第四范式(06682)涨超5%,截至发稿,涨5.27%,报47.9港元,成交额1.77亿港元。
消息面上,第四范式公布2024年度业绩,公司整体业务实现强劲增长,全年总收入人民币52.61亿元,同比增长25.1% ;毛利润22.45亿元,毛利率为42.7%。全年归属母公司所有者的年度亏损较2023年全年减亏 6.40 亿元,同比缩窄 70.4%。自 2021年以来连续4个会计年度环比减亏。作为第四范式所有业务的内核,“先知AI平台”报告期内表现亮眼,实现营收人民币36.76亿元,同比增46.7%,占集团总收入比例为69.9%,规模化效应持续加深。
2024 年,公司全面提升“先知 AI平台”能力。“先知 AI 平台”在提供算力层、平台层、模型层、应用层等端到端能力供给的基础上,进一步提升了 AI Agent、GPU 资源池化等多项关键能力。此外,GPU资源池化能力可帮助企业实现对硬件集群平台化管理、算力资源的按需分配和快速调度,有效解决异构算力资源利用率低、大模型与算力适配成本高等大模型部署难题。据最新国际权威研究机构IDC国际数据公司报告数据显示,第四范式连续六年稳居中国机器学习平台市场份额第一。
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