Entering China
From “charging phone bills and sending mobile phones” to “Android ecology”: the cost revolution shreds up the old model
Recently, the all-in-one solution of the domestic large-scale model DeepSeek has completely detonated the market.
The starting point of this craze can be traced back to the end of 2024, when the DeepSeek-R1 large model was unveiled with the disruptive performance of GPT-4 level performance and only 1/10 of the computing power cost, the government and enterprise market set off a silent revolution.
The early large-scale model all-in-one machine is like a “contract machine” in the era of feature machines: the hardware cabinet purchased by enterprises is essentially an API service entrance, and manufacturers continue to “return blood” through token billing. This model used to be an iron law of business in the closed-source era, but it was completely subverted with the explosion of the DeepSeek open source ecosystem.
The DeepSeek-R1 model uses the MoE architecture to reduce the inference cost by 75% and the training cost by 95%, and more importantly, its open-source strategy allows hardware manufacturers and system integrators to freely combine solutions. The advantages of open source deployment and cost reduction perfectly meet the pain points of privacy protection and cost consideration for B-end customers such as government, finance, and healthcare.
This kind of subversion is comparable to the dimensionality reduction blow of the Android ecology to the Symbian system, and it is reconstructing the market pattern with a devastating trend: according to incomplete statistics, more than 60 companies such as e Cloud and Huawei have intensively launched customized all-in-one machines, and orders in the fields of government affairs, finance, and energy have shown exponential growth.
Behind the explosion: an AI revolution that rewrites the 100 billion government and enterprise market
Recently, government affairs systems in Beijing, Guangzhou and other places have announced the full use of the DeepSeek model, and the first batch of AI “civil servants” have officially taken up their posts, covering scenarios such as document processing and policy consultation.
At the same time, the collective action of central enterprises has pressed the acceleration button for this revolution. CNOOC’s “Haineng” platform deploys the full version of DeepSeek-R1 671B and multiple distillation versions, which shortens the response time for fault diagnosis of offshore platform equipment by 60% and improves the efficiency of supply chain management by 35%. After the project management platform of CTG was connected to DeepSeek, the qualified rate of concrete pouring increased to 99.3%, the efficiency of dam monitoring data analysis increased by five times, and the project cost was saved by more than 300 million yuan.
Relevant data shows that more than 20 central enterprises have been connected to DeepSeek, involving energy, communications, automobiles, finance, construction and other fields. Behind these benchmark cases is the collective anxiety of the digital transformation of 460,000 central state-owned enterprises.
At present, about 23% of the central enterprises have a large model deployment, assuming that the use of large models of central state-owned enterprises will reach 35%, 50%, 70% in the next three years, Zheshang Securities calculated 520 billion market space is stimulating the nerves of all parties.
Training and Pushing Integrated Secret War: When Industry Know-How Becomes the Passport of AI Agents
When the market is still focused on competing for the number of GPUs, the real competition has already turned to how to transform decades of experience in the manufacturing field, the hidden rules of financial risk control, and the subtext of government affairs scenarios into digital logic that AI can understand.
The cabinets sold by hardware manufacturers are just carriers, and what really leverages customers to pay premiums is the “industry translation power” that can accurately disassemble the thermal efficiency optimization scheme of thermal power plant boilers, build a grassroots government corpus covering 3,000 dialects, and open up the hospital HIS system and medical insurance review rules. Building this capability is far more difficult than sourcing chips.
When the industry cognitive gap evolves into a technological moat, the gladiatorial arena of AI Agent has shifted from a superficial parametric display to a more profound industry dark knowledge extraction competition. The ultimate proposition is clear: what customers are hungry for is not the steel shell displayed in the computer room, but the digital all-round wise man who understands the rhythm of the humming of the equipment on the shop floor, the digital password of the balance sheet, and the sound of policy documents – those enterprises who have transformed decades of industry immersion into encapsulation, iteration and reusability of the core assets of intelligent bodies, can grasp the real coinage power in this knowledge alchemy revolution.
epilogue
The industrial earthquake triggered by DeepSeek is essentially a key leap in the process of AI democratization. When the power of open source tears down the high wall of technology monopoly, and when thousands of industries begin to enjoy top-notch AI capabilities at “cabbage prices”, the digital transformation of China’s government and enterprise market is entering a new era of democratization of computing power. However, it is more necessary to be vigilant in the rush forward: the real revolution has never been the accumulation of hardware cabinets, but the deep integration of organizational structure, business processes and intelligent technology.
