商汤-W2023 中期报告

（於開曼群島註冊成立以不同投票權控制的有限公司） 股份代號：0020 24513232425262829318197 22 Third Floor, Century YardCricket Square P.O. Box 902Grand Cayman, KY1-1103Cayman Islands 1900200233 1212 127 (FCG, HKFCG) 113001–30063015–3016 183171712-1716 002080020 www.sensetime.com Tricor Services (Cayman Islands) LimitedThird Floor, Century YardCricket Square P.O. Box 902Grand Cayman, KY1-1103Cayman Islands 1 9 25 7088 •20234SenseChat 1.0 (Generative AI)InternLMGPT-3.5-turboAISenseChatSenseMirageSenseAvatarAI •20236GPT-3.5-turboInternLM10401.6token207SenseChat2.0 •20238InternLM-123B1,230InternLM-123B51MMLUAGIEval ARC C-Eval RACE GSM8K30GPT-3.5-turboMetaLLaMA-2-70BInternLM-123BInternLM-123B(function calling)pythonAPIAISenseChat93.0 SenseCore AIGPU2023327,00030,0005 ExaFLOPS6ExaFLOPSSenseCore20231,000AI 202310,000GPU •GPU2token10token 2,000GPU •202311.08 •202342.014C •AIInternLM-7B701InternLM-7BLLaMA2-13B130InternLM-20B200InternLM-20BAI2018OpenMMLab8.7 GitHubAIAISenseCoreAIInternLMAI •202373.0703.0(Prompt)3.0COCO benchmarkImagenDALL • E 2 •4.02023 SenseCore20234AIAI •SenseThings3D3D •SenseChat•• AI •SenseAnnotation10 2023AI670.4%202210.4%20.3%AI(2023) •SenseMirageAI 20236 301,433.1648.745.3%AI6.5%20236 303,142.62,393.42.0%6.7%20236 3014,818.7 •SenseAvatarAI •SenseSpaceNeRF1004K •AI60 2023AI AI2023853.650.2%48159.9% 20236.7%311.821.8%270AI 10 •(1)(2)(3) •20C • • •• •3D3D AI AIAI ISP 20236AI20238AI AI SDKAIAI ISPSDKAIAI ISPAIAIInternLM 2023573%3929%500160202383.930.5% L2++2022BEVWaymoBEVUniADCVPRCVPRUniADTransformer20%30%38%28%2023 2023183.857.7%12.8%202228.8%34%64% 20232023229.216.0%202216.8%AGIPIF3D(KAFD)5 202342023 202520302050(PUE)PUE1.28AI8%AI30%+ESG 2023AIAIAIAIAISenseTrustAI •IP20% •AI•AIAI•2023•(AI VerifyFoundation)AI 20236 3020226 30 20236 3020226 30 20236 3020226 30 20226 301,415.31.3%20236 301,433.1 20226 30568.350.2%20236 30853.6AI 20226 30292.16.7%20236 30311.8AIAI 20226 30434.157.7%20236 30183.8 20226 30120.830.5%20236 3083.9OEMADASOEMOEM 20226 30481.363.0%20236 30784.4 AIDC 20226 30934.030.5%20236 30648.720226 3066.0%202363045.3%2023AIDC 20226 302,035.312.4%20236 301,783.2(i)(ii)AIDC 20226 30402.14.0%20236 30418.0 20236 3020226 30 20226 30768.63.6%20236 30796.52022 2022630103.42023630100.5 20226305.1202363010.0 2022630542.226.9%20236 30396.5 20236 30124.220226 30114.3 20226 30193.321.3%20236 30152.2 20236 303,142.620226 303,208.0 20236 30754.120226 30798.82023246.7505.320233.1% EBITDAEBITDAEBITDAEBITDA EBITDAEBITDAEBITDAEBITDA 20236 3020226 30 202212 316,071.720236 305,764.9 20236 3020226 30 202212 3120236 302023 20236 307,153.04,688.8202212 317,962.86,212.9 20236 3020226 30 202212 3120236 303,228.63,792.820236 3030 20236 301,804.820226 30 20236 30384.72022 20236 30413.2 20236 305,016 B202112 306,351.0 20236 305,958.2 0.819121.00 20236 3020226 30 20236 30-5.9% 20236 304,401.6325.2 20236 30 20236 30 20236 30 20236 30 248020236 303434 2410 34 20238 28 20236 30 20236 30 20236 30 20236 30 20236 30 20236 30 1 201410 152219613Tricor Services (Cayman Islands) LimitedThird Floor, Century Yard, Cricket Square, P.O. Box 902, Grand Cayman, KY1-1103, Cayman Islands AIDC Amind Inc.Amind Inc.P.O. Box 2075, #30 The Strand, 46 Canal Point Drive, Grand CaymanKY1-1105, Cayman Islands 202112 30 20238 28 2 20236 3034202212 3120233 283 20236 30 3 202212 31 (a) 12 20231 1 1712812 12 20236 30 3 (a) (i) (ii) 202212 31 1220235 23202312 31 12202212 31 202312 31 (b) 20231 1 111671028 20236 30 4 (a) 20236 30202212 31 4 (a) 1ESG1 22 33ESG (b) • • 20236 3012 20236 3023 20236 30 4 (c)3 20236 303 4 (c)3 (i) 20236 30 4 (c)3 (i) (ii) 33 5 (a) 20236 30 (b) 20236 30 20236 30 5 (c) 20236 3010% (d) (e)20236 30 5 (f) (i) 6 (a)20236 30233,934,00020226 30299,355,00026(c) 20236 30 7 (i) (ii)20236 302019413%201852019316%3% 9 20236 30 10 (i) 2014 (ii) (iii) 16.5%20226 3016.5% (iv) 17%20191 155%20236 3020226 3017%5% (v) 20236 3023.2%20226 3023.2% (vi) 20236 3024%20226 3024%2.5500.617%0.624% 20236 30 10 (vii) 20236 3025%20226 3025% 20236 3015%20226 30 15% (viii) 20081 110%10%5% 20236 3020226 30 20236 30 11 20236 30 202363020236 3020236 3020226 30 12 20236 3020226 30 20236 30 13 (a)20236 304,337,754,000202212 314,376,326,00030 (b)20236 30 14 (i) (a)20236 3063,840,000202212 3164,517,00030 14 (ii) 20236 30138,549,00020226 30112,867,000 (iii) 150 20236 30 14 15 20236 30 16 17 17 20236 30 17 18 20236 303,076,000 20236 30 20236 30 19 90270 20236 30 20 (1)15(2)11 21 (i) 20236 30 21 (i) 21 (a) 20236 30 20236 30 21 (b) 20236 30 (c) 1 20236 30 21 (d) 20236 30 22 (a) 20236 30 22 (b) 20236 3043,900,000325,169,000303,934,0003,476,0006,719,000 202212 3138,600,000271,392,0003050,000348,000 (c)20236 3020236 30 23 (a)20221 26225,000,000B36692,807,000 20236 30 24 20236 30 25 (a) 20219 22SenseMeet Investment Limi