第四范式2023年年报

Beijing Fourth Paradigm Technology Co., Ltd. (於中華人民共和國註冊成立的股份有限公司) 股份代號 :6682 2023年報 2451221274445627072747678158162 661L01301-1 661L01301-1 3485 H 1617 22 Davis Polk & Wardwell3A10 18127 (1) 56 65 6682 www.4paradigm.com (1) 202312 31 2023 202342.0436.4%19.8033.2%47.1%20231740%4.1520228,88817.6%2021 2023445113933.7%18.382023NDER2115% AI(4ParadigmSage)SHIFT(4ParadigmSHIFT)AIGS(4ParadigmAIGS) AIAISHIFTAIGSAI 2NDER20222023 AI(4ParadigmSage) 2023AIAI25.0668.0%10AI48.4%59.6% AIAIAIAutoMLAI IDCAI20183(MLOps)47 AIAI AIAIAIAIAI10,000 AIAIAI1.02015AI2.02017HyperCycleAIAI3.02020AIAI4.020225AI 20243AI5.0AI AIlicenseAIAIoT 3IDC20224IDC MarketScape Worldwide Machine Learning Operations Platforms Vendor Assessment5DAU AIoTAIoTAIAIoTAIoT SHIFT(4Paradigm SHIFT) 2023SHIFT12.837.4%30.5%SHIFTAIAI AIAIAI2023 100% 2022SHIFT2023SHIFT70SHIFT 202311AI40 SHIFTSHIFT AIGS(4Paradigm AIGS) 202321.043.0AIGSAI-GeneratedSoftwareAI2023AIGS4.164.7%9.9% AIGSAIAIGS AI AIBAIGS AIITAI AIGS2023AIGS30% AIGSAIGS AI AI 104202321.0202372023AI copilot ••CopilotCopilot• 202343.0AIGS (AI-GeneratedSoftware)AI 2023AI 20231740% 202325Nature OpenMLDBACM 98% 202336.4%4,204.1202144.3%920.6AI2018IDC AIAISHIFTAIGS4,204.120223,082.636.4%AI202312 31AI2,505.768.0%59.6%SHIFT1,282.97.4%30.5%AIGS415.54.7% AI AI2,505.720221,491.968.0%202212 3148.4%202312 3159.6%AIAIAI SHIFT SHIFT1,282.920221,194.07.4%, SHIFT202212 3138.7%202312 3130.5%AI AIGS AIGS415.52022396.74.7%AIGS202212 3112.9%202312319.9%AI (i)(ii)(iii)(iv) 2,224.620221,596.039.4% 202212 311,486.633.2%202312 311,979.5202212 3148.2%202312 3147.1% 423.42022412.22.7% 341.92022527.635.2% 1,769.020221,650.07.2% 79.5202248.9 (i)(ii) 89.4202262.7 (i)(ii)(iii) 0.5100.9%202263.5 545.446.8%20221,025.9 54.217.4%202246.2 438.035.8%2022682.2 920.644.3%20221,653.4 202312 3115.03.75%4.85%(i)1(ii) 12(iii) 25(iv) 596.28.54.0 202312 312,675.0202212 312,011.9 202312 313,295.3202212 313,348.9 202212 313,367.1202312 314,013.4 202312 314,013.4202212 313,367.1202312 313.4202212 313.2 202312 312.0%202212 314.6% 202312 3112.0202212 31 202312 31 202312 31(i)24.0(ii)58.0 202312 31 90 H20239 2820231 120239 28 20242 9 20242988,000,00011,000,00022%44% 40201512015820217 16 152009520135 NIPSICML AAAI KDD200542005ACM77 200672009320206 362015320171220217 16 20124201452014520153 2009720123 37201852021220217 16 201112012320123(Bank of America Merrill Lynch)2014420188 2008720101020106 622014112014112017122016112021716 1995920048(Simon Fraser University)1989919958(University of Waterloo)20018201411201910201512017122016122018420185CHL94120126201410 1982719845198712(University of Maryland, College Park)19898 20172019(IJCAI)(AAAI)20192021AAAI(IEEE)(AAAS)(IAPR)(AAAI)(ACM)(CAAI) 342021220217 16 20161020146201610J.P. Morgan Securities (Asia Pacific) Limited 2012720146 422021220217 16 20106 2003720057 45 212020420239181020171220204200172017112219 20017201092013320072 6120217 16 20026201432018520191200067120185839222201911 198571997620167 42 202152012120161201632021520198 200372006920071020091220157 43201510 200782014120141201510 2003720077 4120183 2006820118201192013112013112015920151020183 20067 40201512 2006720114201152013920139201552015620151220151220161020161120176201772021820218 2009120032200652016120221220232 40 36 37201532016112021720241 20114201462015320146 2008720113 37 34201810 2011920127201210201511201810PINS 2011720102010ACM102 35202311 2018420231118108181020092018 2011 17(a) 25 26 4 108.731 15 8.08 6225 • •••2023202236.4%• •2023 • • • •20233 2BISBIS •H H925.60.2925.4 (a) 11.0862 13.51B (1) 3.13 HXV78352 XV(a)XV78(b)352(c) XV(a)352(b) HXV23336 XV23336 (1)(L)(2)330,418,283135,440,450H(3)63,962,73410,105,649(4)(5)HongShan VentureHongShan Capital Venture Fund V, L.P.HSG Venture Venture V Management,L.P.HongShan Capital Venture Fund V, L.P.HSG Holding LimitedHSG Venture V Management, L.P.HSG Holding LimitedSNP China Enterprises LimitedSNP China Enterprises LimitedHongShan Capital Venture Fund V, L.P.HSG Venture V Management, L.P.HSGHolding LimitedSNP China Enterprises LimitedSCCVHongShan Venture(6)Guoxin Risk Investment Management (Shenzhen) Co., Ltd.35%Guoxin Risk Investment Management(Shenzhen) Co., Ltd.Guoxin Science and Technology Innovation Fund Management Co., Ltd.Guoxin Science andTechnology Innovation Fund Management Co., Ltd.China Guoxin Fund Management Co., Ltd.40%China GuoxinFund Management Co., Ltd.China Guoxin Holding Co., Ltd.China Guoxin Holding Co.,Ltd.China Guoxin Fund Management Co., Ltd.Guoxin Science and Technology Innovation Fund Management Co., Ltd.Guoxin Risk Investment Management (Shenzhen) Co., Ltd. (7)Parade II Technology Investment CompanyLimited99.8%Parade II Technology Investment Company LimitedFang FengleiParade II Technology Investment CompanyLimitedFang Fenglei (8)70% 6,352,97870% 4,112,97270% (9)3335.1% (10)55%43.6% XV23336 18 373714