DeepSeek continues to gain popularity, with related companies receiving intensive institutional research

 

Date：[2025/2/25]
 

Recently, the popularity of DeepSeek's large model has not diminished, attracting the attention of many institutions. Data shows that as of February 24th, approximately 40 listed companies related to DeepSeek have received institutional research in the past month. Among them, companies such as Yuxin Technology, Capital Online, and Shunwang Technology have received over a hundred institutional receptions, indicating a strong market interest in DeepSeek and related applications.
Institutions generally pay attention to the integration of the company's main business with the DeepSeek big model in their research, as well as the downstream demand and industry prospects after the integration. Several listed companies have stated that they have integrated the DeepSeek big model with their own businesses or products and actively explored its potential applications in various fields.
Shunwang Technology revealed that its Shunwang cloud computer products have built-in DeepSeek model services and have developed its own AI INFRA platform Shunwang Intelligent Computing to support the deployment and operation of DeepSeek series models. It is expected that DeepSeek related models will also be applied to intelligent agent based applications such as Shunwang's intelligent customer service and chatbot in the future.
In the fields of finance, government and enterprise, healthcare, education, etc., many companies have also integrated DeepSeek model capabilities into their businesses. For example, Lotus Holdings has adapted DeepSeek R1 on its Lotus intelligent agent all-in-one machine and provided services in conjunction with industry solutions. In the financial field, Lotus intelligent agents can assist in scenarios such as intelligent investment advisory, risk assessment, and fraud detection; In the field of government and enterprise, it can ensure data security, assist decision-making, and optimize public services; In the medical field, it can assist doctors in accurate diagnosis, drug development, and personalized treatment; In the field of education, it helps to build intelligent teaching systems and provide personalized learning experiences.
Daily Interactive also stated that it has applied the capabilities of the DeepSeek big model to fields such as marketing and public services, and improved marketing effectiveness through its self-developed data weaving algorithm. Danghong Technology revealed that its BlackEye multimodal audio-visual model integrates DeepSeeker R1 and DeepSeek Janus Pro, completing data optimization training for multiple industry vertical scenarios.
The company generally responds positively to the performance improvement effect of the DeepSeek model. UCloud stated that the open-source DeepSeek brings more opportunities for neutral cloud computing companies, and cloud vendors can leverage the open-source products of big model companies to enhance their services. Capital Online believes that DeepSeek promotes the deep integration of big models and cloud services, and cloud vendors can transform into comprehensive service capability providers, providing customers with high-quality services through the MaaS model.
Some companies are particularly optimistic about the demand for products in segmented markets such as banking and finance. Yuxin Technology stated that its product system has fully integrated with the DeepSeek model, covering segmented application areas such as credit, data, marketing channels, and regulation. It has also implemented large model business scenario intelligent agents in multiple financial institutions. Tianyang Technology also believes that DeepSeek has reduced its dependence on computing power and achieved open source and privately-owned deployment, solving the pain points of small and medium-sized banks in deploying large application models.
Jingbei stated that DeepSeek will expand the space of financial IT, especially banking application models, from both vertical and horizontal dimensions, release banking demand, and promote demand to shift from technology driven to business driven.