The first batch of large-scale models of the only leading A-share company passed the 'national standard' test and was recognized by the agency. The stock price rose to the limit in response, and AI development will accelerate.

At the recent plenary meeting of the Artificial Intelligence Subcommittee of the National Information Technology Standardization Technical Committee, the results of the country’s first official “large model standard compliance test” were announced. Four domestic large models, including Baidu Wenxinyiyan, Tencent Hunyuan Large Model, 360 Intelligent Brain, and Alibaba Cloud Tongyi Qianwen, were the first batch to pass the test, in line with the "Artificial Intelligence Large-scale Pre-training Model Part 2: Evaluation Indicators" "Methods and Methods" related technical requirements for large language models, and dimensions such as versatility and intelligence meet relevant national standards.

This test was initiated by the Ministry of Industry and Information Technology of China Electronics Technology Standardization Institute. The purpose is to test the versatility, intelligence and safety of large models, including multi-modal fields such as language, speech and vision, aiming to Establish a large model compliance standard directory

Affected by this news, 360 shares opened higher today, with an increase of more than 9% as of noon, and once hit the daily limit during the session

Not only that, at the same meeting, the "Artificial Intelligence Model as a Service (MaaS) Reference Architecture" standard document was formally discussed and the preparation work was started , and will continue to be promoted to become the basis standard for domestic Model as a Service . This document gives the MaaS reference architecture, stipulates the main activities of MaaS providers, model users, model and data providers, and infrastructure providers, and standardizes the main functional layers, functional components, and interfaces of MaaS.

At the same time, the "Technical Requirements for Artificial Intelligence Open Source Model Service Platform" national standard proposal also held a working group discussion at the meeting and entered the preparation process.

GF Securities believes that "large model standard compliance evaluation" is expected to lead the healthy and orderly development of the artificial intelligence industry, and domestic leading large model manufacturers will demonstrate leading technological advantages. GF Securities pointed out that "large-scale model compliance assessment" is expected to lead the healthy and orderly development of the artificial intelligence industry, and the leading domestic large-scale model manufacturers have demonstrated technological advantages

Haitong Securities’ report on the 24th pointed out that The emergence and preparation of many standards such as "Large Model Standard Compliance Evaluation" represent that the standardization of large models in my country is steadily advancing, and the future development of AI Speed ​​is expected to continue to improve.

Currently, China pays great attention to the development of artificial intelligence. At the Central Economic Work Conference in December, it was clearly stated that the development of artificial intelligence should be accelerated. The State Council also clearly expressed its support for the trustworthy, safe and responsible use of artificial intelligence technology in the "Overall Plan for Comprehensively Aligning with International High-Standard Economic and Trade Rules to Promote High-level Institutional Opening of the China (Shanghai) Pilot Free Trade Zone". Subsequently, the Shanghai Municipal Commission of Economy and Information Technology released the "Shanghai Artificial Intelligence Demonstration Application List (2023)"

According to the forecast of CCID Research Institute, by the end of 2024, 5%-8% of the large model parameters of enterprises in my country will jump from the hundreds of billions level to the trillions level

According to data from Haitong Securities, there are currently five large model companies in my country with parameter scales exceeding one trillion. As the parameter scale continues to grow, large artificial intelligence models are empowering all walks of life at an ever-increasing speed. The industry applications of my country's top 50 artificial intelligence models cover 13 fields, mainly concentrated in the financial industry, followed by industry, government affairs, transportation and other industries

While the development of the base model has entered a new stage, the iteration of model functions and the construction of the application ecosystem are also proceeding simultaneously. For example, Agent platforms such as GPTs have begun to make initial attempts to customize personal AI applications for everyone. At the same time, large language models are also accelerating the iterative process to "operating systems"

In the context of rapid changes in large-scale AI models, Guosen Securities believes that finding investment opportunities with AI as the core is the main direction of the market. In terms of large models, we focus on iFlytek and 360; in terms of computing power, we focus on companies such as Haiguang Information; on the edge side, we focus on the AI ​​PC and AI mobile phone industry chain; on the application side, we focus on Zhongke Companies such as Chuangda, Baoxin Software, Sangfor, Tonghuashun and Kingsoft Office

Information source: Science and Technology Innovation Board Daily

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