DeepSeek Impact: Enterprise & China Assets
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On February 17, 2023, Jieli Trading Bao (stock code: 8017.HK), a publicly listed company, made a significant announcement regarding the integration of the DeepSeek artificial intelligence platform into its operations. This integration aims to enhance the efficiency and accuracy of its smart trading services, ultimately providing users with a superior trading experience.
In an era marked by rapid digital transformation and the proliferation of intelligent technologies, competition within the fintech sector has intensified significantly. For many companies, the cornerstone of achieving competitive differentiation lies in leveraging advanced artificial intelligence (AI) tools to better fulfill the increasingly diverse needs of investors. The introduction of DeepSeek represents a pivotal opportunity for these firms to bolster their operational capabilities and gain a competitive edge.
Once integrated, DeepSeek's robust functionalities are set to redefine key areas within Jieli Trading Bao’s core operations, including data analysis, financial research, and operational services. Historically, traditional data analysis methods have necessitated considerable human resources and time, often leading to challenges in managing complex datasets. However, with DeepSeek's advanced algorithms and powerful computational abilities, it is now possible to process vast amounts of data swiftly, uncovering hidden patterns and trends that were previously obscured. For instance, when analyzing market conditions, DeepSeek can constantly monitor real-time market dynamics and conduct in-depth analyses of various financial data, offering investors precise predictions about market trends and risk assessments. This capability significantly aids investors in making more informed, strategic decisions.
Furthermore, in the realm of financial research, documents such as research reports, annual reports, and prospectuses serve as vital resources for investors seeking insights into companies and broader market trends. Yet, these documents often contain cumbersome information that is complex to navigate, making it difficult for investors to extract relevant data promptly. The incorporation of DeepSeek enables these materials to be intelligently interpreted via natural language processing techniques, allowing for the swift identification and extraction of critical information, subsequently organized into structured data. For example, when analyzing an annual report from a publicly listed company, DeepSeek can autonomously pull out key financial metrics, business development aspects, and competitive positioning insights, synthesizing them into clear, concise reports. This not only saves investors precious time but also streamlines their research processes significantly.

In terms of structured data products like AiPO and Live Report, DeepSeek can also refine and distill the information further. These products often entail intricate business logic and data handling processes, which DeepSeek can enhance through secondary distillation, promoting improved data quality and value. For instance, while handling the data associated with AiPO products, DeepSeek can delve deeper into the information, illuminating more valuable insights that can guide investors towards tailored investment recommendations and strategic decision-making. Such advancements undoubtedly enhance industry insights and elevate the overall trading experience.
Moreover, the operational services provided by Jieli Trading Bao are also expected to receive significant upgrades through DeepSeek’s integration. By intelligently analyzing user behavior and preferences, DeepSeek can furnish personalized services and recommendations. This means that, based on an investor’s risk tolerance and investment inclination, tailored product offerings and strategies can be proposed. Additionally, during user inquiries, the system can deliver rapid and precise responses, offering professional advice and guidance much more efficiently than before. This transformation not only boosts the quality and efficiency of operational services but also solidifies user trust and satisfaction with the platform.
Another substantial enhancement resulting from DeepSeek’s integration will be in the platform’s intelligent question-answering capability. Conventional intelligent Q&A systems have often struggled with inaccuracies and incomplete answers. In contrast, DeepSeek's exceptional language understanding and generation capabilities empower it to comprehend user queries more effectively, delivering accurate and comprehensive replies. Whether responding to basic investment knowledge inquiries or complex market analysis questions, DeepSeek can provide timely and satisfactory answers. Moreover, through a continual learning process, its intelligent Q&A capabilities will continue to improve, fostering an enriched interactive experience for users.
Jieli Trading Bao firmly believes that aligning with DeepSeek's advanced capabilities across its product offerings will yield multiple positive impacts. From a competitive advantage standpoint, this collaboration will enable the company to distinguish itself within the fintech arena. The deployment of sophisticated technological resources is likely to draw in a larger pool of investors, enhancing market share and brand influence. Moreover, by offering high-quality, efficient services to investors, the company aims to bolster investor loyalty, ensuring sustainable long-term growth.
From the perspective of creating lasting value for investors, the integration of DeepSeek allows for easier access to accurate market information and investment recommendations, ultimately reducing investment risks while amplifying potential gains. As the company continuously refines and upgrades its products and services, investors will benefit from an increasingly personalized and intelligent investment experience that facilitates asset preservation and growth.
The implications of DeepSeek's integration for Jieli Trading Bao's growth within the fintech sector are substantial. By fully harnessing the benefits of DeepSeek, the company is committed to enhancing its core operational capacities, strengthening its competitive positioning, and ultimately generating greater value for investors; all while navigating the evolving tides of the fintech revolution.
This significant news caused Jieli Trading Bao's stock price to surge by more than 10% on February 18. According to data from Wind, several other companies that announced their integration with DeepSeek around the same time—namely Shengye, Chumen Wenwen, and Zhiyun Health—also experienced notable stock price movements.
In addition to its applications within fintech, several companies from the telecommunications, internet, and automotive sectors have recently begun to announce their connection to DeepSeek as well. Preliminary statistics suggest that at least 40 firms listed on the Hong Kong Stock Exchange have either completed or are in the process of integrating DeepSeek into their operations. This list includes not only large state-owned enterprises like PetroChina and Sinopec but also tech giants like Tencent, Alibaba, and Baidu; and automotive companies such as BYD, Geely, and Great Wall. Notably, even some competitors that already possess their own AI models have sought to connect with DeepSeek.
Importantly, DeepSeek is currently at the forefront of reassessing the value of Chinese assets. As of February 17, 2025, shares in the 40 Hong Kong-listed companies associated with DeepSeek exhibited an average increase of approximately 20% throughout the month of February, with notable performers including Kingsoft Cloud, Yidu Tech, and Kingdee International each experiencing monthly gains exceeding 40%.
Recent analysis from Goldman Sachs has highlighted the transformative potential of DeepSeek, along with other recently launched competitive AI models from China, in altering the narrative surrounding the nation’s technology landscape. This shift has significantly heightened investor optimism regarding the growth prospects and economic benefits of artificial intelligence.
Goldman Sachs estimates that widespread adoption of AI could enhance the earnings per share (EPS) of Chinese companies by an average of 2.5% annually over the next decade. Improved growth outlooks and amplified investor confidence may elevate the fair value of the Chinese stock market by 15%-20%, presenting substantial investment opportunities, particularly among companies listed on the Hong Kong Stock Exchange.