海致科技集团 (02706.HK) 2026智通财经夏季路演大会
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会议摘要
The dialogue discusses the evolution of AI agents from prompt to context to harness engineering, and the importance of graph-mode fusion technology in industrial-level applications. Haizhi Technology, a company founded by a former Baidu executive, focuses on graph database and knowledge graph technology, has made remarkable achievements in public security, finance and other fields, and opened a new era of intelligent bodies by combining with large language models. In 2023, Haizhi Technology won the LDBC test and went public in Hong Kong in the same year, demonstrating its leading position and strong market potential in the field of graph computing.
会议速览
As the first company in China to apply graph fusion technology to industrial-level AI solutions, Haizhi Technology has achieved profitability and has more than 400 customers with its global leading capabilities in the field of graph databases and the rapid growth of its intelligent business. In cooperation with Academician Zheng Weimin, the company participated in the national key research and development tasks, formulated the world's first model integration standard framework, adapted to the global mainstream model system, and demonstrated its innovation strength and market potential in the field of AI.
In the past ten years, the Navy has accumulated knowledge map technology, developed its own map database, and realized AI industry-level applications in combination with large language models, covering many complex data fields such as government, finance and energy, demonstrating the dual achievements of technological innovation and market expansion.
This paper introduces the background of a AI enterprise listed in Hong Kong stock market, and emphasizes its experience in the application of technology in the to B side and the service of large enterprises, as well as the cooperation with academicians to strengthen the technical strength. Shareholders include technology investors, national teams and well-known companies to jointly promote the practical transformation of AI models at the industrial end.
The necessity of the transformation of large models from probability intelligence to deterministic execution is discussed, and the central role of the control system (harness) in the application of intelligent body is emphasized, as well as the challenges faced when landing on the B- side, such as security, permissions and rules. At the same time, the key role of FD engineers in the integration of the industry side is pointed out, which proves the importance of the control system for the successful application of large models in the B side.
Over the past three years, the Big Language Model has undergone three key evolutions. The initial prompt project focused on optimizing instructions, but was limited by the lack of capabilities of the model itself and the frequently changing task requirements in practical applications. Subsequently, context engineering attempts to enhance the understanding and execution of the model by introducing background knowledge and case learning, but the limitations of static documents still cannot meet the needs of high-level tasks. Finally, the proposal of the guidance project aims to enable the model to impart effective knowledge and practical skills like an experienced master through customized guidance and rule setting, so as to achieve more accurate and efficient intelligent application. This series of iterations reflects the deepening of the understanding of intelligent guidance and application in the field of artificial intelligence.
This paper discusses the importance of intelligent body control system, including the understanding of semantic knowledge map, the rationality of skill arrangement, and the deep integration with industrial energy consumption, and emphasizes the role of modeling practical experience in enhancing the value of artificial intelligence.
In the context of power grid companies, traditional AI can provide data insights, but lack of context understanding and decision support, while ontology-based AI can identify familial defects, predict supply chain risks, and provide comprehensive solutions. The importance of AI transformation from tools to agents and the role of knowledge graph in complex association management are emphasized.
This paper discusses the ability of AI to analyze the economic impact in the context of new energy output promotion, and emphasizes the importance of industry knowledge ontology. It is pointed out that AI need industry knowledge to provide practical guidance, rather than just theoretical analysis. An increase of more than 15% in new energy output may trigger a series of chain reactions, including local reverse currents, insufficient energy storage strategies, and insufficient traction in industrial load response. It is necessary to fully understand the source network load storage links and interactions to meet the challenges of new energy high-incidence periods. The graph calculation shows significant advantages in large-scale complex correlation analysis, providing a new cognitive way for energy and power industries.
The dialogue discussed the evolution of one-dimensional data to three-dimensional data, and the application value of knowledge graph in complex relationship networks. The impact of dynamic changes on relational networks and the innovative practice of combining knowledge mapping technology with large language models are emphasized. At the same time, it points out the key role of knowledge map in the intelligent system, especially the deep integration with industry understanding in the B- side application, which shows the broad prospect of future technology development.
The three core competencies in the construction of intelligent body are discussed: the construction of data knowledge platform, the transformation of complex enterprise data into AI readable format, the construction of industry ontology, the solution of semantic differences of the same data in different departments, and the fusion of models to adapt to different large models to realize the function of industrial chain. The importance of industry understanding and industry background for data association and application is emphasized.
Through long-term service to financial supervision and public safety and other industries, we have accumulated cross-industry data cognition. Combined with the world's leading graph database technology and intelligent body organization and arrangement experience, we have formed an industry-wide optimal vertical closed loop from knowledge monopoly to data asset precipitation to organization embedding. We have effectively connected data service execution and realized the best application of AI intelligent body.
A system called Haizhi coating twin agent is introduced, which realizes the whole process from receiving user instructions to automatic planning, decomposing tasks, invoking tools and generating high-value results by combining large model technology and graph calculation technology. In the case investigation scene, the system can generate research and judgment ideas according to the case information, draw DAG diagrams, analyze the possibility of suspects committing crimes, and finally form a case investigation report, effectively improving the efficiency of case investigation.
The application of agent in police and government decision-making is discussed, and it is emphasized that it can effectively shorten the time of case detection, liberate manpower and focus on creative work. The commander system solves complex problems and improves decision-making efficiency through comprehensive analysis of multi-source data.
This paper discusses how AI commanders can predict and adjust traffic conditions through real-time monitoring of passenger flow, traffic flow and other data, and realize multi-department coordinated command. It emphasizes the AI system's ability to respond to emergencies through continuous learning and experience accumulation, as well as the potential and challenges of cross-industry applications.
This paper discusses the cooperation strategy with super-large B- end customers as the core, and emphasizes the importance of state-owned enterprises and government departments as the main payers under the policy drive. It is pointed out that the industry capabilities established based on super-large B- end customers have the potential for extrapolation and generalization, and such customers prefer privatization deployment, long cooperation cycle and high repurchase rate. Looking to the future, as the scope of services expands to the B- side, it will gradually become possible to use a paid business model.
The dialogue revolves around the profit model, technology investment and market growth of enterprises in the AI field. It is pointed out that although the company has achieved break-even, it still needs a lot of hard technology investment in the future, especially in the field of AI model and automatic composition. Emphasizing that high gross margins are undervalued, real growth will far exceed expectations, and application-side growth is expected to accelerate after the model iteration slows.
要点回答
Q:What is the development process of Haizhi Technology?
A:Since 2013, Haizhi Technology has focused on the research and development of knowledge map technology. Later, it was found that the map database technology at that time could not give full play to the value of the map. Therefore, it began to independently develop the map database capability in 2019 and made a breakthrough in 2023, beating the world record at that time. With the rise of large language models, Haizhi combines mapping technology with large language models to achieve the feasibility of industrial-level AI landing applications.
Q:What is the position of Haizhi Technology in the integration of graph and model technology?
A:Haizhi Technology is the first company in China to apply graph fusion technology to industry-level AI solutions, and ranks first among AI intelligence providers with graph as the core. Our self-developed distributed cloud-native graph database system broke the world record at that time by 45% in 2023.
Q:What is the growth of Haizhi Technology's intelligent body business?
A:Since 2023, the smart body business of Haizhi Technology has achieved rapid growth, with a growth rate of 1567 percent. Although the growth rate has slowed down, the annual growth rate of more than 50% is still expected. At present, Haizhi Technology has more than 400 customers and will be profitable at the operational level in 2024.
Q:What are the highlights of the layout of Haizhi Technology in terms of technology and talents?
A:Haizhi Technology has the country's top expert Academician Zheng Weimin as the chief scientist, and he jointly established a research institution in 2021, so that the company has more high-level talent cooperation opportunities in the field of graph computing. In addition, the company can adapt to the mainstream model system at home and abroad, and is the national key research and development task of the undertaker, participated in a number of important projects.
Q:What are the main customer groups and service areas of Haizhi Technology?
A:Haizhi Technology's customer base covers a wide range, including but not limited to land, non-land, finance, energy, telecommunications, transportation and other fields, especially in large enterprises or service targets with complex data and deep accumulation of industrial energy consumption. 70% of state-owned and joint-stock banks have become customers, and the coverage rates of provincial public security, power grid and other fields have also exceeded 60% and 30% respectively.
Q:What are the backgrounds of the core founding team members of Haizhi Technology?
A:The founders of Haizhi Technology include Ren Zong (one of Baidu's early founding veterans, who hatched many companies after financial freedom, including Haizhi), Yang Na (former host of CCTV and founder of public relations company) and Academician Zheng Weimin (academician of Chinese Academy of Engineering, leader of computer system structure). Academician Zheng joined Haizhi in 2019 as the company's chief scientist.
Q:What challenges and problems did OpenAI encounter after the explosion, and why would any user want to uninstall it?
A:The security problems encountered by OpenAI after the fire explosion include permission problems, rule problems, and application problems in specific scenarios such as the venue in the morning and afternoon. These issues pose a huge challenge for C- end users. In the more complex industrial end landing, these problems are more prominent, leading users to seek to uninstall.
Q:SO pic和OpenAI为何大量招聘FD(frontier deploy)工程师?
A:SO pic and OpenAI recruit FD engineers in order to really deploy intelligent bodies in the front line of enterprises. These engineers play the roles of front-end engineers, product managers and project managers while deploying intelligent bodies. They deeply integrate industrial energy consumption with AI systems, proving that the application of large language models on the B side cannot be separated from the combination with industrial energy consumption.
Q:What three changes have artificial intelligence or artificial intelligence with a large language model as its core undergone?
A:The first change was the prop project, which improved the model effect by improving the cue words; however, it was found that the structural ability and memory limitations of the model itself led to limited effect, and then developed to the second round of context project, which enhanced the model's memory and background knowledge by establishing a working document database. But in the end, it was found that only providing static documents and background knowledge still could not make the model have the ability to work, so the third generation of harness engineering emerged, by constructing the guidance system of the intelligent body, so that it can understand and follow the knowledge, rules and tacit rules of the specific field, and play the correct role.
Q:Why is harness engineering so important and what exactly does it involve?
A:The importance of harnass engineering is that it provides a set of constraints for the operation of the intelligent body, helps the intelligent body understand the semantic knowledge map, forms the understanding of the professional field, and arranges the tool call and task arrangement reasonably, and solves the long-term logical reasoning problem. At the same time, it emphasizes the deep integration with industrial energy consumption, so that smart energy can be effectively applied and made decisions based on the know-how accumulated by practical experience, not just based on the output of theoretical knowledge.
Q:Taking the power grid company as an example, how to reflect the application value of harnass engineering in the actual industry?
A:In the grid company scenario, when there is no ontology-based harnass system, the AI can only provide basic data analysis information, such as increased failure rate and increased repair time. Under the perfect harnass system, the AI can not only identify the risk of family defect diffusion, but also predict the future repair needs, evaluate the supplier delivery cycle, and recommend timely maintenance to avoid potential failure, so as to play the value of the intelligent body more fully.
Q:AI is a tool or an agent, how do you understand its role in practical applications?
A:If AI want to become a real digital employee, they need to have the corresponding knowledge level and reserve ability, not just provide information query function. Through the ontology system or hard system, AI can understand and correlate the causal relationship between different phenomena, such as equipment failure caused by procurement, maintenance requirements changes, etc., so as to achieve more complex logical judgment and action deployment.
Q:How will AI without ontology knowledge respond to the impact of new energy output on the power grid economy?
A:AI that do not have an ontology or hard system may give some basic and uninstructive responses, such as changes in the landscape rate due to the increase in new energy, an increase in the frequency of energy storage calls, and an increase in grid regulation. However, this answer cannot directly guide specific actions and still depends on expert advice.
Q:What insights can an ontology with industry knowledge provide in the face of increased new energy output?
A:The ontology with industry knowledge can reveal that after the increase of new energy output exceeds a certain threshold (such as 15%), a series of chain reactions may be triggered, such as local reverse power flow, mismatch of energy storage strategy leading to loss of regulation ability of power grid, insufficient response of industrial load, etc., and point out the possible follow-up action points brought by these problems.
Q:What are the advantages of graph computing in dealing with large-scale complex association analysis?
A:In the face of large-scale complex correlation analysis at the level of tens of billions or even hundreds of billions, the advantage of graph computing is that its computing performance is 1000 times faster than that of traditional relational databases. The graph calculation can be applied to various fields such as power grid, rail transit, social network and so on. It provides a new way to understand the world, and expresses things and their related relationships through the clues of the point-to-point relationship.
Q:What is the difference between a knowledge graph and a relational database, and why is a knowledge graph needed to describe complex relationships?
A:Relational databases are suitable for expressing simple one-to-many or many-to-many relationships, but when extremely complex multi-layered nested relationships are involved, such as when the company's equity structure penetrates to the underlying entity enterprise, relational databases are no longer effective. At this point, the knowledge graph can fully and dynamically describe the complex relationship network with a three-dimensional data structure, drive tool calls and predict potential chain reactions.
Q:What are the advantages of Haizhi's knowledge mapping technology over general knowledge mapping companies?
A:Haizhi is not only good at static knowledge organization and mapping, but also pays more attention to the impact of dynamic changes on the whole knowledge system. It has automatic composition technology and can quickly complete the association construction between structured data and the integration and association of structural data and unstructured data.
Q:Why is large language model technology crucial to the development of knowledge graphs?
A:Before large language model technology, building a very large-scale knowledge graph is expensive and requires a large number of industry experts. Now, with the help of large language models and industry understanding, it is possible to achieve automated composition, so that the knowledge map plays a greater role in the intelligent body system, such as task planner, context assembler, executive coder and other components, to provide the intelligent body with the decision-making ability of automatic driving.
Q:In the construction of intelligent body, which three kinds of low-level capabilities are integrated? Why can Haizhi do better in intelligent body solutions?
A:Intelligent body construction integrates three underlying capabilities: first, a data knowledge platform called DMC, which constructs complex data of enterprises to form AI ready data; The second is the industry ontology of an industry, which integrates and understands the semantic definitions of different departments in the same company based on the same data. Finally, graph-mode fusion technology adapts these capabilities to various size models. There are two reasons why Haiintelligent has done a good job: first, we have accumulated more than ten years of experience and a large number of cases in related industries, and have a deep understanding of the operation mechanism of different industries; second, in the field of financial supervision and public safety that we first entered, the data processed is mainly exogenous data, which gives us advantages in the understanding and application of cross-industry data, and has a leading graph database technology and a number of national standard-setting experience.
Q:How does Haizhi use its own technology and industry experience to serve different industries?
A:Haizhi is based on the services of the public security industry. Since public security data mainly comes from exogenous data, and these data are often one of the required data sources in the subsequent manufacturing industries such as finance and power, we can quickly switch and apply it to other fields. At the same time, through in-depth service to various industries, we have cultivated the basic understanding of cross-industry data, so as to realize the construction of knowledge base to knowledge ontology, so that the big meta-model plays a role in the action AI, and connects the optimal legal mechanism for the execution of the whole data business.
Q:How does Haizhi's coating twin agent, Chikawa Ochi, work?
A:Qianchuan Xiaozhi is a professional vertical intelligent body that combines large model technology and graph computing technology, and can independently complete task planning, tool invocation and value achievement delivery according to user intention. For example, in the case investigation scene, the investigation and judgment ideas are generated according to the alarm information and map research and judgment knowledge, and through the execution of a series of instructions, the relevant information of the suspect is automatically analyzed to form a case investigation report, which greatly improves the efficiency and accuracy of case detection.
Q:How can AI agents optimize their own decision-making effects through learning?
A:The AI agent precipitates the impact of each action through interaction with different departments and functions, and its wisdom increases as the application of the model increases. Just as people learn from experience, AI can adjust their strategies based on historical data and real-time conditions to improve the accuracy and efficiency of their decisions.
Q:Why do you need an intelligent system that can connect different calibers, reasons and attributions in an enterprise decision-making system?
A:Without such an intelligent system, companies will make chaotic decisions when faced with multi-objective trade-offs and multi-constraint collaboration. For example, when the tax task is not completed, it may be caused by the poor performance of the regulated enterprises or the insufficient number of new enterprises, and these reasons may be distributed in the data system of the tax bureau, the investment promotion department and the industrial and commercial cooperation. Only through a perfect intelligent system can we penetrate and integrate the tasks and data of various departments, form a global view, and make effective decisions based on this.
Q:How does this intelligent system work to achieve the "commander" function?
A:The intelligent system is composed of multiple sub-agents, which can handle complex multi-objective and multi-constraint environments, and has the ability of comprehensive analysis and multi-sector coordination. Take the AI commander as an example, it can monitor the passenger flow of the city's transportation hub in real time, and make predictions and decisions based on various real-time information (such as people flow, traffic flow, traffic light status, train frequency, etc.), so as to effectively dispatch resources, such as adjusting traffic light duration, directing traffic or adjusting train incoming frequency, etc.
Q:Why did the company choose to conduct its business with a very large enterprise as its core and adopt a project cooperation model?
A:First of all, super-large enterprises in the policy-driven new industry landing has a huge ability to pay, and the established industry ontology capabilities have the possibility of extrapolation and generalization. Second, cutting in with an industry leader ensures that customers with adequate budgets and strong needs are available, thus building the potential to serve all customers in the industry. Although such customers tend to privatize deployment and project cooperation at present, in the long run, with the development of business model and the growth of market demand, it is expected to realize the business model of pay according to usage.
Q:When will the company achieve breakeven and expectations for future growth?
A:The company has already achieved break-even in 2024, while the 2025 target is affected by a number of financial treatment factors. Although the current investment in the field of large profits is not the primary goal, but the company's high gross margin and research and development investment is underestimated, with AI demand spurt growth, real revenue growth is expected to be much higher than expected. With the rapid iteration of large model capabilities and the growth of the application side, it is expected that the growth of the application side will accelerate after 2028 to 2029, further moving away from the existing situation.

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