Debon Securities: DeepSeek leads the rapid growth of AI applications in the ERP field
1、 Introduction
With the rapid development of artificial intelligence technology, the application of AI in the field of enterprise services has gradually become the focus of industry attention. Debon Securities pointed out in its latest research report that DeepSeek, as an emerging force in the AI field, is leading the rapid growth of AI applications in the ERP field with its open-source model and efficient computing power utilization. ERP system, as an important gateway for enterprise services, gathers core data from both inside and outside the organization, providing rich scenarios and data foundations for AI applications.
2、 The rapid rise of DeepSeek
DeepSeek has promoted the popularization of AI application development through open-source models, lowered the development threshold, and accelerated the popularization of AI technology. According to the AI product list, within just 20 days of its launch, the DeepSeek application has surpassed 20 million daily active users (DAUs) globally, becoming the fastest-growing AI application in the world. Its core advantages include:
1. Cost and performance advantages: DeepSeek has improved computing power utilization through algorithm innovation, quickly gaining popularity with low cost and high performance.
2. Promoting AI equality: DeepSeek's open-source strategy enables more enterprises and developers to quickly access AI technology, accelerating the landing of AI applications.
3、 The value of ERP as an entry point for enterprise services
ERP system, as the core tool of enterprise management, covers multiple business processes such as finance, supply chain, production, and sales, and is the convergence center of enterprise data. Debon Securities believes that ERP systems have the following unique values in the process of AI application implementation:
1. Data scarcity: ERP systems accumulate massive amounts of high-quality data, which is of great value for training AI models.
2. Business process transformation: The integration of AI technology will bring new ways of interaction and process management changes to ERP systems.
3. Private deployment potential: The private deployment of ERP systems can provide enterprises with more secure and customized AI solutions.
4、 The combination of DeepSeek and ERP
Debon Securities pointed out that the combination of DeepSeek's AI technology and ERP system will bring significant digital transformation momentum to enterprises. The specific manifestations are as follows:
1. Accelerate the implementation of AI applications: Through ERP systems, enterprises can quickly apply AI technology to core business areas such as finance, supply chain, and customer relationship management.
2. Improve enterprise operational efficiency: AI technology can optimize process automation, data analysis, and predictive capabilities in ERP systems, such as automated accounts receivable management, intelligent expense management, etc.
3. Innovative business process scenarios: DeepSeek's AI technology will drive the innovative application of ERP systems in more business scenarios, such as intelligent procurement, intelligent taxation, etc.
5、 The AI Practice of Domestic ERP Enterprises
With the rise of DeepSeek, leading domestic ERP companies have been integrating big model technology to accelerate the implementation of AI applications
1. Yonyou Network: On February 6, 2025, Yonyou announced the launch of its BIP products DeepSeeker V3 and R1 models, further enhancing the intelligence level of enterprises in finance, taxation, procurement, supply chain and other fields.
2. Kingdee Software: Kingdee announced that DeepSeek will be fully integrated into Kingdee Cloud's entire SaaS application and Kingdee Cloud Sky platform, providing customers with more efficient, secure, and cost-effective intelligent solutions.
6、 Future prospects
Debon Securities believes that with the rise of big model technology, AI applications in the ERP field will show the following trends:
1. Highly customized AI agents: Enterprises and developers will provide highly customized AI agents for specific business areas based on SaaS services, meeting the personalized needs of different enterprises.
2. SaaS penetration rate improvement: The integration of AI technology will further promote the popularization of SaaS models, improve user acquisition efficiency, and maximize product value.
3. Business model innovation: AI applications will inherit the advantages of SaaS payment model, promote performance-based value-added service payment, and bring new business opportunities to enterprises.
7、 Summary
DeepSeek, with its open-source model and efficient computing power utilization, is leading the rapid growth of AI applications in the ERP field. ERP system, as an important gateway for enterprise services, provides rich data and business scenarios for AI applications. Domestic ERP companies such as UFIDA and Kingdee have taken the lead in integrating DeepSeek technology to promote the intelligent transformation of enterprises. In the future, with the further deepening of AI technology, AI applications in the ERP field will become more widespread, bringing higher operational efficiency and innovation drive to enterprises.
