According to the CITIC Securities Research Report, with enhanced learning greatly improving model programming capabilities, AI programming has become the fastest implementation agent scenario. According to the research report, the AI programming industry space is currently about 3 billion US dollars, and is expected to reach 23 billion US dollars in 2030, and the long-term potential space is close to 700 billion US dollars. Currently, CR3 has exceeded 70%, and the market's view of “model eating up applications” is not comprehensive. The industry has initially achieved a gross profit margin of 20%-30% through the pay-as-you-go model. Combined with data center UE calculations, there is plenty of room for model API price reduction, which will increase the gross profit of coding applications. It is recommended to focus on overseas AI programming leaders, domestic small and medium-sized companies, and Internet giants.

Zhitongcaijing · 2d ago
According to the CITIC Securities Research Report, with enhanced learning greatly improving model programming capabilities, AI programming has become the fastest implementation agent scenario. According to the research report, the AI programming industry space is currently about 3 billion US dollars, and is expected to reach 23 billion US dollars in 2030, and the long-term potential space is close to 700 billion US dollars. Currently, CR3 has exceeded 70%, and the market's view of “model eating up applications” is not comprehensive. The industry has initially achieved a gross profit margin of 20%-30% through the pay-as-you-go model. Combined with data center UE calculations, there is plenty of room for model API price reduction, which will increase the gross profit of coding applications. It is recommended to focus on overseas AI programming leaders, domestic small and medium-sized companies, and Internet giants.