CITIC Securities has highlighted that Harness could emerge as a pivotal component in DeepSeek's evolution from a mere model provider to a comprehensive platform ecosystem architect. This transformation would leverage DeepSeek's strengths in open-source initiatives and engineering prowess, enabling it to cultivate a substantial user base, wield extensive ecological influence, and bolster robust commercialization capabilities. As the competitive landscape in the Agent sector shifts its emphasis from mere model performance to the delivery of stable, user-centric, and cost-effective task execution, DeepSeek is strategically broadening its user and task reach. It employs tactics such as plug-ins, pre-configured scenarios, and collaborative efforts across Agents. Simultaneously, it is extending its Infra advantages, initially rooted in software-hardware synergy, to encompass the entire task execution lifecycle. The long-term value proposition of DeepSeek resides in its ability to aggregate demand through ecosystem expansion, fortify product loyalty via configuration and process optimization, and guarantee secure governance through robust traceability features. These elements collectively pave the way for sustained enterprise adoption and deployment. Furthermore, by capitalizing on official model invocation, DeepSeek is poised to delve into platform services and ecosystem-driven transactions, translating its ecosystem accruals into diversified revenue streams. This, in turn, will fuel further product innovation and ecosystem maturation. CITIC Securities maintains a bullish stance on the enduring ascent of China's large-scale AI models.
