蚂蚁数科独立后首度公布业务进展和战略布局：过去一年客户数增长35%

作者：亿邦动力文章来源：亿邦动力

2024-09-05 20:23

作者：亿邦动力文章来源：亿邦动力

2024-09-05 20:23

邦小白快读

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蚂蚁数科独立运营后业务进展显著，客户数增长35%，海外业务增速达300%，提供实用干货。

1. 业务增长亮点：过去一年客户增长35%，海外营收增速300%，显示强劲发展势头。2. 战略布局核心：出海是重要方向，目标海外业务贡献总营收五分之一，聚焦东南亚等新兴市场。3. 产品市场份额领先：蚂蚁链占中国BaaS市场26.5%份额，摩斯隐私计算平台占35.3%，蚁盾亚太反欺诈第一，体现竞争优势。4. Web3创新实践：与朗新科技合作发行跨境RWA，入选香港金管局首批资产代币化案例，RWA模式提升实体企业融资效率。

蚂蚁数科在品牌营销和产品研发方面表现突出，反映消费趋势和用户行为变化。

1. 品牌渠道建设：旗下产品如蚂蚁链、摩斯、蚁盾在各自赛道市场份额第一，显示品牌竞争力。2. 产品研发创新：形成ABC业务板块，包括Cloud+云服务、AI+风控营销升级、Blockchain+信任协作，助力企业建立竞争优势。3. 消费趋势洞察：产业数字化进入深水区，需求从单点局部转向全局提效，用户行为趋向全路径升级。4. 出海战略启示：技术出海成为主引擎，通过mPaaS、ZOLOZ等产品服务海外伙伴，覆盖电信、金融等场景，揭示全球数字化机遇。

蚂蚁数科提供增长市场机会和合作模式，包括消费需求变化和风险提示。

1. 增长市场机遇：东南亚等新兴市场数字化需求旺盛，海外营收增速300%，带来新商机。2. 消费需求变化：产业数字化需全局提效，RWA模式提升融资效率，帮助中小企业连接全球资金。3. 合作方式案例：与朗新科技合作发行跨境RWA，入选政策案例，展示生态共建策略。4. 风险与机会提示：数字化需多技术融合（如区块链、AI），单一方案不足；机会在Web3技术赋能实体产业，可学习其本土化运营模式。

蚂蚁数科揭示产品生产需求和商业机会，推进数字化启示。

1. 产品生产需求：产业数字化要求从单点局部转向全局提效，蚂蚁链等区块链服务提升协作效率，满足设计需求。2. 商业机会：RWA模式类似小型IPO，加速数据资产流通，为中小企业提供融资机会。3. 推进数字化启示：采用ABC业务板块（Cloud+、AI+、Blockchain+），结合物联网、隐私计算等技术，打造数字资产网络，启示工厂推进电商和数字化。

蚂蚁数科展示行业发展趋势和新技术解决方案，解决客户痛点。

1. 行业发展趋势：产业数字化步入深水区，需求多样化，需区块链、AI、隐私计算等多技术融合。2. 新技术应用：ABC业务板块提供具体方案，如AI+重构风控营销效率，Blockchain+构建信任提升协作。3. 客户痛点和解决方案：海量数据爆发导致协作痛点，蚂蚁数科投入数字资产流通网络，释放新红利；Web3技术如HOU架构解决跨链互联问题。

蚂蚁数科回应商业对平台的需求，展示最新平台做法和合作方式。

1. 商业需求和问题：产业链数字化协作紧密，需全局提效和信任构建，平台面临单一技术不足的挑战。2. 平台最新做法：打造数字资产流通网络，支持跨链互联；Web3技术服务平台ZAN服务海外伙伴，覆盖多场景。3. 平台招商和运营：通过生态共建策略推进本土化运营，如与朗新科技合作RWA案例；风险规避在采用多技术（区块链、AI）确保协作效率。

蚂蚁数科揭示产业新动向和商业模式，提供政策启示。

1. 产业新动向：数字化进入深水区，从单点局部转向全路径升级，需区块链、物联网等多技术创新。2. 新问题：前沿技术如大模型难成唯一解，暴露融合需求；RWA模式入选香港金管局案例，反映政策法规影响。3. 商业模式创新：RWA提升融资效率，类似小型IPO；技术出海战略（如海外营收增速300%）展示新商业模式。4. 政策建议启示：跨境RWA案例入选首批，启示资产代币化方向；产业Web3发展助力中小企业，提供研究启示。

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Quick Summary

Ant Digital Technologies has shown significant business progress since its independent operation, with a 35% increase in client numbers and a 300% growth rate in overseas business, providing practical insights.

1. Business Growth Highlights: Client base expanded by 35% over the past year, while overseas revenue surged 300%, reflecting strong momentum.

2. Strategic Focus: International expansion is a key priority, aiming for overseas business to contribute one-fifth of total revenue, with a focus on emerging markets like Southeast Asia.

3. Leading Market Share: AntChain holds 26.5% of China's BaaS market, Mosee privacy computing platform accounts for 35.3%, and AntShield ranks first in Asia-Pacific for anti-fraud, demonstrating competitive advantages.

4. Web3 Innovation: Collaboration with Longshine Technology to issue cross-border RWA was selected as one of the first asset tokenization cases by the Hong Kong Monetary Authority, with the RWA model enhancing financing efficiency for real-economy enterprises.

Ant Digital Technologies excels in brand marketing and product R&D, reflecting shifts in consumer trends and user behavior.

1. Brand Channel Development: Products like AntChain, Mosee, and AntShield lead their respective market segments, showcasing brand competitiveness.

2. Product Innovation: The ABC business framework—Cloud+ services, AI+ for risk control and marketing upgrades, and Blockchain+ for trust-based collaboration—helps companies build competitive edges.

3. Consumer Trend Insights: Industrial digitization is entering a deep-water zone, with demand shifting from point solutions to end-to-end efficiency, and user behavior evolving toward full-path upgrades.

4. Global Expansion Strategy: Technology-driven internationalization is the main engine, with products like mPaaS and ZOLOZ serving overseas partners in telecom, finance, and other sectors, revealing global digital opportunities.

Ant Digital Technologies offers growth market opportunities and partnership models, including changes in consumer demand and risk considerations.

1. Growth Market Opportunities: Strong digital demand in emerging markets like Southeast Asia, coupled with 300% overseas revenue growth, presents new business prospects.

2. Shifting Consumer Demand: Industrial digitization requires holistic efficiency improvements; the RWA model enhances financing efficiency, helping SMEs connect with global capital.

3. Partnership Case Study: Collaboration with Longshine Technology on cross-border RWA issuance, selected as a policy case, demonstrates ecosystem co-creation strategies.

4. Risks and Opportunities: Digitization demands multi-technology integration (e.g., blockchain, AI), as single solutions are insufficient; opportunities lie in Web3 empowering real-world industries, with lessons from its localized operational models.

Ant Digital Technologies reveals product production demands and commercial opportunities, offering digital transformation insights.

1. Production Requirements: Industrial digitization shifts from localized solutions to end-to-end efficiency; blockchain services like AntChain enhance collaboration efficiency and meet design needs.

2. Commercial Opportunities: The RWA model functions like a mini-IPO, accelerating data asset circulation and providing financing avenues for SMEs.

3. Digital Transformation Insights: Adopting the ABC framework (Cloud+, AI+, Blockchain+), combined with IoT and privacy computing, builds digital asset networks, guiding factories in e-commerce and digitization efforts.

Ant Digital Technologies showcases industry trends and new technology solutions, addressing client pain points.

1. Industry Trends: Industrial digitization is maturing, requiring diversified, integrated solutions like blockchain, AI, and privacy computing.

2. New Technology Applications: The ABC framework offers concrete solutions, such as AI+ revamping risk control and marketing efficiency, and Blockchain+ fostering trust to improve collaboration.

3. Client Pain Points and Solutions: Explosive data growth creates collaboration challenges; Ant Digital Technologies invests in digital asset circulation networks to unlock new value, while Web3 technologies like HOU architecture resolve cross-chain interoperability issues.

Ant Digital Technologies addresses commercial platform needs, demonstrating latest platform practices and collaboration models.

1. Commercial Demands and Challenges: Tighter digital collaboration across industrial chains requires end-to-end efficiency and trust-building, with platforms facing limitations of single-technology approaches.

2. Latest Platform Practices: Building digital asset circulation networks supporting cross-chain interoperability; Web3 service platform ZAN serves overseas partners across multiple scenarios.

3. Platform Recruitment and Operations: Promoting localization through ecosystem co-creation, such as the RWA case with Longshine Technology; risk mitigation via multi-technology integration (blockchain, AI) ensures collaboration efficiency.

Ant Digital Technologies reveals industry trends and business models, offering policy implications.

1. Industry Trends: Digitization is entering a deep-water phase, shifting from point solutions to full-path upgrades, necessitating innovations like blockchain and IoT.

2. Emerging Issues: Cutting-edge technologies like large models are insufficient alone, highlighting integration needs; RWA model selection by the Hong Kong Monetary Authority reflects policy and regulatory impacts.

3. Business Model Innovation: RWA improves financing efficiency, resembling mini-IPOs; technology-driven globalization (e.g., 300% overseas revenue growth) showcases new business paradigms.

4. Policy Implications: Cross-border RWA case inclusion in the first batch of asset tokenization examples signals regulatory direction; industrial Web3 development aids SMEs, providing research insights.

Disclaimer: The "Quick Summary" content is entirely generated by AI. Please exercise discretion when interpreting the information. For issues or corrections, please email run@ebrun.com .

I am a Brand Seller Factory Service Provider Marketplace Seller Researcher Read it again.

“过去一年，蚂蚁数科客户数增长35%。旗下多个产品取得所属赛道市场份额第一。”9月5日下午，蚂蚁数科CEO赵闻飙在外滩大会媒体交流会上透露。这是自今年3月份蚂蚁数科独立化运营后，赵闻飙首次对外公布公司的业务进展及战略布局。

赵闻飙还透露，出海是蚂蚁数科的重要战略之一，未来期待蚂蚁数科出海业务能够贡献五分之一的总营收，成为重要的发展方向。此前，蚂蚁数科曾公布，2023年海外业务营收增速达到300%。

赵闻飙认为，随着产业数字化逐渐步入深水区，数字技术与传统行业的简单融合，已经不能满足发展需求。产业数字化必须从单点局部转变为全局提效，从单一走向全路径升级。

围绕产业数字化的多样化需求，目前蚂蚁数科已经形成ABC三大业务板块：首先是云服务（Cloud+），帮助企业迈入数字化「上云」阶段，打造更强大的科技引擎；第二块是AI服务（AI+），以AI技术重构升级风控、营销等场景效率，助力企业在大模型时代建立竞争优势。第三块是区块链服务（Blockchain+），通过科技构建产业信任，提升数字化协作效率，加速数据资产流通。

目前，蚂蚁数科旗下多个产品取得所属赛道市场份额第一。其中区块链服务品牌蚂蚁链占中国BaaS市场份额达26.5%，连续四年位列第一；隐私计算服务品牌摩斯以35.3%的份额连续两年位居中国隐私计算平台市场第一；安全风控品牌蚁盾也位列亚太反欺诈市场第一。

随着数字化不断发展，海量数据爆发，产业链上下游数字化协作愈加紧密。赵闻飙认为，“产业数字化的需求多种多样，即便是前沿如大模型技术，也很难成为产业数字化的唯一解，因此，蚂蚁数科会投入区块链、物联网、隐私计算、AI等多种数字技术创新，打造数字资产流通网络，释放产业数字化新红利。”

在外滩大会期间，由蚂蚁数科主办的分论坛上，围绕Web3的创新实践成为行业热议话题。蚂蚁数科长期投入Web3技术创新研发，打造了高性能、大规模的区块链网络架构HOU，并支持跨链互联。近日，蚂蚁数科与朗新科技合作发行的首单跨境RWA入选香港金融管理局局首批资产代币化案例，在Web3技术赋能实体产业方面迈出关键一步。

赵闻飙表示，RWA模式就像一次小型IPO，能够极大提升实体企业的融资效率。未来，蚂蚁数科还将持续深耕产业Web3，打造数字资产流通网络，为更多实体企业搭建起科技桥梁，让更多中小企业都可以通过区块链网络连接全球资金，获得更多发展机会。

当前，东南亚等新兴市场数字化需求旺盛，技术出海已经成为中国企业出海主引擎，赵闻飙表示，“蚂蚁数科也正在积极推进技术出海战略，将通过生态共建等多种策略加大本土化运营力度，抓住东南亚等新兴市场的数字化转型机遇。”据了解，2023年，蚂蚁数科技的海外营收增长迅猛达300%，移动开发平台mPaaS、安全科技ZOLOZ、Web3技术服务平台ZAN，已经服务于海外数百家合作伙伴，覆盖电信、金融、政务等多个场景领域。

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