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消息称 DeepSeek 今年前 7 个月营收近 4.75 亿元,达去年全年水平 10 倍_我的网站

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A |      8 月 26 日消息,北京时间今天(25 日)下午,据 The Information 援引两名了解 DeepSeek 财务数据的人士消息称,今年前 7 个月,DeepSeek 营收约 4.75 亿元(注:人民币,下同),已经达到 2025 年全年水平的约 10 倍。    A new romantic-comedy is on its way, and it promises warmth, humour and a celebration of imperfect love. Remo D’Souza is gearing up to present a fresh and fun take on love with his upcoming film, Tedhi Hain Par Meri Hain. The story leans into the charm of imperfection, focusing on characters who are messy, real, and unafraid to show their quirks. Leading the film is Jitendra Kumar, known for his grounded and heartfelt performances in shows like Panchayat, Kota Factory, and films such as Shubh Mangal Zyada Saavdhan and Bhagwat: Chapter One – Raakshas. Joining him as the female lead is Mahvash, who brings her own spark and energy to this unusual romantic world.     The film is written by Pradeep Singh and directed by Jayesh Pradhaan. It is produced by Ishan Shilpi Verma, Vishal Tyagi, and Anwar Ali Khan, in association with Kuree Studio and Shaisha Motion Pictures. Adding to the excitement, the music will be composed by National Award-winning maestro Ismail Darbar, promising a memorable soundtrack to match the film’s emotional tone.     Sharing his excitement about the project, Remo D’Souza said, "In my journey as a filmmaker, I've always loved narratives that are rooted in reality yet filled with a unique spark. 'Tedhi Hain Par Meri Hain' is exactly that… It celebrates imperfection." He added that Jitendra Kumar’s natural blend of humour and vulnerability makes him the perfect choice for the role.     Jitendra Kumar also opened up about why the film resonated with him. He said, "The title itself 'Tedhi Hain Par Meri Hain’ perfectly captures the spirit of true, unfiltered love… the most beautiful relationships are often the most imperfect ones."          Mahvash shared a similar sentiment, saying, "This isn't just a love story; it's a wonderfully chaotic story… the characters feel like people you genuinely know." With Remo presenting the film, Jayesh Pradhaan directing, and a lead pair known for authenticity, Tedhi Hain Par Meri Hain is shaping up to be a heartfelt, funny, and relatable celebration of love in all its messy glory.Also Read: Bhagwat Chapter One: Raakshas Review: Elevated By Arshad Warsi’s and Jitendra Kumar’s Performances。随着收入迅速增长,DeepSeek 也在全力推进第二轮融资。今年 1 月至 7 月,DeepSeek 净亏损约 7.15 亿元,2025 年全年净亏损为 9.35 亿元。两名知情人士表示,DeepSeek 仍在与现有投资者和潜在新投资者洽谈第二轮融资,目标是募集 500 亿元,对应目标估值 5000 亿元。DeepSeek 目前的收入规模仍远低于 Anthropic 和 OpenAI 等美国 AI 模型开发商,但毛利率已经达到较为健康的水平,关键原因是模型运行成本得到有效控制。DeepSeek 通过提高 AI 基础设施效率等方式,让 AI 系统能够用更少的芯片完成任务。

B | 今年前 7 个月,DeepSeek 整体毛利率为 44.6%,API 业务毛利率更达到 82.9%。作为对比,OpenAI 第一季度营收 57 亿美元(现汇率约合 384.01 亿元人民币),毛利率 39%;Anthropic 第二季度营收 115 亿美元(现汇率约合 774.76 亿元人民币),并预计 2026 年毛利率将从 2025 年的 40% 升至 63%。这些此前未被披露的数据也显示,DeepSeek 最近几个月的增长速度明显加快,此前消息称 DeepSeek 的年化营收已经达到 4 亿至 5 亿美元(现汇率约合 26.95 亿至 33.69 亿元人民币)。

C | 快速增长的营收可能为 DeepSeek 正在进行的融资谈判增加筹码,也利于未来推进 IPO。今年 6 月,DeepSeek 完成了首轮融资,共募集 500 亿元,第二轮融资几乎随即立马启动。DeepSeek 已经聘请投资银行,为明年在上海上市做准备。DeepSeek 的支出也在迅速增加。今年前 7 个月,DeepSeek 在 AI 基础设施方面投入约 110 亿元,主要用于租用搭载 AI 芯片的服务器,以及购买芯片和其他计算设备。2025 年全年,DeepSeek 在这方面的支出仅约 12 亿元。

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Published on:06:26:44


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