天娱数科今年以来股价涨44.51%，近5个交易日涨4.16%，近20日跌0.77%，近60日涨25.16%。 今年以来天娱数科已经8次登上龙虎榜，最近一次登上龙虎榜为8月7日，当日龙虎榜净买入1.43亿元； 买入总计3.34亿元 ，占总成交额比13.03%；卖出总计1.91亿元 ，占总成交额比7.44%。 9月18日，天娱数科盘中上涨2.24%，截至13:04，报7.76元/股，成交8.94亿元，换手率7.19%，总市值 128.40亿元。 资金流向方面，主力资金净流出2268.66万元，特大单买入8068.01万元，占比9.03%，卖出8674.41万 元，占比9.71%；大单买入1.74亿元，占比19.44%，卖出1.90亿元，占比21.30%。 机构持仓方面，截止2025年6月30日，天娱数科十大流通股东中，南方中证1000ETF（512100）位居第 二大流通股东，持股1526.56万股，相比上期增加286.14万股。香港中央结算有限公司位居第三大流通股 东，持股1142.58万股，相比上期减少1037.73万股。华夏中证1000ETF（159845）位居第四大流通股 东，持股901.16万股，相比上 ...

资料显示，天娱数字科技(大连)集团股份有限公司位于北京市朝阳区青年路7号达美中心T4座16层，成 立日期2003年8月29日，上市日期2010年2月9日，公司主营业务涉及网络游戏的开发和运营,包括网页网 络游戏、移动网络游戏;互联网和移动互联网广告;移动应用分发平台的开发和运营业务以及技术咨询服 务。主营业务收入构成为：数据流量业务97.93%，数字竞技平台2.01%，其他0.06%。 截至6月30日，天娱数科股东户数23.25万，较上期减少5.41%；人均流通股6973股，较上期增加5.92%。 2025年1月-6月，天娱数科实现营业收入9.88亿元，同比增长29.64%；归母净利润2362.01万元，同比增 长453.67%。 9月17日，天娱数科涨2.29%，成交额13.13亿元。两融数据显示，当日天娱数科获融资买入额1.35亿 元，融资偿还1.01亿元，融资净买入3399.53万元。截至9月17日，天娱数科融资融券余额合计7.67亿 元。 融资方面，天娱数科当日融资买入1.35亿元。当前融资余额7.66亿元，占流通市值的6.20%，融资余额 超过近一年90%分位水平，处于高位。 融券方面，天娱数科9月 ...

从资金流向上来看，当日广告营销板块主力资金净流出10.65亿元，游资资金净流入4.4亿元，散户资金净 流入6.25亿元。广告营销板块个股资金流向见下表： 证券之星消息，9月17日广告营销板块较上一交易日上涨0.49%，旗天科技领涨。当日上证指数报收于 3876.34，上涨0.37%。深证成指报收于13215.46，上涨1.16%。广告营销板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | | 成交额(元) | | --- | --- | --- | --- | --- | --- | --- | | 300061 | 旗天科技 | 13.67 | 3.72% | | 44.70万 | 6.03亿 | | 002995 | 天地在线 | 19.09 | 2.86% | | 11.88万 | 2.28亿 | | 002027 | 分众传媒 | 8.35 | 2.83% | | 148.03万 | 12.26 乙 | | 002354 | 天娱数科 | 7.59 | 2.29% | | 173.67万 | 13.13亿 | | 000676 | 智度股份 | 10.23 | 0. ...

9月17日，天娱数科盘中上涨2.02%，截至10:17，报7.57元/股，成交4.81亿元，换手率3.95%，总市值 125.25亿元。 资金流向方面，主力资金净流入1106.83万元，特大单买入6221.03万元，占比12.95%，卖出5107.79万 元，占比10.63%；大单买入9730.63万元，占比20.25%，卖出9737.05万元，占比20.26%。 天娱数科今年以来股价涨40.97%，近5个交易日涨0.26%，近20日跌4.54%，近60日涨20.73%。 分红方面，天娱数科A股上市后累计派现2.60亿元。近三年，累计派现0.00元。 机构持仓方面，截止2025年6月30日，天娱数科十大流通股东中，南方中证1000ETF（512100）位居第 二大流通股东，持股1526.56万股，相比上期增加286.14万股。香港中央结算有限公司位居第三大流通股 东，持股1142.58万股，相比上期减少1037.73万股。华夏中证1000ETF（159845）位居第四大流通股 东，持股901.16万股，相比上期增加214.61万股。广发中证1000ETF（560010）位居第八大流通股东， 持股725.38万 ...

Core Insights - TikTok's global operations have entered a stable development phase, creating growth opportunities for industry partners through a large user ecosystem and clear commercialization paths [1] - Tianyu Digital Technology has established itself as a key partner for global brands by obtaining official service provider qualifications in major markets such as Indonesia, Thailand, the United States, Latin America, and the Middle East [1][2] Company Performance - Tianyu Digital Technology's revenue increased by 29.64% year-on-year in the first half of 2025, with a significant turnaround in net profit, which grew by 250.62% quarter-on-quarter in the second quarter [2] - The company has successfully provided efficient cross-regional marketing solutions for well-known global brands, demonstrating its international adaptability and competitiveness [2] Strategic Approach - The company employs a unique "LocalTalent+LocalIP+LocalPlatform" methodology to enhance localized operational capabilities, ensuring services align with local cultural characteristics and market rules [2] - Tianyu Digital Technology aims to leverage technological innovation to meet diverse global market demands and strengthen long-term competitive barriers in AI marketing and cross-border e-commerce [3]

（文章来源：证券日报） 证券日报网讯天娱数科9月12日在互动平台回答投资者提问时表示，公司会严格按照相关法律法规的要 求，及时履行信息披露义务。 ...

Group 1 - Tianyu Digital Technology's stock price decreased by 2.01% on September 12, trading at 7.30 CNY per share with a total market capitalization of 12.078 billion CNY [1] - The company has seen a year-to-date stock price increase of 35.94%, with a recent 5-day increase of 2.53% and a 20-day decrease of 2.28% [1] - Tianyu Digital has appeared on the trading leaderboard 8 times this year, with the most recent appearance on August 7, where it recorded a net buy of 143 million CNY [1] Group 2 - Tianyu Digital Technology was established on August 29, 2003, and went public on February 9, 2010, focusing on the development and operation of online games and internet advertising [2] - The company's revenue composition is primarily from data traffic business (97.93%), followed by digital competitive platforms (2.01%) [2] - As of June 30, 2025, Tianyu Digital reported a revenue of 988 million CNY, a year-on-year growth of 29.64%, and a net profit of 23.62 million CNY, reflecting a significant increase of 453.67% [2] Group 3 - Since its A-share listing, Tianyu Digital has distributed a total of 260 million CNY in dividends, with no dividends paid in the last three years [3] - As of June 30, 2025, the top ten circulating shareholders include Southern CSI 1000 ETF, which increased its holdings by 2.8614 million shares [3] - Hong Kong Central Clearing Limited, the third-largest shareholder, reduced its holdings by 1.03773 million shares [3]

Market Overview - The advertising and marketing sector increased by 0.28% on September 10, with Xinhua leading the gains [1] - The Shanghai Composite Index closed at 3812.22, up 0.13%, while the Shenzhen Component Index closed at 12557.68, up 0.38% [1] Top Gainers in Advertising Sector - Xinhua (002264) closed at 8.10, up 10.05% with a trading volume of 925,700 shares and a transaction value of 744 million [1] - Yuanlong Yatu (002878) closed at 21.88, up 6.16% with a trading volume of 689,000 shares and a transaction value of 1.483 billion [1] - Zhejiang Wenlian (600986) closed at 8.74, up 4.30% with a trading volume of 1,000,600 shares and a transaction value of 877 million [1] - Tianyu Digital (002354) closed at 7.55, up 4.28% with a trading volume of 2,337,000 shares and a transaction value of 1.756 billion [1] Market Capital Flow - The advertising marketing sector saw a net inflow of 614 million from institutional investors, while retail investors experienced a net outflow of 487 million [2] - The overall market showed a mixed trend with some stocks experiencing significant inflows while others faced outflows [3] Individual Stock Performance - Tianyu Digital (002354) had a net inflow of 179 million from institutional investors, but a net outflow of 164 million from retail investors [3] - Xinhua (002264) experienced a net inflow of 148 million from institutional investors, with retail investors showing a net outflow of 60 million [3] - Yuanlong Yatu (002878) had a net inflow of 111 million from institutional investors, while retail investors faced a net outflow of 110 million [3]

9月10日，天娱数科涨5.39%，截至发稿，报7.63元/股，成交6.54亿元，换手率5.37%，总市值126.24亿 元。天娱数科股价已经连续3天上涨，区间累计涨幅2.84%。 资料显示，天娱数字科技(大连)集团股份有限公司位于北京市朝阳区青年路7号达美中心T4座16层，成 立日期2003年8月29日，上市日期2010年2月9日，公司主营业务涉及网络游戏的开发和运营,包括网页网 络游戏、移动网络游戏;互联网和移动互联网广告;移动应用分发平台的开发和运营业务以及技术咨询服 务。主营业务收入构成为：数据流量业务97.93%，数字竞技平台2.01%，其他0.06%。 从天娱数科十大流通股东角度 数据显示，广发基金旗下1只基金位居天娱数科十大流通股东。广发中证1000ETF（560010）二季度增 持160.78万股，持有股数725.38万股，占流通股的比例为0.45%。根据测算，今日浮盈赚取约282.9万 元。连续3天上涨期间浮盈赚取145.08万元。 广发中证1000ETF（560010）成立日期2022年7月28日，最新规模307.18亿。今年以来收益22.44%，同 类排名1894/4222；近一年收益63 ...

AI技术正在加速重塑全球数字广告生态。天娱数字科技（大连）集团股份有限公司（以下简称"天娱数 科"）依托自研大模型技术与AI营销SaaS平台，正在全面推动AI智能体的战略布局。公司以"数据-模型- 场景"闭环为基础，整合AIGC广告生成、智能投放与AI直播电商转化等功能，逐步实现从效率工具到智 能协作助手的关键跨越，构建覆盖用户全生命周期的自动化、智能化营销服务体系。 目前，天娱数科自研的"天星基座大模型""智者千问大模型"及"智慧广告大模型"均已通过国家生成式人 工智能备案，形成"一基多模"的技术架构，全面支持通用与垂直场景需求。在实际应用中，AI生成营销 脚本占比已超20%，AI视频生成占比达5%，尤其在直播电商中AI互动条数占比超过80%，显示出AI技 术已在关键业务环节实现规模化落地。 AI驱动的成本优化与效率提升也带来了显著的成效，让天娱数科盈利弹性持续释放。天娱数科前期披 露的2025年半年度报告显示，上半年，公司实现营业收入9.9亿元，同比增长29.6%。其中数据流量业务 收入同比增长30%，成为业绩主引擎。 公司通过AI智能体的持续进化与全链路赋能，不仅夯实了其在AI营销赛道的领先地位，也为中 ...