股票代码：002354 股票简称：天娱数科 编号：2024—033 天娱数字科技（大连）集团股份有限公司 关于公司股票交易异常波动的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 三、不存在应披露而未披露信息的说明 一、股票交易异常波动的情况介绍 公司董事会确认，公司目前没有任何根据《深圳证券交易所股票上市规则》 等有关规定应予以披露而未披露的事项或与该事项有关的筹划、商谈、意向、协 议等；董事会也未获悉公司有根据《深圳证券交易所股票上市规则》等有关规定 应予以披露而未披露的、对公司股票及其衍生品种交易价格产生较大影响的信息； 公司前期披露的信息不存在需要更正、补充之处。 天娱数字科技（大连）集团股份有限公司（以下简称"公司"）股票（股票 简称：天娱数科；股票代码：002354）于 2024 年 11 月 20 日、2024 年 11 月 21 日、2024 年 11 月 22 日连续三个交易日收盘价格涨幅偏离值累计超过 20％。根 据《深圳证券交易所交易规则》的规定，属于股票交易异常波动的情况。 二、公司关注并核实的相关情况 针对公司股票交易异常波动的 ...

证券时报网讯，天娱数科再度涨停，6个交易日内录得4个涨停，累计涨幅为45.68%，累计换手率为 105.12%。 截至9:52，该股今日成交量2.63亿股，成交金额15.15亿元，换手率16.27%。 最新A股总市值达97.62亿元，A股流通市值95.48亿元。 证券时报•数据宝统计，两融数据来看，该股最新（11月21日）两融余额为5.08亿元，其中，融资余额 5.07亿元，较前一个交易日增加9230.89万元，环比增长22.26%，近6日累计增加1.61亿元，环比增长 46.53%。 龙虎榜数据显示，该股因连续三个交易日内，涨幅偏离值累计达20%上榜龙虎榜1次，买卖居前营业部 中，深股通累计净卖出7297.21万元，营业部席位合计净买入7162.49万元。 ...

股票代码：002354 股票简称：天娱数科 编号：2024—032 针对公司股票交易异常波动的情形，公司董事会依照规定开展了自查，并致 函公司第一大股东对相关事项进行了核实，现将有关情况说明如下： 1、经公司自查，公司前期披露的信息不存在需要更正、补充之处；公司未 发现公共传媒报道了可能或已经对本公司股票交易价格产生较大影响的未公开 重大信息。 天娱数字科技（大连）集团股份有限公司 关于公司股票交易异常波动的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 一、股票交易异常波动的情况介绍 天娱数字科技（大连）集团股份有限公司（以下简称"公司"）股票（股票 简称：天娱数科；股票代码：002354）于 2024 年 11 月 14 日、2024 年 11 月 15 日、2024 年 11 月 18 日连续三个交易日收盘价格涨幅偏离值累计超过 20％。根 据《深圳证券交易所交易规则》的规定，属于股票交易异常波动的情况。 二、公司关注并核实的相关情况 2、经公司自查，公司目前生产经营活动正常。公司已披露的市场环境、内 外部生产经营环境未发生重大变化。 3、经公司自 ...

近日，美股上市公司AppLovin成为全球备受瞩目的"AI妖股"。根据公司发布的2024年第三季度财报， AppLovin的收入达到了12亿美元，同比增长39%；净收入则高达4.34亿美元，同比暴增300%，这一壮 观的业绩直接推动其股价在短短一天内大幅上涨46%，年初至今涨幅已超600%，市值突破千亿美元大 关。 AI驱动的AXON 2.0广告引擎，助力广告变现率提升，成了AppLovin业务最大的亮点。财报发布会上该 公司董事长兼CEO亚当·福鲁吉（Adam Foroughi）表示，AI的助力让AXON 广告引擎不断改进，为广告 合作伙伴提供了更为精准的投放能力，使其成为推动业务增长的重要催化剂。 财报发布会信息显示，AppLovin旗下的程序化广告交易平台全球用户超过15亿，通过集成AppLovin SDK，将广告主与全球15亿台手机设备和6万款移动应用紧密连接起来，一方面，为广告主提供了更广 泛的广告覆盖和更高的投放回报；另一方面，帮移动应用开发者高效触达用户，提供了更高的曝光度和 下载量，进而提升应用营收。 在全球范围内，越来越多的科技公司开始重视AI在程序化广告中的应用。 一直以来，A股上市公司天 ...

Investment Rating - The investment rating for the company is "Outperform the Market" [3][12]. Core Views - The company has shown a recovery in revenue growth in the third quarter, with a 24% increase, although the gross margin has declined due to changes in rebate policies from live streaming platforms [1][4]. - The mobile application distribution business is a major profit source, with a steady increase in user numbers both domestically and internationally [1][4]. - The company is leveraging AIGC (Artificial Intelligence Generated Content) for further commercialization, with a rich reserve of data resources [1][5][6]. - The company has adjusted its profit forecasts for 2024-2026, expecting net profits of -0.09 billion, 0.63 billion, and 0.81 billion respectively, with significant growth rates anticipated in the following years [7][8]. Summary by Sections Financial Performance - In the first three quarters, the company reported revenues of 1.2 billion yuan, a year-on-year decrease of 11.5%, primarily due to the impact of its Douyin e-commerce agency business [1][4]. - The net profit attributable to the parent company was -8.582 million yuan, a decline of 163.3% year-on-year [1][4]. - The gross margin for the third quarter was 18.4%, down 10.9 percentage points year-on-year, mainly due to a decrease in the proportion of esports business and lower rebates from live streaming platforms [1][4]. Business Segments - The mobile application distribution business has seen a significant increase in users, with 12.52 million new users added in the first half of 2024, bringing total registered users to 324 million [1][4]. - The overseas mobile application distribution platform, 3u tools, reached a total of 27.37 million registered users, with 4.88 million new users added during the reporting period [1][4]. AIGC and Data Resources - The company’s AIGC capabilities have been further commercialized, with the "Wisdom Thousand Questions" model completing regulatory filings and producing over 23,000 script materials in the first half of 2024 [1][5]. - The company has accumulated approximately 4 million marketing video materials and possesses over 800,000 sets of 3D data and 350,000 sets of multimodal data, indicating a rich resource base [1][6]. Profit Forecasts - The company has revised its profit forecasts downward due to significant investment losses and non-recurring expenses, with expected net profits for 2024-2026 being -0.09 billion, 0.63 billion, and 0.81 billion respectively [7][8]. - The overall revenue growth rates are projected at 10.0%, 5.2%, and 5.2% for the next three years [7][8].

Investment Rating - The report maintains an "Accumulate" rating for the company Tianyu Digital Science (002354) [1] Core Views - The company achieved a revenue of 1.2 billion yuan in the first three quarters of 2024, a year-on-year decrease of 11.53%, with a net loss attributable to shareholders of 8.58 million yuan [1] - In Q3 2024, the company reported a revenue of 439 million yuan, representing a year-on-year growth of 23.58% [1] - The decline in revenue for the first three quarters is attributed to reduced investment income from joint ventures and adjustments based on recent litigation results [1] - The company is leveraging AI technology to enhance its three major business platforms, which are continuously evolving to support digital transformation and intelligent upgrades across various industries [1] Summary by Sections Revenue and Profitability - The company’s revenue for 2024 is projected to be 1.863 billion yuan, with growth rates of 5.74%, 6.02%, and 5.56% for the years 2024, 2025, and 2026 respectively [3] - The net profit attributable to shareholders is expected to recover to 13.27 million yuan in 2024, with further increases to 20.10 million yuan in 2025 and 37.11 million yuan in 2026 [3] Business Development - The company has developed its proprietary "Zhizhe Qianwen" large model, which has completed algorithm and model filings [1] - The three business platforms include: 1. AI Sales SaaS platform "Mofang Mix" which provides AIGC advertising material generation and optimization [1] 2. Spatial Intelligence MaaS platform "Yuanxiang" offering foundational large model services in the 3D spatial intelligence field [1] 3. Mobile Application Distribution PaaS platform that serves numerous leading generative AI products [1] Financial Projections - The company is expected to see a gradual recovery in profitability, with net profits projected to be 0.13 million yuan in 2024, 0.20 million yuan in 2025, and 0.37 million yuan in 2026 [1] - The report anticipates a significant increase in the number of enterprise clients served, exceeding 1,600 by the end of 2024 [1]

Revenue and Profit - Revenue for the third quarter was RMB 438.6 million, a 23.58% increase year-over-year[3] - Net profit attributable to shareholders was a loss of RMB 1.9 million, a 279.24% decrease year-over-year[3] - Total revenue for the period was 1,200,332,105.98 yuan, a decrease of 11.5% compared to the previous year's 1,356,778,752.64 yuan[14] - Net profit attributable to the parent company's shareholders was -8,581,740.56 yuan, a significant decline from the previous year's 13,568,015.64 yuan[14] - Basic earnings per share were -0.0052 yuan, compared to 0.0082 yuan in the previous year[15] - Comprehensive income attributable to the parent company's shareholders was -25,689,985.86 yuan, a significant decline from the previous year's 16,777,344.17 yuan[15] Assets and Liabilities - Total assets decreased by 7.56% to RMB 1.87 billion compared to the end of the previous year[3] - Total assets decreased to 1,870,463,371.05 yuan from 2,023,376,467.48 yuan at the beginning of the period[12][13] - Current assets decreased to 836,326,737.56 yuan from 884,956,101.56 yuan at the beginning of the period[12] - Non-current assets decreased to 1,034,136,633.49 yuan from 1,138,420,365.92 yuan at the beginning of the period[13] - Long-term equity investments decreased to 139,945,337.96 yuan from 198,690,584.69 yuan at the beginning of the period[12] - Other equity instrument investments decreased to 106,297,442.62 yuan from 141,940,861.69 yuan at the beginning of the period[12] - Fixed assets decreased to 60,640,728.95 yuan from 73,759,109.47 yuan at the beginning of the period[12] - Current liabilities decreased to 416,769,202.43 yuan from 479,993,296.00 yuan at the beginning of the period[13] - Total liabilities decreased to 432,643,176.42 yuan from 497,376,906.70 yuan at the beginning of the period[13] - Owner's equity attributable to the parent company decreased to 1,394,904,478.73 yuan from 1,503,952,254.98 yuan at the beginning of the period[13] - Undistributed profits decreased to -7,316,724,295.95 yuan from -7,281,856,285.30 yuan at the beginning of the period[13] - Total assets amounted to 1,870,463,371.05 yuan, with total equity of 1,437,820,194.63 yuan[14] Cash Flow - Operating cash flow decreased by 123.40% due to delayed payments in data traffic business[7] - Investment cash flow increased by 205.90% due to the recovery of investment funds[7] - Financing cash flow decreased by 123.92% due to the disposal of reserved shares in the previous period[7] - Operating cash flow was negative at -19,251,940.08 yuan, compared to a positive 82,268,484.92 yuan in the previous year[16] - Cash received from sales of goods and services was 2,022,365,173.66 yuan, an increase of 24.3% compared to the previous year's 1,626,727,505.03 yuan[16] - Investment activities generated a net cash flow of RMB 26.26 million, compared to RMB 8.58 million in the previous period[17] - Financing activities resulted in a net cash outflow of RMB 31.17 million, contrasting with a net inflow of RMB 130.29 million previously[17] - The company's cash and cash equivalents decreased by RMB 24.16 million, ending the quarter with a balance of RMB 345.99 million[17] - Cash inflows from investment activities totaled RMB 51.10 million, with RMB 19.10 million from other investment-related activities[17] - Cash outflows for investment activities amounted to RMB 24.84 million, including RMB 19.10 million for other investment-related payments[17] - The company received RMB 9.00 million from borrowings during the quarter[17] - Dividend payments totaled RMB 27.48 million, with RMB 27.28 million paid to minority shareholders[17] Shareholders and Equity - The total number of ordinary shareholders at the end of the reporting period is 126,399[8] - The top shareholder, Weixin Co., Ltd., holds 48,523,319 shares, accounting for 2.93% of the total shares[8] - Hong Kong Securities Clearing Company Limited holds 47,447,381 shares, representing 2.87% of the total shares[8] - Wang Yuhui holds 26,921,702 shares, accounting for 1.63% of the total shares, with 18,880,155 shares under restricted conditions[8] - The China Merchants Bank Southern CSI 1000 ETF holds 19,220,600 shares, representing 1.16% of the total shares[8] - Pan Meihong holds 15,626,200 shares, accounting for 0.94% of the total shares[8] - The China Merchants Bank Huaxia CSI 1000 ETF holds 10,464,800 shares, representing 0.63% of the total shares[8] - Shi Botao holds 9,197,616 shares, accounting for 0.56% of the total shares, with all shares under restricted conditions[8] - Wang Chunzhu holds 8,000,000 shares, representing 0.48% of the total shares[8] - Ding Jie holds 7,849,386 shares, accounting for 0.47% of the total shares, with all shares under restricted conditions[8] Expenses and Costs - Financial expenses increased by 66.54% due to significant foreign exchange losses[7] - Investment income decreased by 501.32% due to reduced earnings from joint ventures and adjustments from recent litigation[7] - Sales expenses decreased to 85,144,947.53 yuan, down 10.8% from the previous year's 95,499,768.79 yuan[14] - R&D expenses were 38,829,070.13 yuan, a decrease of 11.2% compared to the previous year's 43,750,686.04 yuan[14] - Total operating costs were 1,182,417,843.83 yuan, a decrease of 11.9% from the previous year's 1,342,774,259.90 yuan[14] Borrowings and Liabilities - Short-term borrowings increased by 3664.62% due to additional bank loans[7] - Contract liabilities increased by 45.66% due to unsettled data traffic business[7] Other Information - The company's third-quarter report was not audited[18]

股 를 代 码 TIMEVERSE 0 天娱数字科技 (大连) 集团股份有限公司 TIANYU DIGITAL TECHNOLOGY (DALIAN) GROUP CO.,LTD 0 u w N 4 2024年8月 天娱数字科技（大连）集团股份有限公司 2024 年半年度报告全文 第一节 重要提示、目录和释义 公司董事会、监事会及除徐德伟之外的董事、监事、高级管理人员均保证半年度报告 内容的真实、准确、完整，不存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带 的法律责任。 公司董事长、总经理徐德伟目前被宁夏回族自治区监察委员会立案调查及实施留置， 无法出席董事会，未签署关于 2024 年半年度报告的书面确认意见，无法保证公司 2024 年 半年度报告内容的真实、准确、完整。请投资者特别关注。 主持公司日常经营管理工作的负责人贺晗、主管会计工作负责人黄怡及会计机构负责 人(会计主管人员)关婷婷声明：保证本半年度报告中财务报告的真实、准确、完整。 除下列董事外，其他董事亲自出席了审议本次半年报的董事会会议 | --- | --- | --- | --- | |--------------------|---- ...

2024 年半年度非经营性资金占用及其他关联资金往来情况汇总表 天娱数字科技（大连）集团股份有限公司 | 北京妙趣横生网络科技有限公司 | 控股子公司 | 其他应收款 | 1,000.00 | - | - | 1,000.00 | 非经营性往来 | | --- | --- | --- | --- | --- | --- | --- | --- | | 霍尔果斯洛亚网络科技有限公司 | 控股子公司 | 其他应收款 | 836.41 | - | - | 836.41 | 非经营性往来 | | 山西鹏景科技有限公司 | 控股子公司 | 其他应收款 | 1,300.00 | - | 1,000.00 | 300.00 | 非经营性往来 | | 聚为数字科技（大连）有限公司 | 控股子公司 | 其他应收款 | 63,861.00 | - | 900.00 | 62,961.00 | 非经营性往来 | | 喀什火力网络科技有限公司 | 控股子公司 | 其他应收款 | 0.39 | - | - | 0.39 | 非经营性往来 | | 山西聚能电子商务有限公司 | 控股子公司 | 其他应收款 | 600.00 | - | - ...

股票代码：002354 股票简称：天娱数科 编号：2024—028 天娱数字科技（大连）集团股份有限公司 第六届董事会第十四次会议决议公告 本公司及除董事长徐德伟先生以外的董事会全体成员保证信息披露的内 容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 天娱数字科技（大连）集团股份有限公司（以下简称"公司"）第六届董事 会第十四次会议通知于2024年8月9日以通讯方式发出，会议于2024年8月20日以 现场和通讯表决相结合的方式在公司会议室召开，会议应出席董事8名，实际出 席董事7人，缺席1人，公司董事长徐德伟先生因被宁夏回族自治区监察委员会实 施留置，无法正常履职，会议由经半数以上董事推举的董事贺晗先生主持。会议 召集、召开符合《中华人民共和国公司法》《公司章程》及公司《董事会议事规 则》的规定，会议合法有效。全体与会董事审议通过如下议案： 一、 审议通过《关于2024年半年度报告及摘要的议案》 具体内容详见与本公告同日在《中国证券报》《上海证券报》《证券日报》 《证券时报》及巨潮资讯网（www.cninfo.com.cn）披露的《2024 年半年度报告》 及摘要。 表决结果：同意票7票，反对票0票 ...