金融界消息 截至2025年7月29日收盘，天娱数科（002354）报收于6.71元，下跌1.03%，换手率3.96%， 成交量64.33万手，成交金额4.29亿元。 资金流向方面，今日主力资金净流出2817.28万元，占比成交额6.56%。其中，超大单净流出682.46万 元、占成交额1.59%，大单净流出2134.82万元、占成交额4.97%，中单净流出流出1677.83万元、占成交 额3.91%，小单净流入4495.11万元、占成交额10.47%。 天娱数科最新一期业绩显示，截至2025一季报，公司营业总收入4.85亿元、同比增长31.15%，归属净利 润524.17万元，同比减少60.61%，扣非净利润550.04万元，同比减少62.50%，流动比率1.824、速动比率 1.792、资产负债率31.92%。 天眼查商业履历信息显示，天娱数字科技(大连)集团股份有限公司，成立于2003年，位于大连市，是一 家以从事互联网和相关服务为主的企业。企业注册资本165458.582万人民币，实缴资本18584.8081万人 民币。公司法定代表人为徐德伟。 通过天眼查大数据分析，天娱数字科技(大连)集团股份有限公司 ...

（文章来源：证券日报） 证券日报网讯天娱数科7月29日在互动平台回答投资者提问时表示，公司未被立案调查，目前公司及子 公司生产经营秩序正常，关于公司具体经营情况，请以公司定期报告及相关公告为准。 ...

Group 1 - The core viewpoint of the articles highlights Tianyu Shuke's (002354) strong performance in the AI marketing sector, driven by its self-developed AI marketing SaaS platform, which is expected to achieve a net profit of 18 million to 26 million yuan in the first half of 2025, marking a significant year-on-year growth of 369.52% to 489.30% [1][2] - The AI marketing SaaS platform utilizes advanced models such as Zhizhe Qianwen, Tianxing, and Zhihui Advertising to automate and enhance the entire marketing process, addressing industry pain points like high traffic costs and low efficiency [1] - The platform has demonstrated strong adaptability across various industries, particularly during the 2025 618 shopping festival, where it helped clients in new consumption sectors achieve impressive results, showcasing its practical application in different scenarios [2] Group 2 - As digital transformation accelerates, Tianyu Shuke's AI marketing SaaS platform is positioned as an "efficiency engine," facilitating marketing upgrades across retail, finance, and entertainment sectors [2] - The platform is expected to become a key tool for more enterprises to overcome growth bottlenecks, injecting lasting momentum into the industry's digital marketing efforts [2]

Group 1 - The company, Tianyu Digital Technology, reported a revenue of 485 million yuan in Q1 2025, representing a year-on-year growth of 31.15%, with a net profit of 5.5 million yuan after excluding non-recurring items [1] - The company anticipates a net profit of 18 to 26 million yuan for the first half of 2025, indicating a turnaround from previous losses [1] - Securities firms, including Galaxy Securities and Pacific Securities, have noted the scalability of Tianyu's "Data Valley Intelligence Cluster" model and the ongoing advancement of its "Embodied Intelligence" strategy, contributing to performance improvements [1] Group 2 - The company has established core barriers in the AI era through its AI marketing SaaS platform, mobile application distribution PaaS platform, and spatial intelligence MaaS platform [2] - The AI marketing SaaS platform generated over 6,700 effective scripts and 188,000 short videos in 2024, with AI live interaction accounting for 82.49% [2] - The mobile application distribution PaaS platform has surpassed 336 million registered users and has over 7,600 applications listed, achieving a user increase of 24 million in 2024 [2] - The spatial intelligence MaaS platform has collected over 1.2 million sets of 3D data and 500,000 sets of multimodal data, establishing a significant data resource advantage [2] Group 3 - The company has demonstrated a progression from reduced losses in 2024 to expected profitability in the first half of 2025, validating the "technology realization - performance realization" logic [3] - The convergence of technology, performance, and ecosystem positions Tianyu Digital Technology as a significant player in the artificial intelligence sector [3]

Core Insights - The cross-border e-commerce industry in China is experiencing explosive growth, with a projected import and export scale of 2.8 trillion yuan in 2024, representing a year-on-year increase of 15.6% [2] - The rapid development of AI technology is reshaping the industry landscape, enhancing operational efficiency and reducing costs for cross-border enterprises [2] - AI is becoming a critical factor for brands to break into the global market, shifting competition from supply chain and traffic acquisition to AI-driven strategies [2] Company Overview - The "Coconut Shell" platform, developed by Tianyu Digital Technology, utilizes AI to reconstruct the entire process from product selection to marketing, facilitating efficient growth for brands [2] - The platform has received official service provider certifications from major e-commerce platforms such as Douyin, Tmall International, JD, Kuaishou, and Xiaohongshu, granting it priority recommendations and access to official influencers [2] Business Model Innovation - The "Coconut Shell" adopts a "risk-sharing, profit-sharing" model, deeply binding with brand partners, which encourages brands to innovate without being constrained by short-term KPIs [3] - The company emphasizes three differentiated advantages: AI-driven product selection and supply chain optimization, intelligent content generation and advertising, and a dynamic fee ratio model that allows brands to operate with less burden [3][4] AI Empowerment Case Studies - Successful case studies demonstrate the effectiveness of AI in brand growth, such as a maternal and infant nutrition brand that became the top player in its niche within two years through AI-driven user analysis [4] - In the maternal and infant health category, AI optimization of live streaming scripts and advertising strategies led to record-breaking sales in a single live stream [4] - A health product brand rapidly established market recognition in the competitive astaxanthin sector, ranking among the top three in its category within three months through an AI content matrix [4] Future Outlook - The application of AI in cross-border e-commerce is just beginning, with plans to further integrate intelligent technology to achieve a fully automated loop from market insights to product development and marketing [5]

天娱数科（002354）正在通过基于VLA的方案，积极加速物理AI技术的落地应用。公司致力于整合虚 拟与物理智能系统，以推动人工智能在现实世界中的广泛应用。这一创新将有助于提升AI在各行业的 适应能力，并促进相关技术的成熟与普及。(天娱数科官方公众号) ...

Group 1 - The Yarlung Tsangpo River downstream hydropower project has officially commenced with a total investment of approximately 1.2 trillion yuan, aiming to build five tiered power stations primarily for electricity transmission and local consumption in Tibet [1] - The Ministry of Industry and Information Technology (MIIT) plans to accelerate the development of biomanufacturing and low-altitude industries, while promoting innovation in future industries such as humanoid robots and brain-computer interfaces [2][3] - The MIIT and the National Development and Reform Commission (NDRC) are set to issue work plans to stabilize growth in key industries including steel, non-ferrous metals, petrochemicals, and building materials [2][3] Group 2 - The U.S. Department of Commerce has imposed a preliminary anti-dumping duty of 93.5% on Chinese imported anode-grade graphite, citing unfair subsidies [5] - The State Administration for Market Regulation has urged major platform companies like Ele.me, Meituan, and JD.com to standardize promotional activities and foster a healthy competitive environment in the food service industry [6] - A meeting was held to discuss the regulation of the new energy vehicle industry, focusing on enhancing supervision and monitoring product prices and quality [8] Group 3 - The China Iron and Steel Association has proposed a new mechanism for capacity governance to prevent overcapacity risks in the steel industry and to eliminate irrational competition [10] - Yu Shu Technology has initiated its listing guidance, with its controlling shareholder holding approximately 34.76% of the company's shares [11] - Multiple provinces are planning to establish companies to develop local cultural creative Moutai liquor, with participation from distributors based on their allocation of Moutai products [12] Group 4 - As of July 18, 1551 A-share listed companies have released performance forecasts for the first half of 2025, with 26 companies expecting a net profit increase of over 1000% year-on-year [14] - Longhua Automobile reported a net profit of 6.337 billion yuan for the first half of the year, reflecting a year-on-year decline of 10.22% [19] - The major shareholder of Hongbaoli plans to reduce its stake by up to 2% [20]

Core Insights - The rise of "Physical AI" is becoming a new focal point in global technology competition, with significant implications for human-machine interaction [2][4] - Tianyu Shuke, a pioneer in embodied intelligence, has developed the Behavision platform, establishing a complete closed loop of "perception-reasoning-execution" for the industrialization of Physical AI [2][3] Company Developments - Tianyu Shuke's Behavision platform integrates various models, including the Tianxing large model and the "Wise Questions" 3D intelligent industry model, creating a synergistic model matrix [2] - The Tianxing model utilizes 260TB of multimodal data, enabling cross-perception reasoning capabilities, while the "Wise Questions" model employs Sim2Real simulation technology for efficient training [2] - The company has built a standardized robot ontology classification system and an atomic skill library, supporting various types of robotic actions [3] Industry Standards and Ecosystem - Tianyu Shuke is not only a technology leader but also a standard setter, with its solutions recognized in the China Academy of Information and Communications Technology's "AI Agent Industry Map 1.0" [3] - The company has established a 3D motion capture and multimodal data collection base, storing 1.2 million structured 3D motion data sets and 500,000 multimodal behavior data sets [3] - The "human-shaped robot space 6D motion capture long-range data" sets are available on national data trading platforms, providing low-cost, high-quality data services to SMEs [3] Future Outlook - The emergence of Physical AI signifies a new stage in AI development, focusing on enabling machines to understand and interact with the physical world [4] - As the industry chain continues to improve, Physical AI is expected to unlock significant potential in smart manufacturing and service robots, with Tianyu Shuke's practices serving as a key paradigm [4] - The ability to dominate the technical standards and scene implementation of Physical AI will determine the future leadership in the next generation of AI development [4]

Core Insights - The article discusses the evolution of AI technology, highlighting the transition from language interaction to autonomous execution, positioning intelligent agents as a new engine for industrial restructuring [1][4] - Gartner predicts that by 2026, 30% of enterprise services will be completed through intelligent agents, indicating a significant shift in the competitive landscape of global AI [1] Group 1: Intelligent Agent Ecosystem - Tianyu Shuke has developed a comprehensive intelligent agent system that integrates perception, reasoning, and execution, breaking the limitations of traditional AI that only focuses on language interaction [2] - The perception layer utilizes the self-developed Behavision platform, which combines a massive 3D corpus and deep vision chip technology, enabling machines to possess human-like intuition [2] - The reasoning layer is built on proprietary large models, such as the "Tianxing" base model, tailored for various industries like marketing and manufacturing, creating specialized decision-making capabilities [2] - The execution layer allows for seamless integration of digital decisions into physical actions through a standardized robot classification system and an atomic skill library [2] Group 2: Practical Applications in Various Industries - The Behavision platform offers a universal solution that significantly reduces the cost of intelligent agent development by using a combination of real data and extensive simulation training [3] - In marketing, the intelligent agent ecosystem, centered around a smart advertising model, addresses high traffic costs and user engagement challenges, exemplified by successful campaigns in the insurance and beauty sectors [3] - The tourism sector benefits from intelligent agents that analyze user behavior data to generate personalized recommendations, enhancing operational efficiency by 150% and achieving over 99% in customer response and accuracy rates [4]

Group 1 - The core point of the announcement is that the criminal detention of the company's director, Guo Baichun, is unrelated to the company and will not significantly impact its operations [1] - The company reported a forecasted net profit attributable to shareholders of between 18 million to 26 million yuan for the first half of 2025, marking a successful turnaround from losses in the same period last year [1] - The company has developed three enterprise-level large models that have been registered with the national generative artificial intelligence service, which are expected to enhance its capabilities in digital transformation across various industries [1] Group 2 - The company has made substantial progress in data accumulation, with its Behavision platform achieving over one million sets of 3D data and 350,000 sets of multimodal data, providing strong support for AI and humanoid robot technologies [2] - A strategic cooperation was established between the company's Shanxi Data Flow Valley and the Shanxi Data Trading Center to optimize data empowerment for the real economy, marking an important layout in the field of data element circulation [2]