证券代码：300459 证券简称：汤姆猫 浙江金科汤姆猫文化产业股份有限公司 投资者关系活动记录表 编号：2023-032 | --- | --- | |--------------------|--------------------------------------------------------| | | √分析师会议 | | 投资者关系活动 | □业绩说明会 | | 类别 | □路演活动 | | | □电话交流会 | | | 中国人保资产、兴业基金、玖歌投资、泰信基金、明水投资、 | | 参与单位名称 | | | | 日兴资产、信达澳亚基金、华金证券、海通证券 | | 会议日期 | -6 月 27 日 | | 会议地点 | | | | | | 上市公司接待人 | | | | | | 员姓名 | | | | | | 投资者关系活动 | 公司介绍了业务经营情况以及后续发展规划，并就参会机构人 | | 主要内容介绍 | 员关注的其他问题进行了回复交流，具体见下文。 | | 附件清单（如有）无 | | 日期 2023 年 6 月 27 日 投资者关系活动主要内容介绍： 1、公司人工智能领域测试了哪些大模 ...

证券代码：300459 证券简称：汤姆猫 浙江金科汤姆猫文化产业股份有限公司 投资者关系活动记录表 编号：2023-031 | --- | --- | --- | |--------------------|---------------------|--------------------------------------------------------| | | √特定对象调研 | □分析师会议 | | 投资者关系活动 | □媒体采访 | □业绩说明会 | | 类别 | □新闻发布会 | □路演活动 | | | □现场参观 | □电话交流会 | | | | 大成基金、摩根士丹利证券、天风证券资管、红骅投资、南华 | | 参与单位名称 | | 基金、博道基金、上海莫暮投资、中粮资本、华泰保兴基金、 | | | 开源证券 | | | 会议日期 | 2023 年 6 月 20 日 | | | 会议地点 | 公司会议室 | | | 上市公司接待人 | 总经理助理 欧阳梅竹 | | | 员姓名 | 证券事务代表 | | | 投资者关系活动 | | 公司介绍了业务经营情况以及后续发展规划，并就参会机构人 | | ...

Group 1: Investor Relations Activities - The company held an analyst meeting from June 14 to June 17, 2023, in Beijing and via phone conference [1] - Participating institutions included various funds and asset management companies [1] Group 2: AI Product Development - The company is developing AI interactive products using OpenAI's GPT-3.5 and GPT-4 models, which will help control R&D costs as their fees decrease [3] - The domestic R&D team is testing various large models, including ChatGLM-6B and Vicuna-13B, to enhance AI interaction features [5][6] - The company plans to build an IDC (Internet Data Center) to support AI model training, which will lower training costs and improve response times [7] Group 3: Multi-Platform Strategy - The company has expanded its "Talking Tom" IP across multiple platforms, including Huawei smart screens and car systems, enhancing user interaction experiences [4] - The company aims to cover more experience scenarios with the development of VR and MR technologies [4] Group 4: Collaboration and Partnerships - The company is collaborating with West Lake Xincheng to develop AI interactive products, leveraging their expertise in AI and natural language processing [8][9] Group 5: Game Business Performance - The company launched the RPG game "Farming Hero" in April 2023 and plans to release several new titles, including "My Talking Tom 2" for its 10th anniversary [10] - The introduction of a new economic system in nurturing games is expected to improve user retention and revenue metrics [10] Group 6: Offline AI Products - The company launched the GameBud Talking Tom, an interactive voice product, in overseas markets, which connects with existing games and serves as a companion [11][12] - The company is exploring various technologies for offline products, including smart robots and holographic projections, to enhance user interaction [12]

Group 1: AI Product Development - The company is advancing AI interactive products by testing various large models such as ChatGLM-6B and GPT-4, enhancing features like personality settings and emotional recognition [3] - The overseas team is integrating pre-trained language models with innovative modes to improve user experience while reducing costs [3] - The company is continuously developing AI capabilities across mobile applications, smart hardware, and data center infrastructure [3] Group 2: Infrastructure and Funding - The company plans to raise funds through a private placement to support the development of AI interactive terminals and data center infrastructure [4] - The IDC (Internet Data Center) will provide foundational computing support for model training, reducing costs and improving response times [4] - A wholly-owned subsidiary has been established in Gansu Province to advance the construction of an immersive liquid-cooled data center [4] Group 3: Strategic Partnerships - The company is collaborating with Xihu Xincheng to enhance AI interactive products, leveraging their expertise in pre-trained language models [5] - The partnership aims to upgrade the "Talking Tom" IP to include memory and emotional capabilities, expanding its application from gaming to education and smart home scenarios [5] - The founder of Xihu Xincheng has a strong background in AI, having previously worked on significant projects at Google [5] Group 4: Product Launches and Market Strategy - The company has launched an RPG game "Land Cultivator" and is working on several other titles, including "Tom Cat Adventure Park" and "Sonic Dash" [7][8] - The company is actively pursuing game approvals to facilitate domestic market entry for new products [8] Group 5: Educational Initiatives - The company has integrated new technologies into educational products, collaborating with institutions to promote programming education [9] - The "Talking Tom" family IP is being utilized to develop interactive educational products, focusing on children's cognitive development [9] - Future plans include creating AI models tailored for educational applications to enhance user service efficiency [9]

Group 1: Company Overview and Investor Relations - The meeting was held from May 17 to May 19, 2023, involving various investment institutions and individual investors [1] - The company introduced its business operations and future development plans during the investor relations activity [2] Group 2: AI Product Development - The company is advancing AI interactive products, integrating features like personality setting and emotion recognition into prototypes [4] - The overseas team is testing innovative models combining GPT with preset databases to enhance user interaction while reducing costs [4] - The company is continuously developing AI capabilities across various aspects, including mobile applications and hardware [4] Group 3: Partnerships and Collaborations - Google is the company's largest global partner, with ongoing communication and collaboration in advertising and AI [5] - The company strategically invested in West Lake Xincheng, aiming for deep cooperation in AI applications and product development [6][7] Group 4: Educational Initiatives - The company has explored integrating new technologies with educational products, launching several AR-based educational tools [8] - Collaborations with educational institutions aim to enhance programming education and smart hardware development [8] Group 5: Future Directions and Funding - The company plans to raise funds through a private stock issuance to support AI product development and infrastructure [10] - The focus will be on building emotional companionship and educational models to enhance user experience [10] Group 6: Competitive Advantages - The company has over 200 billion downloads of its mobile applications, with a peak of 470 million monthly active users, primarily from overseas [11][12] - The "Talking Tom" IP has a strong interactive feature that aligns well with generative AI applications, providing a unique market position [11][12] - The company has a global team excelling in technology development and creative design, ensuring high-quality product offerings [11][12]

证券代码：300459 证券简称：汤姆猫 浙江金科汤姆猫文化产业股份有限公司 投资者关系活动记录表 | --- | |----------------| | | | 投资者关系活动 | | 类别 | | | | | | | | | | | | | | | | | | 参与单位名称 | | | | | | | | | | | | | | | | 会议日期 | | 会议地点 | | 上市公司接待人 | | 员姓名 | | 投资者关系活动 | | --- | --- | |--------------------|----------------------------------------------| | 主要内容介绍 | 员关注的其他问题进行了回复交流，具体见下文。 | | 附件清单（如有）无 | | | 日期 | 2023 年 5 月 14 日 | 投资者关系活动主要内容介绍： 1、公司与西湖心辰将开展哪些方面的合作？计划推进速度如何？ 答：今年 4 月，公司战略性投资了人工智能科技公司西湖心辰。该公司的创 始人蓝振忠博士曾任谷歌人工智能研究院科学家，在谷歌 AI 部门负责过多个自 然语言处理和计算视觉的 ...

证券代码：300459 证券简称：汤姆猫 浙江金科汤姆猫文化产业股份有限公司 投资者关系活动记录表 | --- | --- | |--------------------|--------------------------------| | | □特定对象调研 √ | | 投资者关系活动 | □媒体采访 | | 类别 | □新闻发布会 | | | □现场参观 √ | | | | | | | | | | | | 融昊投资、Polymer | | 参与单位名称 | | | | | | | | | | | | | 国信证券、中金公司、聚盛国际等 | | 会议日期 | 2023 年 5 月 8 日、5 月 | | 会议地点 | 上海、电话会议 | | 上市公司接待人 | 总经理助理 欧阳梅竹 | | 员姓名 | 证券事务代表 张平 | | 投资者关系活动 | | | 主要内容介绍 | | | 附件清单（如有）无 | | | 日期 | 2023 年 5 月 9 日 | 投资者关系活动主要内容介绍： 1、公司汤姆猫 IP 结合人工智能技术推出的产品进展情况如何？ 答：在人工智能交互产品上，公司国内外团队同步在推进相关产 ...

证券代码：300459 证券简称：汤姆猫 浙江金科汤姆猫文化产业股份有限公司 投资者关系活动记录表 | --- | |--------------------| | | | 投资者关系活动 | | 类别 | | | | | | | | 参与单位名称 | | | | | | 会议日期 | | 会议地点 | | | | 上市公司接待人 | | | | 员姓名 | | | | 投资者关系活动 | | 主要内容介绍 | | 附件清单（如有）无 | | 日期 | 投资者关系活动主要内容介绍： 1、公司汤姆猫结合人工智能技术推出的产品进展情况如何？ 答：在人工智能交互产品上，公司国内外团队同步在推进相关产品的研发工 作。其中，公司的国内研发团队已将"汤姆猫"IP 形象植入 AI 交互产品功能原 型当中，加入了语音识别、语音合成、性格设定、内容过滤等功能，测试了语音 交互、连续对话等产品性能，初步验证了相关技术实现的可行性，并已正式着手 应用产品的开发；公司海外研发团队借助 ChatGPT 等预训练语言模型，正推进"会 说话的汤姆猫家族"IP 旗下移动应用内容玩法的 AI 化与交互体验的创新，目前 已接入测试 OpenAI ...