香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示，概不就因本公告全部或任何部分內容所產生或因依 賴該等內容而引致的任何損失承擔任何責任。 Tuya Inc. 塗鴉智能* （於開曼群島註冊成立以不同投票權控制的有限責任公司） （香港聯交所股份代號：2391） （紐約證券交易所股票代碼：TUYA） 董事會會議召開日期 及 建議宣派現金股息 Tuya Inc.（「本公司」，連同其附屬公司及合併聯屬實體，統稱「本集團」）董事會 （「董事會」）茲通告謹定於香港時間2026年3月2日（星期一）舉行本公司董事會會 議（「董事會會議」），以（其中包括）考慮及通過(i)本集團截至2025年12月31日止 三個月的未經審計季度業績及其發佈，(ii)本集團截至2025年12月31日止年度全 年業績及其發佈，(iii)建議宣派及派付現金股息（「現金股息」），及(iv)處理其他事 項。如獲董事會批准，本公司將於董事會會議後另行刊發公告，以列明現金股息 的詳情。 本公司的管理層將於香港時間2026年3月3日（星期二）上午八時三十分（即美國東 部時間2026年3月2日 ...

Core Insights - The core value of consumer products is shifting from traditional "consumption" and "ceremony" to "companionship" and "growth," reflecting a societal desire for emotional connection [1] - Tuya Smart is transforming innovative AI concepts into market hits by collaborating with global clients [1] Group 1: AI Hardware and Applications - Tuya Smart's pet companion robot, Aura, was unveiled at CES 2026, addressing emotional needs of pets left alone and ensuring their health and safety [1] - Aura utilizes multimodal perception technology for remote interaction, automatic pet search, health monitoring, and abnormal behavior analysis [1] Group 2: Development and Market Trends - Tuya Smart's AI Agent development platform and TuyaOpen framework standardize AI capabilities, significantly lowering development barriers for developers [2] - The company enables developers to focus on enhancing user experience rather than technical challenges, promoting warmer interactions and more personalized companionship [2] - The rise of emotional and customizable consumer products marks a transition from functionality to emotional connection, with hardware evolving from tools to partners [2]

呈交日期: 2026年2月5日 截至月份: 2026年1月31日 狀態: 新提交 FF301 致：香港交易及結算所有限公司 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 公司名稱: 塗鴉智能（於開曼群島註冊成立以不同投票權控制的有限公司） | 1. 股份分類 | 不同投票權架構公司普通股 | 股份類別 | A | | 於香港聯交所上市 (註1) | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02391 | 說明 | | | | | | | | | 已發行股份（不包括庫存股份）數目 | | 庫存股份數目 | | 已發行股份總數 | | | 上月底結存 | | | 541,364,923 | | 0 | | 541,364,923 | | 增加 / 減少 (-) | | | 1,102,475 | | | | | | 本月底結存 | | | 542,467,398 | | 0 | | 542,467,398 | 足夠公眾持股量的確認(註4) | 根據《主板上市規則》第13.32D( ...

Core Insights - Tuya Smart showcased innovative AI products at Spielwarenmesse 2026, highlighting the future of AI toys and their emotional companionship capabilities [1][14] Group 1: AI Toy Innovations - The Nebula Plush AI Toy features real-time LED facial expression feedback based on user emotions, supports conversation, and offers tactile feedback, making it a true AI companion [2] - Walulu, another AI toy, can detect 19 emotional responses, supports over 60 languages, and integrates with major AI language models, allowing users to customize personality traits [3] - The AI Learning Camera combines AI vision with education, providing object recognition linked to cultural content and transforming children's doodles into digital art [4] - Tuya also presented AI robotic dogs and an AI Clock, showcasing a range of products that enhance emotional interaction and personalized experiences [5] Group 2: AI Toy Development Solutions - Tuya introduced a comprehensive AI toy solution that covers the entire development process, reducing barriers for developers and brands [6] - The AI Agent Development Platform allows clients to design toy personalities and behaviors without needing to train models, facilitating deeper user connections [7] - Tuya offers flexible development pathways, including ready-to-market solutions and deep customization options for various types of toys [8][9] Group 3: Security and Compliance - Tuya's AI toy solutions include a parental management app for monitoring interactions and ensuring a secure experience for families [10] - The platform reduces R&D costs by 30% to 50% and shortens the development cycle by over 60%, enabling faster market entry [11][12] - Tuya's AIoT infrastructure supports global deployment with real-time language capabilities and compliance with international security standards [13]

涂鸦智能-W(02391)发布公告，于2026年1月29日，员工(董事除外)根据2015年股权激励计划行使期权或 受限制股份单位而发行110.25万股股份。 ...

智通财经APP讯，涂鸦智能-W(02391)发布公告，于2026年1月29日，员工(董事除外)根据2015年股权激 励计划行使期权或受限制股份单位而发行110.25万股股份。 ...

FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 公司名稱： 塗鴉智能 呈交日期： 2026年1月29日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 不同投票權架構公司普通股 | 股份類別 A | | | 於香港聯交所上市 | 是 | | | 證券代號 (如上市) | 02391 | 說明 | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | | | 庫存股份變動 | | | | 事件 | | 已發行股份（不包括庫存股份）數 目 | 佔有關事 ...

Core Insights - The article discusses the launch of "Hey Tuya," an AI life assistant by Tuya Smart, marking its first consumer-facing product after 12 years of development in the IoT sector [1][2]. Group 1: Product Overview - "Hey Tuya" is designed to assist consumers with various daily tasks, including schedule management, to-do lists, health monitoring, and interaction with smart home devices [2]. - The product is currently in the testing phase and is expected to be officially launched later this year [2]. Group 2: Competitive Landscape - Tuya Smart claims that there are currently no direct competitors offering similar services, positioning itself as a unique value provider with an open platform for developers [3]. Group 3: Market Potential and Challenges - The penetration rate of smart home devices is relatively low, with only about 6%-7% of homes currently equipped, indicating significant growth potential [7]. - Key challenges include enhancing cross-device experiences and continuously identifying real user needs to match technological capabilities [7]. Group 4: Business Model - Tuya operates under three main business models: PaaS (Platform as a Service) for device manufacturers, solution business for emerging product categories, and SaaS (Software as a Service) for end-users [8]. - The company maintains a B2B2C structure, empowering device suppliers while also focusing on consumer insights to optimize product offerings [9]. Group 5: Future Outlook - Tuya anticipates that 2025 will be a foundational year for AI devices, with ongoing efforts to encourage developers to explore AI applications [9].

Core Insights - Tuya Inc. has launched its first consumer product, the Hey Tuya AI Assistant For Life, at CES, marking a shift from its previous focus on business customers to direct consumer engagement [4][7] - The Hey Tuya assistant aims to simplify daily life by integrating with various smart home devices and managing tasks such as calendars and health [8][10] - Tuya's competitive edge lies in its extensive network of over 1.6 million developers and partnerships with more than 7,000 brands, enabling compatibility with around 60% of existing smart home devices [9][10] Company Overview - Tuya started as an IoT provider and evolved into an AI cloud platform service provider, focusing on enhancing the intelligence of connected devices through AIoT capabilities [6] - The company has been participating in CES for eight years, showcasing its commitment to innovation in the smart home sector [7] Product Features - Hey Tuya is designed to assist users in managing their home life, covering various scenarios and interactions with smart devices [8] - The product is currently in testing phases, with a rollout expected later this year [7] Market Position and Competition - Tuya claims a unique value proposition, stating that no other company offers the same combination of services, particularly in enabling developers to create innovative applications [9] - The penetration of smart home devices remains low, with only 6-7% of home devices currently connected, indicating significant growth potential for the market [11] Business Model - Tuya operates under three business models: Platform as a Service (PaaS) for device makers, turnkey solutions for innovative products, and Software as a Service (SaaS) for end users [13][14][15] - The current business structure is B2B2C, focusing on helping device manufacturers while also gathering consumer insights to enhance product offerings [16] Future Outlook - Tuya anticipates that 2025 will be a pivotal year for AI devices, with increasing developer interest and demand for AI integration [17] - The company expects 2026 to be a significant year for the proliferation of AI devices, as education and understanding of the technology improve among developers [18]

Core Viewpoint - The Nasdaq China Golden Dragon Index rose over 3%, indicating a strong performance in Chinese concept stocks [1] Group 1: Stock Performance - Zhihu (ZH.US) surged by 22% [1] - Kingsoft Cloud (KC.US) increased by over 20% [1] - GDS Holdings (GDS.US) rose by over 9% [1] - Tuya Smart (TUYA.US) climbed nearly 9% [1] - Alibaba (BABA.US) gained 8% [1] - Century Internet (VNET.US) increased by over 7% [1]