格隆汇12月30日丨涂鸦智能-W(02391.HK)公告，12月30日耗资3.4万港元回购2000股。 ...

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： 2025年12月30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 | | | | ...

Core Insights - The article discusses the evolution of smart home technology, highlighting Tuya's transition from a behind-the-scenes technology provider to a key player in the Physical AI space with the launch of "Hey Tuya" [4][28]. Group 1: Hey Tuya's Role and Functionality - Hey Tuya serves as an AI life assistant that coordinates various agents and hardware, enabling smart devices to think, make decisions, and assist users in daily tasks [4][10]. - The system aims to transform the user experience from reactive to proactive, allowing for continuous learning and adaptation to family habits [18][30]. - Hey Tuya integrates long-term memory capabilities through its OmniMem engine, which manages both short-term and long-term memory, enhancing the system's understanding of user preferences over time [24]. Group 2: Technical Infrastructure - The foundation of Hey Tuya is the Physical AI Engine (PAE), which provides the necessary infrastructure for agents to operate effectively in physical spaces [22]. - PAE includes a real-time communication system (T-RTC) that ensures continuous connectivity between AI and devices, even in challenging network conditions [24]. - The Dynamic Orchestration Agent (DOA) within PAE allows for the orchestration of multiple agents, enabling complex interactions and task execution across devices [25]. Group 3: Market Implications - With the introduction of Hey Tuya, Tuya is positioned as a foundational infrastructure for AI in daily life, allowing developers to focus on product experience and innovation rather than underlying technology [29]. - The platform's ability to facilitate cross-device and cross-scenario collaboration among agents signifies a shift towards a more integrated smart home experience [30][31]. - The article suggests that as more devices and services connect to Hey Tuya, it will create a sustainable AI ecosystem that actively participates in managing and optimizing household tasks [31][32].

Group 1 - The core point of the article is that Tuya Smart (02391) announced the issuance of 56,300 shares under its 2015 equity incentive plan on December 29, 2025, for employees excluding directors [1] Group 2 - The shares are being issued as a result of employees exercising options or restricted stock units [1]

Core Viewpoint - Tuya Smart-W (02391) announced that on December 29, 2025, employees (excluding directors) will exercise options or restricted stock units under the 2015 equity incentive plan, resulting in the issuance of 56,300 shares [1] Group 1 - The announcement pertains to the exercise of options or restricted stock units by employees [1] - The total number of shares to be issued is 56,300 [1] - This action is part of the company's 2015 equity incentive plan [1]

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： 2025年12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 | 佔有關事件前的現有已發 行股份（不包括 ...

Core Insights - Tuya Inc. has launched a new AI assistant called Hey Tuya, which operates on a Multi-Agent collaborative architecture, enabling seamless integration and collaboration of various AI devices in different environments [1][2] - Hey Tuya is designed to function as a home security guardian, energy-saving expert, health coach, and office assistant, actively assisting users in their daily lives [1] - The assistant can be accessed through multiple devices, including the Tuya app, smart speakers, AI toys, and future wearable devices, allowing users to interact with it using the command "Hey Tuya" [1] Group 1 - Hey Tuya features short-term and long-term memory capabilities, learning and adapting to users' routines, preferences, and habits, thus providing personalized suggestions and automating device operations over time [1] - The core technology behind Hey Tuya is powered by Tuya's self-developed PAE system, which supports a global AI-Device Real-Time Network for low-latency and reliable communication [2] - The assistant will not only be available to consumers but also to global brand clients and developers, who can integrate Hey Tuya into their own AI hardware or develop it further [2] Group 2 - Tuya has seen significant engagement with its AI platform, with over 12,000 AI Agents developed by third-party developers and an impressive daily interaction volume of 155 million AI interactions globally [2] - The future development of Hey Tuya will incorporate user feedback and successful experiences to enhance the overall user experience [2]

Core Insights - Tuya Smart has launched Hey Tuya, a next-generation AI assistant that integrates artificial intelligence into daily life, marking a significant milestone in the development of AI agents and physical AI [1][2] Group 1: Product Features - Hey Tuya is designed to be more than a virtual assistant, evolving into a life assistant that perceives environments, learns user habits, and coordinates with physical devices [2][3] - The assistant will have short-term and long-term memory capabilities, allowing it to adapt to user routines and preferences, providing proactive recommendations [3] - Hey Tuya will cover various life scenarios, acting as a home security guardian, energy-saving expert, and health coach [4] Group 2: Technology and Integration - The AI experience of Hey Tuya is powered by Tuya's proprietary Physical AI Engine (PAE), utilizing a global real-time communication network for reliable and low-latency interactions [5][6] - Tuya has developed additional engines for multimodal interaction, visual understanding, and IoT device communication, enabling continuous learning and understanding of user preferences [6][7] Group 3: Market Position and Availability - Hey Tuya is available for both individuals and global brands, promoting an open and symbiotic AIoT ecosystem [8] - As of now, developers have created over 12,000 AI agents on Tuya's platform, with 155 million daily AI interactions worldwide [9] - Hey Tuya is live with initial features, accessible through the Tuya app in major app stores [10] Group 4: Company Overview - Tuya Smart is a leading global provider of AI cloud platforms, focusing on the application of AI in everyday life, with over 1.622 million registered accounts on its developer platform as of September 30, 2025 [11]

Core Insights - Tuya Smart has launched Hey Tuya, a next-generation Super AI Life Assistant that integrates AI into daily life, marking a significant advancement in AI technology [1][2] - Hey Tuya is designed to function beyond traditional virtual assistants, enabling multi-device collaboration and proactive assistance across various environments [2][3] Company Overview - Tuya Smart is a global leader in AI cloud platform services, focusing on integrating AI into everyday life through its AI Agent development platform and open-source framework [11] - As of September 30, 2025, Tuya's AI developer platform has over 1.622 million registered accounts across more than 200 countries and regions [11] Product Features - Hey Tuya incorporates short-term and long-term memory to learn user habits and preferences, allowing it to provide proactive recommendations [3][5] - The AI assistant is powered by Tuya's proprietary PAE (Physical AI Engine) technology, which supports real-time communication and device orchestration [4][6] - Key functionalities of Hey Tuya include home security, energy-saving strategies, health coaching, work assistance, and personal life management [7] Market Position - Tuya has developed over 12,000 AI Agents on its platform, facilitating 155 million daily AI interactions globally [9] - Hey Tuya will be available to individual consumers and global brands, promoting an open and vibrant AIoT ecosystem [8]

Core Insights - The "AI + emotional value" sector is rapidly growing, with AI toys experiencing high demand and some reselling above retail prices as part of the expanding trillion-dollar "emotion economy" [1] - A significant limitation of current AI companions is their dependency on Wi-Fi, which restricts their emotional connectivity when users travel [2] - The introduction of the cellular-enabled "Fuzozo" by Tuya Smart and Robopoet aims to address these limitations, allowing for mobile emotional companionship [3] Group 1: Product Features - The Fuzozo's built-in cellular capability allows for emotional interaction without indoor limitations, making it usable during commutes, outdoor activities, and international travel [5] - Cellular connectivity enhances user experience by reducing latency, resulting in smoother and more natural conversations and emotional feedback [6] - Fuzozo is positioned as a new category of product, moving beyond being a home toy to a mobile companion, comparable to smartwatches and earbuds [7] Group 2: Strategic Partnership - The partnership between Tuya Smart and Robopoet leverages Tuya's global cloud service capabilities to ensure stable emotional companionship, allowing Robopoet to focus on core innovations in emotional interaction [4] - The collaboration aims to deliver a distinctive AI companion experience to users worldwide, highlighting the importance of seamless connectivity in emotional AI products [4]