Ultrapower(SZ:300002) Xin Lang Cai Jing·2025-07-28 02:42Core Viewpoint - The company, Shenzhou Taiyue, is positioned as a "bridge builder" in the intersection of AI technology evolution and industry intelligence acceleration, aiming to transform general AI capabilities into measurable and actionable industry value [3][8]. Company Overview - Shenzhou Taiyue is a private high-tech listed company with a strategy of "innovation-driven, global layout" and a mission to "create industry excellence, support customer enhancement, and promote industrial development" [6]. - The company has two main business segments: mobile gaming and software and information technology services [6]. - In 2024, the company achieved a revenue of 6.452 billion yuan and a net profit attributable to shareholders of 1.428 billion yuan, marking a historical high [6]. - From 2020 to 2024, the company's revenue compound annual growth rate (CAGR) was 15.74%, while the net profit CAGR was 42% [6]. - The overseas business revenue increased from 2.326 billion yuan in 2020 to 4.906 billion yuan in 2024, with the revenue share rising from 64.68% to 76.04% [6]. AI Integration in Business - The company fully embraces AI, building an AI technology ecosystem to promote deep integration of AI with various business lines, accelerating commercialization and results transformation [7]. - In the gaming sector, the company utilizes AI tools, being one of the first in China to embed AIGC tools in the artistic process, significantly enhancing production efficiency [7]. - For the software sector, the company focuses on upgrading existing products and services using AI while exploring new business opportunities [7]. AI Solutions and Applications - The "Taiyue Lighthouse" AI model application capability system was launched, along with the "Yueqing" intelligent IT operation model and the "Taiyue Taidou" security model [8]. - The Taiyue Lighthouse serves as an intelligent hub connecting general models with industry applications, providing comprehensive support for AI model capability construction and scenario implementation [8]. - The company aims to create a positive cycle of "technology supply - scenario validation - ecological co-construction" to make AI a productivity tool for enterprises [8]. AI Case Study - The company introduced the avavox voice robot, which allows for rapid setup of voice interaction systems, integrating advanced language understanding and generation capabilities from various general models [9]. - Avavox includes over 200 industry templates, addressing various sectors such as e-commerce, government notifications, and healthcare follow-ups, ensuring professional and compliant output [9]. Industry Impact and Competitive Advantage - AI is expected to significantly enhance industry efficiency and help companies reduce costs [11]. - In the gaming sector, AI accelerates product development and fosters innovation in art and gameplay [11]. - The company aims to leverage over 20 years of experience in software and IT services to deeply couple general models with industry applications, transforming technological advantages into core drivers of high-quality development across various sectors [11]. Ethical Governance - The company adheres to strict governance mechanisms regarding AI ethics and data security, complying with relevant guidelines and regulations [12].