Bangyan Technology (SH:688132) Shang Hai Zheng Quan Bao·2025-08-04 01:57Core Viewpoint - The strategic transformation towards artificial intelligence (AI) is essential for the company, focusing on resilience and finding viable business models with clear application scenarios [1] Group 1: Strategic Transformation - The company has decided to undergo a strategic transformation starting from the end of 2023, establishing the operational guideline of "creating civilian products and opening new situations" [1] - In 2024, the company aims to leverage AI technology as the core driving force, delving into areas such as network communication, multimedia processing, and cloud services [1][2] - The company has initiated a systematic adjustment of its business structure, launching two new product lines: AI Agent and cloud PC, while retaining its information security and integrated communication divisions [2][5] Group 2: AI Product Development - The company has developed the Nuwaai intelligent digital human platform, which signifies the full deployment of intelligent agents in marketing, service, and companionship roles [2] - The AI Agent service targets the consumer market (to C), offering a low-cost entry with a tiered pricing model, where the first digital human is free and subsequent ones are charged based on usage [3] - The company plans to apply digital human technology in e-commerce and other scenarios, utilizing an "online + offline" promotional model [4] Group 3: Market Potential and Competitive Edge - The company aims to capture 80% of the commercial computer market in China, which has an annual procurement volume of approximately 30 million units [6] - The company emphasizes the importance of continuous investment in R&D and talent acquisition to enhance competitiveness in the AI sector [7] - The company has successfully integrated its original business with the AI sector, entering a new phase of high-quality development [7]