TENCENT(HK:00700) Nan Fang Du Shi Bao·2025-09-17 16:22Core Insights - Tencent is accelerating the application of AI technologies across various industries, positioning AI as a new revenue growth engine and business core [1][2][6] - The company announced the comprehensive opening of its AI capabilities and advantageous scenarios to enhance efficiency and innovation in enterprises [1][6] Group 1: AI Technology and Product Developments - Tencent introduced several AI products and upgrades, including the Tencent Cloud Intelligent Agent Development Platform (ADP) 3.0 and the Cloud Mate expert service agent, which significantly enhance operational efficiency [6][7] - The mixed Yuan 3D 3.0 model has improved modeling accuracy by three times and is now integrated into the mixed Yuan 3D AI creation engine, which is available for free to users [7][8] - The AI workbench Tencent ima has accumulated over 100 million pieces of content by July this year, showcasing its extensive capabilities in content management [5][6] Group 2: Globalization Strategy - Tencent is upgrading its international strategy by enhancing infrastructure, technology products, and service capabilities, aiming to create a "globalization engine" [2][10] - The overseas customer base for Tencent Cloud has doubled in the past year, with over 90% of Chinese internet companies and 95% of leading gaming companies choosing Tencent Cloud for their international expansion [10][11] - Tencent plans to invest $150 million to build its first data center in the Middle East and expand its presence in Japan, indicating a strong commitment to global infrastructure development [11] Group 3: Industry Applications and Collaborations - Various industry leaders shared their experiences of leveraging AI technologies for efficiency and growth, highlighting the transformative impact of AI in sectors like hospitality and healthcare [12][13] - The collaboration between Tencent and companies like Huazhu Group and AstraZeneca demonstrates the practical applications of AI in enhancing customer service and operational efficiency [12][13] - Tencent's AI applications are driving significant improvements in productivity, with reported increases in efficiency across multiple business scenarios [5][12] Group 4: Ecosystem and Partner Growth - Tencent Cloud's revenue growth for partners has significantly outpaced industry averages, with a 60% increase in SaaS service customers and a 330% growth in business opportunities for ecosystem partners [16] - The launch of initiatives like the "AI Application Prosperity Plan" aims to foster collaboration with partners to develop vertical AI applications and cultivate future AI talent [16]