Group 1 - Tianyu Digital Technology (002354) has officially reached a strategic cooperation with Seahub, focusing on cross-border e-commerce and localized marketing services, leveraging AI technology and local resources to create an efficient service system for global brands [1] - Seahub is recognized as an official service provider for TikTok Shop and a core partner for Shopee Live, having successfully provided comprehensive services for over a hundred international and regional brand clients in the Southeast Asian market [1] - Tianyu Digital Technology emphasizes a core strategy of "digitalization, intelligence, and globalization," continuously promoting the practical application of AI and global layout, supported by various AI models and algorithms [1] Group 2 - The cooperation marks a key advancement in Tianyu Digital Technology's globalization strategy, transitioning from "APP going overseas" to "capability going overseas," aiming to convert China's AI technology and marketing experience into sustainable business models [2] - Seahub's management expresses confidence in enhancing localized service quality in Southeast Asia by combining Tianyu Digital Technology's AI capabilities with local e-commerce insights [2] - Tianyu Digital Technology's leadership reiterates the commitment to integrating cutting-edge global technology with practical AI experience to drive global resource allocation and sustainable growth for enterprises [2]

Core Insights - The core viewpoint emphasizes the importance of an "application-oriented" approach to bridge the gap between technology and its practical applications, ensuring that AI solutions address real-world problems [1][5]. Group 1: Application-Oriented AI Business - The company integrates the "application-oriented" philosophy throughout its AI business, focusing on solving actual problems [2]. - It has developed a model matrix consisting of self-developed models, including Tianxing and Zhizhe Qianwen, to support three core business platforms: AI Marketing SaaS, Spatial Intelligence MaaS, and Mobile Application Distribution PaaS [2]. - The AI Marketing SaaS platform has achieved a 150% increase in operational efficiency for tourism clients, with AI customer service response and accuracy rates reaching 99% [2]. Group 2: ABC Framework for Embodied Intelligence - The BehavisionPro Spatial Intelligence MaaS platform utilizes the ABC (Assets-Behavior-Client) framework to address challenges in embodied intelligence, such as perception, decision-making, and execution [3][4]. - The platform has built a comprehensive multimodal data system, accumulating over 150,000 3D data entries and 650,000 multimodal data entries, with its 3D articulated dataset ranking high on global download charts [3][4]. - The platform enhances robots' logical reasoning and dynamic response capabilities through the Zhizhe Qianwen model, facilitating efficient task planning and execution [4]. Group 3: Long-Term Viability of AI Solutions - The dialogue highlights that AI solutions must effectively solve real-world problems to ensure long-term viability, with the company adopting a solid path that focuses on real scene demands and high-quality data [5][6]. - The company believes that technological innovation must ultimately return to the ability to address industry-specific challenges, reinforcing the value of technology in practical applications [6].

Group 1 - The National Committee of the Chinese People's Political Consultative Conference, led by Vice Chairman He Houhua, conducted a research visit to Tianyu Digital Science (002354) and its Shanxi Data Traffic Valley [1] - Tianyu Digital Science has developed an ecosystem called "One Two Three Serves Hundreds and Thousands," focusing on AI marketing, mobile application distribution, and spatial intelligence across various sectors including retail, industry, finance, cultural tourism, and energy [3] - The research team recognized Tianyu Digital Science's efforts in artificial intelligence and data elements, emphasizing the company's role in activating new productive forces through digital technology [4] Group 2 - Tianyu Digital Science aims to deepen industry applications and contribute to the construction of a modern industrial system while promoting high-quality development of the digital economy [4]

Group 1: Financial Performance - The company reported a revenue of 988 million yuan for the first half of 2025, representing a year-on-year growth of 29.64% [1] - The net profit attributable to shareholders reached 23.62 million yuan, a significant increase of 453.67% year-on-year [1] - The net profit after deducting non-recurring gains and losses was 21.23 million yuan, up 131.08% year-on-year [1] - Basic earnings per share stood at 0.01 yuan [1] Group 2: Business Strategy and Development - The company focuses on digitalization, intelligence, and globalization, integrating "data elements x" with "AI+" to develop multiple enterprise-level large models [2] - The company has established three major business platforms: AI marketing SaaS, mobile application distribution PaaS, and spatial intelligence MaaS, enhancing its capabilities in data analysis, model deployment, and scenario application [2] - As of the reporting period, the mobile application distribution PaaS platform had a total registered user base of 349 million, showcasing significant scale advantages [2] Group 3: Global Expansion and Market Presence - The company is actively pursuing global expansion while localizing its operations, leveraging the latest global technologies and local market advantages [3] - The gaming platform has successfully entered international markets, with 74 cooperative games and 9 self-developed games launched across 21 countries and regions [3] - The overseas mobile application distribution platform 3u tools has accumulated 53.98 million registered users, with an average of 2.44 million monthly active users during the reporting period [3] Group 4: Future Outlook and Innovation - The company aims to enhance its technical strength and market competitiveness through continuous R&D of core technologies [4] - It plans to expand business application scenarios and seek multi-channel business collaborations to promote diversified technology and application deployment [4] - The company will strengthen market research and customer demand analysis to optimize products and services, thereby improving market acceptance [4]