Core Viewpoint - Ant Group's subsidiary, Ant Digital, aims to differentiate itself in the market by focusing on enterprise-level AI services and Web3 solutions, leveraging its extensive technological capabilities and industry experience to create value for businesses [4][11]. Group 1: Company Overview - Ant Digital officially became independent in March 2024 and has shown promising results, achieving breakeven last year and projecting a 50% revenue growth this year [4]. - The company has a strong foundation in toB services, benefiting from years of experience within Ant Group, which has a transaction volume exceeding one trillion [4][5]. - Ant Digital's CEO, Zhao Wenbiao, emphasizes the importance of AI and Web3 as transformative opportunities, comparable to the impact of mobile payments [4][6]. Group 2: AI Strategy - Ant Digital focuses on "application landing" rather than competing in foundational large models, offering a full-stack AI service that includes intelligent computing power scheduling, industry-specific large models, and intelligent agent development platforms [4][5]. - The company has introduced a performance-based payment model, allowing businesses to pay based on the actual business effects generated by AI, marking a significant shift from traditional project-based or subscription models [5][6]. - Zhao believes that the current AI landscape is filled with projects that address isolated issues, resulting in limited business value, and highlights Ant Digital's ability to provide end-to-end solutions [5][6]. Group 3: Web3 Focus - Ant Digital views Real World Assets (RWA) as a key breakthrough in the Web3 space, having completed its first RWA transaction in Hong Kong and expanding into various asset categories [6][8]. - The company has developed a comprehensive technical infrastructure for asset security, trustworthy on-chain processes, cross-chain circulation, and issuance, which lowers industry barriers and accelerates scalability [6][8]. - Ant Digital has over 6,000 blockchain patents and aims to leverage its blockchain technology to create a robust ecosystem, anticipating significant industry growth [6][8]. Group 4: Market Positioning - Ant Digital distinguishes itself from other fintech companies by focusing solely on technology services for enterprise digitalization, rather than providing financial services [10][11]. - The company has established a strong presence in the financial sector, serving 100% of state-owned banks and over 60% of local commercial banks, while also expanding into the renewable energy sector [13][19]. - Zhao emphasizes the importance of technology innovation, value creation for industries, and a cautious approach to innovation, avoiding speculative ventures that do not generate real value [12][14]. Group 5: Future Outlook - Ant Digital is positioned for significant growth in the next three to five years, with a focus on long-term investment in the enterprise service market [29]. - The company aims to redefine industry standards and practices in both AI and Web3, seeking to lead rather than follow in these transformative areas [6][21]. - Zhao expresses a commitment to becoming a respected technology company that drives industry advancement, with a focus on creating competitive products and services [26][29].