三维天地 20250829.docx AceCamp AI 2025-08-30 摘要 2025 年上半年，公司亏损同比收窄 12%，经营活动现金流量净额改善 35.65%，在手订单总额达 4.1 亿元，同比增长 24%，显示出良好的增 长势头。 公司 2025 年初发布 3DLink AI 应用开发平台，定位为企业智能化升级 的协作者，已向新老客户推广，AI 相关合同订单累计超 5,000 万元，预 示着 AI 业务的巨大潜力。 公司坚持 AI 赋能主营业务，与北京人形机器人创新中心合作研发具身智 能机器人，实现实验室自动化；推出数据要素交易运营平台，打造 NQI 可信数据空间，积极拓展海外市场。 公司专注于头部客户策略，拥有约 3,000 家实验室客户和 1,000 家数据 资产客户，通过集中资源推进新产品和解决方案，有效降低获客成本， 提高沟通效率。 公司数据资产管理平台在哲学社会科学领域与清华大学合作，进行数据 要素与人工智能试点示范；在企业端，通过"人工智能+供应链"提供 全面的健康评估。 Q&A 请介绍一下 3D 天地在 2025 年上半年的财务和业务表现，以及公司在研发和 战略方向上的最新进展。 ...

Summary of 3D TianDi Conference Call Company Overview - **Company**: 3D TianDi - **Industry Focus**: AI-driven digital management solutions, data asset ecology, and international market expansion [2][3] Key Points and Arguments Strategic Focus - **AI and Digital Management**: The company emphasizes AI applications and digital management solutions, integrating advanced technologies like AI, big data, and blockchain [2][4] - **RDA Exploration**: Actively exploring Real Data Assets (RDA) with a mature data asset platform and numerous blockchain patents [2][5] Product Development - **AI Products**: Launched products like ChatGPT and chatdoc in 2023, with over 20 AI applications adapted for clients in 2024 [4][5] - **Seven Link AI**: Released the Seven Link AI product and an integrated R&D platform to enhance research efficiency for pharmaceutical companies [2][5] Financial Performance - **Investment in R&D**: Increased R&D spending has led to slight losses, but a turning point is expected in 2025 with new business growth outpacing traditional sectors [3][17] - **Contract Value**: In the first half of 2025, contracts related to AI agents reached nearly 50 million yuan [16][17] Market Expansion - **International Presence**: Showcased products at international exhibitions in Japan and Malaysia, seeking partnerships and market expansion [5][21] - **Future Plans**: Plans to enter the European market in 2026, leveraging partnerships to overcome language and cultural barriers [21] Data Management and Compliance - **Data Trading Platform**: Launched a data trading operation platform focusing on data rights, secure development, and trusted circulation [8] - **Compliance Achievements**: Received certification for data rights authorization standards from the Ministry of Industry and Information Technology [7] Research and Development - **Collaborations**: Partnered with Tsinghua University for trustworthy data space construction, linking academic research data with public data [9] - **AI Integration**: AI technology is integrated into existing platforms, enhancing operational efficiency and user experience [23] Financial Health and Projections - **Accounts Receivable**: Improved collection efforts have led to a significant increase in cash flow, with expectations for substantial revenue growth by year-end [24][26] - **Long-term Outlook**: The company anticipates a positive shift in financial performance due to strategic investments and operational improvements [17][19] Additional Important Insights - **Employee Stock Reduction**: Recent shareholder reductions were primarily due to employee stock platforms, with minimal impact on stock prices [22] - **RPA Business Development**: Plans to connect domestic assets with Hong Kong financial markets through RDA technology [11][12] - **Client Engagement**: High client engagement in AI projects, with a focus on the pharmaceutical sector, demonstrating the technology's effectiveness [16][20]