Summary of Key Points from the Conference Call Company Overview - The company discussed is "3D Tian Di" (三维天地), which operates in the AI and data management sector, focusing on intelligent solutions for enterprises. Financial Performance - In the first half of 2025, the company reported a revenue of approximately 70 million yuan, representing a year-on-year growth of about 5% [2] - The net loss narrowed by 12% compared to the same period last year, with net cash flow from operating activities improving by 35.65% to -67 million yuan [2] - The total order backlog reached 410 million yuan, showing a year-on-year increase of 24% [2] AI and Product Development - The company launched the 3DLink AI application development platform aimed at facilitating enterprise intelligence upgrades, which includes capabilities for AI application development, knowledge management, and plugin management [2] - AI-related contract orders have accumulated to over 50 million yuan, indicating significant potential in the AI business [2] - The company is focusing on head clients, with approximately 3,000 laboratory clients and nearly 1,000 data asset clients, which helps in reducing customer acquisition costs and improving communication efficiency [4] Strategic Partnerships and Innovations - Collaboration with the Beijing Humanoid Robot Innovation Center aims to develop embodied intelligent robots for laboratory automation [2] - The company is also working on a data element trading operation platform and creating a trustworthy data space (NQI) [3] - In the pharmaceutical health sector, the company provides support for drug analysis and has launched solutions for AI model applications and medical device data cleaning [7] Market Opportunities - The revenue share from central state-owned enterprises has increased to 35%-36%, confirming the strategy to prioritize AI business with these large institutions [14] - The company sees potential in the ASEAN market, particularly in Malaysia and Indonesia, due to a favorable attitude towards Chinese software products [15] Future Outlook - The intelligent agent business is expected to see a gradual increase in gross margins as experience from initial projects can be replicated [8] - The company anticipates more contract verifications in the second half of 2025, which will provide clearer insights into AI-related revenue [10] - The company is preparing to host a data asset forum in Shenzhen, targeting high-tech enterprises, which is expected to enhance product promotion and customer engagement [16] Key Innovations and Applications - The data asset management platform has been piloted in collaboration with Tsinghua University in the field of philosophy and social sciences [5] - The company is developing new functionalities in supply chain collaboration and has established a knowledge system in the pharmaceutical inspection field [19][20] Conclusion - 3D Tian Di is strategically positioned to leverage its AI capabilities and partnerships to enhance its market presence and financial performance, with a strong focus on central state-owned enterprises and international expansion in the ASEAN region.

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]