证券日报网讯三维天地10月21日在互动平台回答投资者提问时表示，按照公司规划，公司立足数据智能 应用的全链路全周期全生态，各业务板块具备全栈协同的生态效应：公司数据要素交易运营管理平台汇 聚数据资源，数据资产管理平台夯实数据根基，检验检测平台提供核心应用场景，SunwayLink智能体 实现智能驱动，机器人集群执行物理操作。各业务板块深度协同，构建覆盖数据"采、存、管、用、 易"全生命周期与检验检测全流程的闭环智能生态。 （文章来源：证券日报） ...

Core Insights - The company, Beijing Sanwei Tiandi Technology Co., Ltd., held an investor relations event on August 29, 2025, with participation from 12 institutions, including Dongwu Securities [1] Group 1: Business Performance - In the first half of 2025, the company achieved a main business revenue of 69.263 million yuan, representing a year-on-year growth of 4.60% [2] - The net profit attributable to shareholders was -60.577 million yuan, but the loss narrowed by 12.08% compared to the same period last year [2] - The total orders on hand amounted to 410.127 million yuan, an increase of 23.55% year-on-year [2] Group 2: Research and Development - The company launched the SunwayLink AI application development platform in early 2025, with AI-related contract orders exceeding 50 million yuan this year [2] - The company is developing intelligent inspection robots and exploring new business models in data asset management [2] Group 3: Market Strategy and Client Engagement - Approximately 35% of the company's revenue in the first half of 2025 came from central state-owned enterprises, reflecting a year-on-year increase of about 5% [3] - The company is set to host a data asset summit on October 30 in Shenzhen, aiming to attract high-tech clients and explore new market opportunities [3] - The company emphasizes innovation in various sectors, including supply chain optimization and pharmaceutical applications, leveraging its technological advantages [3]

Group 1: Business Overview - The company focuses on inspection and testing, data assets, supply chain, and intelligent agents, positioning itself as a leading provider of AI-driven digital management solutions [2][3]. - The SunwayLink AI platform integrates existing business systems to enhance operational efficiency and decision-making [3]. - The company has developed intelligent robots for inspection and testing, aiming for automation and precision in laboratory operations [3]. Group 2: Financial Performance - In the first half of 2025, the company achieved a main business revenue of 69.263 million CNY, a 4.60% increase year-on-year [4]. - The net profit attributable to shareholders was -60.577 million CNY, narrowing the loss by 12.08% compared to the previous year [4]. - The total cash flow from operating activities was -67.322 million CNY, a 35.65% improvement from the same period last year [4]. - The total orders on hand reached 410.127 million CNY, reflecting a 23.55% increase year-on-year [4]. Group 3: Research and Development - The SunwayLink AI application development platform was launched, with total AI-related contract orders exceeding 50 million CNY in 2025 [5]. - The company has over 3,000 laboratory clients and more than 1,000 quality data asset management clients [6]. Group 4: Market Position and Strategy - Approximately 35% of the company's revenue comes from central state-owned enterprise clients, marking a 5% increase year-on-year [9]. - The company is set to host a data asset management summit on October 30, 2025, aimed at exploring new paths for market-oriented data asset allocation [10]. - The company continuously enhances its product line to increase order value, focusing on customer needs and technological advancements [11][12].

Group 1: Background of Hainan Free Trade Port and Digital Economy Development - Hainan Free Trade Port is set to officially operate and expand its openness by 2025, with significant progress made by mid-2025, including a 28.75% year-on-year increase in cargo throughput at Yangpu Port and a 48% increase in foreign visitors [1] - The launch of the "International Data Comprehensive Service Zone" aims to facilitate cross-border data flow, aligning with the strategic goal of strengthening the digital economy [1] Group 2: Company Overview and Role in Hainan - Beijing Sanwei Tiandi Technology Co., Ltd. (Sanwei Tiandi) is positioned as a key player in Hainan's digital economy, leveraging its expertise in data asset management, AI applications, and quality infrastructure services [2] - The company has established a wholly-owned subsidiary in Hainan since 2019, focusing on cloud computing product development and providing information technology services to various local enterprises [2] Group 3: RDA and Cross-Border Data Assetization - Sanwei Tiandi's "Data Element Transaction Operation Management Platform" addresses compliance issues for cross-border data flow post-Hainan's closure, utilizing blockchain and IoT technologies to create tradable RDA asset units [3] - The company aims to support international data cooperation under a "negative list" framework for data export, providing services such as data packaging and certification for physical assets [3] Group 4: Financial Innovation and Industry Linkage - The "Quality Loan" model, successfully piloted in Guangxi, can be adapted to develop a "Free Trade Port Data Credit Model" for Hainan's key industries, such as biomedicine and high-end food processing [4] - This model integrates enterprise data to verify tax exemption qualifications and offers supply chain financial services to small and medium-sized foreign trade enterprises [4] Group 5: AI Agent (SunwayLink) and Smart Regulation - SunwayLink enhances regulatory efficiency by automating compliance checks and improving risk identification for smuggling and inspection processes, significantly reducing the time for generating health inspection reports [5][6] - The AI-powered tools assist small enterprises in tax classification and optimize international logistics by matching tariff benefits automatically [6] Group 6: NQI and Quality Data Ecosystem - Sanwei Tiandi's NQI platform aims to integrate fragmented quality resources in Hainan, establishing a comprehensive traceability system for various products to ensure regulatory safety [8] - The initiative supports the goal of achieving a 200 billion digital economy by transforming quality data into tradable assets and providing certification services for local agricultural products [9] Group 7: Future Pathways for Development - The company plans to participate in institutional innovation trials, converting regulatory frameworks into executable data verification algorithms to align with international standards [10] - Sanwei Tiandi aims to create a "zero-tariff product AI compliance engine" and develop a credit model for cross-border trade enterprises based on historical compliance data [11][12] - The successful implementation of these strategies positions Sanwei Tiandi as a critical enabler of Hainan's digital economy, contributing to the broader national data market reform [12]

Group 1: RDA Policy and Market Positioning - The company views the RDA (Real Data Assets) policy as a transformative opportunity, emphasizing the integration of real assets with data for enhanced verification and value addition [3] - RDA can accelerate the marketization and valuation of data elements, promoting the synergy between data and other factors, thus enhancing the efficiency of connecting physical assets with capital [3] - The company is a key player in the data asset management sector, having developed the first national standards for data rights authorization and received the DRCA certificate from the Ministry of Industry and Information Technology [4] Group 2: Technological Infrastructure and Services - The company launched a "Data Element Trading Operation Management Platform" in 2024, aimed at facilitating data rights confirmation and secure circulation [4] - The main product, "Data Asset Management Platform DAM V13," integrates various advanced technologies, providing essential services for RDA asset encapsulation and generation [4] - The AI platform SunwayLink enables businesses to build AI models without specialized knowledge, enhancing operational efficiency across various sectors [5] Group 3: AI Applications and Client Demand - SunwayLink has been integrated with major platforms, receiving positive feedback from clients, and is currently being promoted actively [6] - The AI agent is particularly beneficial in the pharmaceutical sector, streamlining processes such as literature review and data analysis, significantly reducing time from weeks to minutes [7][8] - The platform supports real-time quality compliance monitoring in production, drastically reducing audit preparation time from one month to two days [8] Group 4: International Expansion and Market Strategy - The company is actively exploring international markets, particularly in Asia, leveraging its strong technical foundation and experience [9] - Recent participation in major industry exhibitions in Japan and Malaysia has garnered significant interest in the company's digital services [9] Group 5: Shareholder Actions and Future Outlook - The company announced a share reduction plan, with specific shareholders reducing their stakes due to fund lifecycle considerations, amounting to a 1.07% reduction from venture capital firms and a 3% reduction from employee shareholding platforms [9] - The company emphasizes that this reduction does not involve any undisclosed significant information [9]

Core Viewpoint - The Shanghai Data Exchange's introduction of the RDA (Real Data Asset) paradigm represents a significant innovation in the valuation and circulation of data assets, leveraging blockchain technology for data rights confirmation and efficient flow, thus creating new financing channels for enterprises and promoting the marketization and capitalization of data elements [1][2]. Group 1: Company Positioning and Standards - Beijing Sanwei Tiandi Technology Co., Ltd. has been a key player in the data asset management sector since 2020, contributing to the development of national standards for data rights confirmation and authorization [1]. - The company received the first batch of DRCA certificates for compliance with data rights confirmation standards from the Ministry of Industry and Information Technology, enhancing its technical compliance and industry credibility [1]. Group 2: Platform Support and Ecosystem Development - The upcoming "Data Element Transaction Operation Management Platform" aims to facilitate data rights confirmation, secure development, and trustworthy circulation, addressing data barriers and ensuring traceable data transactions [2]. - This platform will serve various stakeholders, including data bureaus and transaction institutions, providing essential infrastructure for the assetization and elementization of public data [2]. Group 3: Technological Integration and Service Empowerment - Sanwei Tiandi's main product, the "Data Asset Management Platform DAM V13," integrates advanced technologies such as DeepSeek large models and blockchain patents, offering core infrastructure services for RDA asset packaging and generation [2]. - The company's comprehensive platform system and full-stack data asset toolchain position it as a foundational supporter in the construction of the RDA paradigm at the Shanghai Data Exchange, driving the transition from innovation to large-scale implementation [2].