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调研速递|三维天地接受东吴证券等12家机构调研,上半年在手订单超4亿元
Xin Lang Zheng Quan· 2025-08-31 10:46
2025年8月29日16:00 - 17:00,北京三维天地科技股份有限公司通过进门财经以线上形式开展投资者关系 活动,接受了东吴证券张文佳等12家机构的特定对象调研与分析师会议。上市公司接待人员包括董事 长、总经理金震,董事、副总经理、财务总监王兆君,董事会秘书彭微以及证券事务代表刘上嘉。 上半年经营情况亮点多 2025年上半年,三维天地在主营业务、经营业绩及研发方面均有表现。 主营业务上,公司持续专注于检验检测、数据资产等研发与服务,作为国内领先的全链数智化管理与全 栈数据要素生态软件开发服务商,AI全面赋能业务。其SunwayLink AI智能体应用平台打造智能体集 群,还在研发推广检验检测具身智能机器人。数据资产业务端,公司探索新业务模式,推出数据要素交 易运营管理平台等产品,并积极开拓海外市场,核心产品亮相日本与马来西亚展会,推进合作协议签 订。 经营业绩方面,上半年实现主营业务收入6926.30万元,同比增长4.60%;主营业务成本及销管研费用有 不同程度减少。虽受项目验收季节性影响,归属于上市公司股东净利润总额为 -6057.69万元,但亏损较 去年同期收窄12.08%;经营活动现金流量净额 - ...
三维天地(301159) - 2025年8月29日投资者关系活动记录表[2025-003]
2025-08-31 09:52
证券代码:301159 证券简称:三维天地 北京三维天地科技股份有限公司 投资者关系活动记录表 编号:2025-003 投资者关系活动类别 特定对象调研 分析师会议 ☐ 媒体采访 ☐ 业绩说明会 ☐ 新闻发布会 ☐ 路演活动 ☐ 现场参观 ☐ 其他(请文字说明其他活动内容) 参与单位名称及人员姓名 东吴证券 张文佳;中邮证券 常雨婷;国金证券 孟灿;循远资产管 理(上海)有限公司 田超平;浙商证券 郑毅;国投证券 杨楠;中邮 证券 孙业亮;国金证券 黄敏;方正证券 刘雄;广州瑞民投资管理 有限公司 黄鹏;中泰证券 何柄谕;开源证券 陈宝健。 时间 2025年08月29日 16:00-17:00 地点 进门财经(线上)。 上市公司接待人员姓名 董事长、总经理 金震 董事、副总经理、财务总监 王兆君 董事会秘书 彭微 证券事务代表 刘上嘉 投资者关系活动主要内容 介绍 一、公司2025年上半年经营情况 1、主营业务方面: 公司继续专注于检验检测、数据资产、供应链、智能体等研发与服 务,是国内领先的全链数智化管理与全栈数据要素生态软件开发服 务商,致力于为国内外客户提供AI驱动的数智化管理综合解决方案。 具体情况如 ...
不止于RDA,三维天地对海南自由贸易港建设的贡献展望
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]
三维天地(301159) - 2025年7月18日-7月20日投资者关系活动记录表[2025-002]
2025-07-20 12:10
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]
三维天地:赋能RDA新范式建设的潜在核心力量
Jin Tou Wang· 2025-07-18 04:20
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].