11月6日，天娱数科首席数据官吴邦毅博士受邀参与爱分析《对话首席》栏目，与爱分析合伙人兼首席 分析师李喆围绕具身智能规模化落地的核心挑战等问题展开深度对话。吴邦毅博士指出，跨越技术与应 用之间的鸿沟，关键在于坚定不移的"应用导向"理念，让技术真正下沉到场景中去解决实际问题。 一、以应用为导向，贯穿AI业务全链路 作为"人工智能的跋涉者"，天娱数科始终坚信AI价值终要体现在实际问题的解决上。这一理念已全面融 入公司的业务布局。基于自研的天星大模型、智者千问大模型及智慧广告大模型，公司构建了协同互驱 的模型矩阵，并以此为基础打造了AI营销SaaS、空间智能MaaS、移动应用分发PaaS三大核心业务平 台。通过将"应用导向"深度融入核心业务矩阵，天娱数科形成了"流量变增量、聚合促协同、智能提效 能"的高效运营模式，逐步实现数字场景与物理场景的全面覆盖。 AI营销SaaS平台以智慧广告大模型为核心，构建了"数据沉淀-模型迭代-场景落地"的完整闭环，推动AI 智能体从效率工具升级为智能协作助手。平台整合了AIGC素材生成、智能投放、AI直播电商转化等功 能，为互联网、保险、跨境电商、美妆等多个行业提供全链路营销服务。 ...

Core Viewpoint - The company, Tianyu Digital Technology, reported significant growth in its half-year results, driven by AI technology, with revenue reaching 988 million yuan, a year-on-year increase of 29.64%, and net profit soaring by 453.67% [2] Group 1: Financial Performance - Revenue for the first half of the year was 988 million yuan, reflecting a year-on-year growth of 29.64% [2] - Net profit increased dramatically by 453.67% compared to the previous year [2] Group 2: Technological Advancements - The company has made key advancements in "3D articulated data" technology, which enhances the ability of intelligent agents to understand object structures and dynamic relationships [2] - The 3D data platform has accumulated over 1.5 million 3D data entries and 650,000 multimodal data entries [2] - Five embodied intelligence datasets, including "6D motion capture long-range data" and "6D & video data for humanoid simulation," have been registered as data assets at the Beijing International Big Data Exchange [2] Group 3: Industry Recognition and Collaboration - Tianyu Digital Technology has received multiple authoritative certifications this year, including being listed in the "High-Quality Dataset Case" by Beijing and the "Large Model Supplier Directory" by the China Academy of Information and Communications Technology [3] - The company has been recognized as an innovative small and medium-sized enterprise in Beijing and has received funding support from the "Beijing Data Element Market Demonstration Reward" [3] - The company is establishing a growth paradigm of "technology-data-ecosystem" driven by AI, enhancing its business while contributing to the industry [3]

Group 1: Financial Performance - The company reported a revenue of 988 million yuan for the first half of 2025, representing a year-on-year growth of 29.64% [1] - The net profit attributable to shareholders reached 23.62 million yuan, a significant increase of 453.67% year-on-year [1] - The net profit after deducting non-recurring gains and losses was 21.23 million yuan, up 131.08% year-on-year [1] - Basic earnings per share stood at 0.01 yuan [1] Group 2: Business Strategy and Development - The company focuses on digitalization, intelligence, and globalization, integrating "data elements x" with "AI+" to develop multiple enterprise-level large models [2] - The company has established three major business platforms: AI marketing SaaS, mobile application distribution PaaS, and spatial intelligence MaaS, enhancing its capabilities in data analysis, model deployment, and scenario application [2] - As of the reporting period, the mobile application distribution PaaS platform had a total registered user base of 349 million, showcasing significant scale advantages [2] Group 3: Global Expansion and Market Presence - The company is actively pursuing global expansion while localizing its operations, leveraging the latest global technologies and local market advantages [3] - The gaming platform has successfully entered international markets, with 74 cooperative games and 9 self-developed games launched across 21 countries and regions [3] - The overseas mobile application distribution platform 3u tools has accumulated 53.98 million registered users, with an average of 2.44 million monthly active users during the reporting period [3] Group 4: Future Outlook and Innovation - The company aims to enhance its technical strength and market competitiveness through continuous R&D of core technologies [4] - It plans to expand business application scenarios and seek multi-channel business collaborations to promote diversified technology and application deployment [4] - The company will strengthen market research and customer demand analysis to optimize products and services, thereby improving market acceptance [4]

Group 1 - The 2025 Global Humanoid Robot Competition in Shenzhen showcased advanced capabilities such as precise obstacle avoidance, collaborative handling, and dynamic balance, indicating significant technological breakthroughs in the humanoid robotics field [1] - The CEO of Tianyu Digital Science, He Han, proposed a "three-stage theory" for humanoid robot development, outlining a progression from program-controlled demonstrations to imitation based on large models, and finally to an intelligent stage driven by vast 3D data [1] - Tianyu Digital Science is advancing its Behavision platform, which focuses on general embodied intelligence, through its self-developed "Wise Thousand Questions" model and a multi-modal perception hardware system, enhancing its capabilities in perception, reasoning, and execution [1] Group 2 - The company is building a multi-layered, multi-dimensional data ecosystem to accelerate an innovation loop of "technology research and development - data accumulation - scenario validation," with over 1.2 million 3D data points and 500,000 multi-modal data points [2] - The humanoid robotics industry is transitioning from concept to reality, with significant advancements in technology and collaboration among leading enterprises, marking a critical development phase [2] - Tianyu Digital Science is leveraging its "three-stage theory" to establish a solid foundation for future general scene applications, integrating spatial intelligence, 3D data, and cloud-edge computing capabilities to drive the deep integration of embodied intelligence and robotics [2]

Group 1 - The core point of the announcement is that the criminal detention of the company's director, Guo Baichun, is unrelated to the company and will not significantly impact its operations [1] - The company reported a forecasted net profit attributable to shareholders of between 18 million to 26 million yuan for the first half of 2025, marking a successful turnaround from losses in the same period last year [1] - The company has developed three enterprise-level large models that have been registered with the national generative artificial intelligence service, which are expected to enhance its capabilities in digital transformation across various industries [1] Group 2 - The company has made substantial progress in data accumulation, with its Behavision platform achieving over one million sets of 3D data and 350,000 sets of multimodal data, providing strong support for AI and humanoid robot technologies [2] - A strategic cooperation was established between the company's Shanxi Data Flow Valley and the Shanxi Data Trading Center to optimize data empowerment for the real economy, marking an important layout in the field of data element circulation [2]