Group 1 - Tianyu Digital Technology (002354) has officially reached a strategic cooperation with Seahub, focusing on cross-border e-commerce and localized marketing services, leveraging AI technology and local resources to create an efficient service system for global brands [1] - Seahub is recognized as an official service provider for TikTok Shop and a core partner for Shopee Live, having successfully provided comprehensive services for over a hundred international and regional brand clients in the Southeast Asian market [1] - Tianyu Digital Technology emphasizes a core strategy of "digitalization, intelligence, and globalization," continuously promoting the practical application of AI and global layout, supported by various AI models and algorithms [1] Group 2 - The cooperation marks a key advancement in Tianyu Digital Technology's globalization strategy, transitioning from "APP going overseas" to "capability going overseas," aiming to convert China's AI technology and marketing experience into sustainable business models [2] - Seahub's management expresses confidence in enhancing localized service quality in Southeast Asia by combining Tianyu Digital Technology's AI capabilities with local e-commerce insights [2] - Tianyu Digital Technology's leadership reiterates the commitment to integrating cutting-edge global technology with practical AI experience to drive global resource allocation and sustainable growth for enterprises [2]

Core Insights - The core viewpoint emphasizes the importance of an "application-oriented" approach to bridge the gap between technology and its practical applications, ensuring that AI solutions address real-world problems [1][5]. Group 1: Application-Oriented AI Business - The company integrates the "application-oriented" philosophy throughout its AI business, focusing on solving actual problems [2]. - It has developed a model matrix consisting of self-developed models, including Tianxing and Zhizhe Qianwen, to support three core business platforms: AI Marketing SaaS, Spatial Intelligence MaaS, and Mobile Application Distribution PaaS [2]. - The AI Marketing SaaS platform has achieved a 150% increase in operational efficiency for tourism clients, with AI customer service response and accuracy rates reaching 99% [2]. Group 2: ABC Framework for Embodied Intelligence - The BehavisionPro Spatial Intelligence MaaS platform utilizes the ABC (Assets-Behavior-Client) framework to address challenges in embodied intelligence, such as perception, decision-making, and execution [3][4]. - The platform has built a comprehensive multimodal data system, accumulating over 150,000 3D data entries and 650,000 multimodal data entries, with its 3D articulated dataset ranking high on global download charts [3][4]. - The platform enhances robots' logical reasoning and dynamic response capabilities through the Zhizhe Qianwen model, facilitating efficient task planning and execution [4]. Group 3: Long-Term Viability of AI Solutions - The dialogue highlights that AI solutions must effectively solve real-world problems to ensure long-term viability, with the company adopting a solid path that focuses on real scene demands and high-quality data [5][6]. - The company believes that technological innovation must ultimately return to the ability to address industry-specific challenges, reinforcing the value of technology in practical applications [6].

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]