近年来，在公司管理层带领下，经过一系列深入实践，天娱数科在数字化、智能化、全球化方面取得了 重要成果。 中证报中证网讯(记者宋维东)天娱数科（002354）10月14日晚公告称，公司完成董事会换届，总经理贺 晗出任新一任董事长。值得一提的是，自年初提出"数字化、智能化、全球化"发展战略以来，天娱数科 把"数据要素×"与"人工智能+"结合，AI营销SaaS、移动应用分发PaaS和空间智能MaaS三个平台在技术 布局与业务拓展上持续深化，企业发展态势持续向好。今年上半年，公司营收同比增长29.64%，归母 净利润同比扭亏为盈。 公告资料显示，贺晗为山西省数字产业协会会长，现任天娱数科董事、总经理，子公司山西数据流量谷 运营管理有限公司董事长、北京智境云创科技有限公司董事长、ZEUS TECHNOLOGY(HK)LIMITED执 行董事、天娱数科人工智能技术(杭州)有限公司董事长。 数字化方面，天娱数科以"数据要素×"与"人工智能+"的融合路径，构建了从基础能力到场景应用的完整 体系，形成了"一基多模"技术架构，发展根基进一步稳固。其中，公司自研大模型加速迭代优化AI营销 平台，推动AI智能体从效率工具向智能协作助 ...

Core Insights - The company reported a significant improvement in its financial performance for the first half of 2025, achieving a revenue of 988 million yuan, a year-on-year increase of 29.64%, and a net profit of 23.62 million yuan, marking a turnaround from a loss of 6.68 million yuan in the previous year, with a growth rate of 453.67% [1][2][4] Revenue Breakdown - The data traffic business emerged as the core revenue driver, generating 967 million yuan, accounting for 97.93% of total revenue, with a year-on-year growth of 29.56% [2] - The esports gaming sector, while only contributing 2.01% to total revenue, saw a substantial growth of 57.04%, indicating early success in diversifying the business structure [2] Cash Flow and Regional Performance - The net cash flow from operating activities improved significantly to 88.02 million yuan, compared to a negative cash flow of 20.14 million yuan in the same period last year, reflecting a year-on-year growth of 537.05% [2] - Domestic revenue accounted for 98.72% of total income, while overseas revenue, although only 1.28%, grew by 186.84%, showcasing potential for international expansion [2] Business Platforms and AI Integration - The company has established three core business platforms: AI Marketing SaaS, Mobile Application Distribution PaaS, and Spatial Intelligence MaaS, which are strategically aligned to drive growth through AI and data [3][4] - The AI Marketing SaaS platform generated 208.5 million short videos, with AI-generated content accounting for 5.4%, and has been recognized for compliance and technological advancement [3][4] - The Mobile Application Distribution PaaS platform reached a total of 349 million registered users, maintaining stable monthly active users, and supports various applications across multiple sectors [3] Spatial Intelligence and Technological Advancements - The Spatial Intelligence MaaS platform has accumulated over 1.5 million sets of 3D data and 650,000 sets of multimodal data, with significant datasets registered at the Beijing International Big Data Exchange [4] - The company’s strategic focus on data traffic and AI has laid a solid foundation for future growth, particularly in cutting-edge fields such as AIGC and intelligent recommendation systems [4]

Core Insights - Tianyu Digital Technology (Dalian) Group Co., Ltd. reported significant improvements in both business scale and profitability for the first half of 2025, with revenue reaching 988 million yuan, a year-on-year increase of 29.64%, and a net profit of 23.62 million yuan, marking a return to profitability [1] - The company has effectively reduced costs and improved operational quality through AI-driven initiatives, achieving a second-quarter revenue of 503 million yuan, up 28.22% year-on-year and 3.71% quarter-on-quarter, with a net profit of 18.38 million yuan, a substantial increase of 250.62% quarter-on-quarter [1] - The company’s financial health has improved, with positive operating cash flow and enhanced operational stability [1] Business Performance - The three major business platforms of Tianyu Digital Technology have expanded significantly, with the AI marketing SaaS platform showing continuous revenue growth [2] - Data traffic business generated 967 million yuan in revenue, a year-on-year increase of 29.56%, with a gross margin of 21.70% [2] - The total registered users of the platform reached 349 million, maintaining an annual growth rate of 25 million users [2] - The company has registered over 1.5 million 3D data and 650,000 multimodal data sets, enhancing the quality and quantity of its spatial intelligence MaaS platform [2] Strategic Developments - The integration of AI technology with marketing services has allowed the company to provide comprehensive digital solutions for brand lifecycle management, establishing a complete business loop from traffic operation to product development [2] - The cross-border e-commerce business achieved a transaction volume of 130 million yuan, contributing significantly to the company's performance [2] - Experts have noted the forward-looking nature of the company's layout in data traffic and AI, indicating ongoing improvements in operational quality through business optimization and new field developments [3]

Group 1 - The company, Tianyu Digital Technology, reported a revenue of 485 million yuan in Q1 2025, representing a year-on-year growth of 31.15%, with a net profit of 5.5 million yuan after excluding non-recurring items [1] - The company anticipates a net profit of 18 to 26 million yuan for the first half of 2025, indicating a turnaround from previous losses [1] - Securities firms, including Galaxy Securities and Pacific Securities, have noted the scalability of Tianyu's "Data Valley Intelligence Cluster" model and the ongoing advancement of its "Embodied Intelligence" strategy, contributing to performance improvements [1] Group 2 - The company has established core barriers in the AI era through its AI marketing SaaS platform, mobile application distribution PaaS platform, and spatial intelligence MaaS platform [2] - The AI marketing SaaS platform generated over 6,700 effective scripts and 188,000 short videos in 2024, with AI live interaction accounting for 82.49% [2] - The mobile application distribution PaaS platform has surpassed 336 million registered users and has over 7,600 applications listed, achieving a user increase of 24 million in 2024 [2] - The spatial intelligence MaaS platform has collected over 1.2 million sets of 3D data and 500,000 sets of multimodal data, establishing a significant data resource advantage [2] Group 3 - The company has demonstrated a progression from reduced losses in 2024 to expected profitability in the first half of 2025, validating the "technology realization - performance realization" logic [3] - The convergence of technology, performance, and ecosystem positions Tianyu Digital Technology as a significant player in the artificial intelligence sector [3]