把天娱数科披露的预告数据拆解成单季盈利情况来看，在今年一季度环比扭亏后，天娱数科第二季 度单季的净利润、单季扣非净利润预计均环比大幅增长，呈现出较好的持续增长态势。其中，第二季度 单季净利润预计环比增长243.51%至396.18%；第二季度扣非净利润预计环比增长190.91%至336.37%。 "天娱数科上半年业绩的积极变化，显示出公司在战略调整和业务优化方面取得的积极成效。经营 上体现在核心业务盈利能力提升、成本控制更加有效、数字经济和人工智能等新业务对公司的业绩贡献 不断增大。"科技部国家科技专家库专家周迪在接受《证券日报》记者采访时表示。 中国城市专家智库委员会常务副秘书长林先平认为，天娱数科在数据流量和人工智能等领域的布局 具有前瞻性。这些布局符合数字经济发展趋势，有望形成新的竞争优势。 转自：证券日报网 本报记者 李勇 天娱数字科技（大连）集团股份有限公司（以下简称"天娱数科"）7月11日晚间发布2025年半年度 业绩预告。经初步核算，天娱数科预计上半年实现归属于上市公司股东的净利润（以下简称"净利润"） 1800万元至2600万元，实现扣除非经常性损益后的净利润（以下简称"扣非净利润"）1600 ...

【口研报 ·公司】AI营销SaaS+具身智能"大小脑"开发 台,这家公司拥有超120万条3D数据与10万机器人任务训练 基于自研AI技术深度赋能各项业务;另有一家医疗器 械"芯片"零部件龙头 1、天娱数科 (002354) : ①国海证券杨仁文看好公司以自研智慧广告大模型为基座,以AIGC广告素材生成降本、以广告智能 投放揭质、以AI直播电商运营扩量，并构建了以数字人天好为代表的AI数字人IP矩阵，与国窖1573、杨国福等品牌达成合作; ② 公司着力推进具身智能通用平台Behavision的建设，打造通用的大脑+小脑开发平台，目前公司3D数据平台拥有超120万条3D数 据、50万条多模态数据，其中包含10万机器人任务训练数据：③2024年公司亏损同比大幅收窄，实现归母净利润-1.18亿元（20 23年为-10.87亿元)，2025Q1收入同比大幅增长，实现营收4.85亿元，同比增长31.15%，长期业绩有望迎来拐点；④杨仁文预 计公司2025-2027年公司营业收入为18.94/21.96/24.15亿元，归母净利润为0.45/0.52/0.62亿元，对应PS为6.17/5.33/4.84倍; ⑤ 风险提示： ...

Core Viewpoint - Tianyu Digital Science (002354) is experiencing performance improvement driven by AI technology after two years of goodwill impairment and long-term equity investment losses [1] Financial Performance - In Q1 2025, the company reported a net profit of 5.5 million yuan, achieving a turnaround from losses [1] - For the full year 2024, revenue was 1.579 billion yuan, with a net loss of 118 million yuan, significantly narrowing from a loss of 1.08 billion yuan in 2023, a reduction of 89.15% [1] - The company's gross profit margin has increased for three consecutive years, with a 4.32% year-on-year increase in the data traffic business margin, indicating improved cost control and operational efficiency [1] AI Contribution - AI technology has significantly contributed to business performance, with the AI marketing SaaS platform generating a large volume of AI scripts and short videos, and AI live interaction accounting for 82.49% of operations [1][2] - The AI marketing SaaS platform produced over 30,500 script materials, with more than 6,700 effective scripts generated by AI, representing 22.07% [2] - The platform also created 2.004 million short videos, with over 188,000 generated by AI, accounting for 9.4% [2] User Growth and Platform Development - The mobile application distribution PaaS had 336 million registered users by the end of last year, with an increase of approximately 24 million users year-on-year, and over 7,600 applications available on the platform [3] - The company is advancing the development of the embodied intelligence platform Behavision, which was showcased at CES 2025 [3] Cash Flow and Competitive Landscape - The company faced cash flow pressure, with a 6564.59% year-on-year decrease in net cash flow from operating activities in 2024, primarily due to unreceived payments from data traffic business [4] - However, Q1 2025 showed a 97.97% increase in net cash flow from operating activities, attributed to improved cash collection from accounts receivable [4] - In the AI marketing sector, the company competes with giants like Baidu, ByteDance, and BlueFocus (300058), but its AI model scale and data accumulation are relatively small, raising concerns about its competitive sustainability [4]