本报讯 （记者矫月）2025年9月17日，国内网络可视化基础架构及嵌入式融合计算平台领军企业恒为科 技（603496）（上海）股份有限公司（以下简称"恒为科技"）发布公告称，公司正在筹划发行股份及支 付现金的方式购买上海数珩信息科技股份有限公司（以下简称"数珩科技"）75%股权，公司股票自当日 起进入停牌阶段。 有业内人士分析，此次交易将实现"网络可视化硬件龙头+企业级AI场景化专家"的强强联合，为人工智 能技术在产业端的深度落地构建从基础设施到应用场景的完整闭环。 成立于2017年的数珩科技，总部位于上海漕河泾开发区，是国内领先的企业级场景化AI解决方案服务 商。公司以"将GPT技术真正应用至企业业务场景"为核心使命，通过融合业务策略与可本地化部署的S- GPT AI引擎，已为快消、汽车、金融、教育和人力资源等行业的数十家品牌公司提供数字化转型服 务。 数珩科技的核心产品线已形成完整矩阵：在内容创作领域，其AIGC多模态模型在日化、家装等行业实 现"0人工修图"的广告级生图能力，并可直接将文字转化为企业宣传片及电影级短片；在智能交互领 域，实时响应集成服务机器人IRISBOT具备环境感知与实时交互能力，支持 ...

Core Insights - In Q2 2025, Huya reported total revenue of 1.57 billion yuan, showing both year-on-year and quarter-on-quarter growth, with live streaming revenue stabilizing at 1.15 billion yuan and non-live revenue increasing by 34.1% to 410 million yuan [1] - The company achieved operational profit breakeven under Non-GAAP, with a net profit of 47.5 million yuan attributed to Huya [1] - Monthly Active Users (MAU) reached approximately 160 million in Q2 2025, indicating a strong user base [1] Revenue Breakdown - Live streaming revenue accounted for a significant portion of total revenue, while non-live revenue's share increased to 26.4%, reflecting successful business transformation efforts [1] - The growth in non-live revenue was driven by game-related services, advertising, and other business segments [1] AI Strategy - Huya is heavily investing in its "AI+" strategy, focusing on applications in "AI+Live Streaming," "AI+IP," and "AI+Services" to create new business opportunities [1] - The company has developed industry-leading intelligent game analysis models and large language models, leveraging vast amounts of gaming data and live content [1] User Experience Enhancement - Huya is enhancing user experience through AI technology, addressing traditional live streaming challenges and diversifying content offerings [2] - The introduction of the AI esports entity "Hu Xiao Ai" during the "Huya League of Legends Legend Cup S3" significantly improved user interaction and engagement [2] New Consumption Scenarios - Huya is innovating in "AI+Services" and "AI+IP," successfully transitioning from software to hardware solutions [3] - The launch of the "Huya i Super Body," an AI training robot developed in collaboration with top esports team iG, exemplifies the integration of AI technology with gaming IP to create new consumer products [3] Future Outlook - Huya's co-CEO Huang Junhong emphasized the company's evolution from a live streaming platform to a comprehensive service provider for the gaming ecosystem, with plans to deepen industry partnerships and expand business boundaries [4] - The company aims to continue investing in overseas markets and AI initiatives to ensure sustainable long-term growth [4]