2月27日晚间，天娱数字科技(大连)集团股份有限公司(以下简称"天娱数科（002354）")发布公告称，公 司第七届董事会第四次会议审议通过拟变更公司全称、注册地址并修订《公司章程》的议案，拟将公司 全称由"天娱数字科技(大连)集团股份有限公司"变更为"天娱数字科技集团股份有限公司"，同时，天娱 数科还拟对公司章程中的公司宗旨条款进行大幅修订，全面嵌入"数字化、智能化、全球化"战略内核。 "名称去地域化，摆脱区域标签束缚，适配全国布局与全球化拓展，方便跨境合作与品牌传播；公司宗 旨从聚焦文娱转向数字化、智能化、全球化，明确以数据流量为核心，对齐AI、数字营销、产业数字 化、跨境服务等当前主力业务，彻底弱化传统文娱属性；同时配套修订章程、规范治理表述，为全国化 与国际化运营扫清制度障碍。"北京科方得科技发展有限公司研究负责人张新原表示。 回溯发展历程，天娱数科已完成从传统文娱公司向数字科技企业的全面转型。2022年年初，天娱数科公 司名称由原来的"大连天神娱乐股份有限公司"变更为天娱数字科技(大连)集团股份有限公司，证券简称 由原来的"天神娱乐"变更为现在的"天娱数科"，初步确立了数字经济赛道。2025年初，天 ...

Core Viewpoint - Tianyu Digital Technology (Dalian) Group Co., Ltd. is expected to significantly reduce its net profit loss in 2025, driven by improvements in its AI-driven core business [1] Financial Performance - The company anticipates a net profit loss of between 41 million to 59 million yuan in 2025, representing a year-on-year reduction in loss of 49.98% to 65.24% [1] - The overall loss is attributed to the prudent decision to provision for impairment on certain underperforming investments, but the core business has achieved profitability when excluding these impairment factors [1] Business Development - Tianyu Digital has established a multi-faceted business structure focusing on AI applications, including AI marketing, embodied intelligence, AI electricity sales, and AI cross-border e-commerce [1] - The company’s AI marketing SaaS platform offers automated services across the entire advertising chain, helping brands establish strong recognition in a reshaped traffic landscape [2] - In the embodied intelligence sector, the BehavisionPro platform utilizes an innovative "Assets—Behavior—Client" (ABC) framework to address industry challenges in perception, decision-making, and execution [2] Data and Innovation - The BehavisionPro platform has accumulated over 1.5 million 3D data points and 650,000 multimodal data points, creating a rich data ecosystem [2] - The 3D articulated dataset has been recognized as a typical case of high-quality data in Beijing, providing a foundation for precise recognition and complex action generation [2] Market Expansion - Tianyu Digital positions itself as an "intelligent carbon service provider" in the energy sector, innovating the "AI electricity sales" model [2] - The company aims to leverage its validated domestic AI marketing and e-commerce capabilities to connect with local resources overseas, accelerating the commercialization of its core AI SaaS business in international markets [2]

Core Viewpoint - Tianyu Digital Technology (002354) anticipates a net profit loss of 41 million to 59 million yuan for 2025 due to asset impairment provisions related to underperforming subsidiaries, although its main business has achieved profitability [1] Group 1: Financial Performance - The company plans to recognize impairment losses on certain assets, leading to the projected net profit loss [1] - Excluding the impairment factors, the main business has already turned profitable [1] - The scale of losses is expected to significantly narrow compared to the previous year, indicating improving profitability and operational quality [1] Group 2: Strategic Focus - Tianyu Digital is committed to advancing its three strategic pillars: digitalization, intelligence, and globalization [1] - The positive shift in performance is primarily attributed to the company's deep focus on AI applications [1] Group 3: AI and Technology Development - The company has developed a comprehensive AI marketing ecosystem, including the Behavision spatial intelligence model, which has been officially registered for generative AI services [1] - Tianyu Digital has established a matrix of one general model and four vertical models, enhancing its capabilities in AI marketing, embodied intelligence, AI electricity sales, and AI cross-border e-commerce [1] Group 4: Industry Applications - In AI marketing, the company’s SaaS platform automates the entire service chain for various industries, including internet, beauty, and 3C [2] - The BehavisionPro platform addresses industry challenges with its innovative "Assets—Behavior—Client" (ABC) architecture, accumulating over 150,000 3D data points and 650,000 multimodal data points [2] Group 5: Global Expansion - In November 2025, Tianyu Digital formed a strategic partnership with Seahub in Malaysia to commercialize its AI marketing and e-commerce capabilities in overseas markets [3] - The company aims to integrate its technological capabilities with diverse industry scenarios, enhancing its complete ecosystem from technology foundation to business closure [3]

Group 1 - The U.S. is accelerating its layout in the robotics industry, with government signals indicating a strong push for development following the AI development plan released by the Trump administration [1] - The global humanoid robot market is expected to reach $38 billion by 2035, with financing in this sector projected to double to $2.3 billion by 2025 compared to 2024 [1] - Discussions around the "embodied intelligence bubble theory" have emerged, highlighting the need to balance speed and potential market bubbles in the development of cutting-edge industries [1] Group 2 - The National Development and Reform Commission (NDRC) is conducting in-depth research to promote the healthy and standardized development of the embodied intelligence industry, focusing on policy guidance and technological breakthroughs [2] - The healthy development of the robotics industry relies on the collaborative innovation of hardware and software, with hardware focusing on physical structures and sensors, while software emphasizes the development of perception, decision-making, and control capabilities [2] - The NDRC aims to establish industry standards and evaluation systems, improve market competition, and support key technology breakthroughs to address industry bottlenecks [2] Group 3 - Tianyu Digital Technology Group is addressing common issues in the development of embodied intelligence, such as the lack of a universal platform and high-quality 3D datasets [3] - The company is actively developing an open and universal intelligent platform, BehavisionPro, which integrates data, decision-making, and execution across three main components [3] - By creating a standardized and open software platform, Tianyu Digital aims to reduce redundant R&D costs and accelerate the application of robotics technology in real-world scenarios [3]

Core Insights - The integration of technology and culture is reshaping the cultural industry, with significant opportunities arising from advancements in AI, AR/VR, and digital content production [1] - The 2025 Guangdong-Hong Kong-Macao Greater Bay Area Cultural Industry Investment Conference highlighted discussions on how technology can empower the cultural sector [1] Group 1: Technology and Cultural Integration - The recent National Games showcased the effective use of AI, robotics, and LED technology, marking a shift from traditional large-scale events to more innovative presentations [3] - 4K Garden, a company focused on ultra-high-definition technology, has leveraged AI to enhance video production, resulting in profitable projects such as AI-driven video ringtones and KTV services [3][4] - AI technology has significantly reduced production costs and improved quality in video creation, with 1080P footage enhanced to near 4K quality through AI [4] Group 2: Business Applications of AI - Find Steel Group has invested heavily in AI, with 50% of its R&D focused on developing intelligent systems that automate pricing and logistics, resulting in a revenue boost of 100 million yuan [5] - The company has also recognized the cultural synergies in its overseas operations, particularly in regions like the Middle East and Southeast Asia, where technology can enhance traditional cultural exchanges [5] Group 3: Cultural Innovation and Digital Assets - Shanxi Gifts has transitioned from traditional artifact preservation to creating digital cultural products, exemplified by its involvement in the globally popular game "Black Myth: Wukong" [6] - The company has successfully implemented digital cultural projects with government support, further stimulating the local tourism market [6] Group 4: Data and AI Development - Tianyu Data Science has developed a space intelligence platform, BehavisionPro, which utilizes extensive 3D and multimodal data to enhance robotic capabilities [7][8] - The importance of data in AI development was emphasized, with legal considerations regarding data sourcing highlighted as critical for model training [8][9] Group 5: Future Breakthroughs in Cultural Technology - The key to future breakthroughs in cultural and technological integration lies in nurturing young entrepreneurs who are passionate about innovation [10] - The dual advancement of software and hardware is essential, with expectations for significant progress in VR and AR technologies within the next three to five years [11] - The need for interdisciplinary talent that combines cultural insight with technological understanding was identified as crucial for driving future innovations [11]