Core Viewpoint - The company, Daily Interaction, reported a revenue of 218 million yuan for the first half of 2025, highlighting its commitment to embracing artificial intelligence technologies and the steady development of its data intelligence business, with expectations for scalable revenue in the coming year [1] Group 1: Business Performance - The company has maintained steady progress in its core business despite external market pressures, showcasing strong business resilience [2] - Developer services generated a revenue of 24.17 million yuan, reinforcing the company's leading position in the industry [2] - Commercial services achieved a revenue of 40.97 million yuan, while brand services contributed 8.46 million yuan, indicating positive growth potential [2] - Public services generated a revenue of 139 million yuan, focusing on mature products and actively exploring new intelligent products [2] Group 2: Investment in Artificial Intelligence - To capitalize on the opportunities presented by the AI wave, the company has increased its investment in artificial intelligence, establishing an AI division and appointing a Chief AI Officer [3] - Approximately 50 key personnel have been allocated to focus on AI product and project development [3] - The company has developed a series of AI products, including GAI OS, GAI Office, and GAI Store, and launched a high-end AI workstation [3] Group 3: Data Value Enhancement - The company is focusing on its "Data Station" strategy to facilitate the safe and efficient circulation of data among various stakeholders [4] - A nationwide "Hundred Cities, Hundred Scenarios" co-creation plan has been initiated, with successful implementations in multiple cities [4] - The company is actively exploring data asset securitization, having participated in the first approved data asset ABS product in July [4] - The company is committed to the "data + intelligence" development direction and plans to continue exploring AI, despite uncertainties in new product development [4]

Core Viewpoint - The company is focusing on expanding its data intelligence business into artificial intelligence, demonstrating resilience in its operations despite external market pressures [1][2][4]. Group 1: Financial Performance - The company reported a revenue of 218 million yuan during the reporting period, indicating steady growth in its main business [1]. - Revenue from data value extraction-related activities accounts for over 85% of total revenue, showcasing the company's strong position in the data intelligence sector [2]. Group 2: Artificial Intelligence Initiatives - The company has increased its investment in artificial intelligence, establishing an AI division and appointing a Chief AI Officer (CAIO) to lead efforts in product development and technological breakthroughs [3]. - The company has launched a series of AI products, including GAI OS, GAI Office, and GAI Store, and introduced a high-end model device called GAI Station for enterprise markets [3]. Group 3: Ecosystem Development - The company is extending its business from data intelligence (DI) to generative artificial intelligence (GAI), creating a comprehensive ecosystem through initiatives like the "Data Station" strategy and the "Hundred Cities, Hundred Scenarios" co-creation plan [4]. - The company is actively promoting AI co-creation models, combining its "data + intelligence" capabilities with partners across various industries to develop intelligent applications in specific verticals [4]. - The company anticipates that its investments in artificial intelligence will provide strong growth momentum in the long term, with new AI-related businesses expected to enter a promotional phase in the second half of the year [4].

今年公司重点推进「发数站」战略，联合多方启动「百城百场景」共创计划。「发数站」联接数据使用 方、数据提供方、数据服务方等主体，为多方数据的安全高效流通提供可信空间，「百城百场景」共创 计划目前已落地全国多个城市，不仅与海南共建国际发数站探索跨境数据合规流通;还在温州、济南打 造城市级数据智能基座，从而实现数据价值的融合开发创造。同时，每日互动积极推动AI共创模式的 发展，将自身「数据+智能」的能力与不同行业合作伙伴的业务能力相结合，共同生产出在垂直场景的 智能应用，形成人工智能繁荣生态。 展望未来，每日互动表示坚信「数据+智能」驱动产业的加速发展，会继续加大在人工智能领域的探索 力度。同时，公司表示，人工智能相关新业务一季度完成产品开发，二季度完成天使客户落地，下半年 将进入推广放量阶段。因此，在人工智能领域的投入，从长期看有望给公司带来增长的强劲动力。 据了解，每日互动今年增加了在人工智能领域的投入，年初公司正式成立人工智能事业部，新设首席 AI官(CAIO)，并抽调约50人骨干力量在人工智能领域进行专项攻坚，聚焦人工智能方向的产品研发和 技术突破。报告期内，每日互动初步完成了在人工智能领域从技术突破到商业 ...

Core Viewpoint - The company has demonstrated strong business resilience despite external market pressures, with a focus on data intelligence and artificial intelligence development. Group 1: Financial Performance - In the first half of 2025, the company achieved operating revenue of 218 million yuan, with over 85% of revenue coming from data value realization-related activities [1] - The company’s main business has shown steady growth, indicating a solid foundation in the data intelligence sector [1] Group 2: Business Development - The developer services segment continues to solidify its industry-leading position, supported by a large active user base [1] - The commercial services sector is stabilizing, with positive growth potential in both enhanced services and brand services [1] - The public services division is advancing mature products while actively exploring new intelligent products, engaging in co-creation with clients [1] Group 3: Artificial Intelligence Initiatives - The company has increased its investment in artificial intelligence, establishing an AI division and appointing a Chief AI Officer, with around 50 key personnel dedicated to AI product development and technological breakthroughs [2] - The company has launched the "GAI" series of intelligent products and introduced a high-end model device for enterprise markets, forming a closed-loop system [2] - The "Data Station" strategy aims to connect various stakeholders for secure and efficient data flow, with the "Hundred Cities, Hundred Scenarios" co-creation plan already implemented in multiple cities [2] Group 4: Future Outlook - The company is committed to accelerating industry development through "data + intelligence" and plans to increase exploration in the AI field [3] - New AI-related businesses are expected to enter a promotional phase in the second half of the year, following product development and initial customer engagement [3]

Core Insights - Daily Interaction (300766) launched a new operating system, GAI OS, and an AI office suite, GAI Office, aimed at vertical industries [1][2] - GAI OS integrates large model capabilities into the data governance process, enhancing knowledge graph construction and deep search efficiency [1] - The company is developing the MCP protocol with the China Academy of Information and Communications Technology to ensure data sovereignty for app developers [1] Group 1 - GAI OS features three breakthroughs: deep integration of large models, intent recognition technology, and a balance between security and capability openness [1] - CEO Fang Yi emphasized the need for an operating system for large models, which should lower technical barriers and safely unlock data value [1][2] - The company aims to create a knowledge-equal ecosystem through GAI Store, which aggregates various apps while ensuring data sovereignty [1] Group 2 - The strategic layout includes a three-tier product architecture: GAI OS for vertical model usability, GAI Office for practical AI applications, and GAI Store for scalable AI ecosystems [2] - The launch of the "Individual Knowledge Smart Workstation" (GAI Station) features a hybrid architecture of local and cloud models, processing sensitive data locally while accessing cloud-based large models [2] - GAI Station has been deployed in various sectors, including transportation, marketing, and traditional manufacturing [2]