TANSUN(300872)2025-02-13 07:38Group 1: Company Overview - Tianyang Technology Co., Ltd. is involved in AI model research and development, with a focus on financial applications [1][3]. - The company has established a partnership with Hunan University to create a Financial Supercomputing Innovation Center, investing 40 million annually for a total of at least 200 million over five years [3]. Group 2: AI Model Development - The company is developing a multi-modal AI model named "TianCe," which will cover areas such as marketing, financial compliance, and risk management, with a launch planned for May 2024 [3]. - Tianyang Technology has initiated the development of a production-finance model and training system, with a focus on practical applications in the banking sector [3][4]. Group 3: Investor Engagement - An online investor meeting was held on February 12, 2025, with participation from various securities firms and investment management companies [2]. - Key executives, including the Senior Vice President and the Secretary of the Board, represented the company during the investor relations activity [2]. Group 4: Market Demand and Challenges - There is a cautious attitude among banks, particularly small and medium-sized city commercial banks, regarding the deployment of large models due to high computational requirements and data privacy concerns [6][7]. - The introduction of DeepSeek has reduced the dependency on computational power and addressed deployment challenges for smaller banks, making 2024 a potential year for increased adoption of large models in the financial sector [7]. Group 5: Revenue and Business Model - The integration of AI models into existing banking systems is expected to generate incremental revenue, particularly through enhanced credit reporting capabilities [7]. - The company is exploring SaaS models for its production-finance model, which could provide more flexibility and reduce localization issues for banks [4][5]. Group 6: Future Plans - Tianyang Technology plans to expand its talent pool in AI research and development, focusing on engineering teams to support the deployment of large models in collaboration with leading city commercial banks [7]. - The company aims to enhance its internal coding efficiency by transitioning from low-code to no-code platforms, improving the integration of business and technology [7].