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汤姆猫(300459) - 2025年2月10日-2月14日投资者关系活动记录表
300459Tom(300459)2025-02-16 13:20

Group 1: Product Overview - The Tom Cat AI emotional companion robot utilizes a MOE (Mixture of Experts) architecture and a custom "Tom Cat emotional companion vertical model" to enhance intent recognition, response speed, and mathematical capabilities [3] - The product was launched in December 2024 and has received positive sales feedback across platforms like Douyin, WeChat, JD, and Taobao [4] - The robot's design incorporates food-grade silicone and features multiple interactive functions, including voice interaction, touch sensing, and long-term memory, catering to users of all ages [6] Group 2: Competitive Advantages - The product leverages the Tom Cat family IP, which has a large global fan base, enhancing its market appeal [5] - A dedicated emotional companion model has been developed, focusing on the unique voice and persona of the Tom Cat character, ensuring a personalized user experience [5] - The robot's hardware design includes advanced sensors and actuators, providing a human-like interaction experience [6] Group 3: Future Development Plans - Continuous iterations and optimizations of the AI robot are planned, including enhanced interaction methods and software updates [7] - The company aims to expand its product line by introducing various AI robots based on different IP characters from the Tom Cat family, catering to diverse user preferences [7] - A range of new emotional companion products with different shapes, IP images, and price points is in the pipeline to meet various user needs [8] Group 4: Advertising Business Model - The company collaborates with major advertising service providers like Google, Meta, and ByteDance to leverage its large user base for advertising revenue [9] - An in-house ad control platform, Mediation, optimizes ad delivery through a hybrid bidding model, ensuring high ad monetization efficiency [9]