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汤姆猫(300459) - 2024年5月20日投资者关系活动记录表
TomTom(SZ:300459)2024-05-20 10:37

Group 1: AI Business Progress - The company has developed the "Talking Tom AI Storytelling" product in collaboration with West Lake Xincheng, completing major functionality tests [3] - The overseas team is enhancing the gameplay and personalization of the AI mobile game "Talking Ben AI," collecting data for optimization [3] - The company is advancing the development of the AI children's companion robot, with plans for prototyping and testing after completing key functionalities [3] - The "Tom Cat Emotional Companion Model" is under further development, aimed at providing personalized and emotionally intelligent interactions [3] Group 2: Offline Theme Park Development - The company operates over 20 Tom Cat IP theme parks across key urban areas in China, utilizing a "self-operated + city partner" model [4] - The parks have received positive feedback, with two self-operated locations ranking in the top three for children's parks on Douyin in their respective regions [4] - New indoor theme parks have opened in cities like Lianyungang and Zhuhai, attracting significant family traffic, with some locations receiving over 2,000 family groups during peak periods [5] Group 3: Impact of GPT-4o - GPT-4o's integration of text, image, video, and voice processing aligns with the company's focus on emotional companionship in AI products [6] - The advancements in emotional interaction capabilities of models like GPT-4o will help accelerate the development of the company's AI emotional companion products [6] - The company is working with West Lake Xincheng to create a customized emotional companion model that enhances user interaction through personalized expressions [6] Group 4: Upcoming Game Products - The company has several new games in development, including "My Hank Dog: Island" and "KJ Cat's Enlightenment Paradise," with testing already underway [7] - The new generation of virtual pet games and interactive children's entertainment applications are set to launch, with some products already receiving approval for release [7] Group 5: AI Hardware Team and Development - The AI lab is led by a technical director with extensive experience in AIoT and over 30 IoT patents, focusing on the development of the AI children's companion robot [8] - The team is currently working on industrial design and embedded systems for the AI robot, with plans for prototyping and testing in the near future [8]