Tianyu Group(SZ:002354)2022-12-12 11:43Group 1: Business Overview - Tianyu Digital Technology focuses on e-sports gaming and data traffic as its main business, leveraging core advantages in data, algorithms, and scenarios to advance its digital technology business [2] - As of the end of Q2 2022, the registered user count for Aisi Assistant exceeded 300 million, achieving its annual business goals by Q3 [2][4] - The company has launched its own beauty brand "Kouzhichu," enhancing business profits [2] Group 2: Virtual Human Business - The virtual human business model combines AI technology with a SaaS platform to provide virtual content production and live streaming solutions to B-end clients [3] - The virtual human "Tianyu" has nearly 4 million followers on Douyin and has successfully promoted various brands, including a notable increase in sales by 75% in November [3][4] - The company aims to expand its virtual human offerings to the consumer market and enhance its virtual human matrix for more commercial opportunities [3] Group 3: Game Business - The company's gaming revenue share has decreased due to the introduction of heavy games like "Fantasy Joy," prompting a shift towards lighter gaming experiences [3][4] - The company plans to optimize its gaming business structure and focus on building a comprehensive product matrix and event system [4] Group 4: Market Position and Competition - The company sees the increasing number of enterprises entering the virtual human market as a sign of its vast potential, promoting healthy competition that drives innovation and market expansion [4] - Aisi Assistant has established a strong competitive advantage, especially in the iOS market, and aims to further expand its market share [4] Group 5: Future Outlook - The company will continue to optimize its business structure and focus on new growth points in the digital economy, particularly in the beauty and virtual human sectors [5] - Plans include enhancing collaboration with brands and exploring new commercial scenarios to drive revenue growth [5]