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天娱数科(002354):数据要素价值持续释放 AI技术赋能营销服务和游戏研发

Tianyu Mathematics (002354): Continued release of value of data elements, AI technology empowers marketing services and game development

太平洋證券 ·  Oct 29, 2023 00:00

Events:

According to the third quarter report of 2023, the company achieved 1.357 billion yuan in revenue in the first three quarters, an increase of 3.53 percent over the same period last year, and its net profit was 13.57 million yuan, an increase of 150.06 percent over the same period last year.

Of this total, the revenue of Q3 in 2023 was 355 million yuan, down 22.67 percent from the same period last year, and the net profit returned to its mother was 1.06 million yuan, an increase of 109.62 percent over the same period last year.

The "Park + platform + Finance" model promotes the release of the value of data elements. Shanxi data flow Ecological Park, the first digital economic park characterized by data elements in the country, attracts digital economic enterprises in various regions to land and form a highland for the development of digital industry.

Relying on the scale effect of industrial clusters, we continue to introduce resources such as the industrial Internet platform, and at the same time, with the data resources accumulated by the digital platform, we innovate the credit evaluation system to provide support for enterprises to finance and obtain orders. The full-stack closed-loop system of "data elements + scenario applications + intelligent algorithms" built around the park will promote the continuous release of the value of data elements and promote the steady development of the company's data flow business.

AI technology helps to create full-link intelligent marketing services, optimize game research and development with the help of AI console, the company combines cross-scenario collaboration and modularization according to different application scenarios, and creates a variety of AI productivity tools. The use of AI technology to promote the transformation of digital marketing to intelligent marketing, covering all marketing links to form a full-link intelligent marketing service system. In addition, relying on the AIGC game interactive engine, optimize many links of game research and development, enhance the richness and interaction of game content, and provide new momentum for the development of the company's digital competitive business.

Earnings forecast, valuation and rating

We estimate that the company's operating income for 2023-25 will be 1.984 billion yuan, respectively, with a corresponding growth rate of 2.37%, 7.13%, 15.76%, 3548, 6839, and 89.37 million yuan, respectively, and a corresponding growth rate of 112.5%, 92.8%, 30.7%. The company's data flow business and digital sports business have developed rapidly, giving the company an "overweight" rating.

The translation is provided by third-party software.


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