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June 28, Day 49!

Tomorrow's plan; $Tianyu Digital Technology (sz002354)$ The company's 2025 revenue increased by 31.57% year-on-year, and its 2026 Q1 net profit attributable to the parent company surged 476.94% year-on-year. Operating cash flow also turned from negative to positive, indicating improving operating quality. AI tools implementation: Its AI video platform CineART has been integrated with ByteDance's Doubao large model. In 2025, over 125k AI-generated videos were produced, significantly reducing costs and improving efficiency. AI distribution gateway positioning: Its "Aisi Assistant" has a total of 362 million registered users and has listed leading applications such as DeepSeek and Kimi, making it a scarce traffic entry point. Emerging business reserves: Smart energy has signed up over 500 users; the Spatial Intelligence MaaS platform has accumulated over 1.5 million 3D data entries, providing long-term imagination space. $Taiji Industry (sh600667)$ Semiconductor packaging and testing positioned at the AI trend: Its subsidiaries Haitai Semiconductor (a joint venture with SK Hynix) and Taiji Semiconductor focus on memory chip packaging and testing. AI drives explosive demand for memory, considered the core growth driver by the market. Leading position in engineering services: Its subsidiary Eleven Technology is a domestic leader in semiconductor cleanroom construction, holding large orders, providing a performance foundation. In 2025, engineering EPC revenue accounted for 76.47% of total revenue. State-owned enterprise + shareholder returns: Backed by Wuxi state-owned capital, in 2025 it completed over 100 million yuan in share buybacks and cancellations, and distributed about 200 million yuan in cash dividends.

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