Core Viewpoint - The article discusses the emergence of "Hey Tuya," an AI life assistant developed by Tuya Smart, which integrates software and hardware to create a seamless smart home experience, moving beyond simple command responses to proactive engagement in daily life [6][46]. Group 1: AI Life Assistant Features - "Hey Tuya" allows users to control smart home devices through a unified interface, enabling actions like adjusting lighting and temperature with simple voice commands [8][16]. - The assistant can manage home security by providing real-time updates and alerts, such as recognizing delivery personnel through camera feeds [23][24]. - It offers energy management solutions, allowing users to set automated energy-saving strategies for their devices [30][31]. Group 2: User Interaction and Personalization - The AI can create to-do lists and reminders based on natural language conversations, adapting to users' habits and schedules [32][35]. - "Hey Tuya" can simulate a user's voice in meetings, recording discussions and generating structured meeting notes [37][38]. - It provides nutritional analysis of meals through image recognition, helping users track their dietary habits [40][42]. Group 3: Technological Infrastructure - The underlying architecture of "Hey Tuya" is based on Tuya's Physical AI Engine (PAE), which enables real-time collaboration between AI and physical devices [46][47]. - PAE includes three core engines: Conversational AI Engine, Vision AI Engine, and IoT Intelligence Engine, facilitating complex interactions across various environments [50][51]. - The system employs a long-term memory mechanism to learn user preferences and behaviors over time, enhancing its responsiveness [53][54]. Group 4: Company Background and Market Position - Tuya Smart, founded in June 2014, has evolved from a device connectivity platform to a leading AI cloud service provider, focusing on AIoT integration [56][59]. - As of September 30, 2025, Tuya has over 1.622 million registered developers across more than 200 countries, showcasing its extensive global reach [60]. - The company's AIoT ecosystem encompasses over 3,000 product series across eight categories, positioning it as a key player in the smart home and IoT market [61][62].

涂鸦智能-W(02391)发布公告，于2025年12月30日斥资3.43万港元回购2000股。 ...

智通财经APP讯，涂鸦智能-W(02391)发布公告，于2025年12月30日斥资3.43万港元回购2000股。 ...

格隆汇12月30日丨涂鸦智能-W(02391.HK)公告，12月30日耗资3.4万港元回购2000股。 ...

FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 公司名稱： 塗鴉智能 呈交日期： 2025年12月30日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 不同投票權架構公司普通股 | | 股份類別 | A | | | 於香港聯交所上市 | 是 | | | | 證券代號 (如上市) | 02391 | 說明 | | | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | | | 庫存股份變動 | | | | ...

Core Insights - The article discusses the evolution of smart home technology, highlighting Tuya's transition from a behind-the-scenes technology provider to a key player in the Physical AI space with the launch of "Hey Tuya" [4][28]. Group 1: Hey Tuya's Role and Functionality - Hey Tuya serves as an AI life assistant that coordinates various agents and hardware, enabling smart devices to think, make decisions, and assist users in daily tasks [4][10]. - The system aims to transform the user experience from reactive to proactive, allowing for continuous learning and adaptation to family habits [18][30]. - Hey Tuya integrates long-term memory capabilities through its OmniMem engine, which manages both short-term and long-term memory, enhancing the system's understanding of user preferences over time [24]. Group 2: Technical Infrastructure - The foundation of Hey Tuya is the Physical AI Engine (PAE), which provides the necessary infrastructure for agents to operate effectively in physical spaces [22]. - PAE includes a real-time communication system (T-RTC) that ensures continuous connectivity between AI and devices, even in challenging network conditions [24]. - The Dynamic Orchestration Agent (DOA) within PAE allows for the orchestration of multiple agents, enabling complex interactions and task execution across devices [25]. Group 3: Market Implications - With the introduction of Hey Tuya, Tuya is positioned as a foundational infrastructure for AI in daily life, allowing developers to focus on product experience and innovation rather than underlying technology [29]. - The platform's ability to facilitate cross-device and cross-scenario collaboration among agents signifies a shift towards a more integrated smart home experience [30][31]. - The article suggests that as more devices and services connect to Hey Tuya, it will create a sustainable AI ecosystem that actively participates in managing and optimizing household tasks [31][32].

Group 1 - The core point of the article is that Tuya Smart (02391) announced the issuance of 56,300 shares under its 2015 equity incentive plan on December 29, 2025, for employees excluding directors [1] Group 2 - The shares are being issued as a result of employees exercising options or restricted stock units [1]

Core Viewpoint - Tuya Smart-W (02391) announced that on December 29, 2025, employees (excluding directors) will exercise options or restricted stock units under the 2015 equity incentive plan, resulting in the issuance of 56,300 shares [1] Group 1 - The announcement pertains to the exercise of options or restricted stock units by employees [1] - The total number of shares to be issued is 56,300 [1] - This action is part of the company's 2015 equity incentive plan [1]

FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 公司名稱： 塗鴉智能 呈交日期： 2025年12月29日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 不同投票權架構公司普通股 | 股份類別 A | | 於香港聯交所上市 | 是 | | | 證券代號 (如上市) | 02391 | 說明 | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | | 庫存股份變動 | | | | 事件 | | 已發行股份（不包括庫存股份）數 目 | 佔有關事件前的現有已發 行股份（不包括 ...

Core Insights - Tuya Inc. has launched a new AI assistant called Hey Tuya, which operates on a Multi-Agent collaborative architecture, enabling seamless integration and collaboration of various AI devices in different environments [1][2] - Hey Tuya is designed to function as a home security guardian, energy-saving expert, health coach, and office assistant, actively assisting users in their daily lives [1] - The assistant can be accessed through multiple devices, including the Tuya app, smart speakers, AI toys, and future wearable devices, allowing users to interact with it using the command "Hey Tuya" [1] Group 1 - Hey Tuya features short-term and long-term memory capabilities, learning and adapting to users' routines, preferences, and habits, thus providing personalized suggestions and automating device operations over time [1] - The core technology behind Hey Tuya is powered by Tuya's self-developed PAE system, which supports a global AI-Device Real-Time Network for low-latency and reliable communication [2] - The assistant will not only be available to consumers but also to global brand clients and developers, who can integrate Hey Tuya into their own AI hardware or develop it further [2] Group 2 - Tuya has seen significant engagement with its AI platform, with over 12,000 AI Agents developed by third-party developers and an impressive daily interaction volume of 155 million AI interactions globally [2] - The future development of Hey Tuya will incorporate user feedback and successful experiences to enhance the overall user experience [2]