NETDRAGON (00777) takes EDA strategy towards the international stage, AI + dual-wheel drive NETDRAGON aims for a market value of billions.

Recently, the United Nations held a high-level expert group meeting on "Establishing STEM Education Online University or Equivalent Platforms for Least Developed Countries (LDCs)" at its headquarters in New York. Dr. Liu Dejian, the founder and chairman of NetDragon (00777), was invited to attend and proposed the development of innovative tools for "on-demand learning" based on the "AI + Education" model to promote global education equity and quality improvement. During the meeting, Dr. Liu Dejian used NetDragon's AI technology to present as DIGIHUMAN and delivered a keynote speech, followed by an 8-minute meeting summary video generated by AI production center. The demonstration of NetDragon's AI technology was highly recognized, marking its official presence on the international stage as an organization utilizing AI. Subsequently, on June 12th, NetDragon and the UNESCO International Centre for Higher Education Innovation (UNESCO-ICHEI) held a strategic cooperation signing ceremony. The two parties will engage in deep collaboration in areas such as smart classrooms, co-construction of AI courseware, micro-credential development, etc., to jointly promote the digital transformation of higher education in developing countries and contribute to achieving the UN's Education Agenda 2030. This signifies that under the leadership of Dr. Liu Dejian, NetDragon's cooperation with relevant UN agencies is deepening. Dr. Liu Dejian stated that in the future, NetDragon will provide high-quality educational content and immersive autonomous inquiry-based learning environment for global learners through the AI production center - the EDA Education Metaverse. This strategy will bring disruptive innovation to traditional teaching methods, attract millions of active users globally, and create significant commercial and social value through highly innovative community ecology. Dr. Liu Dejian previously developed two highly active online communities, 17173.com and 91 Wireless, in the desktop and mobile internet eras respectively, expressing confidence in creating another AI-era large-scale user community. Through the integration of AI into the gaming industry and the transformation of educational technology, NetDragon's AI+ strategy aligns with two major trends: the evolution of the gaming industry from entertainment consumption to digital twin infrastructure, and the shift of educational technology from tool attributes to carriers of cognitive revolution. This "dual-drive" ecological synergy may be the ultimate answer to navigating through cyclical fluctuations. The "rediscovery" of NetDragon's AI genes by the capital market may likely lead to a breakthrough in valuation. In the AI+ gaming field, before the global AI trend sparked by ChatGPT, NetDragon deeply integrated neural network algorithms into game NPCs behavior trees and educational content generation systems. At the 2024 performance conference, the company highlighted significant differences between traditional game experiences and future AI-era game experiences, indicating the development of a new era of open-world MMO centered around intelligent NPCs and active research in AI-generated games. The AI production center within NetDragon has brought cost reduction and efficiency enhancement benefits to its gaming business, with each game production stage experiencing a 30-60% efficiency improvement aided by AI, further promoting the transformation of its research and development personnel into "AI experts." In the AI+ education sector, NetDragon will utilize the AI production center as an "engine," high-quality educational content as "ammunition," and the EDA Education Metaverse platform as the "main battlefield" to provide global learners immersive disruptive experiences. The EDA platform will establish an innovative ecosystem based on blockchain technology to promote global user governance and create a decentralized learning community. Every participation and contribution in this community will be recorded, quantified, and transformed into verifiable digital assets, incentivizing continuous participation and growth of global education participants through a dual-track reward system combining digital assets and achievement badges. Apart from the EDA "main battlefield," NetDragon's solid AI+ education layout extends to other areas. Its independent overseas subsidiary, Mynd.ai, holds the world's largest installation of classroom technology brand Promethean and is positioned to develop into an entry-level platform for AI+ education content and software. The latest AI glasses released by its investment AR company, Rokid, not only achieve millimeter-level spatial positioning in classroom teaching scenarios but also pioneer a new paradigm of "Metaverse + vocational training." NetDragon's long-term AI technology deployment and outstanding demonstration at the United Nations high-level meeting have prompted institutional investors to reassess this veteran company using the AI unicorn valuation model. Currently, NetDragon's dynamic P/E ratio is trading at a discount of over 40% compared to the median of Hong Kong's technology sector, and its continuous high dividends since listing (2024 dividend yield is close to 9%) provide a valuation safety net. As the AI+ gaming strategy boosts profits and the blockchain ecosystem value of the EDA platform is released, NetDragon's overall market value is expected to target a trillion-yuan level, achieving sustained and steady growth in the mid to short term.