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广联达(002410) - 002410广联达投资者关系管理信息20250826
2025-08-26 11:22
Financial Performance - In the first half of 2025, the company achieved operating revenue of 2.784 billion yuan, a year-on-year decrease of 5.23% [1] - Net profit attributable to shareholders reached 237 million yuan, reflecting a year-on-year growth of 23.65% [2] - Operating costs decreased by 13.14%, while sales expenses increased by 3.78% [7] - Management expenses decreased by 13.11%, and financial expenses saw a significant reduction of 32.95% [8] Business Segments AI Development - The company initiated its AI research in 2015 and launched an "All in AI" strategy in 2023, establishing a comprehensive AI system [2] - AI applications contributed over 40 million yuan in contracts in the first half of 2025, surpassing the total for the previous year [2] Infrastructure Business - The infrastructure sector has shown steady growth, with significant investments in water conservancy and electricity [3] - The company has developed a complete product system covering the entire process of design, cost, and construction [3] Overseas Business - Revenue from overseas operations reached 116 million yuan, a year-on-year increase of 9.62% [4] - The second quarter saw a revenue of 64.75 million yuan, marking a 21.62% year-on-year growth [4] Digital Cost Business - Revenue in the digital cost sector was 2.286 billion yuan, a decrease of 7.06% [4] - The decline was attributed to reduced income from previously signed cloud contracts and a focus on product value upgrades [4] Digital Construction Business - Revenue in this segment was 312 million yuan, an increase of 8.21%, with a gross margin improvement to 52.01% [5] - The company is shifting towards standardized project-level products to enhance profitability [5] Digital Design Business - Revenue from digital design was 31 million yuan, a decrease of 13.11% [5] - The focus is on improving customer engagement and establishing benchmarks for future growth [5] Market Outlook - The company anticipates continued investment in urban renewal, municipal pipelines, and infrastructure projects [6] - Plans include accelerating AI product commercialization and expanding infrastructure business [6] Cost Management - The company has implemented strict cost control measures, resulting in a decrease in overall expenses [11] - Management expenses were reduced through personnel optimization and resource sharing [11] Future Strategies - The company aims to leverage new policy opportunities from upcoming regulations to enhance market share [12] - Focus on expanding AI capabilities and exploring new business opportunities in overseas markets [12]
广联达(002410):2025年半年报点评:利润端继续修复,全面拥抱AI
Western Securities· 2025-08-26 11:22
Investment Rating - The investment rating for the company is "Buy" [5] Core Views - The company reported a main business revenue of 2.784 billion yuan in the first half of 2025, a year-on-year decrease of 5.2%, while the net profit attributable to shareholders increased by 23.7% to 237 million yuan [1][5] - Profitability improved due to effective cost and expense management, with an overall gross margin of 87.8%, up 1.1 percentage points year-on-year [1] - The digital cost business generated revenue of 2.286 billion yuan, down 7.1% year-on-year, but the decline in new cloud contracts has narrowed significantly in Q2 [1] - The digital construction business achieved revenue of 312 million yuan, growing 8.2% year-on-year, with a notable 19.5% growth in Q2 [2] - The company is fully embracing AI, with over 40 million yuan in contracts directly attributed to AI, and has developed over 80 AI products [2] Financial Forecasts - Expected revenues for 2025-2027 are 6.252 billion yuan, 6.447 billion yuan, and 6.671 billion yuan respectively, with net profits projected at 480 million yuan, 577 million yuan, and 660 million yuan [2][3] - The company anticipates a significant recovery in profitability, with net profit growth rates of 91.5% in 2025 and 20.2% in 2026 [3][10]
广联达(002410)8月25日主力资金净流出4309.55万元
Sou Hu Cai Jing· 2025-08-26 09:52
广联达最新一期业绩显示,截至2025中报,公司营业总收入28.00亿元、同比减少5.37%,归属净利润 2.37亿元,同比增长23.65%,扣非净利润2.14亿元,同比增长22.67%,流动比率1.256、速动比率 1.237、资产负债率35.97%。 天眼查商业履历信息显示,广联达科技股份有限公司,成立于1998年,位于北京市,是一家以从事软件 和信息技术服务业为主的企业。企业注册资本166486.9506万人民币,实缴资本6730万人民币。公司法 定代表人为袁正刚。 金融界消息 截至2025年8月25日收盘,广联达(002410)报收于13.96元,上涨0.87%,换手率3.37%, 成交量53.54万手,成交金额7.45亿元。 资金流向方面,今日主力资金净流出4309.55万元,占比成交额5.79%。其中,超大单净流入1760.80万 元、占成交额2.36%,大单净流出6070.35万元、占成交额8.15%,中单净流出流出935.78万元、占成交 额1.26%,小单净流入5245.33万元、占成交额7.04%。 通过天眼查大数据分析,广联达科技股份有限公司共对外投资了46家企业,参与招投标项目5000次 ...
广联达(002410):公司信息更新报告:经营指标全面改善,AI持续赋能产品升级
KAIYUAN SECURITIES· 2025-08-26 05:12
计算机/软件开发 广联达(002410.SZ) 2025 年 08 月 26 日 投资评级:买入(维持) | 日期 | 2025/8/25 | | --- | --- | | 当前股价(元) | 13.96 | | 一年最高最低(元) | 16.25/8.81 | | 总市值(亿元) | 230.61 | | 流通市值(亿元) | 221.70 | | 总股本(亿股) | 16.52 | | 流通股本(亿股) | 15.88 | | 近 3 个月换手率(%) | 114.3 | 股价走势图 -20% 0% 20% 40% 60% 80% 2024-08 2024-12 2025-04 广联达 沪深300 数据来源:聚源 相关研究报告 《Q4 业绩增速向好,成本费用管控成 效显著 — 公 司 信 息 更 新 报 告 》 -2025.3.27 《降本控费成效显现,数字成本业务 稳 健 发 展 — 公 司 信 息 更 新 报 告 》 -2024.8.25 陈宝健(分析师) 刘逍遥(分析师) chenbaojian@kysec.cn 证书编号:S0790520080001 建筑信息化龙头,维持"买入"评级 我们维持公 ...
数博会即将举办!聚焦数据安全领域的大数据产业ETF(516700)盘中上探1.27%,拓维信息、天融信涨停
Xin Lang Ji Jin· 2025-08-26 05:05
Group 1 - The core viewpoint of the news highlights the active performance of the big data industry, particularly in the data security sector, driven by the upcoming China International Big Data Industry Expo [1][3] - The China International Big Data Industry Expo will take place from August 28 to 30, featuring 375 companies including major players like Huawei and Baidu, showcasing advancements in digital infrastructure, AI models, data security, and smart terminals [3] - The big data industry is characterized by its large capacity, diverse types, rapid speed, high precision, and significant value, serving as a crucial driver for new industrialization [3] Group 2 - The Chinese government has implemented several policies to support the development of the big data industry, including the "14th Five-Year" plans and the "Data Element x" three-year action plan, providing strong policy backing for growth [3] - According to research from the National Data Development Research Institute, the number of data enterprises in China is expected to exceed 400,000 by 2024, with the industry scale reaching 5.86 trillion yuan, representing a 117% increase from the end of the 13th Five-Year Plan [3] - Long-term growth in the big data sector is anticipated, with significant improvements in model computing power and algorithm capabilities, addressing the challenges of high-quality data supply [4] Group 3 - The focus on data security within the big data industry ETF (516700) is emphasized, which tracks the CSI Big Data Industry Index and invests heavily in sectors like data centers and cloud computing [5] - Key stocks in the ETF include leading companies such as Inspur Information and China Software, with a positive outlook for investments in technology self-reliance [5] - The article suggests that the current environment is conducive for breakthroughs in new productive forces, driven by top-level design for digital China and accelerated domestic substitution processes [5]
AI赋能业务转型 广联达上半年净利润同比增长23.65%
Core Viewpoint - Guanglianda Technology Co., Ltd. has shown significant improvement in key operational metrics, including net profit, gross margin, cash flow, and asset turnover efficiency in the first half of 2025, driven by strategic adjustments and AI integration [1][2][3][4]. Financial Performance - The company reported a net profit of 237 million yuan, representing a year-on-year increase of 23.65% [1]. - Gross margin improved by 1.11 percentage points to 87.79% due to a strategic shift in product mix, focusing on core high-margin products [1]. - Cash received from sales increased by 162 million yuan year-on-year, with a 19% reduction in net cash outflow from operating activities [1]. - Accounts receivable decreased by 231 million yuan compared to the same period last year, indicating improved cash flow management [1]. AI Integration and Product Development - The company has embraced AI across multiple product areas, achieving significant results in design integration, cost precision, and construction refinement [2]. - AI-driven contracts exceeded 40 million yuan, contributing to revenue growth and enhancing product competitiveness [2]. - The AI and BIM technology integration in the road quantity calculation product led to a 68.49% year-on-year revenue increase [2]. Business Transformation and Market Expansion - The company is actively expanding its application scenarios for pricing and quantity products, focusing on urban renewal and municipal projects [3]. - The construction business has shown a turnaround with a 19.49% year-on-year revenue growth in the second quarter, supported by a shift towards standardized project-level products [3]. - The gross margin for the construction business rose to 52.01%, an increase of 26.03 percentage points compared to the same period last year [3]. International Business Development - The company has established a strong presence in overseas markets, particularly in Asia and Europe, with a dedicated customer department in Hong Kong [4]. - International revenue reached 64.75 million yuan in the second quarter, a year-on-year increase of 21.62%, reversing the decline seen in the first quarter [4]. - The customer renewal rate in the Asian region improved significantly, with a more than 10 percentage point increase in the second quarter compared to the first [4]. Future Outlook - The company aims to continue advancing its strategic initiatives in design integration, cost precision, construction refinement, and global expansion in the second half of 2025 [4].
广联达(002410.SZ):2025年中报净利润为2.37亿元、较去年同期上涨23.65%
Xin Lang Cai Jing· 2025-08-26 02:10
Core Insights - Guanglianda (002410.SZ) reported a total operating revenue of 2.8 billion yuan for the first half of 2025, with a net profit attributable to shareholders of 237 million yuan, an increase of 45.37 million yuan compared to the same period last year, representing a year-on-year growth of 23.65% [1] Financial Performance - The company's latest asset-liability ratio stands at 35.97% [2] - The gross profit margin is 87.79%, up by 1.11 percentage points year-on-year, marking three consecutive years of increase [2] - The return on equity (ROE) is 4.05%, an increase of 0.79 percentage points compared to the same period last year [2] - The diluted earnings per share (EPS) is 0.14 yuan, an increase of 0.03 yuan year-on-year, reflecting a growth of 23.67% [2] - The total asset turnover ratio is 0.29 times, and the inventory turnover ratio is 6.03 times [2] Shareholder Structure - The number of shareholders is 90,000, with the top ten shareholders holding a total of 793 million shares, accounting for 48.03% of the total share capital [2] - The largest shareholder is Jiao Zhizhong, holding 16.11% of the shares [2] - Other significant shareholders include Hong Kong Central Clearing Limited (11.61%) and Chen Xiaohong (4.74%) [2]
机构风向标 | 广联达(002410)2025年二季度已披露持股减少机构超10家
Sou Hu Cai Jing· 2025-08-26 00:53
Core Insights - Guanglianda (002410.SZ) reported its 2025 semi-annual results, revealing that as of August 25, 2025, 47 institutional investors held a total of 384 million shares, accounting for 23.24% of the company's total equity [1] - The top ten institutional investors collectively held 20.72% of the shares, with a decrease of 0.93 percentage points compared to the previous quarter [1] Institutional Holdings - In the public fund sector, 13 funds increased their holdings, with a total increase ratio of 0.98%, including notable funds like Southern CSI 500 ETF and Harvest Core Growth Mixed A [2] - Conversely, 9 public funds reduced their holdings, with a decrease ratio of 0.40%, including funds such as Bosera Growth Advantage Mixed A and Bosera Growth Leading Mixed A [2] - A total of 16 new public funds disclosed their holdings this period, while 30 funds from the previous quarter did not disclose their holdings again [2] Social Security Fund and Foreign Investment - One social security fund, the National Social Security Fund 102 Portfolio, reduced its holdings by 0.13% compared to the previous quarter [2] - One foreign fund, Hong Kong Central Clearing Limited, also reduced its holdings by 2.30% [2]
广联达上半年净利润2.3亿元增超两成 下半年将深化“四化”战略
Core Viewpoint - Guanglian Da's half-year report for 2025 shows a decrease in revenue but an increase in net profit, indicating improved operational quality and potential for future growth through AI and international expansion [1][2]. Financial Performance - The company's revenue for the first half of the year was 2.784 billion yuan, a year-on-year decrease of 5.23% [1]. - Net profit attributable to shareholders was 237 million yuan, a year-on-year increase of 23.65% [1]. - Basic earnings per share were 0.1442 yuan, reflecting a growth of 23.67% year-on-year [1]. - Gross margin improved by 1.11 percentage points to 87.79% due to adjustments in product structure [2]. - Cash flow from operating activities saw a net outflow reduction of 19% year-on-year, with cash received from sales increasing by 162 million yuan [2]. Business Segment Analysis - Digital construction, digital design, and overseas business accounted for 16.49% of total revenue, an increase of nearly 2 percentage points [2]. - Digital cost business revenue was 2.286 billion yuan, down 7.06% year-on-year, primarily due to a decrease in revenue from previously signed cloud contracts [2]. - Digital construction revenue increased by 8.21% to 312 million yuan [2]. - Digital design revenue decreased by 13.11% to 31 million yuan [2]. - Overseas business revenue grew by 9.62% to 116 million yuan [2]. Operational Improvements - The company has seen a comprehensive improvement in key operational metrics, including net profit, gross margin, cash flow, and asset turnover efficiency [2]. - The digital construction business has shown signs of recovery, with a 19.49% year-on-year revenue growth in the second quarter [3]. - The gross margin for the construction business rose to 52.01%, an increase of 26.03 percentage points compared to the same period last year [3]. AI and International Expansion - AI has become a significant growth driver, with over 4,000 AI service calls and 143 billion tokens consumed in model service [5]. - AI directly contributed over 40 million yuan in contract amounts, enhancing product competitiveness and revenue growth [5]. - The company is focusing on international market development, with a 21.62% year-on-year revenue increase in the second quarter [6]. - The renewal rate for Asian clients improved significantly, indicating growing market acceptance [6]. Future Outlook - The company plans to continue advancing its strategic initiatives in design integration, cost precision, construction refinement, and globalization in the second half of the year [6].
广联达(002410.SZ)发布上半年业绩,归母净利润2.37亿元,增长23.65%
智通财经网· 2025-08-25 12:00
Core Viewpoint - Guanglianda (002410.SZ) reported a decrease in operating revenue for the first half of 2025, while net profit showed significant growth, indicating a mixed performance amidst changing revenue structures [1] Financial Performance - The company achieved operating revenue of 2.784 billion yuan, a year-on-year decrease of 5.23% [1] - Net profit attributable to shareholders was 237 million yuan, reflecting a year-on-year increase of 23.65% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 214 million yuan, up 22.67% year-on-year [1] - Basic earnings per share were 0.1442 yuan [1] Revenue Structure - The revenue structure has diversified, with digital construction, digital design, and overseas business accounting for nearly a 2 percentage point increase, reaching 16.49% of total revenue [1] - Digital cost business generated revenue of 2.286 billion yuan, a year-on-year decrease of 7.06%, primarily due to reduced revenue from previously signed cloud contracts [1] - Digital construction business reported revenue of 312 million yuan, an increase of 8.21% year-on-year [1] - Digital design business generated revenue of 31 million yuan, a year-on-year decrease of 13.11% [1] - Overseas business achieved revenue of 116 million yuan, reflecting a year-on-year increase of 9.62% [1]