企查查APP显示，近日，甘肃超图软件技术有限公司成立，法定代表人为屈晓波，经营范围包含：软件 开发；软件销售；地理遥感信息服务；卫星遥感应用系统集成等。企查查股权穿透显示，该公司由超图 软件（300036）全资持股。 （原标题：超图软件在甘肃成立新公司，含地理遥感信息业务） ...

Group 1 - Gansu SuperMap Software Technology Co., Ltd. has been established with a registered capital of 5 million yuan [1] - The legal representative of the company is Qu Xiaobo [1] - The business scope includes software development, software sales, geographic remote sensing information services, satellite remote sensing application system integration, information system integration services, and information technology consulting services [1] Group 2 - The company is wholly owned by SuperMap Software [1]

Group 1 - Iran is planning to migrate its positioning services from GPS to China's BeiDou navigation system, emphasizing its advanced architecture and high positioning accuracy, particularly in Asia [1] - The BeiDou system has been recognized as a core global satellite navigation system by the United Nations, with extensive international cooperation agreements and product exports to over 140 countries [1] - The development of BeiDou is entering a critical phase of marketization, industrialization, and internationalization, supported by a three-step construction plan [1][2] Group 2 - The low Earth orbit satellite constellation plan is progressing, with BeiDou technology making breakthroughs and establishing a solid infrastructure for high-precision positioning and spatiotemporal data industries [2] - The "Star Network + BeiDou" framework is expected to form a benchmark technical support system for spatiotemporal data elements [2] Group 3 - Companies involved in BeiDou high-precision navigation chips include Haige Communication, BeiDou Star, and Zhenxin Technology [3] - High-precision time synchronization is provided by Tianao Electronics, while various companies are engaged in boards/terminals and spatiotemporal applications [3]

Summary of SuperMap Software Conference Call Company Overview - **Company**: SuperMap Software - **Date**: July 24, 2025 Key Points Industry and Market Dynamics - The natural resources and surveying planning business lines have recovered from last year's transformation impact and achieved year-on-year growth, indicating a significant recovery in competitiveness for the company [2][3] - Investment in the water conservancy industry is expected to reach 1.35 trillion yuan in 2024, a 13% increase year-on-year, and is projected to reach 1.5 trillion yuan in 2025, with a growth rate exceeding 10% [2][6] - The proportion of investment in water conservancy information technology is expected to increase, presenting growth opportunities for SuperMap Software [2][6] Business Performance - In the first half of 2025, SuperMap Software achieved record-high performance, turning losses into profits with an expected profit between 8 million and 12 million yuan [3] - The second growth curve business, including water conservancy and military sectors, saw contract signing volumes continue to double in the first half of 2025, indicating accelerated development of emerging businesses [2][4] Technological Advancements - SuperMap Software has a leading advantage in digital twin technology within the water conservancy information sector, supported by its 3DGIS technology and capability to build digital basemaps [2][7] - The company has actively laid out AI technology, establishing the SuperMap AIF technology base and launching the AI.is Agent geospatial intelligent agent, with over a hundred functions developed in remote sensing image processing and other areas [2][12] Strategic Initiatives - The company has upgraded its overseas business strategy, shifting from platform software output to a comprehensive solution approach, with successful orders obtained in Malaysia [4][18] - The organization underwent a transformation that is nearing completion, enhancing efficiency and market competitiveness by integrating sales and R&D [19][20] Future Outlook - The digital twin technology is expected to play a crucial role in various water conservancy projects, with significant investment opportunities arising from national demands for smart management [8][9] - AI technology is anticipated to double in orders by 2025, with the company already achieving the total order volume of 2024 in the first half of 2025 [12][23] Financial Projections - The water conservancy industry orders saw a 100% increase in 2024, with expectations to maintain this growth trend into 2025, particularly in the second half of the year [16][17] - The company aims to maintain a workforce of 2,000 to 2,800 employees while focusing on AI technology development across all product lines [25] Additional Insights - The company has established a unique intelligent laboratory in collaboration with other tech firms to research AI standards and models for the water conservancy sector [10] - The low-altitude economy is identified as a key growth area, with several products already launched and multiple projects underway [21][22] This summary encapsulates the essential insights from the conference call, highlighting the company's strategic direction, market performance, and technological advancements.

Core Viewpoint - The article highlights the active participation of multiple listed companies in the Yarlung Tsangpo River downstream hydropower project, indicating a significant investment opportunity in the sector with a total investment of approximately 1.2 trillion yuan [1][3]. Company Participation - Several companies, including China Power Construction, Hainan Huatie, SuperMap Software, and XCMG, have confirmed their involvement in various aspects of the Yarlung Tsangpo hydropower project, such as living area construction and substations [3][4]. - Hainan Huatie has established the largest service outlet in Lhasa to support power facilities and infrastructure projects [3]. - SuperMap Software has been engaged in digital twin projects in the water conservancy sector for over a decade, indicating its capability in the design and operation phases of hydropower projects [3]. - XCMG has developed over 20 types of electric and intelligent equipment tailored for the project, showcasing its commitment to green construction solutions [4]. Industry Trends - The hydropower project is expected to stimulate the engineering machinery industry, with companies like SANY Heavy Industry expressing optimism about the positive impact on their business [6]. - Other companies, such as Guotai Group and Aerospace Hongtu, are preparing to enter the market, indicating a broader interest in the hydropower sector [6]. - The article suggests that the engineering machinery industry may be on the path to recovery, with improved operating rates and increased domestic demand anticipated [7][12].

Group 1: Market Overview - Investors are awaiting earnings reports from major tech companies like Google and Tesla, while digesting tariff-related news, leading to a decline in semiconductor and AI sectors, which ended the Nasdaq's seven-day rally [1] - The S&P 500 index rose by 0.06%, and the Dow Jones increased by 0.40%, while the Nasdaq fell by 0.39% [2] - Nvidia dropped over 2.5%, while Google A shares rose by 0.65%, marking the longest consecutive rise since the end of 2010 [2] Group 2: Commodity and Currency Movements - U.S. Treasury yields fell across the board, with the 10-year yield dropping nearly 3 basis points [3] - The U.S. dollar experienced a three-day decline, decreasing by nearly 0.5% [3] - Gold prices surged over 1%, reaching $3,400, marking a one-month high [4] Group 3: Sector Developments - The global first Tesla restaurant opened, featuring "Cybertruck" and humanoid robots for food delivery, with some customers waiting 13 hours [6] - The UK approved a £38 billion project for the Sizewell C nuclear power station [7] - OpenAI announced a partnership with Oracle to expand a 4.5 GW data center, accelerating AI infrastructure [8] Group 4: Investment Trends - The State-owned Assets Supervision and Administration Commission emphasized the role of state-owned enterprises in supporting high-quality development in Tibet, focusing on infrastructure investment [11] - A report indicated that the lithium carbonate futures rose over 2.7%, with a 13% increase over the past seven trading days, driven by regulatory actions in lithium resource production [15] - The Hainan Free Trade Port is expected to release positive policy signals regarding its construction and operation, which could significantly boost the regional economy [16] Group 5: Aging Population and Healthcare - The National Health Commission released a plan to promote integrated medical and elderly care services, responding to the growing demand for elderly health services [17] - The elderly population in China is projected to exceed 300 million by 2025, with the market size for elderly care expected to grow to ¥16.1 trillion, reflecting a growth rate of over 15% [17]

Performance Forecast - The company expects net profit attributable to shareholders for Q2 to be between 51.54 million and 55.54 million, showing a significant increase of 77.46% to 91.24% year-on-year [1] - The projected operating revenue for Q2 is between 345.98 million and 385.98 million, reflecting a year-on-year growth of 2.15% to 13.96% [1] Financial Communication - The performance forecast data is based on preliminary calculations by the company's finance department and has not been audited by registered accountants [1] Reasons for Performance Changes - The increase in net profit is attributed to a recovery in business competitiveness following a period of organizational restructuring, leading to improved operational efficiency and revenue growth [1] - For the first half of the year, operating revenue showed a slight decline year-on-year, while net profit attributable to shareholders experienced a significant decrease due to reduced capitalization amounts and increased amortization of intangible assets, resulting in higher R&D expenses [1] Non-Recurring Gains and Losses - The expected amount of non-recurring gains and losses for the first half of the year is approximately 8.5 million, compared to 12.93 million in the same period last year [2]

Summary of Conference Call for SuperMap Software Industry Overview - The water conservancy industry has seen an increase in investment, but not exponential growth. In 2024, the cement engineering national bond project was approved for approximately 500 billion, and in the first half of 2025, around 200 billion was approved, with an overall growth rate of about 10% to 20% [2][8] - The national water network construction plan proposes an investment of 5 trillion during the 14th and 15th Five-Year Plans [2][8] Company Insights - SuperMap Software is responsible for the information technology portion of the Yaxia Hydropower Station project, which has a total investment of 1.2 trillion, accounting for about 5% of the total investment. This includes smart hardware and software for various business scenarios such as dam safety, flood control, and water resource scheduling [2][7] - The company has made significant progress in the water conservancy business, particularly in large hydropower station construction, with the Yaxia project expected to break even in about ten years [4][6] - SuperMap's internal estimates indicate a market space of approximately 10 billion to 12 billion for 2025, focusing on digital twin and information technology construction [5][17] Technological Developments - SuperMap, in collaboration with North China University of Water Resources and Electric Power and iFlytek, has applied for the Ministry of Water Resources' "Water Intelligent Body Innovation Center," focusing on visual intelligence and spatial intelligence [2][9] - The company emphasizes the importance of digital twins and artificial intelligence, noting that government demand for these applications is increasing, although they require policy support and a standard system for large-scale development [9][11] Financial Projections - The information technology investment in water conservancy projects typically accounts for about 5% of the total budget, with smaller projects ranging from 5% to 8% and larger projects like Yaxia potentially at 3% to 4% [3][13] - In 2025, Sichuan Province plans to invest approximately 80 billion in water conservancy, with about 5 billion allocated specifically for digital twin and information technology projects [5][14] Competitive Advantages - SuperMap's competitive advantages include compliance with information innovation requirements, extensive experience in data governance, and leading capabilities in intelligent body research, particularly in spatial and visual intelligence [15][16] - The company has been a key player in the water conservancy sector for nearly 20 years, accumulating rich experience in data management and software solutions [16] Market Expansion Plans - SuperMap plans to align with the information technology needs of large projects and focus on significant national investments, such as the 3-5 trillion in mobile investments in 2024 and the 500-600 billion in the first half of 2025 [10] - The company aims to leverage early business engagement to secure larger opportunities in the market [10] Future Outlook - The company anticipates a significant increase in AI orders in the natural resources sector, driven by policy and local government demand, with expectations of one to two times growth this year [19][20] - SuperMap has been actively researching AI since 2019 and has launched several AI products, indicating a strong commitment to this area as a future growth driver [19][20] Conclusion - SuperMap Software is strategically positioned in the water conservancy industry, with a focus on digital transformation and AI, backed by significant government investments and a robust competitive edge in technology and data management. The company is poised for growth in the coming years, particularly in the context of increasing demand for intelligent solutions in water management and other sectors.

超图软件（300036）公告，2025年1月1日至2025年6月30日，公司预计归属于上市公司股东的净利润为 800—1200万元，同比下降64.60%—76.40%。营业收入预计为58000—6.2亿元，同比下降2.66%— 8.94%。公司第二季度营业收入预计同比增长2.15%—13.96%，归属于上市公司股东的净利润预计同比 增长77.46%—91.24%。主要原因为组织变革的阵痛期之后，公司业务竞争力明显回升，收入实现增 长，同时提升了内部运营效率，进而实现了归属于上市公司股东的净利润的大幅增长。预计半年度非经 常性损益金额为850万元左右，去年同期为1292.74万元。 ...

Current Period Performance Forecast This section forecasts the company's financial performance for Q2 and H1 2025, detailing expected net profit and operating revenue changes [Performance Forecast Period](index=1&type=section&id=(I)%20Performance%20Forecast%20Period) This performance forecast covers the semi-annual financial performance from January 1, 2025, to June 30, 2025 - The performance forecast period is from January 1, 2025, to June 30, 2025[3](index=3&type=chunk) [Performance Forecast Overview](index=1&type=section&id=(II)%20Performance%20Forecast%20Overview) The company anticipates year-over-year growth in Q2 2025 net profit and operating revenue, but a significant decline in semi-annual net profit and a slight decrease in operating revenue Key Financial Indicators for H1 2025 Performance Forecast (Unit: CNY 10,000) | Project | Q2 2025 (Estimated) | Q2 2024 | Q2 YoY Change | H1 2025 (Estimated) | H1 2024 | H1 YoY Change | | :--- | :--- | :--- | :--- | :--- | :--- | :--- | | Net Profit Attributable to Shareholders of Listed Company | 5,154—5,554 | 2,904.26 | 77.46%—91.24% | 800—1,200 | 3,390.29 | -76.40%— -64.60% | | Operating Revenue | 34,598—38,598 | 33,868.59 | 2.15%—13.96% | 58,000—62,000 | 63,691.63 | -8.94%— -2.66% | Communication with Accounting Firm The performance forecast data is a preliminary internal calculation, not yet audited by a certified public accountant - The data in this performance forecast is a preliminary calculation by the company's finance department and has not been audited by a certified public accountant[5](index=5&type=chunk) Explanation of Performance Changes Q2 performance improved due to operational efficiency, while the semi-annual decline is primarily due to increased R&D expenses from reduced capitalization and higher intangible asset amortization - Q2 operating revenue and net profit are expected to increase year-over-year, primarily due to improved business competitiveness and internal operational efficiency following organizational changes[6](index=6&type=chunk) - Semi-annual operating revenue is expected to decline slightly, and net profit is projected to decrease significantly, mainly due to reduced capitalization and increased intangible asset amortization leading to a substantial rise in R&D expenses[6](index=6&type=chunk) Comparison of Non-Recurring Gains and Losses (Unit: CNY 10,000) | Project | H1 2025 (Estimated) | H1 2024 (Same Period) | | :--- | :--- | :--- | | Amount of Non-Recurring Gains and Losses | 850 | 1,292.74 | Other Related Information This preliminary forecast will be detailed in the 2025 semi-annual report, urging investors to exercise caution regarding investment risks - This performance forecast is a preliminary calculation by the company's finance department, and detailed financial data will be disclosed in the 2025 semi-annual report[7](index=7&type=chunk) - The company urges investors to make cautious decisions and be aware of investment risks[7](index=7&type=chunk)