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科大讯飞:2025年上半年业绩预增超预期,归母净利润同比增长30%-50%

Group 1 - The company expects a revenue growth of 15%-20% year-on-year for the first half of 2025, with net profit attributable to shareholders increasing by 30%-50% and non-recurring net profit growing by 17%-34% [2] - Operating cash flow net amount increased by over 700 million yuan, representing a growth of approximately 50%, with total sales receipts reaching 10.3 billion yuan, an increase of 1.3 billion yuan year-on-year [2] - The growth in performance is attributed to the company's proactive approach in seizing opportunities in general artificial intelligence, maintaining a strategic investment in future-oriented AI developments, with R&D expenses accounting for about 20% of revenue [2] Group 2 - The AI hardware based on the "Xunfei Spark Large Model" saw a year-on-year sales increase of 42% during the "618" e-commerce festival, with the AI learning machine ranking first in sales on JD and Tmall for three consecutive years [2] - The upgraded "Xunfei Deep Reasoning 70B Large Model Spark X1" matches the performance of top international models while significantly lowering the barriers for enterprise AI privatization and customization [3] - In the second quarter of 2025, the company achieved the highest number and amount of winning bids in the market for large model projects, according to the "China Large Model Bid Project Monitoring and Insight Report" [3]