海天瑞声半年度营收预增超61% AI商业化落地股价三个月涨70%

Core Viewpoint - Haitai Ruisheng (688787.SH) is experiencing significant growth in its performance, driven by the rapid development and commercialization of AI technology, particularly in its three main business segments: computer vision, natural language processing, and intelligent voice services [1][3]. Financial Performance - For the first half of 2025, the company expects to achieve revenue between 149 million to 165 million yuan, representing a year-on-year growth of 61.06% to 78.01% [1][3]. - The net profit attributable to shareholders is projected to be between 2.944 million to 4.416 million yuan, with a staggering year-on-year increase of 607.01% to 960.52% [1][3]. - The non-recurring net profit is anticipated to be between 812,300 to 1,218,500 yuan, reflecting a growth of approximately 122.10% to 133.15% [3]. Business Segments - The company has reported comprehensive growth across its three main business segments due to the increasing demand for AI technologies [1][3]. - In 2024, the company saw a significant recovery with a revenue increase of 39.45% to 237 million yuan and a return to profitability with a net profit of 11 million yuan [3]. Market Expansion - Haitai Ruisheng is actively exploring new business models and markets, particularly in the data industry, in response to national strategies promoting AI and data elements [4]. - The company has established strategic partnerships with local governments and operators to innovate in data governance and circulation systems [4]. - In 2024, the company achieved overseas revenue of 114 million yuan, marking an impressive year-on-year growth of 89.53%, significantly outpacing domestic growth of 12.16% [4]. Stock Performance - Over the past three months, the company's stock price has increased by over 70%, rising from a low of 71.01 yuan per share on April 9, 2025, to 121.47 yuan per share by July 22, 2025 [2][5]. Shareholder Actions - The company's controlling shareholder and several executives have initiated a share reduction plan, citing personal financial needs [6][7].