战略重构期展现韧性 网宿科技2025年上半年净利润同比增长25.33%

Core Insights - The company reported a revenue of 2.351 billion yuan for the first half of 2025, representing a year-on-year growth of 2.19% [1] - The gross profit reached 786 million yuan, with a year-on-year increase of 7.71% [1] - The net profit attributable to shareholders was 373 million yuan, showing a significant year-on-year growth of 25.33% [1] - The company disclosed its security business revenue for the first time, which amounted to 645 million yuan, reflecting a growth of 13.96% [1] - The growth in revenue and net profit indicates the company's solid core business foundation and operational capabilities [1] Security Business Development - The security brand, launched in 2011, has introduced key products such as Cloud Anti-D and Cloud WAF, which have been validated in the market [2] - In 2021, the company upgraded its security brand and announced a 1 billion yuan investment, promoting a "systematic proactive security" concept [2] - The security business has released a deep assessment service for large models, covering multiple dimensions of security, aiding enterprises in building AI application ecosystems [2][3] - The company was recognized as a leader in the IDC MarketScape for Chinese intelligent security access services in 2025 [2] Edge AI Platform Advancement - The company upgraded its edge AI platform, focusing on a four-layer capability matrix: resources, models, services, and applications [4] - New products include the edge AI gateway and lightweight edge cloud host, designed to facilitate AI deployment and meet light computing needs [4] - The company is expanding its overseas market presence, particularly in Southeast Asia and the Middle East, to enhance local service capabilities [4]