道通科技2025年上半年实现归母净利润4.80亿元

Core Insights - The company reported a revenue of 2.345 billion yuan for the first half of 2025, representing a year-on-year growth of 27.35% [2] - The net profit attributable to shareholders reached 480 million yuan, with a year-on-year increase of 24.29%, while the net profit after deducting non-recurring items was 475 million yuan, showing a significant growth of 64.12% [2] - The company plans to distribute a cash dividend of 5.8 yuan per 10 shares, marking the highest payout in the last three years, reflecting its commitment to shareholder returns [2] Business Segments - The maintenance smart terminal business generated revenue of 1.540 billion yuan, up 22.96% year-on-year, leveraging vast automotive diagnostic data and smart hardware to enhance digital repair scenarios [2] - The energy intelligence hub business achieved revenue of 524 million yuan, a growth of 40.47% year-on-year, supported by power electronics and AI technologies, establishing itself among the global leaders [2] Innovations and Strategic Developments - The company made breakthroughs in the digital energy sector by launching a smart source charging model and self-developed liquid cooling charging modules, reinforcing its leadership in smart charging [3] - The company is advancing its AI strategy by developing AI agents and a smart service system driven by energy data, aiming for higher autonomy in its operations [3] - In response to the rapid development of low-altitude economy and embodied intelligence, the company is deploying integrated air-ground smart solutions, utilizing AI models and supercomputing centers to enhance operational capabilities [3] Market Outlook - Analysts believe that the company's accelerated integration of AI technology into its business will enhance its competitive advantages across three major business areas, leading to a new revenue model driven by AI [3] - With the ongoing expansion of AI technology and structural growth opportunities in the global market, the company is positioned to increase its business scale and move towards becoming a leader in the commercialization of AI industry models [3]