天融信上半年净利大幅减亏 加码AI安全智算云新业务

Core Viewpoint - The company reported significant improvements in its financial performance for the first half of 2025, with a focus on enhancing operational efficiency and revenue quality, particularly in key industry sectors. Financial Performance - The company achieved operating revenue of 826 million yuan, with a year-on-year growth of 8.72% in the second quarter [1] - The net profit attributable to shareholders improved from a loss of 206 million yuan in the same period last year to a loss of 64.69 million yuan, indicating a substantial reduction in losses [1] - Gross margin increased by 4.1 percentage points year-on-year [1] - Total sales, research and management expenses decreased by 14.04% year-on-year [1] - Revenue growth was notable in several key sectors: telecommunications (25.31%), finance (19.52%), energy (32.35%), and transportation (60.78%) [1] Strategic Development - The company aims to become a leading provider of cybersecurity and intelligent computing cloud solutions in China over the next decade [2] - The proportion of intelligent computing cloud business in total revenue increased from 7.43% in 2023 to 12.40% in the first half of 2025, indicating a growing revenue stream [2] - The company launched intelligent computing hardware and cloud platforms, integrating various technologies to form the "Tianrongxin Intelligent Computing Cloud" series [2] - The company has established a strategic layout for a trusted data space, ensuring the entire process of data access, governance, and circulation is reliable and measurable [2] Collaborative Innovations - The company initiated a comprehensive partnership with Huawei to develop an intelligent computing integrated machine based on the Kunpeng architecture [3] - A strategic collaboration with the Zhongguancun Robot Innovation Center was established to accelerate the integration of intelligent industries [3] - The company noted that the first half of the year is traditionally a slow season for the cybersecurity industry, but expects growth potential to become evident as the peak settlement period approaches in the second half of the year [3]