3 6 Ke·2025-08-21 11:52Core Insights - Baidu's total revenue for Q2 2025 reached 32.7 billion yuan, with core revenue at 26.3 billion yuan and a net profit of 7.4 billion yuan, marking a 35% year-on-year increase [2][10] - The AI new business revenue, including intelligent cloud services, surpassed 10 billion yuan for the first time, reflecting a 34% year-on-year growth [2][10] - Baidu's CEO, Robin Li, emphasized the company's focus on long-term value creation in AI sectors, leveraging their full-stack AI capabilities [2][4] Financial Performance - Baidu's Q2 total revenue was 32.7 billion yuan, with core revenue at 26.3 billion yuan [2] - The net profit attributable to Baidu's core business was 7.4 billion yuan, showing a 35% increase compared to the previous year [2] - AI new business revenue reached over 10 billion yuan, marking a significant milestone for the company [2] AI Business Development - The launch of GenFlow 2.0, a universal intelligent agent, has garnered significant attention, capable of completing multiple complex tasks in just 3 minutes [4] - Baidu's AI search transformation is progressing, with AI-generated content making up 64% of mobile search results as of July 2025 [5] - The "萝卜快跑" service achieved over 2.2 million global ride services in Q2, a 148% year-on-year increase, solidifying its position in the market [5][7] Strategic Direction - Baidu plans to enhance its international presence through partnerships with global platforms like Uber and Lyft, aiming for a strategic shift from low-cost to high-value markets [7] - The company is focused on the iterative development of its AI models, with plans to launch the next generation of its flagship model, Ernie 5.0 [9] - Baidu aims to concentrate on high-value strategic areas to maintain its industry leadership while ensuring continuous innovation and product strength [9]