润和软件2025半年报：鸿蒙欧拉双引擎驱动，AI布局落地赋能产业升级

Core Insights - The company reported a revenue of 1.747 billion yuan for the first half of 2025, representing a year-on-year growth of 10.55%, and a net profit of 52.17 million yuan, up 47.33% year-on-year [1] - The company is focusing on innovation in areas such as open-source HarmonyOS, open-source Euler, enterprise-level AI solutions, and Star Flash, contributing to a revenue of approximately 368 million yuan from innovative businesses, which accounts for 21.07% of total revenue [1] Financial Performance - Revenue for the first half of 2025 reached 1.747 billion yuan, a 10.55% increase compared to the previous year [1] - The net profit attributable to the parent company was 52.17 million yuan, marking a 47.33% increase year-on-year [1] - Main business segments showed steady growth, with financial technology revenue at 890 million yuan (up 6.06%), smart IoT revenue at 606 million yuan (up 23.85%), and smart energy information revenue at 200 million yuan (up 4.65%) [1] Business Segments - The financial technology segment generated 890 million yuan, reflecting a growth of 6.06% [1] - The smart IoT segment achieved 606 million yuan in revenue, with a growth rate of 23.85% [1] - The smart energy information segment reported 200 million yuan, growing by 4.65% [1] - Innovative business revenue reached approximately 368 million yuan, growing by 8.96% [1] Innovation and Technology - The company is actively expanding its HarmonyOS ecosystem, with over 10 million HarmonyOS devices and 800,000 developers engaged [2] - The company has launched 13 versions of the HiHopeOS software based on open-source HarmonyOS, leading the community in terms of software releases [3] - In the open-source Euler domain, the company has developed solutions for big data and AI, including the HopeOS V22 versions [4] Industry Applications - The company is enhancing the electric power industry by developing a comprehensive IoT operating system and collaborating with key players in the oil and gas sector [2] - In the healthcare sector, the company introduced an AI-assisted traditional Chinese medicine diagnostic solution, which is being piloted in multiple hospitals [2] - The company has also launched an industrial version of HiHopeOS for the mining sector, becoming the first certified partner in this area [3] AI and Digital Transformation - The company is committed to an "All in AI" strategy, providing end-to-end AI solutions across various industries, including finance, energy, and retail [6] - The AI product matrix includes various solutions aimed at enhancing industry capabilities, such as JettoPro and AI assistants for the financial sector [7] - The company aims to leverage its technological advancements in AI, HarmonyOS, and Euler to drive innovation and commercial success across multiple sectors [7]