中通服上半年经营收入增3.4%，新签AI合同额超13亿元

Core Viewpoint - China Communication Services (中通服) reported its mid-year results for 2025, highlighting its proactive response to declining capital expenditures in traditional sectors and its focus on opportunities arising from the continuous development of the digital economy and the spillover effects of artificial intelligence [1][3]. Financial Performance - The operating revenue for the period was RMB 76.939 billion, representing a year-on-year increase of 3.4% [3]. - Net profit reached RMB 2.129 billion, with a slight year-on-year growth of 0.2% [3]. - Gross profit margin stood at 10.3%, while net profit margin was 2.8%, both showing a decline of 0.1 percentage points year-on-year [3]. - Operating gross profit was RMB 7.888 billion, down 2.8% year-on-year [3]. - Return on equity (ROE) was reported at 9.3%, with basic earnings per share at RMB 0.307 [3]. Market Development - The company experienced significant growth in its three major customer markets, particularly in the non-telecom operator group market, which generated revenue of RMB 36.585 billion, a year-on-year increase of nearly 12.9% [3]. - Revenue from non-telecom operator group customers and overseas markets accounted for over half of the total operating revenue for the first time [3]. Artificial Intelligence Initiatives - The artificial intelligence delivery team expanded to over 1,400 members, focusing on customized services such as intelligent computing infrastructure construction, data governance, and scenario-based application development [4]. - New contracts in the AI sector exceeded RMB 1.3 billion in the first half of the year, covering over 200 clients [4]. International Expansion - The company is actively involved in the "Belt and Road" initiative, developing high-value projects and enhancing the quality of traditional communication services while extending into new sectors like industrial digitalization and renewable energy [4]. - Revenue from overseas markets reached RMB 2.151 billion, reflecting a year-on-year growth of 8.7% [4]. Future Outlook - The chairman of the company emphasized the commitment to advancing the "AI+" initiative, enhancing internal governance, and strengthening service capabilities to build a technology-driven enterprise centered around artificial intelligence [4].