Core Viewpoint - The company has demonstrated significant growth in profitability and operational quality, driven by strategic transformation and the successful launch of AI products, positioning itself as a leader in AI commercialization [1][2][4]. Financial Performance - In the first half of 2025, the company achieved a net profit of 10.919 million, a substantial increase of 40.8% year-on-year, with earnings per share rising by 39.5% [1]. - Despite a year-on-year adjustment in overall revenue, the company improved its high-margin business ratio, with IT implementation and commercial application services revenue growing by 12.0% and gross margin increasing to 35.4%, up 7.0 percentage points [1]. AI Product Development - The company’s self-developed AI products have seen large-scale implementation, with the eCopilot launched in May 2025 becoming integrated into Microsoft Office and WPS ecosystems, providing essential features like intelligent document generation and data analysis [2]. - The combination of eCopilot and the previously launched "Easy AI Enterprise Assistant" has created a comprehensive enterprise intelligent solution, driving new business growth [2]. Strategic Partnerships - The company has formed significant partnerships with global tech giants, becoming a professional partner of Huawei Cloud and achieving certifications for its AI products on various platforms, including AWS and Microsoft Azure [3]. - These collaborations enhance the company’s cloud service capabilities and expand its market reach [3]. Market Positioning - In a challenging AI industry landscape, the company stands out as one of the few that has achieved profitability from AI applications, being one of only 18 companies in the Hang Seng software services sector to report over 10 million in profits [4]. - The flagship product eCopilot received the "Outstanding AI Innovation Application" award at the China Finance Summit in July 2025, highlighting its market recognition [4]. Future Outlook - The management plans to deepen industry applications and promote scalable commercial use of AI solutions, aiming for greater breakthroughs in both domestic and overseas markets [5]. - The company has established a complete business system of "AI products + ecosystem cooperation + global layout," with significant mid-term performance growth validating its strategic foresight and execution [5].
伊登软件(1147.HK)2025年中期净利润劲增40.8%，业绩逆势大涨， AI战略开始进入收获期，携手华为云、AWS加速全球布局