Core Viewpoint - 威胜控股 reported strong financial performance for the first half of 2025, driven by advancements in AI technology and increased demand for data centers, with all three core business segments showing stable growth [1][2] Financial Performance - The company's revenue reached 4.39 billion RMB, a year-on-year increase of 17% [1] - Net profit rose significantly by 33% to 440 million RMB [1] - Basic earnings per share increased by 33% to 0.445 RMB [1] Business Segments - The Electric AMI business segment saw a revenue increase of 30% to 1.88 billion RMB [1] - The Communication and Fluid AMI business segment generated 1.299 billion RMB, up 13% year-on-year [1] - The ADO business segment's revenue was 1.21 billion RMB, reflecting a 6% increase [1] - Notably, the ADO business's overseas contract value surged by 706% to 479 million RMB, attributed to strategic partnerships in the data center sector [1] Market Position - 威胜控股 maintained its leading position in the domestic market, securing contracts worth approximately 186 million RMB in the national grid's unified bidding, ranking first in market share [2] - The company achieved its first successful bid for metering transformers, amounting to 14.88 million RMB, marking a breakthrough in product diversification [2] - International revenue grew by 19% to 1.244 billion RMB, with significant progress in Latin America, Africa, and Asia [2] Research and Development - During the reporting period, 威胜控股 obtained 100 authorized patents, including 35 invention patents, and 86 software copyrights [2] - As of the end of the reporting period, the company held a total of 2,042 valid patents, 1,986 software copyrights, and 4,029 intellectual property rights [2] Future Outlook - The chairman expressed intentions to deepen the integration of IoT, chips, and AI technologies, aiming to build a multi-energy, multi-level IoT platform [2] - The company plans to capitalize on opportunities in AI and data center development, focusing on efficient low-carbon energy solutions [2] - 威胜控股 aims to become a global leader in energy digitalization solutions through technological innovation and strategic partnerships [2]
受益AI与数据中心需求增长 威胜控股中期纯利增长33%