ThunderSoft(SZ:300496) Zheng Quan Shi Bao Wang·2025-08-26 16:05Core Insights - Company reported a revenue of 3.299 billion yuan for the first half of 2025, representing a year-on-year growth of 37.44% [2] - Net profit attributable to shareholders reached 158 million yuan, up 51.84% year-on-year [2] - Domestic revenue was 1.742 billion yuan, growing 12.96% year-on-year, while overseas revenue was 1.558 billion yuan, increasing by 81.41% [2] Business Overview - Company specializes in intelligent operating systems and edge AI products, providing a triad of software products and solutions focused on IP, services, and solutions [2] - Launched the AI-native vehicle operating system, Drip OS 1.0 Evo, at the 2025 Shanghai Auto Show, marking a significant advancement in vehicle system intelligence [2][3] Product Development - Drip OS 1.0 Evo integrates AI large model technology, enabling vehicles to have autonomous interaction and decision-making capabilities [3] - The system supports multi-domain integration and efficient computing resource scheduling through cabin and driving fusion and ZCU virtualization platform [3] Market Expansion - Company has established a sales and service network for its robotic products across China and major overseas markets, with successful implementations in Thailand, Vietnam, and the Middle East [3] - Collaborated with leading chip manufacturers and cloud service providers to create comprehensive solutions that span multiple application scenarios [4] Future Strategy - Plans to deepen its focus on AI-defined vehicles and smart terminals, leveraging accumulated industry and technology advantages [4] - Aims to accelerate the integration of core technologies with edge products, optimizing edge computing performance and enhancing multi-modal perception capabilities [4]