汉得信息上半年扣非净利润同比增长31.56% AI业务收入突破亿元

Core Insights - Han's Information reported a revenue of 1.575 billion yuan for the first half of 2025, representing a year-on-year growth of 3.54% [1] - The net profit attributable to shareholders reached 85.007 million yuan, up 1.90% year-on-year, while the net profit excluding non-recurring items was 81.313 million yuan, showing a significant increase of 31.56% [1] - The second quarter alone saw a revenue of 833 million yuan, a year-on-year increase of 5.64%, and a net profit of 49.75 million yuan, which is a remarkable growth of 50.88% [1] Financial Performance - The improvement in net profit is primarily attributed to the enhanced gross margin of the self-developed software business, including AI and PaaS platform new businesses, which has increased its share in overall revenue [1] - The gross margin for the overall business improved to 34.87%, driven by the growth in revenue from industrial digitalization and financial digitalization, which saw year-on-year increases of 13.75% and 4.98%, respectively [3] Business Strategy - The company focuses on providing comprehensive digitalization and intelligent solutions for medium and large enterprises, covering the entire lifecycle of enterprise management digitalization [1] - Under the guiding principle of "Digital Foundation, AI Potential," the company is enhancing its core competitiveness through a dual-wheel model of "products + services," improving the delivery quality and efficiency of traditional business segments [2] AI and PaaS Development - The company launched the "DeLing" AI application product/service series during the reporting period, aiming to build deep competitive advantages in AI [2] - The AI business revenue exceeded 100 million yuan in the first half of the year, achieving approximately 110 million yuan, while the enterprise-level PaaS platform business gained recognition from over 400 leading clients [3] Future Outlook - The company plans to continue enhancing its management and focus on high-quality development, aiming to improve profit margins and cash flow while expanding its enterprise-level AI and PaaS platform businesses [4]