吉大通信：业务基本盘稳定 加大新业务研发投入未来可期

Core Viewpoint - Jida Communication is in a "strategic investment period," focusing on new business development, R&D innovation, and international expansion despite short-term performance pressures [1] Financial Performance - In the first half of 2025, Jida Communication achieved revenue of 219 million yuan, with communication network design service revenue of 95 million yuan, a year-on-year increase of 1.8% [1] - R&D investment reached 13.79 million yuan, up 23.27% year-on-year [1] Business Development Strategy - The company adopts a "four-wheel drive" business model, including communication technology services, information product integration, international business, and investment [2] - Traditional core business remains strong, with engineering service revenue of 116 million yuan and design service revenue of 95 million yuan, although there was a slight decline in revenue due to increased competition [2] Innovation and Technology - Jida Communication has maintained a consistent increase in R&D investment since its listing, with 137.9 million yuan in the first half of 2025, and has obtained 129 patents and 210 software copyrights [4] - The company is actively exploring cutting-edge technologies such as AI, big data, and IoT, and has launched the upgraded "Smart Canteen 3.0" product [3][4] Project Achievements - In the first half of 2025, Jida Communication won several significant projects, including a major contract with China Mobile worth approximately 78.81 million yuan, covering multiple provinces [5] - The project spans from 2025 to 2027, providing stable revenue and valuable project experience for future market expansion [5] Future Outlook - With the acceleration of project construction and the expansion of new business markets, the company is expected to see a recovery in overall performance [6] - Jida Communication aims to leverage technological innovation and industry upgrades to explore high-growth potential markets and enhance profitability [6]