Core Insights - Tianyima (301178) reported a significant revenue increase of 63.24% year-on-year, reaching 146 million yuan in the first half of 2025, and achieved a net profit of 6.06 million yuan, marking a turnaround from losses [1][2] Group 1: Financial Performance - The notable revenue growth is attributed to successful expansion in emerging business areas, particularly in computing power services, which generated 30.08 million yuan with a gross margin of 46.48% [1] - The smart enterprise business segment achieved revenue of 43.45 million yuan, reflecting a robust year-on-year growth of 126.37% [1] Group 2: Strategic Initiatives - The company has identified "transformation" as a key theme for the year, with significant progress in business structure adjustments [1] - The successful delivery of the Shenzhen computing power cluster service project in February 2025 contributed to substantial revenue and profit [1] - In August, the company signed a contract for a domestic computing power project worth 57.82 million yuan, further solidifying its market position in the computing power service sector [1] Group 3: Digitalization and Expansion - In the realm of enterprise digitalization, the company has secured multiple software development projects with state-owned and large enterprises, enhancing its business scale and market influence [2] - The company is also pursuing external growth through capital platforms, with plans to acquire Xingyun Kaiwu, a national-level specialized "little giant" enterprise focused on integrated IoT smart hardware and SaaS cloud solutions [2]
天亿马：上半年营收同比增长63.24% 转型战略初见成效