中控技术2025年半年报：工业AI与机器人业务亮眼 竞争壁垒夯实根基

Core Insights - Company reported a revenue of 3.83 billion yuan and a net profit of 354 million yuan for the first half of 2025, indicating a focus on emerging businesses like industrial AI and robotics [1] - The company is advancing its "All in AI" strategy, integrating AI capabilities into its product and technology systems, and has made significant progress in the development and application of its TPT model [2] - The launch of TPT2, a platform for generating industrial agents, marks a significant upgrade, enhancing the efficiency of developing and implementing intelligent applications [3] - The robotics segment is also showing positive growth, with successful deployments of new inspection robots and significant project wins in the industrial robotics market [3] - The company is actively expanding its international presence, securing key projects in various global markets, which supports its long-term growth strategy [4] - The company has built a competitive edge through extensive data assets and industry knowledge accumulated over 30 years, which is crucial for the development of industrial AI models [5] - The company maintains the top market share in the domestic distributed control system (DCS) sector for 14 consecutive years, with a broad customer base and significant data resources supporting its AI initiatives [6] Group 1 - Company achieved a revenue of 3.83 billion yuan and a net profit of 354 million yuan for H1 2025, focusing on industrial AI and robotics [1] - The "All in AI" strategy is being deepened, with advancements in the TPT model for industrial applications [2] - TPT2 platform enhances the development and implementation of industrial solutions through natural language commands [3] Group 2 - Robotics business is expanding with successful deployments and project wins, enhancing market competitiveness [3] - International expansion is underway, with significant projects secured in various regions, supporting long-term growth [4] - The company has a competitive advantage due to extensive data assets and industry experience, essential for AI model development [5] Group 3 - The company holds the top market share in DCS for 14 years, with a wide customer base and substantial data resources for AI applications [6]