青云科技发布2025年半年报 云服务首次实现盈利

Core Insights - The company reported strong performance in its two main business segments, cloud services and cloud products, with cloud services achieving profitability for the first time in the first half of 2025 [1] - The company implemented a strategic adjustment in 2024, focusing on increasing high-margin business scale and optimizing organizational processes to enhance overall competitiveness [1] Financial Performance - In the first half of 2025, the company achieved a gross profit of 5.32 million yuan in cloud services, with a gross margin of 6.60%, an increase of 7.89 percentage points year-on-year [1] - The gross margin for cloud products remained high at 63.04% [1] - The company reported a net profit attributable to shareholders of -41.56 million yuan, a year-on-year narrowing of 10.43% [1] Cloud Services Strategy - The company focused on value enterprise clients with stable digitalization needs and significantly developed AI computing power services, capturing major market opportunities in the AI computing sector [2] - The cloud services business achieved a gross profit of 4.38 million yuan and AI computing cloud revenue of 22.82 million yuan in the first half of 2025 [2] - The company emphasized creating standardized, user-friendly, and reliable products to meet clients' digital needs, enhancing research and development efficiency [2] Channel Strategy - The company adopted a value channel strategy, focusing on "core channels + benchmark channels" and viewing channel partners as external partners to collaboratively meet customer needs [3] - In the first half of 2025, the company expanded its service boundaries through strategic partnerships with various organizations and participated in key projects [3]