青云科技2025半年报：云服务首次实现盈利

Core Insights - Beijing Qingyun Technology Group Co., Ltd. reported a revenue of 100 million yuan for the first half of 2025, with significant performance in its two main businesses: cloud services and cloud products [1] - The cloud services segment achieved profitability for the first time, with a gross profit of 4.3773 million yuan and a gross margin of 6.60%, an increase of 7.89 percentage points year-on-year [1] - Cloud products maintained a high gross margin of 63.04%, indicating stable and healthy growth [1] Business Strategy - The company continued its strategic adjustment from the previous year, focusing on increasing the scale of high-margin businesses and developing core advantage products aimed at value enterprise customers with stable digitalization needs [1] - Qingyun Technology is enhancing operational efficiency in its cloud services by optimizing infrastructure investment costs and improving return on investment [1] - The AI computing power service is a key focus, with the cloud services segment generating 22.8207 million yuan in revenue from AI computing power [1] Product Development and Partnerships - Qingyun Technology is committed to creating standardized, user-friendly, and reliable products in the digitalization, intelligent computing, and cloud-native fields, significantly improving R&D efficiency and customer experience [2] - The company is implementing a value channel strategy, focusing on "core channels + benchmark channels," treating channel partners as "external partners" to collaboratively meet customer needs [2] - In the first half of 2025, Qingyun Technology expanded its service boundaries through strategic partnerships with Haiguang Information, Northern Computing Network, and Shudao Intelligent Computing, and joined the "AI + Ecological Going Global Alliance" with China Telecom [2]