凌志软件: 凌志软件2025年半年度报告

Core Viewpoint - The report highlights the financial performance and strategic direction of Linkage Software Co., Ltd., emphasizing its growth in net profit and the impact of currency fluctuations on its operations [3][12]. Company Overview and Financial Indicators - Linkage Software Co., Ltd. is primarily engaged in software development for the financial sector, focusing on both Japanese and domestic markets [6][7]. - For the first half of 2025, the company reported a revenue of approximately 515.59 million RMB, a decrease of 3.04% compared to the previous year [3]. - The total profit for the period was approximately 126.50 million RMB, reflecting a significant increase of 614.10% year-on-year [3]. - The net profit attributable to shareholders reached approximately 111.97 million RMB, marking a substantial increase of 1002.20% compared to the same period last year [3]. - The company's R&D investment amounted to approximately 40.39 million RMB, representing an 18.06% increase year-on-year, with R&D expenses accounting for 7.83% of revenue [13]. Industry Context - The software and information technology services industry in China is experiencing robust growth, with software business revenue reaching 705.85 billion RMB in the first half of 2025, a year-on-year increase of 11.9% [12]. - The industry is undergoing a transformation driven by emerging technologies such as AI, cloud computing, and big data, which are reshaping business models and operational efficiencies [12][20]. - The AI Agent market is projected to grow significantly, with an expected compound annual growth rate of 40.15% from 2024 to 2035, indicating a strong trend towards automation and intelligent services in the software sector [12]. Business Operations and Strategy - The company has established itself as a key player in the Japanese financial software market, providing core systems for securities, banking, and insurance sectors [7][8]. - Linkage Software is leveraging AI technologies to enhance software development efficiency and improve service delivery in both domestic and international markets [12][13]. - The company is focusing on expanding its domestic application software solutions, targeting various financial institutions and enhancing its competitive edge through continuous product innovation [8][20].