JLU COMMUNICATION(SZ:300597) Zhong Zheng Wang·2025-08-30 04:30Core Viewpoint - Jida Communication reported a stable revenue of 219 million yuan for the first half of 2025, focusing on traditional business while transitioning to new business models driven by AI and data integration [1][2]. Group 1: Financial Performance - The company achieved a revenue of 2.19 billion yuan, maintaining a relatively stable income scale [1]. - The gross margin for the smart cafeteria product reached 42.59% [1]. Group 2: New Business Development - AI-enabled smart cafeteria products are becoming a significant profit driver for the company, transforming from a simple information product to a "personal nutrition health system" [1]. - The company is accelerating its layout in key areas such as sports events, urban governance, and cultural tourism, aiming to enhance profitability and market competitiveness [1][2]. Group 3: Traditional Business Support - The stable performance of traditional business provides solid support for new business layouts, with the company securing approximately 1,155 project orders from China Mobile, totaling 68.95 million yuan [2]. - Notable projects include the smart management platform for the student cafeteria at Hebei University of Architecture and the smart city infrastructure project in Qingshen County, which validate the market acceptance of the company's emerging business [2]. Group 4: Strategic Direction - The company plans to continue strengthening its original communication design and construction business while expanding into new strategic areas such as smart cafeterias, data resource management, and energy information technology [3]. - There is a commitment to building a new type of digital service product and capability system, enhancing core product competitiveness to establish a solid foundation for long-term profitability [3].