ThunderSoft(SZ:300496) Xin Lang Zheng Quan·2025-08-31 09:42Core Viewpoint - The company, Zhongke Chuangda Software Co., Ltd., has demonstrated significant growth in revenue and net profit in the first half of 2025, driven by advancements in artificial intelligence and its strategic focus on edge intelligence [2]. Group 1: Financial Performance - In the first half of 2025, the company achieved a revenue of 3.299 billion yuan, representing a year-on-year increase of 37.44% [2]. - The net profit attributable to shareholders was 158 million yuan, marking a year-on-year growth of 51.84% [2]. - Revenue from the intelligent software business line was 841 million yuan, up 10.52% [2]. - The intelligent automotive business line generated 1.189 billion yuan, an increase of 7.85% [2]. - The intelligent IoT business line saw a remarkable revenue of 1.270 billion yuan, growing by 136.14% [2]. - Revenue from the China region was 1.742 billion yuan, up 12.96%, while overseas revenue reached 1.558 billion yuan, growing by 81.41% [2]. Group 2: Strategic Focus and Business Development - The company is transitioning to become a provider of operating systems and edge intelligence products, leveraging advancements in AI and AIGC technologies [3]. - The AI mobile phone integrates AI functionalities, enhancing edge computing capabilities [3]. - The intelligent automotive sector features the Drip OS, which incorporates AI models for autonomous decision-making and improved user interaction [3]. - The IoT business has developed various vertical categories, including handheld devices and smart vision, and is building an AIoT platform [3]. - The company is committed to deepening its core strategy in edge intelligence and expanding its global market presence in the second half of 2025 [2]. Group 3: Business Model and Innovation - The IoT business model focuses on software-centric integrated product sales, including software and hardware integration, design services, and software licensing [4]. - The company aims to enhance the value of software in IoT hardware as edge intelligence applications grow [4]. - Collaborations with partners like Huoshan Engine and Mianbi Intelligent are aimed at improving AI cockpit interaction experiences [4]. - The acquisition of T2M is expected to enhance service offerings in the Android operating system development and client resources [4]. - The company is actively developing AMR robots for logistics and manufacturing, with projects already implemented in several Fortune 500 companies [4].