大位科技2025半年报：扭亏为盈 源网荷储一体化智能算力中心显成效

Core Insights - Dawi Technology (600589.SH) reported a revenue of 205.72 million yuan in the first half of 2025, a year-on-year increase of 0.37%, and a net profit attributable to shareholders of 68.17 million yuan, marking a return to profitability [1] - The company is focusing on its core business and improving operational management, leading to a gradual recovery and enhancement of profitability [1][2] - Dawi Technology aims to become a leading integrated intelligent computing power service provider in China, leveraging its experience in data center construction and operation [2] Financial Performance - The net profit excluding non-recurring gains and losses decreased by 7.96% year-on-year [1] - The increase in gross margin is attributed to higher cabinet occupancy rates and a shift in the business model of the Fangshan Data Center B from leasing to self-operation [1] Industry Trends - The data center industry is undergoing significant transformation driven by the digital economy and the rapid development of artificial intelligence (AI), leading to opportunities and challenges [2] - The industry is moving towards larger, more efficient, and sustainable data centers [2] Strategic Initiatives - Dawi Technology is expanding its data center construction to provide customized services for various industries, enhancing customer stickiness and laying a solid foundation for future growth [3] - The Southeast Asian data center market is projected to grow from 13.71 billion USD in 2024 to 30.47 billion USD by 2030, with a compound annual growth rate of 14.24% [3] - The establishment of a subsidiary in Hong Kong is a strategic move to capture domestic clients' global needs and tap into the international AIDC market [3] Project Development - The Zhangbei Data Center Phase I 60MW project is on track for timely delivery, enhancing the company's service capacity for high-value businesses such as cloud computing and AI training [4] - Successful completion of the Zhangbei project will strengthen trust among clients, partners, and investors, enhancing the company's brand reputation and market competitiveness [4][5] - The project is expected to generate stable revenue and profit growth, contributing positively to the company's long-term performance [5]