Core Viewpoint - The company, Beijing Yacon Wanruisi Information Technology Co., Ltd., has engaged in discussions with various institutions regarding its business performance, overseas development, and strategies to address recent challenges [1][2]. Group 1: Company Business and Performance - The company is a leading third-party service provider in the computing infrastructure sector, offering comprehensive services for computing parks and data centers [3]. - For the first half of 2025, the company reported a revenue of 602.76 million yuan, a year-on-year decrease of 20.36%. The net profit attributable to shareholders was 17.96 million yuan, down 56.50% year-on-year, while the net profit after deducting non-recurring gains and losses was 18.43 million yuan, reflecting a 55.04% decline year-on-year [3]. Group 2: Reasons for Performance Decline and Response Measures - The decline in performance is primarily attributed to impairment provisions for inventory and accounts receivable, with credit impairment losses of 1.40 million yuan and asset impairment losses of 28.72 million yuan [4]. - In response to overdue payments, the company has formed a specialized legal team to advance litigation, with some progress already made. Additionally, the company is prioritizing the management of inventory and plans to upgrade its management mechanisms [4]. Group 3: Overseas Business Development - The company is leveraging its full industry chain technology and operational experience to track the global expansion of leading enterprises, focusing on markets in Southeast Asia and utilizing its domestic experience to mitigate challenges in overseas projects [5]. Group 4: Operational Competitiveness - As market focus on resource utilization increases, the demand for operational maintenance of complex IT systems has risen. The company has extensive experience in the internet sector, allowing it to provide comprehensive services and establish standardized processes and emergency mechanisms to ensure facility operations [6]. Group 5: Future Investment Directions - The company is implementing a dual-driven strategy of "internal growth and strategic investment" to consolidate existing businesses, explore business integration opportunities, and selectively choose investment targets. This approach aims to expand industry margins and enhance development quality. Furthermore, the company plans to repurchase shares in 2024 for equity incentives and will advance related plans to establish a long-term incentive mechanism [7].
调研速递|亚康股份接受信达证券等10余家机构调研 业绩与业务发展成焦点