Xin Lang Cai Jing·2025-09-01 14:38Core Viewpoint - The company has successfully turned around its performance in the first half of the year, showing a clear recovery in business orders and organizational capabilities after a period of transformation [2]. Group 1: Company Overview - The company held a teleconference from August 25 to 27, attended by 38 institutions including Industrial Securities and Fortune Fund Management [2]. - Key executives including Chairman Song Guanfeng and CFO Jing Yekun participated in the meeting to discuss the company's overall situation and strategic developments [2]. Group 2: Business Performance - The company reported a turnaround in its financial performance, achieving profitability in the first half of the year after a period of losses [2]. - Business orders have shown a significant recovery, and organizational capabilities have returned to pre-transformation levels [2]. Group 3: Strategic Developments - The company has undergone organizational changes to drive growth, integrating five subsidiaries to eliminate redundant R&D and sales efforts, thereby enhancing market share [2]. - The international business has seen a 135% year-on-year increase in new contracts, shifting focus from platform software to overseas solution markets [2]. Group 4: AI Strategy - Since 2018, the company has been exploring AI in GIS, and this year it has committed to an "All in AI" strategy, with AI orders increasing by over 100% year-on-year [2]. - The company aims to become a leader in the geographic space AI niche by enhancing traditional GIS with AI capabilities, improving accuracy, efficiency, usability, and generalization [2]. Group 5: Future Development Phases - The company's future development is divided into three phases: transformation adjustment (2024-2025), accelerated development (2026-2030), and steady expansion (2031-2035) [2]. - The AI technology foundation (AIF) is set to be released in 2024, with ongoing upgrades planned [2]. Group 6: Financial Recovery - The second-quarter performance rebound was attributed to accelerated delivery and project acceptance, following delays in the first quarter due to delivery reforms [2]. - Cost optimization measures have also contributed to improved revenue and profit margins [2].