调研速递|久远银海接受投资者调研,业绩增长与业务规划引关注

Core Insights - The company reported a revenue growth of 11.33% and a significant increase in net profit attributable to shareholders by 160.02% for the first half of 2025, driven primarily by the healthcare insurance and digital government sectors [2] - The smart city business saw a remarkable revenue increase of 409.88%, positioning it as a key growth driver for the company [3] - The company plans to enhance its business expansion and cost management efforts in the second half of 2025 to achieve its annual operational goals [2] Group 1: Business Performance - The growth in revenue and profit is attributed to the expansion of the healthcare insurance and digital government business segments, along with improved project management and cost control measures [2] - The company has implemented measures to manage accounts receivable effectively, resulting in a reduction of approximately 53 million yuan in accounts receivable by June 2025 compared to the beginning of the year [4] Group 2: Strategic Focus - The company aims to establish itself as a "smart livelihood service provider," focusing on developing an integrated government big data platform and utilizing AI to enhance data governance [3] - Research and development expenses increased by 70%, with a focus on intelligent platforms in key sectors such as human resources and social security, which is expected to enhance core competitiveness [5] Group 3: Market Engagement - The company is committed to value management through cash dividends, strict information disclosure, and enhanced investor communication, aiming for a win-win situation for all stakeholders [5] - The company is actively collaborating with major upstream manufacturers and engaging in market reforms to boost business innovation capabilities [5]