Group 1 - The core viewpoint of the article highlights that Mingyuan Cloud (00909) has seen a stock price increase of over 4%, attributed to its strategic investments in cloud AI products despite ongoing challenges in the real estate construction sector [1] - The company reported a significant increase in the terminal contract amount for its cloud AI products, reaching approximately 32 million yuan in the first half of 2025, surpassing the total contract amount for the entire year of 2024 [1] - The average customer unit price for the cloud AI product in the first half of 2025 was 37,700 yuan per unit, reflecting a 2.4% increase compared to the same period last year, driven by increased customer demand for cloud AI products [1] Group 2 - According to Goldman Sachs, Mingyuan Cloud's performance in the first half of the year fell short of expectations, with a 16% year-on-year decline in revenue, which was worse than the bank's and market's forecast of a 10% decline [1] - The core cloud service revenue decreased by 14%, and most cloud business revenues did not meet expectations; however, the company managed to achieve its first adjusted net profit since 2022 [1] - Effective cost control measures led to a 20% year-on-year reduction in adjusted operating expenses, resulting in an adjusted net profit of 33 million yuan [1]
港股异动 | 明源云(00909)午后涨超4% 上半年实现正向盈利 公司加大云客AI产品投入与推广