Core Viewpoint - Jiangsu Runhe Software Co., Ltd. has demonstrated robust growth in its main business and impressive performance in innovative sectors, with a focus on AI and open-source technologies [2][3]. Group 1: Business Performance - In the first half of 2025, the company achieved operating revenue of 1.747 billion yuan, a year-on-year increase of 10.55%, and a net profit attributable to shareholders of 52.17 million yuan, up 47.33% [2]. - The financial technology segment generated revenue of 890 million yuan, growing by 6.06%, while the intelligent IoT segment saw revenue of 606 million yuan, an increase of 23.85% [2]. - The innovative business segment reported sales revenue of approximately 368 million yuan, marking an 8.96% year-on-year growth, accounting for 21.07% of total operating revenue [2]. Group 2: Innovation and Traditional Business - The company focuses on two main lines in its innovative business: localization and intelligence, with significant advancements in open-source HarmonyOS and Euler, as well as AI applications across various industries [3]. - Traditional business segments, including financial technology, smart energy information, and intelligent IoT, have shown stable revenue growth, with financial technology contributing over 50% of total revenue [3]. Group 3: AI and Open-source Initiatives - Runhe Software positions itself as a solution provider in the AI sector, developing various platforms and large model products, and has received multiple awards for its innovations in AI technology [4]. - The company has launched 13 commercial versions of HarmonyOS and achieved commercial maturity in the Euler open-source field, providing a fully localized software stack [5]. - The company is actively piloting its "Star Flash + OpenHarmony" products in industries such as electricity, coal, and education, following its membership in the International Star Flash Alliance [5].
调研速递|江苏润和软件接受中金基金等8家机构调研,透露多项业务关键要点