SUPCON Technology (SH:688777) Zheng Quan Shi Bao Wang·2025-10-24 11:46Core Insights - The company is positioning itself as a leader in the industrial AI and robotics sector, focusing on transforming its strategy towards high-potential emerging businesses like industrial AI and robotics [1][2] - The company reported a revenue of 5.654 billion yuan and a net profit of 432 million yuan for the first three quarters of 2025, with significant progress in its industrial AI business [1] Group 1: Industrial AI Development - The company is advancing its "All in AI" strategy, aiming to create a full-stack industrial AI application platform that integrates AI deeply into its product and technology systems [2] - The TPT model has achieved key breakthroughs, transitioning from concept validation to large-scale implementation in real production scenarios, gaining recognition from major industry players [2] - The launch of the TPT2 platform, which integrates various technologies, has led to significant initial success, with 518 pre-orders and 3,268 registered users on the launch day [2] Group 2: Global Expansion Strategy - The company is actively pursuing a global strategy, making strides in international markets, including Southeast Asia, the Middle East, Africa, Latin America, and North America [3] - It has secured landmark projects in Indonesia and Algeria and is on the supplier shortlist for major companies in Mexico [3] - The company is enhancing its global brand influence by participating in international forums and exhibitions [3] Group 3: Data and R&D Investment - The company has built a substantial data resource of 100 exabytes, covering over 50 sub-industries, which supports the optimization and application of its industrial AI technology [4] - R&D investment for the first three quarters of 2025 reached 653.55 million yuan, accounting for 11.56% of revenue, with a commitment to maintain R&D spending above 10% of revenue [4] - The industrial software market in China is projected to grow, providing a favorable environment for the company to expand its market share [4] Group 4: Ecosystem Development - The company is adopting a "technology foundation + ecosystem win-win" approach, making AI tools more accessible for small and medium enterprises [5] - It is collaborating with universities and clients to transition AI from prototypes to practical applications [5] - The establishment of the "Industrial AI Data Alliance" aims to address industry challenges like data silos and promote safe data circulation and value creation [5] Group 5: Recognition and Future Outlook - The TPT model received the "Process Industry Innovation Award" at the 2025 ACHEMA Asia exhibition, highlighting the company's achievements in industrial AI [6] - The company plans to deepen its "All in AI" strategy, accelerate the integration of AI with industrial scenarios, and strengthen its position in the global industrial intelligence landscape [6] - With its data accumulation, ongoing R&D investment, and clear strategic direction, the company is poised to reinforce its leadership in the industry and contribute to high-quality global industrial development [6]