SUPCON Technology (SH:688777) Sou Hu Cai Jing·2025-10-24 13:45Core Insights - 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] - The company is transitioning to an "AI in All" phase, focusing on creating a full-stack industrial AI application platform [2] - The company has made strides in global expansion, securing key projects in various regions including Southeast Asia and North America [3] Financial Performance - For the first three quarters of 2025, the company achieved a revenue of 5.654 billion yuan and a net profit of 432 million yuan [1] - The company invested 654 million yuan in R&D, accounting for 11.56% of its revenue [4] Industrial AI Development - The company has successfully developed and implemented the TPT model in real production scenarios, gaining recognition from major industry players [2] - The launch of the TPT2 platform marked a significant upgrade, with 518 pre-orders and 112 transactions on the first day [2] Global Expansion Strategy - The company has made significant progress in international markets, winning bids for notable projects in Indonesia and Algeria [3] - The company is actively participating in international forums to enhance its global brand influence [3] Ecosystem Development - The company has built a data resource of 100EB, covering over 50 sub-industries, which supports the optimization and application of its industrial AI technology [4] - The company is addressing industry challenges by forming the "Industrial AI Data Alliance" to promote data sharing and value creation [4] Future Outlook - The company plans to deepen its "All in AI" strategy, accelerate the integration of AI with industrial scenarios, and strengthen its global market presence [5]