Core Insights - The company, Teslion, has reported significant financial growth, with a revenue of 632 million yuan for the first half of 2025, marking a 77% increase year-over-year [1] - The AI-driven smart computing segment, particularly in intelligent computing, has shown remarkable performance with revenues reaching 577 million yuan, a year-over-year increase of 191.1% [1] - The company's gross profit for the first half of 2025 reached 144 million yuan, a 64% increase from the previous year, with a gross margin improvement from 15.3% in 2024 to 22.7% [1] Financial Performance - As of June 30, 2025, the company's cash and cash equivalents increased by 316% compared to the end of 2024, totaling 657 million yuan, indicating strong cash reserves [2] - The company has successfully reduced its operating expense ratio from 104.6% in 2024 to 58.1% in the first half of 2025, reflecting effective cost control and business structure optimization [1] Technological Advancements - Teslion is focusing on "spatial intelligence" as its core direction, developing a comprehensive AIoT technology system that integrates hardware and software to facilitate a complete closed-loop of "perception-reasoning-decision-execution" in physical spaces [2] - The company has introduced a range of products, including the T-Nexus series intelligent computing servers and T-Cluster heterogeneous chip supernodes, which support large-scale AI training and inference [4] - The HICE hybrid inference engine developed by Teslion enhances the efficiency of heterogeneous domestic chips by over two times, allowing AI models to run efficiently across various platforms without modification [4] Application and Market Expansion - Teslion has developed the TacOS spatial intelligence base to address the common challenge of insufficient 3D training data, enabling the transformation of single-view images into realistic 3D representations [5] - The HALI intelligent agent, a key component in connecting the digital and physical worlds, has achieved significant breakthroughs in cognitive, perceptual, memory, and collaborative capabilities [6] - As of September, Teslion has secured orders amounting to 2.6 billion yuan, with a rapid increase in enterprise clients from 150 to 212 year-over-year, particularly in the AI industry digitalization sector [8] - The company's products are now deployed in 172 cities globally, covering markets in China, UAE, Singapore, and Australia, serving nearly 1,000 clients [8]
特斯联半年报：营收增长77%，迈入空间智能时代
3 6 Ke·2025-11-26 00:34