Core Insights - The company, Teslin, reported impressive mid-year results for 2025, achieving a revenue of 632 million yuan, a year-on-year growth of 77%, with its AI industry digitalization segment generating 577 million yuan, marking a 191% increase [1][2] Financial Performance - In the first half of 2025, Teslin's total revenue reached 632 million yuan, up 77% from the same period in 2024, with AI industry digitalization revenue at 577 million yuan, reflecting a 191% increase [2] - The company’s revenue from 2022 to 2024 showed consistent growth, with figures of 738 million yuan, 1.006 billion yuan, and 1.843 billion yuan respectively, resulting in a compound annual growth rate of 58% [2] - The company has a backlog of orders amounting to 2.6 billion yuan, providing a solid foundation for future revenue growth [3] Cost Management and Operational Efficiency - In the first half of 2025, Teslin's overall gross profit increased significantly by 64% to 144 million yuan, indicating improved profitability and operational efficiency [4] - The company successfully reduced its expense ratios, with marketing and sales expenses dropping from 22.9% to 7.3%, and administrative expenses decreasing from 41% to 25.2% [4] Strategic Focus and Technological Innovation - Teslin is strategically focusing on high-value AIoT business segments, aiming to drive sustainable digital transformation across various industries [5] - The company has launched a new strategy to enhance its AIoT capabilities, including the development of heterogeneous computing hardware and software platforms to provide efficient AI services [5][6] - Continuous investment in R&D is evident, with R&D expenses reaching 162 million yuan in the first half of 2025, an 11.4% increase from 2024 [7] - The company has accumulated over 1,800 patents and has a top-tier R&D team, enhancing its technological leadership in the AIoT sector [7]
智能科技赛道高增长延续！特斯联半年报营收劲增77% 衔接去年83.2%全年增幅
智通财经网·2025-11-26 00:45