道通科技2025年扣非后归母净利同比大增62.77% “AI驱动+全球布局”实现业绩进阶

Core Insights - The company, Daotong Technology, reported a revenue of 4.838 billion yuan for 2025, marking a year-on-year growth of 23.04%, and a net profit attributable to shareholders of 935 million yuan, which is a 45.89% increase year-on-year [1] - The company is committed to its "fully embrace AI" strategy, focusing on smart vehicle diagnostic terminals and smart energy hubs as business entry points, which are driving significant revenue growth [1] Financial Performance - In 2025, the company's net profit after deducting non-recurring items reached 880 million yuan, a substantial increase of 62.77% year-on-year [1] - The company achieved operational efficiency improvements through internal digital transformation and organizational capability building, which laid a solid foundation for growth [1] AI and Technology Development - Daotong Technology is deepening the application of AI multimodal voice models and AI Agents in the smart vehicle diagnostic field, enhancing repair accuracy and efficiency, and receiving positive market feedback [2] - The company’s TPMS products are experiencing rapid growth due to ongoing global replacement demand, contributing significantly to the performance of this segment [2] Smart Charging Solutions - The company is focusing on end-to-end system capability upgrades in the smart charging sector, enhancing its technology base for "smart energy charging models" and related applications [2] - AI capabilities have been deployed in key areas such as charging scheduling and operational management, evolving towards higher autonomy with "AI digital employees" [2] Global Market Expansion - In 2025, Daotong Technology successfully delivered smart charging projects for top global clients across various industries, including energy and transportation [3] - The company secured strategic orders from leading convenience retail groups and local charging network operators in the U.S., and established partnerships with regional power companies to advance new power infrastructure [3] New Business Ventures - The company is accelerating the engineering implementation of embodied intelligence in infrastructure scenarios, showcasing smart charging robots and inspection robots at the 2026 CES [4] - This new business area is expected to become a significant growth point, with the potential for further application in various scenarios [4] Competitive Advantage - Industry analysts note that Daotong Technology's AI technology layout is centered on actual scene demands, creating a strong competitive edge in its three core businesses [5] - The company is developing a sustainable revenue model centered around AI Agents services, forming a robust business barrier and a collaborative, integrated business landscape [5] - The three core tracks of "AI + Diagnosis," "AI + Charging," and "AI + Robotics" align with global trends in digitalization and new energy, indicating substantial future growth potential [5]