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云涌科技2025年上半年营收增长26.55%,国产化产品与研发转化成关键动力
Zheng Quan Shi Bao Wang· 2025-09-16 10:31
Core Insights - The company, YunYong Technology, is gaining significant attention in the industrial information security sector, driven by national policies promoting self-reliance in technology and the construction of a "Digital China" [1] Group 1: Business Overview - YunYong Technology focuses on the research, development, production, and sales of industrial information security products, with a diverse product matrix including industrial information security, intelligent file cabinets, and control systems [1] - The company has established a robust embedded technology platform based on architectures such as PowerPC, ARM, MIPS, and LoongArch+Linux, making it one of the early adopters of embedded technology in the industrial internet security field in China [1] Group 2: Achievements in Domestic Applications - The company has made significant progress in the domestic application of products, successfully entering the Xinchuang industry chain through strategic partnerships with domestic processor manufacturers [2] - By 2025, the company plans to continue building a domestically controlled platform, having developed multiple general-purpose devices and basic circuit boards based on domestic processors [2] Group 3: Financial Performance - In the first half of 2025, YunYong Technology achieved revenue of 130 million yuan, a year-on-year increase of 26.55%, with the industrial information security product segment showing a remarkable growth of 33.53% [3] - The revenue growth is attributed to the company's investments in new power systems, next-generation power dispatch security, and Xinchuang replacements, with key products like mobile operation gateways and trusted management platforms driving sales [3] Group 4: R&D and Market Expansion - The company has not only focused on revenue growth but also on R&D innovation, planning to develop core technologies in virtual power plants, microgrid energy management, and energy storage [4] - R&D expenses increased by 3.95% year-on-year, while sales expenses rose by 34.60%, indicating a strategic push towards market expansion and alignment with industry growth prospects [4]