Core Viewpoint - In the first half of 2025, Aoto Electronics reported a slight decline in revenue but a significant increase in net profit, indicating effective cost management and strategic focus on AI and video technology integration [1] Group 1: Financial Performance - Aoto Electronics achieved operating revenue of 313 million yuan, a year-on-year decrease of 6.19% [1] - The net profit attributable to shareholders was 8.32 million yuan, reflecting a year-on-year increase of 251.82% [1] - New orders signed during the reporting period amounted to 413 million yuan, an increase of 18.22% year-on-year, with overseas orders growing by 31.03% [1] Group 2: Strategic Focus and Market Development - The company continues to implement its "AI + Video" strategy, enhancing innovation in AI technology and smart video business [1] - Aoto Electronics is focusing on major clients and projects in sectors such as film, advertising, finance, and digital content, solidifying its leading position in virtual shooting and LED film screens [1] - The company is expanding into new business areas like virtual live streaming and urban renewal to cultivate a second growth curve [1] Group 3: Industry Position and Technological Innovation - Aoto Electronics has strengthened its competitive edge in the film industry, with new orders in this sector reaching approximately 123 million yuan, a year-on-year increase of 55.71% [2] - The company’s subsidiary, Chuangxiang Shuwei Technology, reported new orders of 22.5 million yuan, a growth of 32.03% [2] - Aoto Electronics has a robust R&D framework, with 42 new patents and software copyrights granted during the reporting period, including 11 new invention patents [3] - The company’s R&D investment was 32.23 million yuan, accounting for 10.30% of revenue, positioning it as a leader in the industry [3]

Core Insights - In the first half of 2025, the company reported a slight decline in revenue but significant growth in net profit and adjusted net profit, indicating strong operational efficiency and cost management [1][2] Financial Performance - The company's revenue for the first half of 2025 was 313 million yuan, a year-on-year decrease of 6.19% [1] - The net profit attributable to shareholders was 8.32 million yuan, showing a year-on-year increase of 251.82% [1] - The adjusted net profit reached 9.52 million yuan, reflecting a substantial year-on-year growth of 4702.07% [1] Order Growth - The company signed new orders totaling 413 million yuan, representing a year-on-year increase of 18.22% [1] - New orders from overseas markets amounted to 204 million yuan, up 31.03% year-on-year [1] - Domestic market new orders were 209 million yuan, with a year-on-year growth of 7.97% [1] Innovation and Product Development - The subsidiary, Chuangxiang Shuwei, signed new orders worth approximately 22.5 million yuan, a year-on-year increase of 32.03% [1] - The subsidiary achieved revenue of 10.34 million yuan, reflecting a year-on-year growth of 30.35% [1] - The launch of the "MetaBoxBoRoom" solution aims to simplify high-quality virtual content creation, expanding its application beyond professional film to various industries such as education, healthcare, and corporate events [1] Strategic Initiatives - The company is focusing on the "AI + Video" strategy, integrating AI technology with smart video business to enhance innovation [2] - It is implementing strategies targeting large clients and projects while deepening its presence in key sectors like film, advertising, finance, and digital content [2] - These initiatives are aimed at solidifying the company's leading position in virtual shooting, LED film screens, and large transportation advertising [2]

Core Viewpoint - The company, Aoto Electronics, reported its 2025 semi-annual results, emphasizing its "AI + Video" strategy and the integration of artificial intelligence with smart video business, while focusing on major clients and projects in various sectors such as film, advertising, finance, and digital content [1] Financial Performance - In the first half of 2025, the company achieved operating revenue of 313 million yuan, a slight decrease of 6.19% year-on-year - The net profit attributable to shareholders was 8.32 million yuan, an increase of 251.82% year-on-year - The net profit after deducting non-recurring gains and losses was 9.52 million yuan, a significant increase of 4702.07% year-on-year [1] Order Growth - The company signed new orders totaling 413 million yuan in the first half of 2025, representing a year-on-year growth of 18.22% - New orders from overseas markets reached 204 million yuan, up 31.03% year-on-year, while domestic new orders were 209 million yuan, an increase of 7.97% [1] Core Business Development - In the film sector, new orders amounted to approximately 123 million yuan, a growth of 55.71% year-on-year - The company undertook 13 XR/VP virtual studio projects in the first half of 2025, with a total of 105 projects completed globally - In the advertising sector, new orders reached approximately 93 million yuan, a significant increase of 216.49% year-on-year - In the finance and telecommunications sectors, new orders totaled approximately 120 million yuan, a growth of 2.79% year-on-year [2] Innovation and New Business - The subsidiary, Chuangxiang Shuwei, signed new orders worth approximately 22.5 million yuan, a growth of 32.03% year-on-year, and achieved operating revenue of 10.34 million yuan, a growth of 30.35% year-on-year - Chuangxiang Shuwei received a "Four-Star Certified Service Provider" rating from Douyin Local Life, successfully assisting over 50 leading brands in innovative marketing - The company launched the "MetaBox BoRoom" solution, aimed at simplifying high-quality virtual content creation for non-professional and enterprise users, expanding virtual production applications across various industries [3] Order Backlog - As of July 31, 2025, the company had a total order backlog and bid amount of approximately 558 million yuan - The company plans to increase efforts in virtual broadcasting, new retail, and urban renewal to cultivate a second growth curve, laying the foundation for performance growth in the second half of the year [3]

在手订单方面，截至2025年7月31日，公司在手订单及中标金额合计约5.58亿元。同时，将加大虚拟直 播、新零售、城市更新等新业务开拓力度，培养第二增长曲线，为下半年业绩增长奠定基础。（文穗） 8月26日晚间，奥拓电子（002587）发布了2025年半年报。公司上半年坚持"AI+视讯"战略，加快人工 智能技术与智能视讯业务的创新融合；实施大客户及大项目策略，深耕影视、广告、金融及通讯、数字 内容等优势细分市场，夯实虚拟拍摄、LED电影屏、大交通广告等领域领先地位，助力公司在复杂多变 的环境中稳步发展。 2025年上半年，奥拓电子实现营业收入3.13亿元，同比略降6.19%；实现归母净利润832.26万元，同比 增长251.82%；实现扣非后归母净利润951.88万元，同比增长4702.07%。 半年报显示，2025年上半年，公司加大市场开拓力度，广告、数字内容及影视等细分市场新签订单大幅 增长，公司新签订单4.13亿元，同比增长18.22%；其中海外市场新签订单2.04亿元，同比增长31.03%， 国内市场新签订单2.09亿元，同比增长7.97%。 核心业务方面，公司坚持深耕行业策略，进一步夯实在影视、金融及 ...

对于2025年经营计划，奥拓电子年报显示，公司将聚焦影视、金融及通讯、数字内容等行业市场的变 化，加强AI及数字技术研发，推进业务模式创新，提升关键领域技术创新能力，把握新一轮科技革命 和产业变革发展先机，促进公司规模的健康发展。同时，公司将加大创新业务孵化和对外投资，探索 To C新领域的发展机遇。 （文章来源：证券日报） 根据年报，影视行业作为奥拓电子近年来核心应用领域之一，主要深耕电影播放及虚拟拍摄两个方面， 致力于为客户提供专业且完整的解决方案。2024年，公司加大影视行业的市场开拓力度。此外，奥拓电 子完善AIGC+XR平台建设，探索本地生活虚拟直播。 奥拓电子持续为股东创造价值。2024年，公司完成2023年度权益分派事宜，合计派发现金红利总额为 3903.37万元。2024年公司以现有总股本6.50亿股为基数（扣除公司回购专用证券账户股份数），拟向全 体股东每10股派发现金红利0.2元（含税），合计派发现金红利总额为1299.42万元。 本报讯 （记者丁蓉）4月28日晚间，深圳市奥拓电子股份有限公司（以下简称"奥拓电子"）披露2024年 年报。公司2024年实现营业收入7.22亿元，同比增长9. ...