Core Viewpoint - The company has successfully turned around its performance in the first half of the year, showing a clear recovery in business orders and organizational capabilities after a period of transformation [2]. Group 1: Company Overview - The company held a teleconference from August 25 to 27, attended by 38 institutions including Industrial Securities and Fortune Fund Management [2]. - Key executives including Chairman Song Guanfeng and CFO Jing Yekun participated in the meeting to discuss the company's overall situation and strategic developments [2]. Group 2: Business Performance - The company reported a turnaround in its financial performance, achieving profitability in the first half of the year after a period of losses [2]. - Business orders have shown a significant recovery, and organizational capabilities have returned to pre-transformation levels [2]. Group 3: Strategic Developments - The company has undergone organizational changes to drive growth, integrating five subsidiaries to eliminate redundant R&D and sales efforts, thereby enhancing market share [2]. - The international business has seen a 135% year-on-year increase in new contracts, shifting focus from platform software to overseas solution markets [2]. Group 4: AI Strategy - Since 2018, the company has been exploring AI in GIS, and this year it has committed to an "All in AI" strategy, with AI orders increasing by over 100% year-on-year [2]. - The company aims to become a leader in the geographic space AI niche by enhancing traditional GIS with AI capabilities, improving accuracy, efficiency, usability, and generalization [2]. Group 5: Future Development Phases - The company's future development is divided into three phases: transformation adjustment (2024-2025), accelerated development (2026-2030), and steady expansion (2031-2035) [2]. - The AI technology foundation (AIF) is set to be released in 2024, with ongoing upgrades planned [2]. Group 6: Financial Recovery - The second-quarter performance rebound was attributed to accelerated delivery and project acceptance, following delays in the first quarter due to delivery reforms [2]. - Cost optimization measures have also contributed to improved revenue and profit margins [2].

Group 1: Company Performance Overview - The company has turned a profit in the first half of the year, with revenue and net profit both showing year-on-year growth in Q2 [3] - New signed contracts have increased by 14% year-on-year, with international orders up by 135% and enterprise business orders up by 32% [3] - The company's organizational capabilities have returned to pre-reform levels, indicating improved operational efficiency [3] Group 2: Strategic Development - The company is focusing on enhancing market share in its primary growth areas through organizational restructuring, consolidating five subsidiaries into a unified entity [4] - Accelerating the development of secondary growth areas, such as construction, water conservancy, and enterprise sectors, by integrating resources from previously dispersed subsidiaries [4] - The internationalization strategy has shifted to include both foundational software platforms and standardized industry application solutions, leading to significant contract growth [6] Group 3: AI Strategy and Implementation - The company has been exploring AI in GIS since 2018, with significant advancements leading to the release of AI GIS 2.0 in 2024 [6][9] - AI orders have increased by over 100% year-on-year, indicating strong market demand for AI-integrated solutions [6] - The company aims to become a leader in geospatial AI, enhancing precision, efficiency, and user experience across its product lines [10][11] Group 4: Financial Performance and Projections - The company experienced a rebound in revenue and profit in Q2 due to organizational adjustments and accelerated project deliveries [20] - Cost optimization measures have been implemented, leading to savings in personnel and operational expenses [20] - AI-related orders are projected to grow significantly, with expectations of doubling previous year's figures [19] Group 5: Risk Management - The company advises investors that forecasts regarding industry trends and future operations should not be viewed as guarantees [21]

Group 1 - The 2025 Spatial Intelligence Software Technology Conference opened in Beijing, focusing on "AI Reshaping Spatial Intelligence" [1] - The president of the China Geographic Information Industry Association highlighted that AI technology has significantly advanced spatial intelligence software in areas such as geospatial perception, visualization, design, and decision-making, enhancing service capabilities and intelligence levels [1] - The industry faces multiple challenges in key technology innovation, application breakthroughs, and sustainable development, necessitating a focus on innovation engines, application breakthroughs, and a robust support system [1] Group 2 - The "Spatial Intelligence Innovation Consortium and Joint Innovation Center" was officially launched at the conference, focusing on the development and application of AI GIS key technologies [2] - The consortium includes ten founding members from various sectors, including government, academia, and industry, aimed at providing innovative solutions for critical sectors such as natural resources and emergency management [2] - SuperMap Software released its SuperMap GIS 2025 product system and introduced two new products: the SuperMap Spatial Intelligence Service Platform and cross-platform spatial data conversion software [2]