证券代码：300229 证券简称：拓尔思 公告编号：2025-041 本半年度报告摘要来自半年度报告全文，为全面了解本公司的经营成果、财务状况及未来发展规划，投 资者应当到证监会指定媒体仔细阅读半年度报告全文。 所有董事均已出席了审议本报告的董事会会议。 非标准审计意见提示 □适用 √不适用 董事会审议的报告期利润分配预案或公积金转增股本预案 □适用 √不适用 公司计划不派发现金红利，不送红股，不以公积金转增股本。 董事会决议通过的本报告期优先股利润分配预案 □适用 √不适用 一、重要提示 二、公司基本情况 1、公司简介 ■ 2、主要会计数据和财务指标 公司是否需追溯调整或重述以前年度会计数据 □是 √否 ■ 3、公司股东数量及持股情况 单位：股 ■ 持股5%以上股东、前10名股东及前10名无限售流通股股东参与转融通业务出借股份情况 □适用 √不适用 公司是否具有表决权差异安排 □是 √否 4、控股股东或实际控制人变更情况 控股股东报告期内变更 □适用 √不适用 公司报告期控股股东未发生变更。 实际控制人报告期内变更 □适用 √不适用 公司报告期实际控制人未发生变更。 前10名股东及前10名无限售流通股股东因 ...

Core Viewpoint - The company has made proper arrangements regarding recent matters, and it is expected that these will not significantly impact its production and operations [1]. Company Overview - Wuhan Dameng Database Co., Ltd. was established in 2000 and is a leading developer of database products in China, playing a key role in the development of the domestic database software industry [7]. - The company provides various database software, cluster software, cloud computing, and big data services to well-known clients, including China Construction Bank, China Life Insurance, State Grid, and China Mobile [7]. Financial Performance - In 2024, the company achieved total operating revenue of 1.044 billion yuan, representing a year-on-year increase of 31.49% [7]. - The net profit attributable to shareholders was 362 million yuan, up 22.22% year-on-year, while the net profit after deducting non-recurring gains and losses was 341 million yuan, reflecting a growth of 24.14% [7]. - The net cash flow from operating activities was 473 million yuan, an increase of 36.95% compared to the previous year [7]. Leadership and Management - Pi Yu, born in August 1981, has been the General Manager of Dameng Data since November 2020, with a background in software engineering and extensive experience in sales and management [4][5]. - Under Pi Yu's leadership, the sales team has achieved significant success, securing over twenty major projects with individual project payments exceeding 80 million yuan [5]. Market Position - According to reports from CCID Consulting and IDC, the company has ranked among the top domestic database vendors in China from 2019 to 2023 [7]. - As of August 19, 2024, the company's stock price was 248.8 yuan, with a total market capitalization of 28.174 billion yuan [8].

政务服务：协同联动，效率跃升 在数字化浪潮汹涌澎湃的当下，科技变革正以前所未有的速度重塑城市发展的格局。鸿蒙系统作为中国 自主研发的操作系统，在北京的政务、消费、文旅等多个领域掀起了一场深刻的变革。从政务服务的智 能化升级到消费场景的创新拓展，再到文旅体验的智慧化提升，鸿蒙系统正逐步构建起一个全新的数字 生态，为北京的数字经济发展注入新的活力，点亮了这座千年古都的"智慧消费星河"。 前来办理改造项目审批的李先生告诉北京商报记者，过去企业申请一个项目需要跑多个部门，提交大量 重复材料，审批周期长、效率低。而现在，通过"京办"平台，企业只需一次性提交申请材料，各部门在 平台上并行审批，实时共享审批进度和结果，大大缩短了审批时间，提高了审批效率。"平台还提供了 智能提醒、在线沟通等功能，方便企业与政府部门之间的互动交流，现在的政务服务确实太贴心、太周 到了。" 产业观察家许意强认为，政务服务作为城市治理的重要环节，其效率和质量直接影响着市民的生活体 验。鸿蒙系统凭借其强大的跨终端无缝衔接能力，为北京政务服务的数字化转型提供了有力支撑。 除了"京办"和"北京交警"，北京还有近千款应用深度适配鸿蒙，如"机关服务平台"等 ...

Summary of Key Points from the Conference Call Industry Overview - The conference call focuses on the **artificial intelligence (AI) industry** and the **capital expenditures (CapEx)** of major tech companies including Microsoft, Meta, Google, and Amazon in Q2 2025 [1][2]. Company-Specific Insights Microsoft - **Azure cloud services** revenue exceeded expectations, with a **Return on Invested Capital (ROIC)** increase year-over-year [1]. - **CapEx** for the quarter was **$24.4 billion**, up from **$21.4 billion** in the previous quarter [3]. - AI-related expenditures accounted for over **50%** of total spending, with projections for next quarter's CapEx reaching **$31 billion** and an annual total of **$120 billion**, representing a **30%** increase from **$85 billion** this year [4]. Meta - **CapEx** for the quarter was **$17 billion**, a **24%** increase quarter-over-quarter, surpassing market expectations of **$16.4 billion** [5]. - The annual CapEx lower limit was raised from **$64 billion** to **$66 billion** [5]. - AI has driven an increase in advertising revenue per unit, significantly benefiting the applications family business unit [5]. Google - **CapEx** for the quarter was **$22.4 billion**, showing substantial year-over-year and quarter-over-quarter growth [6]. - The annual CapEx forecast was adjusted from **$75 billion** to **$85 billion** [6]. - Google plans to launch a **multimodal large model** within the next two months to enhance its technological competitiveness [6]. Amazon - **CapEx** for the quarter was **$31.4 billion**, with an upward revision of the annual forecast [7]. - However, due to issues with in-house chip supply, cloud service growth was only **18%**, below market expectations for Microsoft and Google [7]. - The launch of the third-generation chip, initially planned for November, may be delayed due to supply from Broadcom [7]. Industry Trends and Concerns - The overall software industry, particularly the **SaaS sector**, showed a performance exceeding the expected median by **2.8%**, with new Annual Recurring Revenue (ARR) reaching **$2.078 billion**, a **1%** year-over-year increase [8]. - Despite strong performance, stock prices have declined by **8%** since July 30, raising concerns about the impact of AI on SaaS subscriptions and long-term data barriers [8]. - The **EV to future 12-month revenue** ratio is expected to remain at historical averages of **0.5 times**, with the impact of AI still unclear [8]. General Outlook - Major tech companies have generally raised their AI revenue expectations for the coming year [9]. - The hardware sector remains optimistic globally, while software benefits are primarily concentrated among large firms like Microsoft, Google, and Meta due to AI efficiency improvements [9]. - There are ongoing concerns regarding the market share of smaller SaaS companies amidst the growth of larger tech firms leveraging AI applications [9].

Core Insights - Weimob Group reported a revenue of approximately RMB 775.5 million for the first half of 2025, marking a year-on-year growth of 7.8% and achieving its first profit since 2021 with an adjusted net profit of RMB 16.9 million [1] - The company’s gross profit reached RMB 582 million, with a gross margin increase from 66.4% to 75.1%, reflecting an 8.7 percentage point year-on-year improvement [1] Revenue Breakdown - The revenue composition of Weimob Group is primarily from subscription solutions (56.44%) and merchant solutions (43.56%) [2] - The subscription solutions revenue saw a slight recovery to RMB 438 million, driven by the introduction of AI-related revenue of approximately RMB 34 million, despite a 13.9% year-on-year decline in the number of paying merchants [3][4] Merchant Solutions Performance - Merchant solutions revenue decreased by 11.3% to RMB 338 million, attributed to a reduction in rebate rates from advertising platforms, although it showed a 45.3% growth after adjusting for the rebate impact [5] - The number of paying merchants in the merchant solutions segment increased by 1.5% to 39,281, with an average spending per paying merchant rising by 1.9% to RMB 219,500 [6] AI Integration and Cost Management - Weimob has been enhancing its AI products, leading to a 57% quarter-on-quarter increase in average monthly active merchants using its WAI SaaS [4] - The company implemented cost-saving measures through AI and marketing strategies, resulting in a cost reduction of RMB 40 million [6] ESG and Sustainability Initiatives - Weimob improved its MSCI ESG rating from BBB to A, reflecting its commitment to sustainability and low-carbon initiatives [6]

Core Insights - Weimob Group reported a mid-year revenue of approximately 775.5 million RMB, with an adjusted revenue of about 776 million RMB, marking a year-on-year growth of 7.8% and achieving its first profit since 2021 with an adjusted net profit of 16.9 million RMB [2] - The gross profit for the reporting period was 582 million RMB, with an adjusted year-on-year growth of 36.1%, and the gross margin increased from 66.4% to 75.1%, a rise of 8.7 percentage points [2] Revenue Composition - The revenue is primarily derived from subscription solutions (56.44%) and merchant solutions (43.56%) [3] - AI-related revenue was approximately 34 million RMB, contributing to a recovery in subscription solution revenue from 432 million RMB in the second half of 2024 to 438 million RMB [4] Subscription Solutions Performance - The number of paid merchants decreased by 13.9% to 59,149, while the average revenue per user increased by 4.5% to 7,402 RMB [4] - Revenue from smart retail, a significant part of subscription solutions, was about 286 million RMB, down 6.1% year-on-year due to external macroeconomic factors affecting existing customer operations [5][6] Merchant Solutions Performance - Revenue from merchant solutions was 338 million RMB, a decrease of 11.3% year-on-year, primarily due to a reduction in annual rebate rates from advertising platforms [7] - The average spending per paid merchant increased by 1.9% to 219,500 RMB, with a 1.5% growth in the number of paid merchants to 39,281 [7] Cost Management and Efficiency - The company actively reduced low-margin, high-account period clients, resulting in a cost saving of 40 million RMB through AI and marketing integration [7] - The average monthly generated marketing materials exceeded 200,000, enhancing the creative capacity of the marketing design team [7] ESG Initiatives - Weimob Group improved its MSCI ESG rating from BBB to A, reflecting its commitment to low-carbon and environmentally friendly practices [8]

证券日报网讯 8月20日晚间，天融信发布公告称，公司于2025年8月20日召开第七届董事会第二十五次 会议，审议通过了《关于利用闲置自有资金择机购买理财产品额度的议案》，公司董事会同意公司及子 公司在不超过人民币18亿元的额度内，使用闲置自有资金择机购买保本型或低风险类理财产品。上述额 度的使用期限自2025年8月22日起至2026年8月21日止。 （编辑 楚丽君） ...

转自：中国证券报·中证网 中证报中证网讯（王珞）海量数据8月20日晚间披露2025年半年报显示，报告期内公司归属于上市公司 股东的净利润亏损4470.74万元；上年同期公司归属于上市公司股东的净利润亏损2411.91万元。公司 2025年上半年亏损额同比进一步扩大。 数据显示，海量数据2022年至2024年连续亏损。期间，归属于上市公司股东的净利润分别为亏损 6377.52万元、8118.27万元、6332.70万元。 ...

Group 1 - The company,卓易信息, has indicated that its BIOS products are integrated within the Harmony ecosystem, although the current revenue contribution from this segment is relatively small [1] - The company is also a partner in the Euler ecosystem, indicating its involvement in multiple technological collaborations [1]

Core Insights - Weimob Group reported a total revenue of 775 million yuan for the first half of 2025, marking a significant recovery with an adjusted EBITDA of 72 million yuan, achieving its first profit since 2022 [1] - The gross margin improved from 66.4% to 75.1%, reflecting an increase of 8.7 percentage points year-on-year [1] Business Performance - AI-related revenue for Weimob was approximately 34 million yuan [1] - Subscription solutions revenue reached 438 million yuan, showing a quarter-on-quarter increase of 1.38% [1] - Merchant solutions revenue amounted to 338 million yuan, with a year-on-year growth of 45.3% after adjusting for the impact of reduced rebate rates, and the gross margin increased from 74.5% to 91.3% [1]