作为国内A股上市的基础软件厂商，东方通上半年多项核心财务指标显著改善，展现出其强劲的发展韧 性和潜力。 8月26日晚间，东方通发布的2025年半年度报告显示，公司上半年实现营业收入2.40亿元，同比增长高 达48.85%；同时，净利润为-5515.80万元，亏损额度相较去年同期收窄66.80%。 这一系列数据的背后，是东方通在持续深耕信创（信息技术应用创新）基本盘的同时，于人工智能 （AI）、低空经济等新兴领域进行前瞻性布局并取得实质性突破的成果。 尽管东方通在政府行业的营收同比有所下滑，但其毛利率却大幅提升了20.22个百分点，达到95.50%， 利润贡献能力不降反增，显示出公司在政府业务上更加注重高质量发展。 此外，公司经营性现金流回正，应收账款同比减少，销售回款情况得到大幅改善，进一步印证了其经营 基本面的持续向好。 报告显示，东方通的基础软件、安全产品、数字化转型三大核心业务板块均实现了收入的正向增长和毛 利率的同比提升，形成了齐头并进的良好态势。 值得注意的是，公司不仅在传统的中间件市场通过技术创新与生态合作，持续巩固其行业领导地位，更 在AI浪潮下，从标准制定到产品落地，全面构建了"中间件+AI" ...

Core Insights - *ST Dongtong (300379.SZ) has been recognized as a pioneer and leader in China's middleware sector, achieving significant milestones in international expansion and technological innovation [1][5][7]. Group 1: International Expansion - The company has been selected as a typical case for the "Cloud Sail Action" by the China Academy of Information and Communications Technology, marking a significant step in its internationalization efforts [1][6]. - In collaboration with partners, *ST Dongtong launched the "ISV Global Partnership Initiative" at an overseas forum, aiming to enhance its global market presence [5][7]. - The successful implementation of the middleware product service for the "Yawan High-speed Railway Earthquake Early Warning System" in Indonesia highlights the company's capability to execute international projects [6]. Group 2: Technological Innovation - The company has been recognized for its innovative practices in middleware, particularly through its TongAgentPlatform, which integrates into the RAG solution to provide a seamless intelligent application experience [3][4]. - The TongAgentPlatform offers three core capabilities: compatibility across different platforms, efficient intelligent agent construction, and a robust security framework [3][4]. - The RAG solution, developed in collaboration with partners, aims to address key challenges in AI application, thereby facilitating the digital transformation of enterprises [2][3]. Group 3: Strategic Collaborations - *ST Dongtong is actively collaborating with various stakeholders, including integrators, operators, and cloud vendors, to promote its middleware products internationally [5][7]. - The company emphasizes a dual strategy of "technology + ecosystem" to reshape the intelligent landscape of the industry, enhancing AI computing infrastructure and providing efficient digital solutions [7]. - Future plans include a commitment to innovation and internationalization of middleware products and services, contributing to global digital transformation efforts [8].