Core Insights - Dingjie Smart achieved a revenue of 1.045 billion yuan in the first half of 2025, representing a year-on-year growth of 4.08% [1] - The company reported a net profit attributable to shareholders of 45.0267 million yuan, with a year-on-year increase of 6.09%, indicating a steady growth in both revenue and profit [1] Group 1: Domestic Performance - In mainland China, Dingjie Smart's revenue reached 476 million yuan, growing by 4.61% year-on-year, driven by consumer subsidy policies and domestic substitution in semiconductor manufacturing [1] - The company focused on high-growth niche markets and utilized AI technology to enhance product performance while optimizing operations to reduce costs and increase efficiency [1] Group 2: International Performance - In non-mainland China regions, the company generated revenue of 569 million yuan, marking a year-on-year increase of 3.65% [2] - In Taiwan, Dingjie Smart capitalized on trends in AI, labor shortages, and information security, signing contracts with dozens of clients and bringing in nearly a hundred AI ecosystem partners [2] - The company experienced a significant revenue growth of 60.87% in Southeast Asia by enhancing industry association collaborations and expanding its reach in the market [2] Group 3: R&D and Product Development - Dingjie Smart's AI business revenue surged by 125.91% as the company focused on upgrading its "Dingjie Athena Smart Native Base" platform and developing multiple enterprise-level AI entities [2] - The company launched several new products, including smart data suites and AIoT command centers, reflecting its commitment to continuous R&D investment [2]

Core Viewpoint - Dingjie Zhizhi (300378) reported steady growth in revenue and net profit for the first half of 2025, driven by advancements in AI technology and strategic focus on high-demand market segments [1] Group 1: Financial Performance - The company achieved operating revenue of 1.045 billion yuan, a year-on-year increase of 4.08% [1] - The net profit attributable to shareholders reached 45.0267 million yuan, reflecting a year-on-year growth of 6.09% [1] - Revenue in mainland China was 476 million yuan, up 4.61% year-on-year, while revenue from non-mainland regions was 569 million yuan, increasing by 3.65% [1] Group 2: Business Development - The company focuses on four main business segments: R&D design, digital management, production control, and AIoT, all of which experienced year-on-year revenue growth [1] - The company capitalized on consumer subsidy policies and domestic substitution in semiconductor manufacturing to target high-growth niche markets [1] Group 3: R&D and Product Innovation - The company made significant advancements in its "Dingjie Athena Intelligent Native Base," enhancing platform functionality and performance [1] - AI business revenue surged by 125.91% due to the development of multiple enterprise-level AI agents [1] - Recent product launches include the Intelligent Data Suite, Enterprise Intelligent Agent Suite, four industrial software AI suites, AIoT Command Center, and Industrial Mechanism AI Suite [1][2] Group 4: AI and Digital Transformation - The Intelligent Data Suite includes modules for intelligent data engines, indicator management, and data governance, addressing the growing demand for AI infrastructure [2] - The Enterprise Intelligent Agent Generation Suite promotes the transformation of AI from a tool to a "digital employee" [2] - The AIoT Command Center and Industrial Mechanism AI Suite enable predictive maintenance and optimization of processes and production scheduling, fostering a deeply integrated "AI+IT+OT" collaborative system [2]