道通科技称，公司高端诊断机型搭载远程专家、AI技师助手等AI Agents功能后，用户好评率持续提 高，软件云服务续费转化率显著提升。报告中提到，上半年公司的AI及软件实现营业收入2.81亿元，同 比增长30.13%，毛利率超99%。随着公司AI战略深入推进，AI及软件业务规模有望带来可持续、高质 量增长。 能源智能中枢业务持续突破 中证报中证网讯（王珞）日前，道通科技披露了2025年半年报，公司上半年实现营业收入23.45亿元， 同比增长27.35%；净利润4.80亿元，同比增长24.29%；扣非净利润4.75亿元，同比增长64.12%。 维修智能终端销售量价齐升 报告显示，在维修智能终端业务方面，道通科技上半年实现营收15.40亿元，同比增长22.96%。今年， 公司推出新一代综合诊断终端Ultra S2及新一代ADAS标定主架IA1000，搭载AI多模态语音大模型等AI Agents功能，Ultra S2上市首月即达到前代产品六个月的销量水平。 据介绍，报告期内，道通科技发布了数智能源充电大模型，并成功推出自研液冷充电模块。公司以AI Agents为核心，持续推动充电产品Agents化、智能化，并逐步向 ...

Core Insights - Daotong Technology (688208) reported a revenue of 2.345 billion yuan for the first half of 2025, representing a year-on-year growth of 27.35% [1] - The net profit attributable to shareholders reached 480 million yuan, up 24.29% year-on-year, with a significant increase in net profit excluding non-recurring gains and losses, which rose by 64.12% to 475 million yuan [1] - The company plans to distribute a cash dividend of 5.8 yuan per 10 shares, marking the highest payout in the last three years, reflecting its commitment to shareholder returns [1] Business Segments - The AI and software segment generated revenue of 281 million yuan, growing by 30.13% year-on-year, with a gross margin exceeding 99%, indicating strong potential for sustainable growth as the AI strategy deepens [1] - The traditional smart terminal business achieved revenue of 1.540 billion yuan, a year-on-year increase of 22.96%, leveraging extensive automotive diagnostic data to enhance digital repair scenarios [2] - The energy smart hub business saw revenue of 524 million yuan, up 40.47% year-on-year, supported by robust power electronics and AI technologies, positioning the company among the global leaders [2] Innovations and Developments - Daotong Technology launched the next-generation comprehensive diagnostic terminal UltraS2 and the new ADAS calibration mainframe IA1000, which have received high market demand, with UltraS2 achieving sales equivalent to the previous model's six-month performance in its first month [2] - The company made breakthroughs in the digital energy sector by releasing a smart charging model and self-developed liquid cooling charging modules, reinforcing its leadership in smart charging [3] - The establishment of production bases in Shenzhen, Vietnam, and North Carolina, along with accelerated construction in Mexico, enhances the company's global market competitiveness [3] Strategic Initiatives - In response to the rapid development of the low-altitude economy and embodied intelligence, Daotong Technology is deploying integrated air-ground cluster smart solutions, utilizing industry AI models and a self-built supercomputing center [4] - The company is developing a series of large models for intelligent inspection, driven by an "AI brain" capable of perception, decision-making, and interaction, facilitating autonomous operations with aerial and ground robots [4]