Summary of the Conference Call for SuperMap Software Company Overview - **Company**: SuperMap Software - **Industry**: Geographic Information Systems (GIS) and AI technology Key Points Financial Performance - In the first half of 2025, SuperMap achieved a year-on-year revenue growth of over 90%, attributed to cost control measures [2][3] - The company turned a profit with a net profit exceeding 12 million yuan, marking a significant recovery from previous losses [3] Organizational Changes - The organizational transformation initiated in 2024 has stabilized, with core capabilities and market share returning to pre-reform levels [4][9] - The company is expected to enter a rapid growth phase from 2025 to 2030, following a recovery period [4][8] International Expansion - SuperMap is intensifying its international market efforts, transitioning from exporting basic software to offering comprehensive standard solutions [5][6] - Significant orders were secured in Malaysia and the Middle East, indicating successful overseas business development [6][13] - The company anticipates over 100% growth in overseas revenue in 2025, aiming for overseas income to account for 20-30% of total revenue in the coming years [13] AI Development and Applications - SuperMap has heavily invested in AI technology, integrating AI modules into all products to enhance development efficiency [7][18] - The company launched several AI products in 2025, with AI orders reaching last year's total in the first half of the year, expecting several-fold growth in AI business this year [7][18] - AI applications are being developed across various sectors, including natural resources, with over 40 application scenarios implemented [11][20] Market Position and Competitive Advantage - SuperMap holds a leading position in the basic software and natural resources markets, with market shares significantly higher than competitors [9] - The company’s new organizational structure promotes resource allocation and rapid growth in its second growth curve business [10] Data Value-Added Services - SuperMap is exploring data value-added services, having partnered with over 80 big data bureaus and aiming to capture a significant share of provincial and municipal data operations [12][11] - The company is also investigating real estate data operations, with plans to charge based on data retrieval [11][12] Future Development Plans - The company plans to continue focusing on geographic AI, optimizing its AI models for better efficiency and usability [21] - SuperMap aims to deepen and broaden its vertical applications across various industries to meet market demands and increase market share [21] Product Innovations - In 2025, SuperMap introduced a series of AI-based products, including geographic intelligent agents that enhance user experience and operational efficiency [18] - The integration of visual and language models aims to transform application paradigms in GIS [17][18] Strategic Partnerships - While specific details on partnerships, such as with Huawei, were not disclosed, the company emphasizes its strategic collaborations to enhance market opportunities [19] Additional Insights - The company is addressing challenges in the natural resources sector, where AI demand is growing, and is prepared to leverage its organizational capabilities for industry consolidation [11] - SuperMap's approach to AI and GIS integration is designed to improve data processing and application efficiency across various sectors, enhancing overall service offerings [16][17]

Summary of the Conference Call for SuperMap Software Company Overview - **Company**: SuperMap Software - **Industry**: Geographic Information Systems (GIS) and AI integration in natural resources Key Points and Arguments Recovery and Market Position - SuperMap's organizational capabilities have returned to pre-reform levels, with market share in the natural resources sector rebounding to 2023 levels, indicating a strong recovery [2][3] - The company leads the natural resources field by 4 to 5 times compared to the second competitor, aiming to further increase market share and organizational capabilities [2][4] Strategic Focus - The company is focusing on its "first curve" business, which includes platform software and natural resource informatization, to solidify its leading position [2][4] - SuperMap is advancing its international strategy, having signed a data city spatial data sharing platform project in Northeast China and making progress in other countries [2][6] AI Integration - SuperMap has adopted an "all in AI" strategy, integrating AI technology across all product lines, with significant growth in AI orders expected, projected to increase by at least 200% by 2025 [2][5][17] - The core capabilities of SuperMap's AI strategy focus on spatial data processing and analysis, enhancing user experience through visual models and natural language processing [2][9][25] Financial Performance - The second quarter saw a rebound in revenue and profit due to accelerated delivery, personnel optimization, and cost control measures, leading to an increase in gross margin [2][21] - International contracts grew by 135% in the first half of 2025, with enterprise business maintaining over 30% growth, indicating a strong recovery in orders [3] Future Development Strategy - SuperMap's future strategy includes significant opportunities in domestic projects, particularly in 2026 and 2027, as many projects are expected to be tendered [4][8] - The company plans to enhance its second curve business, which includes infrastructure, water conservancy, and enterprise sectors, by integrating subsidiary resources for unified market expansion [4][8] AI Applications and Innovations - SuperMap's AI applications are primarily in natural resources and water conservancy, with various use cases such as spatial planning and intelligent decision-making [14][18] - The company has developed a geographic spatial intelligence agent that enhances traditional GIS software applications, allowing for automated planning and execution through human-computer interaction [11][13][20] Organizational Changes - The company has restructured by combining five subsidiaries into a single group to improve overall organizational capabilities and enhance regional sales competitiveness [7][21] - Ongoing organizational reforms are expected to yield benefits over the next two to three years, further enhancing operational efficiency [3][7] Market Share and Growth - SuperMap's bidding market share has returned to 2023 levels, with ambitions to further increase its competitive edge in the domestic market [8][22] - The company has categorized its growth curve into three levels, focusing on stabilizing and expanding its foundational software products while investing in emerging business areas [22] Conclusion - SuperMap is positioned for significant growth through its strategic focus on AI integration, international expansion, and organizational restructuring, with a strong emphasis on enhancing user experience and operational efficiency in the GIS sector [2][4][17]