8月28日，汉嘉设计（300746）（300746.SZ）发布了2025年半年报。2025年上半年，公司控股子公司苏 州市伏泰信息科技股份有限公司（下称"伏泰科技"）纳入合并范围，公司新增城市治理数字化整体解决 方案、城市治理机器人整体解决方案两大板块业务。报告期内，新板块业绩稳健，盈利能力良好，对公 司的营收和利润带来了积极影响。 报告期内，公司实现营业收入6.33亿元，同比增长2.29%，归母净利润为1502.73万元，同比增长 303.94%；归母扣非净利润为1578.37万元，同比增长952.68%。在并表伏泰科技的首年，汉嘉设计交出 了一份亮眼的半年答卷。 城市治理机器人上半年收入2.5亿，目标2027年环卫机器人创收10亿 2025年上半年，汉嘉设计紧跟"新质生产力"战略指引，锚定城市治理智慧化核心赛道，以AI大模型深度 应用、数据资产化运营、人机协同治理为三大核心支点，在城市治理数字化与机器人规模化落地领域取 得显著突破。 在城市治理机器人领域，政策红利与技术革新的双重驱动下，行业进入高速发展阶段。汉嘉设计旗下控 股子公司伏泰科技把握机遇，推动机器人业务从试点探索迈向全域赋能新阶段。 技术层面， ...

Group 1 - The company expects a significant increase in net profit for the first half of 2025, projecting a range of 15 million to 16.5 million yuan, representing a year-on-year growth of 303.20% to 343.52% [1] - The transformation strategy has been successful, with the inclusion of subsidiary Futai Technology leading to the introduction of two core business segments: urban governance digital solutions and urban governance robotics solutions [1] - The robust performance of these new business segments has provided strong momentum for revenue and profit growth, facilitating the company's transition from a traditional design firm to a smart urban governance service provider [1] Group 2 - Futai Technology's sanitation robot business has shown potential to lead the industry, with its autonomous sanitation robots recognized as industry-leading in China [2] - The company has developed a comprehensive product system for autonomous driving, validated by three authoritative tests, including reliability testing by insurance and financial companies [2] - Futai Technology aims to achieve sales of 1 billion yuan in sanitation robot products by 2027, targeting approximately 10% market share [2] Group 3 - Futai Technology has made significant strides in the artificial intelligence sector, participating in the formulation of standards for AI capabilities, which highlights its strength in AI and contributes to innovation in smart urban governance [3] - The company's path of transformation is becoming clearer, with explosive profit growth, industry-leading status in sanitation robots, and deep involvement in AI standard-setting [3] - The synergy of "robotics + AI" technology is expected to position the company more prominently in the wave of urban smart upgrades [3]

与上年同期相比，报告期内公司控股子公司苏州市伏泰信息科技股份有限公司纳入合并范围，公司新增 了城市治理数字化整体解决方案、城市治理机器人整体解决方案两大板块业务，新板块业绩稳健，盈利 能力良好，对公司的营收和利润带来了积极影响。 格隆汇8月14日丨汉嘉设计(300746.SZ)公布2025年半年度业绩预告，上半年预计归属于上市公司股东的 净利润盈利1500万元–1650万元，比上年同期增长303.20%-343.52%；扣除非经常性损益后的净利润盈利 1450万元–1750万元，比上年同期增长867.05%-1067.13%；基本每股收益盈利0.06元/股–0.07元/股。 ...

Group 1 - The core viewpoint of the article highlights HanJia Design's significant revenue growth and the contribution of new business segments to its profitability [3] - For the year 2024, HanJia Design's revenue composition is as follows: design business accounts for 61.7%, EPC contracting for 37.51%, and other businesses for 0.79% [1] - The company expects a net profit attributable to shareholders of 15 million to 16.5 million yuan for the first half of 2025, representing a year-on-year increase of 303.2% to 343.52% [3]

Performance Forecast - The company expects a net profit of 15 million to 16.5 million RMB for the current reporting period, representing a year-on-year increase of 303.20% to 343.52% compared to 3.7202 million RMB in the same period last year [1] - The net profit attributable to shareholders, after deducting non-recurring gains and losses, is projected to be between 14.5 million and 17.5 million RMB, indicating a significant increase of 867.05% to 1067.13% from 149.94 million RMB in the previous year [1] - Basic earnings per share are expected to be between 0.06 RMB and 0.07 RMB, compared to 0.02 RMB per share in the same period last year [1] Reasons for Performance Change - The increase in performance is attributed to the consolidation of the company's subsidiary, Suzhou Futai Information Technology Co., Ltd., which has introduced two new business segments: urban governance digital solutions and urban governance robotics solutions [1] - The new business segments have shown stable performance and good profitability, positively impacting the company's revenue and profit [1]

Group 1: Company Overview - Hanjia Design plans to apply for a merger loan of up to 322 million yuan to partially fund the acquisition of 51% equity in Suzhou Futai Information Technology Co., Ltd, with a total transaction price of 581 million yuan [1] - The acquisition aligns with Hanjia Design's long-term development strategy, aiming for transformation towards green, digital, and intelligent operations [1] - The company reported a revenue of 292 million yuan in Q1 2025, a year-on-year increase of 49.96%, and a net profit of 11.45 million yuan, up 448.69% year-on-year [1] Group 2: Industry Context - The global smart city management sector is experiencing a policy release phase, with China incorporating smart city construction into its national strategy, supported by various government documents [2] - China's smart city market has surpassed 45 trillion yuan, accounting for one-third of the global market share, with a compound annual growth rate of 15%-20% [2] Group 3: Futai Technology's Role - Futai Technology focuses on smart city governance, offering comprehensive digital solutions and has served over 200 cities and 600 government departments [3] - The company has established a significant presence in the digitalization of sanitation services, managing about 50% of systematic projects in the government sector [3] - Futai Technology has launched various AI and robotics products since 2019, with plans for further development and mass production of new robotic solutions [3] Group 4: Synergy Between Companies - Hanjia Design has over 30 years of experience in urban public utilities and has developed a strong service layout in urban planning, municipal public services, and environmental design [4] - The acquisition of Futai Technology will extend Hanjia Design's business from surveying and design to software and IT services, enhancing its comprehensive service capabilities in the municipal public utility sector [4]

Company Performance - In Q1 2025, the company achieved operating revenue of 292 million yuan, a year-on-year increase of 49.96%, and a net profit attributable to shareholders of 10 million yuan, soaring by 294.18%, indicating the success of its "internal reform + external acquisition" strategy initiated in 2024 [1] - The company has been under pressure in its traditional architectural design business due to the downturn in the real estate industry and intensified competition in the design market [1] Strategic Adjustments - In 2024, the company adjusted its direction by implementing internal reforms to reduce costs and increase efficiency while acquiring a 51% stake in smart city service provider Futai Technology, successfully opening a second growth curve [1][2] - The company focuses on various design services, including architectural design, municipal public and environmental design, energy design, landscape design, and EPC contracting [1] Industry Trends - The surveying and design industry is gradually recovering from a downturn, with overall market conditions improving due to policy support, and the market scale is expected to maintain an annual growth rate of around 8%, potentially exceeding one trillion yuan by 2030 [2] - There is a notable industry differentiation driven by policy, with traditional architectural design demand shrinking while sectors like municipal public works, environmental governance, and energy engineering are rapidly expanding [2] New Business Development - In 2024, the company signed new energy engineering projects in Zhejiang Province, including three major gas projects, and undertook the design of 23 gas storage and distribution stations [2] - The company leveraged its advantages in environmental design consulting to achieve breakthroughs in areas such as construction waste pollution prevention and solid waste treatment, completing an operating output value of 36.52 million yuan in 2024 [2] Acquisition of Futai Technology - The acquisition of a 51% stake in Futai Technology aims to inject new assets and businesses into the company, accelerating its transition towards green, digital, and intelligent upgrades [3] - Futai Technology focuses on urban governance digitization and robotics solutions, enhancing urban management efficiency through innovative technology [3][4] Future Outlook - Futai Technology has established a presence in over 30 provinces and more than 200 cities, serving over 600 government departments and 100 enterprises, indicating significant growth potential [4] - The company plans to focus on existing markets while exploring opportunities in urban renewal and new energy, enhancing resource integration and service capabilities through technological innovation and digital transformation [4][5]