基于能碳耦合预测与优化模型的智慧能源与运维平台
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博彦科技(002649) - 2025年10月28日投资者关系活动记录表
2025-10-28 09:58
Business Overview - In the first three quarters of 2025, the company achieved a revenue of CNY 4.971 billion, a slight decrease of 2.50% year-on-year, while the net profit attributable to shareholders was CNY 183 million, an increase of 2.65% year-on-year [3][9]. - The overall gross margin for the first three quarters was 23.09%, remaining stable compared to the previous year [9]. Industry Performance - In the financial sector, the application of big data and AI has driven steady growth, with revenue from financial services reaching CNY 1.345 billion, accounting for 27.05% of total revenue [4][12]. - The internet and high-tech sectors generated CNY 1.905 billion and CNY 1.067 billion in revenue, representing 38.33% and 21.46% of total revenue, respectively [12]. - New contracts signed in agriculture, energy, and chemical industries totaled approximately CNY 350 million from January to September 2025 [5][17]. Cost Management and Efficiency - The company has implemented comprehensive cost reduction and efficiency enhancement measures, resulting in a decrease in various costs and an improvement in operational quality [3]. - The net cash flow from operating activities was -CNY 48.54 million, but this represented a significant year-on-year increase of 73.33% [9]. Innovation and AI Integration - The company is leveraging its AI platforms to deploy AI applications across various industries, establishing innovation centers in Tokyo, Beijing, and Singapore to enhance global innovation networks [6][7]. - AI is being utilized to improve research and development efficiency, optimize customer management, enhance production processes, and facilitate human-machine collaboration [13][14]. Future Outlook - The company aims to continue expanding its new business and innovation sectors, with expectations for stable overall revenue in 2025 and increased orders in new business areas [8][16]. - The focus will be on sectors such as agriculture, energy, and chemicals, with a goal to enhance the overall solution capabilities and create a complete service chain [17]. Strategic Partnerships - The company has a long-standing partnership with Alibaba, providing development, operation, and digital technology support for Alibaba's products [18]. - Recent collaborations include the launch of AI-driven financial solutions and a comprehensive overseas service system based on Alibaba Cloud's infrastructure [19].