1)8 月 27 日，软通动力发布《2025 年半年度报告》。上半年，公司充 分发挥软硬协同优势，驱动业务规模持续增长，实现整体营收 157.81 亿元，同比增长 25.99%；归母净利润-1.43 亿元，同比减亏 7.60%。 2025 年 Q2，公司实现营收 87.70 亿元，同比增长 23.93%，环比增长 25.10%；实现归母净利润 0.55 亿元，环比增长 127.87%，扭亏且显 著提升；经营活动现金流净额 13.58 亿元，环比增长 173.92%。 2）近日，软通动力披露《2025 年度向特定对象发行股票募集说明书 （申报稿）》，计划募集资金总额不超过人民币 33.78 亿元，主要用于 京津冀软通信创智造基地、AIPC 智能制造基地、软通动力怀来智算 中心（一期）建设和计算机生产车间智能升级技术改造四大项目，继 续加强在硬件和智算领域的投入。 2025 年 09 月 01 日 软通动力(301236.SZ) 发挥软硬协同优势，夯实华为产业链核心伙伴地位 事件概述 硬件产品线多元布局，市场占有率持续攀升 上半年，软通动力的硬件产品线计算产品与智能电子业务实现营收 67.56 亿元，同比增长 7 ...

Core Viewpoint - Softstone Power achieved significant growth in revenue and profit in the first half of 2025, driven by its hardware-software synergy strategy and strong performance in key business areas [1][2]. Group 1: Financial Performance - The company reported total revenue of 15.781 billion yuan, a year-on-year increase of 25.99% [1]. - The net profit attributable to the parent company improved significantly, with a second-quarter net profit of 55 million yuan, a quarter-on-quarter increase of 127.87% [1]. - Operating cash flow for the second quarter reached 1.358 billion yuan, reflecting a quarter-on-quarter growth of 173.92% [1]. Group 2: Business Development - Softstone Power's large customer business showed strong resilience, enhancing its competitiveness in consulting and solution markets [2]. - The company successfully engaged in various projects, including the ICT infrastructure and AI consulting, with multiple contracts worth millions signed [2][3]. - The launch of over 20 new trusted computing terminal products and advancements in humanoid and composite robotics were highlighted [2]. Group 3: Strategic Initiatives - The company introduced the "iSoftStone Digital" brand and initiated the "Going Global 2.0" strategy, focusing on expanding its presence in key industries and cities [3]. - Significant project wins included major procurement contracts with Beijing and China Mobile, as well as international projects like the Pakistan Prime Minister's Youth Program [3].