本报记者许林艳 8月26日，北京东土科技股份有限公司（以下简称"东土科技"）发布2025年半年度报告。报告期内，公 司实现营收3.90亿元，同比下滑7.13%；归母净利润亏损金额为8879.69万元，同比减亏。 报告期内，公司持续聚焦于工业网络和智能控制的核心技术，推动"软件定义控制"技术和"工业网络全 IP化"在广泛的工业数智化场景应用，为新型工业化建设筑牢底层根技术支撑。公司产品主要分为工业 操作系统及相关软件服务、智能化控制器及解决方案、工业网络通信。 报告期内，东土科技通过持续研发投入和技术开发，巩固自身核心竞争力。2022年—2024年及2025年上 半年公司研发投入金额分别为2.2亿元、2.55亿元、3.03亿元、1.09亿元，研发投入占当年营收比重分别 为19.96%、21.93%、29.44%、27.80%。2025年上半年，公司及下属子公司共新增申请国内外发明专利 46项，共新增获得授权的国内外发明专利56项。截至2025年6月30日，公司及下属子公司合计已获得国 内外授权发明专利1029项。 （文章来源：证券日报） ...

Core Viewpoint - Dongtu Technology (300353) is adjusting its fundraising projects, introducing external state-owned strategic investors for the "Ubiquitous Internet Industrial Operating System Project" and reallocating 50 million yuan of fundraising to the "Digital Factory Intelligent Control Solution Project" [1][2] Group 1: Fundraising and Project Adjustments - In 2023, Dongtu Technology raised a net amount of approximately 860 million yuan through a private placement [1] - The adjusted fundraising will be directed towards the Digital Factory Intelligent Control Solution Project, Digital Construction and Intelligent Engineering Equipment Control Solution Project, R&D and Training Demonstration Center Project, Ubiquitous Internet Industrial Operating System Project, and repayment of bank loans and working capital [1] - The Ubiquitous Internet Industrial Operating System Project has a total investment of 133 million yuan, with 50 million yuan sourced from the private placement [1] Group 2: Strategic Changes and Investment - The company plans to adjust the equity structure of the industrial operating system business and introduce state-owned strategic investors to meet the investment requirements for the operating system [2] - The introduction of state-owned capital is expected to enhance the development of the industrial operating system in key industries such as aviation, shipping, AI robotics, nuclear power, automotive electronics, high-end equipment manufacturing, and new energy [2] - The reallocation of 50 million yuan from the Ubiquitous Internet Industrial Operating System Project to the Digital Factory Intelligent Control Solution Project aims to increase investment in software, hardware, and R&D personnel [2] Group 3: Financial Performance - In 2024, Dongtu Technology reported total revenue of 1.029 billion yuan, a year-on-year decrease of 11.52%, and a net profit attributable to shareholders of approximately 38.63 million yuan, down 85.16% year-on-year [3] - The revenue from the industrial operating system and related software services increased by 25.80% year-on-year, with a gross margin of 66.36% [3] - The company’s AI robotics operating system features a fully autonomous core code rate of 100%, enhancing interaction speed and supporting high-speed response for humanoid robot control [3]

Group 1: Business Outlook - In 2025, the company aims to optimize its business structure, focusing on core capabilities and enhancing operational efficiency and profit quality, targeting overall revenue growth [2][3] - The industrial operating system and related software services revenue grew by 25.8% year-on-year in 2024, with expectations for continued growth in key sectors such as rail transit, electricity, industrial robotics, and semiconductors [3] Group 2: AI Robot Operating System - The upcoming AI robot operating system will offer advantages over existing solutions by reducing costs and power consumption while improving real-time performance and control precision [3] - The company plans to release the AI operating system in the first half of 2025, providing customized services based on downstream manufacturers' needs [3][4] Group 3: System Compatibility and Migration - The company's operating system supports high-level interface specifications, ensuring good compatibility with applications, and can adapt to other operating systems with minimal changes [3][4] - The main costs associated with migrating other operating systems to the company's platform involve performance optimization for specific hardware and adapting complex open-source algorithms, which are manageable [3][4] Group 4: Humanoid Robot Applications - The integration of "big brain" and "small brain" in humanoid robots is achieved through the virtualization capabilities of the industrial operating system, enhancing real-time performance compared to systems using ROS [4] - The combination of DDS with proprietary deterministic technology improves real-time communication performance, providing better operational environments [4]