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索辰科技2025年上半年营收增长10.82% 物理AI战略布局成效初显
Core Insights - The company reported a revenue of 57.35 million yuan for the first half of 2025, reflecting a year-on-year growth of 10.82%, while the net profit attributable to shareholders was a loss of 45.70 million yuan, indicating a narrowing of losses and demonstrating strong operational resilience [1][2]. Financial Performance - In the first half of 2025, the company achieved a revenue of 57.35 million yuan, with a year-on-year increase of 10.82% [1]. - The net profit attributable to shareholders was -45.70 million yuan, showing a significant reduction in loss compared to the previous year [1][2]. - Research and development investment reached 50.62 million yuan, accounting for 88.27% of revenue, highlighting the company's commitment to innovation [2]. Product and Technology Development - The company is focusing on optimizing its product structure and enhancing customer collaboration, which has led to an increase in the proportion of engineering simulation software and an improvement in gross margin [2]. - The company launched the "KAIWU" platform related to physical AI products, generating revenue of 3.75 million yuan by June 30, 2025, and is expanding applications in downstream scenarios [3]. - The company has established strategic partnerships with organizations such as iFlytek and the China Academy of Information and Communications Technology to promote the application of physical AI technology [3]. Strategic Initiatives - The company is actively responding to the national "new quality productivity" development strategy by pioneering the layout of physical AI technology and offering comprehensive solutions across various emerging fields [3]. - The chairman of the company indicated that the CAE domestic substitution is a direction for various industries, and physical AI technology may lead to a disruptive upgrade in the future [4].
索辰科技董事长陈灏:物理AI有望成为新一代AI核心范式
索辰科技物理AI平台建设有新进展! 英伟达公司创始人兼首席执行官黄仁勋日前在第三届链博会上也表示,下一波浪潮将是物理AI,即所 有的能力都能够融入到物理世界。"物理AI有望成为新一代AI核心范式,很快进入商业化集中落地阶 段。"陈灏说。 这一判断源于物理AI惊人的低成本优势。陈灏举例,若用CPU对一辆车进行传统计算,约需要几天时 间,而使用普通消费级GPU显卡,可能两三个小时就能完成,"这仅是单个数据,加上再训练,成本可 能仅为原来百分之一甚至千分之一,且可以实时做真实世界的虚拟训练"。 在近日召开的2025世界人工智能大会期间,索辰科技以"物理AI"为核心,发布了由物理AI技术赋能的四 大虚拟训练平台,可应用于人形机器人训练场、低空经济三维物理地图和新能源电池虚拟训练等场景。 目前,索辰科技已在浙江嘉兴投资建设数字电磁暗室、风力发电、虚拟风洞等物理仿真实验室,建筑面 积达四万平方米,用于验证和实现具体场景的物理AI技术落地。 索辰科技董事长陈灏近日接受采访时表示,当下物理AI正引领AI领域的新一波浪潮,有望成为新一代 AI核心范式,"物理AI可让人工智能像人类科学家一样进行推导和决策,哪怕仅实现0到1的突破 ...