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新开普:二季度营收环比改善明显 AI战略赋能多业务增长
Core Viewpoint - The company reported a significant improvement in its business performance in the second quarter of 2025, indicating a positive trend towards recovery and growth in the education technology sector. Financial Performance - In the first half of 2025, the company achieved operating revenue of 314 million yuan, with a net profit attributable to shareholders of -31.17 million yuan [1] - The second quarter saw a substantial increase in revenue to 176 million yuan, representing a year-on-year growth of 1.32% and a quarter-on-quarter increase of 27.87% [1] - The net profit for the second quarter was 3.20 million yuan, showing a remarkable quarter-on-quarter growth of 109.31% [1] AI Strategy Implementation - The company adopted a dual-track AI strategy, "AI+" and "+AI," to reshape its business model and create a complete closed-loop from foundational models to upper-layer applications [2] - The company developed a specialized campus-oriented large model (32B) and enhanced its capabilities in natural language processing, significantly improving its services in educational settings [2] - The "AI+" strategy includes the creation of various intelligent agents to assist teachers and students, while the "+AI" strategy integrates AI with existing services to enhance operational efficiency [2] User Engagement and Product Offering - The "Perfect Campus" app has a substantial user base with 2.6 million daily active users and 7.5 million monthly active users, serving as a key platform for delivering AI services to end-users [3] Market Position and Growth - The company has solidified its leading position in the smart campus sector, with over 40% market share in higher education and partnerships with numerous prestigious institutions [4] - In the smart government and enterprise sector, the company serves over 10,000 leading industry clients, including major corporations like Huawei and Tencent, and has expanded its customer base in 2025 [4] Policy Support and Future Outlook - Recent policies promoting digital transformation in education provide a supportive environment for the company's growth and innovation in smart campus services [5] - The company aims to deepen its AI technology development and application, focusing on converting new orders into revenue and maintaining steady annual growth [5]