Core Viewpoint - The company, Pinming Technology, is expected to achieve significant growth in net profit for the first half of 2025, driven by its focus on the construction information software business and effective cost management [1][2]. Financial Performance - The projected net profit attributable to the parent company for the first half of 2025 is between 28 million to 34 million yuan, representing a year-on-year increase of 231.79% to 302.89% [1]. - The net profit after deducting non-recurring gains and losses is expected to be between 23.3 million to 29.3 million yuan, showing a year-on-year growth of 606.77% to 788.77% [1]. Business Structure Optimization - The company has been actively optimizing its business structure, with the revenue from the construction information software business increasing from 190 million yuan in 2022 to 244 million yuan in 2024, raising its revenue share from 43.61% to 54.54% during the same period [2]. - The higher-margin construction information software business is increasingly contributing to the overall performance of the company, enhancing its profitability [2]. Technological Advancements - The company has integrated AI technology into its construction information software product lines, launching multiple AI products in areas such as cost estimation software and BIM software [2]. - A significant breakthrough in generative AI has been achieved with the development of a large model application named "Pinming Xiaozhu," which is currently in the promotion phase [2]. Market Position and Expansion - The company maintains a strong market position in Zhejiang Province, focusing on enhancing customer satisfaction and loyalty through upgraded services [3]. - Efforts are being made to expand the software business beyond Zhejiang Province, with a balanced national business layout expected as the software business continues to grow [3].

问题2智慧工地业务的账期大致是什么水平？ 公司智慧工地业务的客户主要是央、国企施工单位，一般要求给予一定合同账期，并存在一定的结算周 期，但此类企业实力雄厚，资信较好，产生坏账的风险较小。公司账龄在两年以上的应收账款占比较 小。近两年，公司持续开展历史应收账款收专项工作以及订单质量提升工作，款较同期明显提升，2024 年期末应收账款绝对额对比期初减少。 证券之星消息，2025年5月19日品茗科技(688109)发布公告称公司于2025年5月16日接受机构调研，MFS Investment潘丽安参与。 具体内容如下： 问：建筑信息化软件业务和智慧工地业务的利润率情况很不一样吗？ 答：两块业务利润率差异比较大。公司前期的建筑信息化软件业务几乎都是标准化的软件工具，毛利率 在95%以上，近两年，随着施工企业全面数字化转型背景下的定制化需求增长以及信息化解决方案运维 成本的增加，导致软件业务毛利率略微下降，但整体依然在90%左右；而智慧工地业务的产品包含硬件 的集成，且企业级业务有较多的定制化需求，智慧工地业务毛利率基本在50%~60%之间。因此两者的 利润率存在较大差异。 建筑信息化软件业务仍然还是偏区域的，特别是 ...