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调研速递|鼎捷数智接受申万宏源等14家机构调研 上半年营收10.45亿元等精彩要点
Xin Lang Zheng Quan· 2025-08-31 11:46
Core Viewpoint - Dingjie Smart Co., Ltd. held an investor communication event in Shanghai, attracting 14 institutional investors, where company executives discussed the company's performance and strategic direction for the first half of 2025 [1] Company Performance - In the first half of 2025, Dingjie Smart achieved revenue of 1.045 billion yuan and a net profit attributable to shareholders of 45.0267 million yuan, indicating growth in both revenue and profit through resource optimization [2] - Revenue from mainland China reached 476 million yuan, a year-on-year increase of 4.61%, while revenue from non-mainland China was 569 million yuan, up 3.65% year-on-year [2] - The net profit attributable to shareholders showed a slight recovery, and the management expense ratio decreased by 0.04 percentage points year-on-year [2] Strategic Initiatives - The company plans to continue promoting "AI +" products in the second half of the year and strengthen the management of various financial indicators to enhance returns for shareholders and society [3] - In mainland China, despite a strategic contraction in the AIoT business, the company achieved stable growth by focusing on high-demand segments such as electronics and automotive parts [4] - In Taiwan, the company has integrated AI capabilities into ERP, HRM, and BI systems, signing contracts with dozens of clients and developing multiple AI application scenarios in green manufacturing and information security [4] Market Insights - In Southeast Asia, the demand for refined management in manufacturing continues to rise, with the overall digitalization level being in its early stages, primarily requiring digital management and production control products [4] - The company has developed numerous AI applications based on its Indepth AI platform, significantly reducing raw material costs by approximately 15% and improving product qualification rates by 8% [4] - The "Data + AI" initiative has led to the release of several products, including a smart data engine, to meet diverse customer needs [4] Growth Drivers - Revenue from R&D design-related businesses reached 57 million yuan, an increase of 11.05% year-on-year, driven by the launch of the industry's first AI-integrated PLM product [4] - The company has signed contracts with nearly 100 clients for its PLM system, enhancing customer value and deepening ecosystem cooperation to provide efficient and intelligent R&D management tools for manufacturing clients [4]