S0340520060001 电话：0769-22119430 邮箱： chenweiguang@dgzq.com.cn S0340521020001 电话：0769-22110619 邮箱： luoweibin@dgzq.com.cn S0340524070002 电话：0769-22119302 邮箱： chenzhanqian@dgzq.com.cn 收盘价(元) 34.72 | 总市值（亿元） | 272.63 | | --- | --- | | 总股本(亿股) | 7.85 | | 流通股本(亿股) | 6.47 | | ROE（TTM） | 17.40% | | 12 月最高价(元) | 46.79 | | 12 月最低价(元) | 28.21 | 资料来源：东莞证研究所，iFind 2025 年 9 月 5 日 投资要点： 分析师：罗炜斌 SAC 执业证书编号： 营业与利润双位数增长。2025年上半年，公司营业收入为18.33亿元， 同比增长23.54%，其中国外市场实现营业收入6.02亿元，同比增长 35.09%；归母净利润、扣非后归母净利润分别为3.26和2.99亿元，分别 同比增长29.9 ...

Financial Performance - In the first half of 2025, the company achieved a revenue of CNY 1,833.37 million, a year-on-year increase of 23.54% [3] - The net profit attributable to shareholders reached CNY 326.47 million, up 29.94% compared to the same period last year [3] - The net profit after deducting non-recurring gains and losses was CNY 299.06 million, reflecting a growth of 41.80% year-on-year [3] Business Segment Performance - Revenue from the Resources and Public Utilities segment was CNY 702.06 million, a growth of 3.09% [3] - The Construction and Infrastructure segment generated CNY 658.54 million, increasing by 23.67% [3] - The Geospatial Information segment saw a significant revenue increase of 87.61%, totaling CNY 358.61 million [3] - The Robotics and Autonomous Driving segment achieved CNY 114.17 million in revenue, up 43.80% [3] Market Performance - The company's international market revenue reached CNY 601.68 million, a year-on-year growth of 35.09% [3] - Domestic market revenue was CNY 1,231.69 million, reflecting an 18.58% increase [3] Strategic Goals - The overall target for 2025 is to achieve a net profit attributable to shareholders of CNY 730 million, representing a growth of approximately 25% compared to the previous year [3] - The company aims to continue its global development strategy and maintain stable operations in the second half of 2025 [3] Risks and Uncertainties - The stated operational goals do not represent a profit forecast for 2025 and are subject to market conditions, organizational capabilities, and ongoing management changes, indicating inherent uncertainties [4] Future Outlook - The Geospatial Information segment is expected to maintain a strong growth trajectory, driven by advancements in 3D intelligent business and technology investments [5][6] - The Resources and Public Utilities segment is anticipated to continue exploring business opportunities despite a slowdown in growth [7][8] - The company is committed to enhancing its offerings in Precision Agriculture and 3D Intelligent sectors, focusing on automation and intelligent solutions [8][9]