数据流量业务带动上半年收入增长 30%。1）公司 2025 上半年收入 9.9 亿元， 同比增长 29.6%，主要由于数据流量业务收入增长；归母净利润 0.2 亿元， 同比增长 453.7%。2）单看第二季度，公司收入 5.0 亿元，同比增长 28.2%； 归母净利润 0.2 亿元，同比增长 192.0%。 第二季度毛利率提升 8 个百分点，费用率持平。1）2025 上半年，公司毛利 率为 22.7%，同比下滑 1.1 个百分点，主要由于毛利率较低的数据流量业务 占比提升；公司销售/管理/财务/研发费用率分别为 7.6%/4.9%/0.2%/1.1%， 分别同比-0.03/-0.8/+0.04/-0.5 个百分点。2）2025 年第二季度，公司的 毛利率增长 8.3 个百分点至 27.1%；销售/管理/财务/研发费用率分别为 9.6%/9.6%/0.3%/2.2%，分别同比+1.6/-1.4/+0.1/-1.0 个百分点。 移动应用分发业务用户数持续提升，平台优势稳固。截至 6 月末，国内移动 应用分发平台爱思助手总注册用户达 3.49 亿，覆盖了社交、电商、游戏、 学习强国等众多领域。海外移动应用分发平台 ...

Group 1: Financial Performance - The company reported a revenue of 988 million yuan for the first half of 2025, representing a year-on-year growth of 29.64% [1] - The net profit attributable to shareholders reached 23.62 million yuan, a significant increase of 453.67% year-on-year [1] - The net profit after deducting non-recurring gains and losses was 21.23 million yuan, up 131.08% year-on-year [1] - Basic earnings per share stood at 0.01 yuan [1] Group 2: Business Strategy and Development - The company focuses on digitalization, intelligence, and globalization, integrating "data elements x" with "AI+" to develop multiple enterprise-level large models [2] - The company has established three major business platforms: AI marketing SaaS, mobile application distribution PaaS, and spatial intelligence MaaS, enhancing its capabilities in data analysis, model deployment, and scenario application [2] - As of the reporting period, the mobile application distribution PaaS platform had a total registered user base of 349 million, showcasing significant scale advantages [2] Group 3: Global Expansion and Market Presence - The company is actively pursuing global expansion while localizing its operations, leveraging the latest global technologies and local market advantages [3] - The gaming platform has successfully entered international markets, with 74 cooperative games and 9 self-developed games launched across 21 countries and regions [3] - The overseas mobile application distribution platform 3u tools has accumulated 53.98 million registered users, with an average of 2.44 million monthly active users during the reporting period [3] Group 4: Future Outlook and Innovation - The company aims to enhance its technical strength and market competitiveness through continuous R&D of core technologies [4] - It plans to expand business application scenarios and seek multi-channel business collaborations to promote diversified technology and application deployment [4] - The company will strengthen market research and customer demand analysis to optimize products and services, thereby improving market acceptance [4]