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博彦科技(002649) - 2025年8月28日投资者关系活动记录表
2025-08-28 12:20
Group 1: Overall Business Performance - In the first half of 2025, the company achieved operating revenue of 3.347 billion yuan, remaining stable year-on-year [3] - The net profit attributable to shareholders was 123 million yuan, representing a year-on-year increase of 65.16% [3] - The company’s overall gross margin stood at 21.93% [7] Group 2: Business Segmentation - Revenue from product and solution business was 742 million yuan, down 4.66% year-on-year [8] - Revenue from R&D engineering business reached 2.055 billion yuan, up 2.13% year-on-year [8] - IT operation and maintenance business generated 534 million yuan, down 4.58% year-on-year [8] Group 3: Industry Highlights - In the financial sector, the company maintained stable revenue of 880 million yuan, up 0.94% year-on-year [8] - Internet and high-tech sectors showed resilience, with internet revenue at 1.278 billion yuan, up 1.69% year-on-year [8] - New business areas in agriculture, energy, and chemicals have shown positive progress, with strategic partnerships established [4] Group 4: Innovation and AI Development - The company accelerated innovation in AI, achieving significant progress in AI applications and data elements [5] - AI-related projects have been implemented across various industries, including finance and education [11] - The company is actively exploring new paths for data marketization and AI empowerment through strategic collaborations [5] Group 5: Future Outlook - The company aims to enhance the scale and revenue of new and innovative businesses in the second half of 2025 [6] - There is a cautious optimism regarding overall performance growth, with expectations for new business orders to increase [9] - The focus will remain on leveraging AI and digital transformation to meet client needs and improve service capabilities [10]