Core Viewpoint - Suzhou Haochen Software Co., Ltd. reported steady revenue and profit growth for the first three quarters of 2025, indicating strong growth momentum and profitability resilience [1] Financial Performance - For the first nine months of 2025, the company achieved revenue of 230 million yuan, a year-on-year increase of 16.34% - The net profit attributable to shareholders was 41.55 million yuan, reflecting a year-on-year growth of 19.78% - In the third quarter alone, revenue and net profit grew by 21.50% and 18.40% year-on-year, respectively - The gross margin of the main business has consistently maintained above 90% [1] Product Development and Strategy - The company is enhancing its product system by integrating 2D, 3D, cloud, and AI collaborative developments, transitioning from single products to integrated design solutions - Main products are compatible with various operating systems, including Windows, Linux, Android, iOS, and domestic systems, serving multiple industries such as mechanical manufacturing and automotive [2] Global Marketing Strategy - The company is expanding its global marketing network, aiming for a comprehensive and precise outreach - In the domestic market, it focuses on vertical industry solutions and customer service, while in international markets, it collaborates with local partners to cover 175 countries and regions, supporting 23 languages - The strategy emphasizes transitioning from "product export" to "brand establishment" to enhance global competitiveness and brand influence [3] Business Expansion and Innovation - The company is pursuing a dual strategy of "internal growth + external expansion" to accelerate its 3D business layout through mergers and strategic partnerships - In the BIM sector, it established a subsidiary to drive product innovation and global business expansion, offering integrated solutions from CAD to BIM - Strategic collaborations have led to the launch of new 3D CAD products, enhancing the company's capabilities in intelligent, collaborative, and high-performance industrial software [4]

Core Insights - Suzhou Haochen Software Co., Ltd. reported a revenue of 144 million yuan in the first half of 2025, marking a year-on-year growth of 13.47%, with a net profit of 26.557 million yuan, up 20.57% year-on-year [1] Group 1: Product Development - The company adheres to an independent R&D approach, having launched a 2D CAD platform in 2013, which has evolved through continuous technological iterations [2] - Haochen Software has developed various platform software compatible with multiple operating systems, enhancing compatibility and adaptability [2] - The company has expanded its product offerings to include applications for engineering and manufacturing sectors, and launched CAD cloud solutions for both individual and enterprise users [2] Group 2: Marketing Strategy - The company has established a global marketing network, collaborating with over 70 distributors across more than 100 countries, supporting its globalization strategy [3] - Focused on the manufacturing and engineering construction sectors, the company aims to deepen its market penetration and develop vertical industry cloud solutions [3] - The company is enhancing its competitive advantage by targeting key industry clients and optimizing its distribution network in both domestic and international markets [3] Group 3: Business Growth - The CAD cloud business has shown strong growth in the first half of 2025, with increased user engagement and brand strength [4] - The flagship product "Haochen CAD Viewer" continues to lead in the C-end market, expanding its user base and commercial capabilities [4] - The B-end application market is seeing increased penetration of the Haochen CAD 365 cloud platform, providing stable and efficient design solutions for enterprise users [4]