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一图看懂创新奇智(02121.HK)2025年上半年业绩
Ge Long Hui· 2025-08-22 09:05
Performance Overview - The company reported operating revenue of 699 million RMB, representing a year-on-year growth of 22.3% [4] - The "AI + Manufacturing" business generated revenue of 556 million RMB, with a year-on-year increase of 27% [4] - Gross profit reached 245 million RMB, showing a year-on-year growth of 26.7% [4] - Gross margin improved by 1.2 percentage points to 35.0% [4] Financial Metrics - Adjusted net loss was 668 thousand RMB, a reduction in loss by 82.1% year-on-year [5] - Net cash used in operating activities improved by 67.6% to 840 thousand RMB [5] Market Position - The company holds the third position in the Chinese computer vision market according to IDC [5] - It also ranks third in the Chinese machine learning platform market and in the Chinese large model application market [5] Research and Development - R&D investment increased by 11.2% to 165 million RMB [8] - The company filed 1,394 patent applications, including 1,145 invention patents [9] Strategic Initiatives - The company is advancing its "dual-wing" strategy, focusing on industrial robots and industrial software [7][11] - It is integrating AI models and agents with industrial software to empower clients across the entire production chain [18] Product Development - The AI Agent platform features a large model with 750 billion parameters, enhancing reasoning capabilities and industrial knowledge understanding [16] - The development cycle for products has been shortened by 60%, covering multiple scenarios such as equipment maintenance and process optimization [17] Collaborations and Ecosystem Expansion - The company is collaborating with Bentley to launch the industry's first generative AI design product [25] - It is also working with KUKA to innovate in the integration of AI models with industrial robots [26] Future Outlook - The CEO indicated that after a strategic adjustment in 2024, the company is entering a new phase of growth in 2025, focusing on improving technology, products, and commercialization capabilities [27]