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神州数码:上半年营收715.9亿元 AI相关业务增长迅速
Zhong Zheng Wang· 2025-08-28 13:33
Core Insights - The company reported a revenue of 71.59 billion yuan and a net profit of approximately 426 million yuan for the first half of 2025, with AI-related business revenue reaching 13.332 billion yuan, a year-on-year increase of 56% [1][2] Business Segments - In the proprietary brand products segment, the company achieved a revenue of 3.1 billion yuan, a year-on-year growth of 16.6%, with AI-related business contributing 660 million yuan [1] - In the cloud services and software segment, the company generated a revenue of 1.64 billion yuan, up 14.1%, with AI-related revenue at 802 million yuan, growing by 33% [2] - The IT distribution and value-added services segment saw a revenue of 68.39 billion yuan, a 14.3% increase, with AI-related revenue at 11.681 billion yuan, marking a 59% growth [2] - The company is expanding its overseas business, particularly in Southeast Asia, leveraging partnerships with local firms and global tech giants to enhance digital transformation efforts [2] R&D Investment - The company invested 210 million yuan in R&D during the first half of the year, reflecting a 10.6% increase, focusing on enhancing AI applications and server performance [3]