Core Viewpoint - The company, Aoto Electronics, reported its 2025 semi-annual results, emphasizing its "AI + Video" strategy and the integration of artificial intelligence with smart video business, while focusing on major clients and projects in various sectors such as film, advertising, finance, and digital content [1] Financial Performance - In the first half of 2025, the company achieved operating revenue of 313 million yuan, a slight decrease of 6.19% year-on-year - The net profit attributable to shareholders was 8.32 million yuan, an increase of 251.82% year-on-year - The net profit after deducting non-recurring gains and losses was 9.52 million yuan, a significant increase of 4702.07% year-on-year [1] Order Growth - The company signed new orders totaling 413 million yuan in the first half of 2025, representing a year-on-year growth of 18.22% - New orders from overseas markets reached 204 million yuan, up 31.03% year-on-year, while domestic new orders were 209 million yuan, an increase of 7.97% [1] Core Business Development - In the film sector, new orders amounted to approximately 123 million yuan, a growth of 55.71% year-on-year - The company undertook 13 XR/VP virtual studio projects in the first half of 2025, with a total of 105 projects completed globally - In the advertising sector, new orders reached approximately 93 million yuan, a significant increase of 216.49% year-on-year - In the finance and telecommunications sectors, new orders totaled approximately 120 million yuan, a growth of 2.79% year-on-year [2] Innovation and New Business - The subsidiary, Chuangxiang Shuwei, signed new orders worth approximately 22.5 million yuan, a growth of 32.03% year-on-year, and achieved operating revenue of 10.34 million yuan, a growth of 30.35% year-on-year - Chuangxiang Shuwei received a "Four-Star Certified Service Provider" rating from Douyin Local Life, successfully assisting over 50 leading brands in innovative marketing - The company launched the "MetaBox BoRoom" solution, aimed at simplifying high-quality virtual content creation for non-professional and enterprise users, expanding virtual production applications across various industries [3] Order Backlog - As of July 31, 2025, the company had a total order backlog and bid amount of approximately 558 million yuan - The company plans to increase efforts in virtual broadcasting, new retail, and urban renewal to cultivate a second growth curve, laying the foundation for performance growth in the second half of the year [3]

在手订单方面，截至2025年7月31日，公司在手订单及中标金额合计约5.58亿元。同时，将加大虚拟直 播、新零售、城市更新等新业务开拓力度，培养第二增长曲线，为下半年业绩增长奠定基础。（文穗） 8月26日晚间，奥拓电子（002587）发布了2025年半年报。公司上半年坚持"AI+视讯"战略，加快人工 智能技术与智能视讯业务的创新融合；实施大客户及大项目策略，深耕影视、广告、金融及通讯、数字 内容等优势细分市场，夯实虚拟拍摄、LED电影屏、大交通广告等领域领先地位，助力公司在复杂多变 的环境中稳步发展。 2025年上半年，奥拓电子实现营业收入3.13亿元，同比略降6.19%；实现归母净利润832.26万元，同比 增长251.82%；实现扣非后归母净利润951.88万元，同比增长4702.07%。 半年报显示，2025年上半年，公司加大市场开拓力度，广告、数字内容及影视等细分市场新签订单大幅 增长，公司新签订单4.13亿元，同比增长18.22%；其中海外市场新签订单2.04亿元，同比增长31.03%， 国内市场新签订单2.09亿元，同比增长7.97%。 核心业务方面，公司坚持深耕行业策略，进一步夯实在影视、金融及 ...