证券代码：300634 证券简称：彩讯股份 彩讯科技股份有限公司投资者关系活动记录表 编号：2025-IR002 | | □特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动 | □媒体采访 □业绩说明会 | | 类别 | □新闻发布会 □路演活动 | | | □现场参观 其他：（请文字说明其他活动内容） | | | 国泰海通证券股份有限公司、天风证券股份有限公司、太平洋证券资产管理总 | | | 部、合众资产管理股份有限公司、广东正圆投资有限公司、新华基金管理股份 | | | 有限公司、华夏财富创新投资管理有限公司、中信证券股份有限公司、玄卜投 | | | 资（上海）有限公司、天风证券股份有限公司海南研究咨询分公司、浙江益恒 | | | 投资管理有限公司、陆家嘴国际信托有限公司、杭州睿银投资管理有限公司、 | | | 佛山市东盈投资管理有限公司、西部利得基金管理有限公司、上海朴信投资管 | | | 理有限公司、上海从容投资管理有限公司、承珞（上海）投资管理中心（有限 | | | 合伙）、民生证券研究院、中庚基金管理有限公司、建信基金管理有限责任公 | | | 司、国联民生证券股 ...

计算机 公 司 报 告 | 闫磊 | 投资咨询资格编号 | | --- | --- | | | S1060517070006 | | | YANLEI511@pingan.com.cn | | 王佳一 | 投资咨询资格编号 | | | S1060525070001 | | | WANGJIAYI446@pingan.com.cn | 推荐 ( 维持) 股价:29.74元 行情走势图 上半年业绩稳健，AI及算力注入发展新动能 证券分析师 2025年08月26日 彩讯股份(300634.SZ) 黄韦涵 投资咨询资格编号 S1060523070003 事项： HUANGWEIHAN235@pingan.com.cn 公司公告2025年半年报。2025年上半年，公司实现营业收入9.20亿元，同比 增长17.72%；实现归母净利润1.35亿元，同比增长14.74%。 平安观点： 司 半 年 报 点 评 告 主要数据 行业 计算机 公司网址 www.richinfo.cn 大股东/持股 深圳市百砻技术有限公司/19.94% 实际控制人 杨良志,曾之俊 总股本(百万股) 451 流通A股(百万股) 435 流通B/H股(百 ...

Financial Performance - In 2024, the company achieved operating revenue of 165,217.08 million CNY, a year-on-year increase of 10.41% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 21,827.05 million CNY, up 16.81% from the previous year [1] - The overall gross profit margin for 2024 was 39.15%, an increase of 0.48 percentage points compared to the previous year [2] Product Development - The company launched Rich AIBox 2.0, an AI application development platform that integrates multiple advanced large models, including DeepSeek-V3 and DeepSeek-R1 [2] - Rich AIBox 2.0 aims to provide a one-stop intelligent agent construction solution, facilitating efficient AI application value transformation [2] Profitability Challenges - The net profit for 2024 was 23,013.91 million CNY, a decrease of 9,449.12 million CNY compared to the previous year, primarily due to fluctuations in the stock price of an investment made in 2023 [3] Future Growth Drivers - Future growth is expected to benefit from the rapid development of AI in China, with a focus on AI, intelligent computing, and the establishment of a complete AI ecosystem [4] - The company is developing digital employees for customer service, marketing, and internal office scenarios, anticipating significant growth in this area [4] Industry Context - In 2024, China's software and information technology service industry reported a total software business revenue of 137,276 billion CNY, a year-on-year growth of 10.00% [5] - The company's performance is favorable compared to the industry, with a higher growth rate in both operating revenue and net profit [5] Industry Outlook - The AI industry is undergoing rapid transformation, with intelligent agents and intelligent computing driving core growth [5] - The demand for computing power is expected to surge, prompting the company to focus on building AI-native cloud computing solutions [6]