Core Viewpoint - Eden Software (01147.HK) reported significant growth in its mid-term performance for the first half of 2025, driven by advancements in AI technology and applications, particularly through its Data+AI strategy [1][2] Financial Performance - The group's revenue for the first half of 2025 reached RMB 456 million, with a net profit attributable to shareholders of RMB 10.919 million, marking a year-on-year increase of 40.76% [1] - Basic earnings per share were reported at RMB 0.53 [1] AI Strategy and Product Development - The emergence of open-source large models like DeepSeek has spurred innovation in AI technology and applications, which the company capitalized on [1] - The company has successfully integrated generative AI technology into its services, enhancing the value provided to clients [1] - The launch of the self-developed enterprise intelligent application platform, Easy AI Assistant, and the Office AI tool, eCopilot, has attracted significant customer interest and is expected to drive growth in the company's AI business [1] Market Expansion and Partnerships - The company's AI products have been successfully deployed in key sectors such as retail, education, and finance, indicating a broadening of application areas [2] - The company plans to deepen strategic collaborations with global tech giants like Microsoft, Amazon Cloud, and Huawei to leverage customer advantages and industry insights for further development of high-value AI products [2]

Group 1 - The core product eCopilot by Eden Software has received significant recognition, winning the "Outstanding AI Innovation Application Award" at the CFS2025 Financial Summit and showcasing its capabilities at the WAIC 2025 [1][3] - eCopilot is designed as a next-generation AI assistant for office applications, integrating with Word, PPT, and Excel, and supports Chinese semantic analysis and industry templates, enhancing productivity and reducing training costs [2][4] - The company has established a strong customer base, serving over 10,000 clients, which has contributed to its deep understanding of niche markets and stability in revenue generation [4][5] Group 2 - In 2024, Eden Software reported a revenue growth of 38.9% year-on-year, with net profit increasing by 30.7%, driven by explosive growth in its cloud and AI business, achieving revenue of 509 million yuan, a 96% increase [4] - The partnership with Huawei, which has lasted over 20 years, has positioned Eden Software at the forefront of AI technology innovation, with recent agreements to collaborate on cloud desktop implementation and AI application development [4][5] - The company's collaborations with major tech firms like Microsoft, IBM, and NVIDIA have amplified its customer resource leverage, accelerating the iteration of its self-developed AI products and facilitating the commercialization of AI technology [5]

Core Insights - The event "eKey Acceleration, Smart Start" hosted by Eden Software and DYXnet showcased the global launch of eCopilot and a series of AI applications, attracting nearly 200 industry leaders and partners [1][3]. Group 1: Event Overview - The event featured prominent guests including leaders from Huawei Cloud, Bosera Fund, and Tencent Cloud, who engaged in discussions on "Efficiency Revolution, Smart Office, and Ecological Win-Win" [3][7]. - The opening speeches highlighted the significance of digital economy as a core growth engine, with Shenzhen being a hub for innovation and companies like Eden leading in AI and cloud services [5][7]. Group 2: Product Launch - Eden Software's founder and chairman, Ding Xinyun, announced the official launch of eCopilot, emphasizing its potential to transform office productivity through AI integration [13][14]. - eCopilot is designed as a comprehensive AI office assistant, enhancing mainstream office software like Word, Excel, and PPT, and supports both Windows and Mac platforms [17]. Group 3: Technical Insights - The product integrates multi-modal large models to provide AI capabilities, with a focus on security and ease of deployment for enterprises [17]. - Future developments include the upcoming Teams eCopilot meeting AI assistant, which aims to further enhance collaborative efficiency [17]. Group 4: Industry Applications - The AI solutions presented by Eden aim to redefine sectors such as education and new retail, promoting personalized learning and optimizing consumer experiences [20]. - The event included discussions on the application of AI in finance, highlighting the importance of AI in enhancing productivity and creating new paradigms in the industry [22]. Group 5: Partnerships and Future Outlook - The launch attracted numerous partners, with a signing ceremony held to formalize collaborations, indicating strong industry interest in eCopilot [31]. - The event concluded with a positive outlook on eCopilot's potential to lead a new wave of AI applications in the workplace, fostering smarter and more efficient office environments [31].

Core Viewpoint - The importance of technological self-reliance and strength is increasingly emphasized in the complex international environment, as demonstrated by the collaboration between Eden Software and Huawei Cloud to promote AI 2.0 technology and applications in China [1][16]. Financial Performance - In 2024, Eden Software achieved total revenue of 1.133 billion yuan, a year-on-year increase of 38.9%, with gross profit rising from approximately 99 million yuan to about 112 million yuan, reflecting a growth rate of 13.3%. The net profit also grew by 30.7%, driven by strong performance in IT infrastructure services and cloud and AI services [3]. AI 2.0 Strategy - Eden Software, as a pioneer in China's IT service sector, has over 20 years of industry experience and has established a professional service system across various fields, laying a solid foundation for its AI 2.0 strategic transformation [4]. Product Innovations - The launch of the Eden Easy AI Enterprise Intelligent Assistant marks a highly commercialized intelligent application platform that supports various AIGC scenarios, significantly enhancing productivity through AI integration in mainstream office software like Word, Excel, PowerPoint, and Outlook [6][7]. Market Potential - The global AI Agent market is projected to reach $5.29 billion in 2024 and grow to $21.68 billion by 2035, with a compound annual growth rate of 40.15% from 2024 to 2035, indicating significant growth opportunities for Eden Software [7]. Strategic Partnerships - Eden Software has established deep collaborations with key partners such as Huawei, Xinhua San, and Tencent Cloud, enhancing its capabilities in AI application development and cloud integration, which are crucial for building an innovative ecosystem in the AI 2.0 era [10][11][12][13]. Industry Recognition - The company has received multiple certifications and awards, including recognition as the "Best AIGC Enterprise" and "Best AI Service Platform" at the Shenzhen International Artificial Intelligence Expo, showcasing its strong industry influence and capabilities in AI [8].