Financial Data and Key Metrics Changes - The total revenue for the first half of the fiscal year 2025 was RMB 329 million, a decrease of 7.6% compared to the same period last year [5] - The adjusted EBITDA for existing business management shifted from a loss of RMB 890,000 in the same period last year to a profit of RMB 2.732 million, marking the best performance in historical terms [6] - The net loss narrowed from RMB 79.56 million in the same period last year to RMB 56.36 million, a reduction of 29.2% [6] Business Line Data and Key Metrics Changes - Revenue from the big data platform and solutions increased by 4.5% year-on-year [6] - Revenue from life sciences solutions decreased by 15.0% due to external environmental challenges [6] - Revenue from health management platform and solutions declined by 12.4% as the company focused on product portfolio adjustments [6] Market Data and Key Metrics Changes - The company has established a strong presence in the healthcare sector, providing data-driven solutions to regulatory agencies and policymakers across 30 cities and provinces [11] - The company has successfully implemented benchmark projects in major Chinese cities, enhancing its market leadership [12] Company Strategy and Development Direction - The company is focusing on AI-driven solutions across multiple business scenarios, including healthcare, pharmaceuticals, and health insurance [2] - The strategy includes developing public and private versions of AI models tailored for different user needs, enhancing user innovation and platform diversity [2][3] - The company aims to leverage its data governance capabilities to drive the data economy, particularly in healthcare [3] Management's Comments on Operating Environment and Future Outlook - Management believes that the current stock price is significantly undervalued and has engaged in stock buybacks to support the share price [8] - The company is optimistic about its future growth prospects, particularly in the healthcare sector, driven by its innovative AI solutions [8] Other Important Information - The company has accumulated a significant amount of medical data, which is crucial for its algorithmic models and applications [9] - The company has a strong client base in the life sciences sector, with 71 clients, including 16 of the top 20 multinational pharmaceutical companies [13] Q&A Session Summary Question: What are the company's future growth strategies? - The company plans to enhance its AI capabilities and expand its applications in healthcare, pharmaceuticals, and insurance sectors, focusing on user-driven solutions [2][3] Question: How does the company view its current stock valuation? - Management believes the stock is undervalued and has initiated buybacks to support the share price, indicating confidence in future performance [8] Question: What are the key challenges faced in the life sciences segment? - The life sciences solutions segment has faced a 15% decline due to external environmental challenges impacting the industry [6]
医渡科技(02158) - 2025 Q2 - 业绩电话会