SuperMap(SZ:300036)2025-06-20 14:54Group 1: Organizational Changes and Market Position - The company underwent an organizational transformation in 2024 to adapt to the tightening of government information technology budgets, aiming to enhance competitive capabilities and market share [1] - As of the first five months of 2025, the company's bid share in natural resource information technology reached 7.2%, a year-on-year increase of 1.4%, maintaining its leading position in the industry [1] - The market share of the company in 2024 was 4.5 times that of the second-ranked competitor, further solidifying its market position [1] Group 2: Order and Revenue Growth - From January to May 2025, the company's bid amount increased by 21% year-on-year, while new contracts signed grew by 42% year-on-year [1] - The company is experiencing a recovery in operational performance as the effectiveness of the organizational changes is gradually realized [1] Group 3: International Expansion - The company is focusing on international business as a key growth area, with significant breakthroughs such as winning a $4.5 million data platform project in Malaysia [2] - The international business is expanding beyond platform software to include comprehensive application solutions [2] Group 4: AI Development and Applications - The company launched the SuperMap AIF, the first complete geospatial AI technology platform, in 2024, and introduced the SuperMap Copilot, a geospatial intelligent product [3] - In 2025, several AI-related projects were secured, including an AI-GIS training system for a university and a generative model project for the Guangzhou Planning and Natural Resources Bureau [4] Group 5: Upcoming Events - The 2025 Spatial Intelligent Software Technology Conference (GISTC 2025) will be held on June 24-25, 2025, in Beijing, focusing on "AI Reshaping Spatial Intelligence" and featuring discussions on new trends in the AI industry [5] Group 6: Risk Warning - The company advises investors that any forecasts regarding industry trends, company development plans, or future operational conditions should not be viewed as commitments or guarantees [6]