超图软件20250828

Summary of the Conference Call for SuperMap Software Company Overview - Company: SuperMap Software - Industry: Geographic Information Systems (GIS) and AI technology Key Points Financial Performance - In the first half of 2025, SuperMap achieved a year-on-year revenue growth of over 90%, attributed to cost control measures [2][3] - The company turned a profit with a net profit exceeding 12 million yuan, marking a significant recovery from previous losses [3] Organizational Changes - The organizational transformation initiated in 2024 has stabilized, with core capabilities and market share returning to pre-reform levels [4][9] - The company is expected to enter a rapid growth phase from 2025 to 2030, following a recovery period [4][8] International Expansion - SuperMap is intensifying its international market efforts, transitioning from exporting basic software to offering comprehensive standard solutions [5][6] - Significant orders were secured in Malaysia and the Middle East, indicating successful overseas business development [6][13] - The company anticipates over 100% growth in overseas revenue in 2025, aiming for overseas income to account for 20-30% of total revenue in the coming years [13] AI Development and Applications - SuperMap has heavily invested in AI technology, integrating AI modules into all products to enhance development efficiency [7][18] - The company launched several AI products in 2025, with AI orders reaching last year's total in the first half of the year, expecting several-fold growth in AI business this year [7][18] - AI applications are being developed across various sectors, including natural resources, with over 40 application scenarios implemented [11][20] Market Position and Competitive Advantage - SuperMap holds a leading position in the basic software and natural resources markets, with market shares significantly higher than competitors [9] - The company’s new organizational structure promotes resource allocation and rapid growth in its second growth curve business [10] Data Value-Added Services - SuperMap is exploring data value-added services, having partnered with over 80 big data bureaus and aiming to capture a significant share of provincial and municipal data operations [12][11] - The company is also investigating real estate data operations, with plans to charge based on data retrieval [11][12] Future Development Plans - The company plans to continue focusing on geographic AI, optimizing its AI models for better efficiency and usability [21] - SuperMap aims to deepen and broaden its vertical applications across various industries to meet market demands and increase market share [21] Product Innovations - In 2025, SuperMap introduced a series of AI-based products, including geographic intelligent agents that enhance user experience and operational efficiency [18] - The integration of visual and language models aims to transform application paradigms in GIS [17][18] Strategic Partnerships - While specific details on partnerships, such as with Huawei, were not disclosed, the company emphasizes its strategic collaborations to enhance market opportunities [19] Additional Insights - The company is addressing challenges in the natural resources sector, where AI demand is growing, and is prepared to leverage its organizational capabilities for industry consolidation [11] - SuperMap's approach to AI and GIS integration is designed to improve data processing and application efficiency across various sectors, enhancing overall service offerings [16][17]