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鼎捷数智(300378) - 300378鼎捷数智投资者关系活动记录表20250831
DIGIWINDIGIWIN(SZ:300378)2025-08-31 11:12

Financial Performance - In the first half of 2025, the company achieved revenue of 1.045 billion CNY and a net profit of 45.0267 million CNY, indicating a dual growth in revenue and profit [2] - Revenue from mainland China reached 476 million CNY, a year-on-year increase of 4.61%, while revenue from non-mainland China was 569 million CNY, growing by 3.65% [2] - The net profit attributable to shareholders increased by 6.09%, with a gross margin of 58.32%, up approximately 0.88 percentage points year-on-year [3] Strategic Adjustments - The company strategically adjusted its business structure starting in 2025, focusing on promoting high-margin businesses, resulting in a slight recovery in gross margin [3] - Management expenses were effectively controlled, with the management expense ratio decreasing by 0.04 percentage points [3] AI Integration and Development - The company has integrated AI capabilities into various systems, completing contracts with dozens of clients in Taiwan and developing AI applications in green manufacturing and information security [4] - In the Southeast Asian market, there is a growing demand for digital management and production control products, with a preference for SaaS light applications [4] - The company has developed numerous AI applications across production, sales, and finance, achieving significant cost reductions and efficiency improvements [4] Product and Market Growth - The R&D design business generated revenue of 57 million CNY, an increase of 11.05% year-on-year, driven by the launch of an AI-integrated PLM product [5] - The company has signed contracts with nearly 100 clients for its AI-driven PLM system, enhancing customer value and product pricing [5]