Financial Performance - In the first half of 2025, the company achieved operating revenue of 389.39 million CNY, a year-on-year increase of 18.61% [1] - The net profit attributable to shareholders was 106.97 million CNY, a slight increase of 0.66% year-on-year, while the non-recurring net profit was 106.67 million CNY, up by 10.18% [1] - In Q2 2025, the company reported operating revenue of 224.07 million CNY, representing a year-on-year growth of 27.82% [1] Business Segment Performance - The smart traffic electronic toll collection (ETC) segment generated revenue of 196.99 million CNY, a year-on-year increase of 7.57%, with a gross margin rising from 51.38% to 56.31% [2] - The smart traffic operation management system segment achieved revenue of 180.53 million CNY, reflecting a growth of 43.11% [2] - The smart traffic ecosystem segment reported revenue of 11.86 million CNY, focusing on developing integrated services with automotive manufacturers [2] Product Development and Market Expansion - The company launched the "Su Chao ETC" themed product series in August 2025, which has been well-received in the market [3] - The self-developed highway toll robots have been deployed in several provinces, enhancing operational efficiency and reducing management costs [4] - Ongoing digital transformation projects in Hunan and Nantong are progressing normally, with revenue recognition expected by year-end [5] Strategic Initiatives - The company is actively pursuing digital transformation projects in line with national strategies, with ongoing tenders in Jiangsu and other provinces [6][7] - The "Vehicle-Road-Cloud Integration" initiative is being developed, with pilot projects already underway in several cities [7] - The company is focusing on data element applications, aiming to enhance internal systems and provide standardized traffic data services externally [7] Investor Relations and Dividends - The company emphasizes investor returns and plans to increase dividend frequency, with a mid-term dividend proposal submitted for shareholder approval [7]
通行宝(301339) - 2025年9月9日投资者关系活动记录表