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天亿马(301178) - 广东天亿马信息产业股份有限公司投资者活动记录表(2025广东辖区上市公司投资者网上集体接待日活动)

Group 1: Financial Performance - The company's revenue for the first half of 2025 reached CNY 43.45 million, a year-on-year increase of 126.37% due to growth in digital enterprise services and computing power services [2][3] - The computing power service project in Shenzhen generated revenue of CNY 30.08 million with a gross margin of 46.48% [3] - The company effectively improved operational efficiency by reducing sales expenses by 15.92% to CNY 10.18 million and management expenses by 8.22% to CNY 16.04 million [3] Group 2: Acquisition Plans - The company is in the process of acquiring 100% equity of Guangdong Xingyun Kaiwu Technology Co., Ltd., with cash and share issuance [4][6] - The acquisition is pending completion of asset audits and evaluations, with no confirmed timeline for approvals [4][6] - The target company reported an expected revenue of CNY 444.70 million and a net profit of CNY 90.71 million for 2024, pending audit [6][7] Group 3: Future Growth Expectations - The company anticipates continued growth in the second half of 2025, driven by ongoing projects in computing power and digital enterprise services [5] - A new three-year contract for a domestic computing power project worth CNY 57.82 million was signed in August, contributing to future revenue [7] - The acquisition of Xingyun Kaiwu is expected to enhance the company's competitive edge and expand its product application scenarios [5][8] Group 4: Technological Advancements - The company has developed AI applications, including the "Yiqi AI Government Assistant" and "Company AI Assistant," aimed at improving efficiency in government and enterprise operations [10] - The company holds the first batch of DRCA certificates in the big data industry and has launched multiple data products on trading platforms [10]