润和软件(300339) - 润和软件投资者关系活动记录表

Company Overview - Jiangsu Runhe Software Co., Ltd. focuses on integrating advanced technology with industry, enhancing core competitiveness through intelligent technology and innovative services [1] - The company has developed a full lifecycle software service system, leveraging domestic operating systems and AI core technologies [1] Financial Performance - In H1 2025, the company achieved a revenue of CNY 1.747 billion, a year-on-year increase of 10.55% [2] - The net profit attributable to shareholders, excluding non-recurring gains and losses, was CNY 52.17 million, up 47.33% year-on-year [2] - Revenue breakdown: - Financial technology: CNY 889 million, +6.06% YoY - Intelligent IoT: CNY 606 million, +23.85% YoY - Smart energy information: CNY 200 million, +4.65% YoY - Innovative business revenue reached approximately CNY 368 million, +8.96% YoY, accounting for 21.07% of total revenue [2] Innovation and Business Development - The company is focusing on domestic and intelligent solutions, particularly in open-source Hongmeng and Euler, and AI applications [3] - It has empowered various industries including finance, energy, healthcare, and education through its innovative solutions [3] - The AI-related business aims to enhance business processes and efficiency, with products like JettoAI testing platform and various intelligent assistants [6][9] Traditional Business Stability - Traditional sectors such as financial technology, smart energy, and intelligent IoT continue to show stable growth, with financial technology accounting for over 50% of total revenue [4][5] - The company serves a wide range of financial institutions, including 6 major state-owned banks and over 280 smaller banks and insurance companies [4] Competitive Advantages - Clear innovation strategy focusing on open-source Hongmeng, Euler, and AI as growth drivers [11] - Strong technical foundation with extensive experience in key operating system technologies [12] - Talent advantage with a rich pool of expertise in open-source and AI fields [12] - Established industry capabilities in finance and energy sectors [12] Future Growth Areas - The company plans to deepen its presence in existing industries while expanding into new areas through customized solutions [13] - It aims to provide end-to-end AI solutions across various sectors, enhancing clients' operational efficiency and intelligence [13]