DAS(SZ:002421)2025-09-29 00:58Group 1: Company Overview and Strategy - The company has clarified its strategic goal of "AI + IoT," focusing on AIoT platforms and modular applications for smart space solutions [1] - The AIoT intelligent control platform V7 has been launched, optimizing energy consumption and integrating domestic large language models for innovative applications [1] - The company has established an "AI + IoT" open laboratory, collaborating with 9 universities and numerous startups to co-create AI applications [2] Group 2: Financial Performance - In the first half of 2025, the company achieved a revenue of 990 million CNY, with a net loss of 88.76 million CNY due to fluctuations in downstream demand and project delays [1] - The AIoT platform product signing amount increased from 7.97 million CNY to 25.04 million CNY, a growth of 214.35% year-on-year [2] - The revenue from AIoT platform products rose from 10.87 million CNY to 13.56 million CNY, marking a 24.77% increase year-on-year [2] Group 3: Market Position and Client Base - By the end of 2024, the company had served 57 out of 93 large manufacturing listed companies in Shenzhen, achieving a coverage rate of 61.3% [2] - The company has also served 153 listed companies with a market value exceeding 50 billion CNY, with a coverage rate of 56.9% [2] Group 4: Business Segments and Revenue Distribution - In the first half of 2025, the revenue distribution was as follows: enterprise parks 48%, hospitals 39%, and rail transit and data centers 13% [8] Group 5: Competitive Strategy - The company leverages its AIoT platform, 30 years of industry experience, and a carbon-neutral demonstration site to maintain a competitive edge [9] - The marketing strategy has shifted from independent marketing to cross-departmental collaborative marketing to enhance service capabilities [10]