Daotong Technology's non-recurring net profit is expected to grow by 61% in 2025, with AI full-scenario deep integration driving performance to new highs

On the evening of March 20, Datong Technology (688208) released its 2025 annual report. The company’s revenue and net profit both hit new historical highs, with double growth in scale and quality. Among them, operating revenue was RMB 4.833 billion, up 23% year over year; net profit attributable to shareholders was RMB 936 million, up 46% year over year; and profit attributable to shareholders after deducting non-recurring items was RMB 869 million, up 61% year over year. The company plans to distribute cash dividends of RMB 5 per 10 shares (including tax), totaling about RMB 333 million in cash dividends. The combined amount of full-year cash dividends and share repurchases will accumulate to 87% of the company’s net profit attributable to shareholders for fiscal year 2025.

As a global leader in intelligent vehicle diagnostics, in 2025 Datong Technology continued to deepen upgrades to its AI in the intelligent vehicle diagnostics business, achieving a dual improvement in both revenue scale and quality. During the reporting period, its intelligent maintenance terminals generated operating revenue of about RMB 2.980 billion, up 16% year over year. Among this, revenue related to diagnosis, including AI and software-related services, was RMB 530 million, up 19% year over year. The gross margin exceeded 99%, becoming an important driver of business growth.

Based on the philosophy of continuously building a “hardware testing equipment + software algorithm system” edge-cloud collaborative ecosystem, Datong Technology has continued to advance upgrades to its diagnostic AI and software services. Its high-end diagnostic device models featuring AI characteristics effectively drive a further improvement in software renewal rates. Datong Technology stated that in the future it will continue to increase the penetration rate of Agents functionality in intelligent terminals and actively explore more recurring fee models based on software, Agents, and token usage.

In the smart charging business, Datong Technology has currently risen to become the largest overseas provider of smart charging solutions in China, with overall competitive strength moving into the global first-tier group. During the reporting period, revenue from the energy intelligent core business was RMB 1.242 billion, up 44% year over year. The company said that, according to the electrification plans of various customer types through 2030, it expects that future orders will support the company’s smart charging business to achieve long-term high-speed growth. At the same time, the company will also accelerate expansion into emerging opportunities in energy management industries, such as global AI data center power supply systems and charging for autonomous driving vehicle robots.

In terms of market layout, Datong Technology’s benchmark smart energy management projects have flourished across multiple points globally. In the North American market, the company’s strategic customer count and order scale have grown significantly. Working with multiple U.S. state and regional electric power companies, it has started work on six energy storage + supercharging projects by relying on the “energy storage + ultra-fast charging + EMS” system. In the future, standardized solutions will be widely promoted throughout the United States. In the European market, with the start of the EU power grid upgrade cycle, the company is becoming an important participant in the reconstruction of Europe’s new-energy infrastructure. It has successfully broken through multiple global and regional top-tier customers and won bids from multiple industry-leading customers. In emerging markets, the company has formed a localized layout covering all of Asia-Pacific and deeply rooted in the Middle East and Africa.

Leveraging the deep integration of AI technology and the robotics industry, Datong Technology’s embodied intelligence cluster business achieved a comprehensive breakthrough from technology R&D to market implementation in 2025, and is expected to become the company’s third growth development curve in the future.

In 2025, Datong Technology’s robotics subsidiary, Daohe Tongtai, officially released its first inspection intelligent work robot, Avant Robotics Gen1, and its autonomous intelligent inspection platform, Avant Hub. It established the core architecture of a “embodied intelligent agent + AI application platform,” which can be adapted to multiple scenarios such as energy, transportation hubs, and industrial parks. In terms of core technology, the company has built three key technological directions: embodied robot technologies, cluster intelligent inspection series vertical-domain models, and multi-agent cluster scheduling technology under the “one super and many strong” architecture, providing solid support for solution deployment.

During the reporting period, Datong Technology continued to improve its global supply chain layout. Its three major bases—Shenzhen in China, Haiphong in Vietnam, and North Carolina in the United States—were operating steadily. Its Monterrey production base in Mexico officially began production in the fourth quarter of 2025, forming a global production network covering Asia and the Americas, with significantly improved risk-resilience capabilities and operating efficiency.

At the organizational level, Datong Technology has turned AI upgrades into a core production factor. It deployed more than 80 AI agents across key value chains such as R&D, supply chain, and business management to build a “human-machine collaboration” operating matrix, achieving structural growth in unit human efficiency. The company also carried out “AI cognition reconfiguration” for R&D backbone talent,推动ing software R&D teams to transition into composite roles of “AI product managers + full-stack engineers,” improving innovation response speed. For its core leadership system, Datong Technology implemented a deep transformation through incentive and constraint mechanisms anchored on “long-term value,” effectively activating the organization’s long-term innovation development momentum.

Looking ahead, Datong Technology stated that it will continue to deepen its “fully embrace AI” strategy, focus on the key pain points in industries, develop vertical-domain AI models, strengthen AI agents, and complete a comprehensive transformation into an “AI dispatch platform for the physical world.” It will further explore the application potential of AI in high-value scenarios, and continue to launch innovative AI industry application solutions to open up new growth space for the company.

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