Thunder Software Technology Co Ltd Financial Update

Thunder Software Technology Co Ltd, a prominent player in the Information Technology sector, has recently released its financial results for the first half of 2025. The company, which specializes in smart device operating systems and platform technologies, reported a net profit of 1.58 billion CNY, marking a significant year-over-year increase of 51.84%. This performance is part of a broader trend of robust financial health over the past five years, characterized by strong growth capabilities and solid cash flow and profitability.

Financial Highlights

  • Revenue and Profit: The company achieved total operating revenue of 32.99 billion CNY, up 37.44% from the previous year. The net profit of 1.58 billion CNY reflects a 51.84% increase, with basic earnings per share at 0.34 CNY.
  • Assets and Cash Flow: As of the end of the reporting period, total assets stood at 127.49 billion CNY, with accounts receivable at 23.02 billion CNY. The net cash flow from operating activities was 2.67 billion CNY, with cash received from sales and services amounting to 48.79 billion CNY.

Financial Strengths

The company has demonstrated several financial strengths, including:

  • Profitability: An average operating profit margin of 10.92%, placing it at the forefront of its industry.
  • Growth: A notable average net profit growth rate of 37.21% and a revenue growth rate of 21.96%.
  • Efficiency: A strong inventory turnover rate of 4.36 times per year and a net profit cash conversion rate of 124.42%.
  • Revenue Realization: A main business cash realization rate of 110.73%, indicating strong revenue conversion capabilities.

Overall, Thunder Software Technology Co Ltd’s financial condition is rated as good, with a total score of 3.33 out of 5, ranking it among the top in the IT services industry.

Shareholder Movements

Recent changes in the company’s top ten shareholders include:

  • New Entrants: Beijing Hohua Juxin Investment Management Co., Ltd. - Wei Qiao Guoke Kechuang (Shenzhen) Investment Partnership (Limited Partnership) acquired 262.1 thousand shares, representing 0.71% of the circulating shares.
  • Exits: The National Social Security Fund’s 602 Portfolio exited, previously holding 303.1 thousand shares, or 0.82% of circulating shares.
  • Increases: Hong Kong Clearing House Limited increased its holdings by 184.48% to 1.478 million shares, while South China 500 ETF increased by 14.59% to 546.9 thousand shares.
  • Decreases: YFD Entrepreneur Board ETF reduced its holdings by 10.46% to 871.3 million shares, and Xingquan Trend Investment Fund (LOF) decreased by 20.87% to 417 thousand shares.

Market Context

The broader market context includes positive developments in the smart vehicle and semiconductor sectors, with companies like Desay SV Automotive and Hikvision experiencing growth. The Intelligent Connected Vehicle ETF (159872.SZ) saw a 1.27% increase, reflecting investor confidence in the sector.

Thunder Software Technology Co Ltd continues to demonstrate strong financial performance and strategic growth, positioning itself as a leader in the IT services industry.