According to a research report, among 358 listed computer companies, 100 have released preliminary 2025 performance results. Measured by year-on-year revenue growth, 60 companies (60%) reported growth while 40 (40%) experienced declines. The 2025 preliminary reports indicate that over half of computer companies achieved positive growth, revealing a polarized pattern of simultaneous expansion and contraction. Profit improvement was stronger than revenue growth, with high growth concentrated primarily in hardware and AI application sectors. Key observations from the report are as follows:

Median data shows that computer companies' profit performance surpassed revenue growth in 2025. Among the 100 sample companies, the median year-on-year revenue growth was 5.33%, while median net profit attributable to shareholders rose 9.72% and median non-GAAP net profit increased 9.01%. Overall, profit growth rates exceeded revenue growth rates. Additionally, larger market capitalization companies demonstrated stronger growth tendencies in performance distribution.

While over half of computer companies showed positive 2025 performance, significant structural divergence is evident. According to industry classification, 100 of 358 computer companies released preliminary results. By revenue growth brackets: 11 companies (11%) exceeded 30% growth; 29 companies (29%) grew between 10%-30%; 20 companies (20%) achieved 0-10% growth; 12 companies (12%) declined 0-10%; 19 companies (19%) fell 10%-30%; and 9 companies (9%) dropped over 30%.

Measured by net profit growth, 63 companies (63%) expanded while 37 (37%) contracted. Profit growth distribution showed: 29 companies (29%) exceeding 30% growth; 20 companies (20%) growing 10%-30%; 14 companies (14%) rising 0-10%; 3 companies (3%) declining 0-10%; 10 companies (10%) falling 10%-30%; and 24 companies (24%) dropping over 30%. Among these 24 companies, approximately 71% reported negative revenue growth with median revenue decline around 15.4%.

Combined, high-growth (over 30%) and sharp-decline (over 30%) companies totaled 53 (53%), indicating a pronounced bipolar distribution pattern. Leading growth companies primarily operate in computing power, IT innovation, and financial IT sectors.

Companies with net profit exceeding 100 million yuan demonstrated stronger performance certainty. Among 17 such companies, growth distribution concentrated in 10%-30% (41.2%) and over 30% (23.5%) ranges. Notable companies with over 30% profit growth include Autel Intelligent Technology, ArcSoft, Dameng Data, Dahua Technology, Hongquan Technology, Infosec,卓易信息, Primarius Technologies, Jingwei Hengrun, Zhisheng Information,众诚科技,航天软件, Guoyuan Technology, Parallels Computing, and Zhongke Tongda.

Conversely, companies experiencing over 30% profit declines included云星宇,友车科技,莱斯信息,新点软件,中创股份, and开普云.

Risk factors include potential underperformance in AI technology development and commercial implementation.