证券时报网讯，美登科技（838227）今日上涨19.64%，全天换手率18.61%，成交额1.59亿元，振幅 38.34%。 龙虎榜数据显示，营业部席位合计净卖出1749.88万元。 北交所公开信息显示，当日该股因日价格振幅达38.34%上榜，营业部席位合计净卖出1749.88万元。 证券时报•数据宝统计显示，上榜的前五大买卖营业部合计成交5855.88万元，其中，买入成交额为 2053.00万元，卖出成交额为3802.88万元，合计净卖出1749.88万元。 ...

Business Development Focus - The company focuses on deep development in the e-commerce sector, aiming to explore user scenario value and needs [2] - Key areas of investment include customer service outsourcing and supply chain management, with the latter still in the market research and feasibility verification stage [2] AI Product Integration - The company's product, Meizhe, does not currently rely on large AI models for functionality [3] - AI tools are used internally to improve employee efficiency, such as designers using AI models to generate creative posters [3] - The company is exploring the integration of "unconscious AI" technology into products, though this requires further effort and time [3] Overseas E-commerce Platform Strategy - The company is actively exploring opportunities in overseas e-commerce platforms [5] - Business development on the Lazada platform is currently paused due to user payment habits and the maturity of the e-commerce software ecosystem [5] - The company has no product layout on TikTok but maintains contact and anticipates future collaboration opportunities [5] Product Development and Optimization - The company is upgrading existing products such as Meizhe, Woda, and Guangquan Zhibo [2] - Guangquan Zhibo is designed to enhance efficiency in live streaming control and is not planned to be transformed into an AI AGENT or a comprehensive e-commerce service platform [6] Legal and Privacy Compliance - Due to strict domestic legal regulations on customer information usage, the company cannot develop systems for precise marketing similar to Salesforce [4] - The company adheres to laws and regulations to ensure the security and privacy of customer information [4]

Business Development Focus - The company focuses on deep development in the e-commerce sector, aiming to explore user scenario value and demands [2] - Key areas of investment include customer service outsourcing and supply chain management, with the latter still in the market research and feasibility verification stage [2] AI Integration and Product Enhancement - The company is exploring AI model applications to enhance product performance and user experience, aiming for "unnoticeable AI" integration [3] - Current AI tools are primarily used internally to improve employee efficiency, such as designers using AI models to generate creative posters [3] Overseas E-commerce Platform Strategy - The company is actively exploring opportunities in overseas e-commerce platforms, with Lazada platform business currently paused due to user payment habits and ecosystem maturity [5] - TikTok platform is seen as a potential partner, especially given its rapid user growth in Latin America, though no product layout exists yet [5] Product Line and Efficiency Optimization - The company's product line, including Meizhe, Woda, and Guangquan Zhibo, is designed to improve efficiency across different roles in e-commerce [6] - Guangquan Zhibo, specifically designed for live broadcast control, aims to enhance efficiency in live streaming scenarios without plans to transform into an AI AGENT [6] Legal and Privacy Compliance - Due to strict domestic legal regulations on customer information usage, the company cannot develop systems for precise marketing similar to Salesforce's ERP software [4]

隐证券 北交所信息更新 并购客服外包业务带动营收增长，拓展电商供应链服务 ——北交所信息更新 投资评级：增持（维持） | --- | --- | |-------------------------|-------------| | 日期 | 2024/11/25 | | 当前股价 ( 元 ) | 57.94 | | 一年最高最低 ( 元 ) | 66.35/17.50 | | 总市值 ( 亿元 ) | 22.56 | | 流通市值 ( 亿元 ) | 10.21 | | 总股本 ( 亿股 ) | 0.39 | | 流通股本 ( 亿股 ) | 0.18 | | 近 3 个月换手率 (%) | 586.41 | 北交所研究团队 诸海滨（分析师） zhuhaibin@kysec.cn 证书编号：S0790522080007 2024Q1-Q3 实现营收 1.09 亿元，同比+33%；归母净利润 3122 万元，同比-4% 公司发布 2024 年三季度报告，实现营收 1.09 亿元，同比增长 32.55%；归母净利 润3122.26万元，同比下滑3.52%；扣非归母净利润2866.27万元，同比增长5.34%。 我们 ...

证券研究报告·北交所公司点评报告·IT 服务Ⅱ 美登科技（838227） 2024年三季报点评：收购电商客服逐步并表， 静待协同效应释放业绩 2024 年 10 月 30 日 买入（维持） | --- | --- | --- | --- | --- | --- | |------------------------------|---------|--------|--------|--------|--------| | 盈利预测与估值 [Table_EPS] | 2022A | 2023A | 2024E | 2025E | 2026E | | 营业总收入（百万元） | 113.12 | 114.14 | 152.10 | 165.60 | 174.60 | | 同比（ % ） | (4.80) | 0.90 | 33.26 | 8.88 | 5.43 | | 归母净利润（百万元） | 41.90 | 42.48 | 42.51 | 48.48 | 50.71 | | 同比（ % ） | (13.36) | 1.38 | 0.07 | 14.05 | 4.61 | | EPS- 最新摊薄（元 / 股） | ...

1 | --- | |--------------------------| | | | 杭州美登科技股份有限公司 | | 证券代码： 838227 | | 2024 年第三季度报告 | 第一节 重要提示 公司董事、监事、高级管理人员保证本报告所载资料不存在虚假记载、误导性陈述或者重大遗漏，并对 其内容的真实性、准确性和完整性承担个别及连带责任。 公司负责人邹宇、主管会计工作负责人徐靓依及会计机构负责人（会计主管人员）徐靓依保证季 度报告中财务报告的真实、准确、完整。 本季度报告未经会计师事务所审计。 本季度报告涉及未来计划等前瞻性陈述，不构成公司对投资者的实质承诺，投资者及相关人士均应 对此保持足够的风险认识，并且应当理解计划、预测与承诺之间的差异。 | --- | --- | --- | |-------------------------------------------------------------------------------------------------------|-------|-------| | 事项 是或否 \n是否存在公司董事、监事、高级管理人员对季度报告内容存在异 ...

公 司 更 新 报 告 证 券 研 究 报 告 股 票 研 究 ○ o ○ 本报告导读： 24H1 电商客服外包业务贡献可观收入增量，业务结构变化致利润表现不及收入，后 续新业务有望逐步展现出与主业的协同作用。 投资要点： 请务必阅读正文之后的免责条款部分 | --- | --- | --- | --- | --- | --- | |--------------------------------------|--------|-------|-------|-------|-------| | [Table_Finance] 财务摘要（百万元） | 2022A | 2023A | 2024E | 2025E | 2026E | | 营业收入 | 113 | 114 | 151 | 211 | 254 | | (+/-)% | -4.8% | 0.9% | 32.0% | 40.3% | 20.1% | | 净利润（归母） | 42 | 42 | 45 | 55 | 65 | | (+/-)% | -13.4% | 1.4% | 5.7% | 22.8% | 17.5% | | 每股净收益（元） | 1.08 ...

证券研究报告·北交所公司深度报告·IT 服务Ⅱ 美登科技（838227） 电商 SaaS 提供商，商业模式创新促成长 2024 年 08 月 20 日 买入（首次） | --- | --- | --- | --- | --- | --- | |------------------------------|---------|--------|--------|--------|--------| | | | | | | | | 盈利预测与估值 [Table_EPS] | 2022A | 2023A | 2024E | 2025E | 2026E | | 营业总收入（百万元） | 113.12 | 114.14 | 152.10 | 165.60 | 174.60 | | 同比 | (4.80) | 0.90 | 33.26 | 8.88 | 5.43 | | 归母净利润（百万元） | 41.90 | 42.48 | 42.51 | 48.48 | 50.71 | | 同比 | (13.36) | 1.38 | 0.07 | 14.05 | 4.61 | | EPS- 最新摊薄（元 / 股） | 1.08 | ...

证券代码：838227 证券简称：美登科技 公告编号：2024-041 杭州美登科技股份有限公司 投资者关系活动记录表 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记 载、误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担 个别及连带法律责任。 一、 投资者关系活动类别 □特定对象调研 √业绩说明会 □媒体采访 □现场参观 □新闻发布会 □分析师会议 ...

证券代码：838227 证券简称：美登科技 公告编号：2024-041 杭州美登科技股份有限公司 投资者关系活动记录表 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记 载、误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担 个别及连带法律责任。 一、 投资者关系活动类别 □特定对象调研 √业绩说明会 □媒体采访 □现场参观 □新闻发布会 □分析师会议 ...