新京报贝壳财经讯 8月21日，快手公告，2025年第二季度营业收入350.46亿元，同比增长13.1%；期内 利润49.22亿元，同比增长23.7%。2025年上半年营业收入676.54亿元，同比增长12.0%；期内利润89.01 亿元，同比增长9.9%。宣派特别股息每股0.46HKD，除净日为2025年9月9日，股息派发日为2025年10月 6日。 ...

Core Insights - Kuaishou Technology reported strong financial performance in Q2 2025, with total revenue increasing by 13.1% year-over-year to RMB 35.0 billion, driven by AI integration and enhanced user engagement [4][12][9] - The company achieved record-high average daily active users (DAUs) of 409 million, reflecting a 3.4% increase from the previous year, and adjusted net profit reached RMB 5.6 billion with a net margin of 16.0% [4][9][12] - Kuaishou's commitment to AI technology continues to bolster its content and business ecosystems, leading to significant growth in online marketing services, live streaming, and e-commerce [4][12][19] Financial Performance - Total revenue for Q2 2025 was RMB 35.0 billion, up from RMB 31.0 billion in Q2 2024, marking a 13.1% increase [9] - Online marketing services revenue rose by 12.8% to RMB 19.8 billion, while live streaming revenue increased by 8.0% to RMB 10.0 billion [5][6] - E-commerce GMV reached RMB 358.9 billion, a 17.6% year-over-year increase, with the number of average monthly paying users in e-commerce hitting 134 million [22][9] User Engagement - Average DAUs on the Kuaishou App reached 409 million, a record high, with average daily time spent per DAU at 126.8 minutes [16][9] - The company reported a 7.5% year-over-year increase in total user time spent on the app, indicating enhanced user engagement [16] - Kuaishou's user growth strategy and optimized traffic allocation have contributed to improved user retention and experience [17] AI Integration - Kuaishou has embedded large AI model capabilities across its platform, enhancing content delivery and operational efficiency for merchants and creators [4][15] - The launch of the Kling AI 2.1 model series in May 2025 has improved product performance and user experience, contributing to revenue growth from AI services [13][14] - The company is exploring new monetization opportunities through AI technology, aiming to empower creators and marketing clients [33] Strategic Initiatives - Kuaishou declared a special dividend of HK$0.46 per share, totaling approximately HK$2.0 billion, reflecting confidence in long-term growth prospects [32] - The company repurchased approximately 38.8 million shares for about HKD 1.9 billion during the first half of 2025, indicating a commitment to enhancing shareholder returns [9][32] - Kuaishou continues to invest in AI and explore its transformative potential across various business scenarios to drive sustainable growth [33]

Group 1: Financial Performance - In Q2 2025, the company achieved revenue of 35.046 billion RMB, a year-on-year increase of 13.1% [1] - Gross profit for Q2 2025 was 19.504 billion RMB, up 13.8% year-on-year [1] - Net profit attributable to equity holders was 4.922 billion RMB, reflecting a 23.7% increase year-on-year [1] - For the first half of 2025, total revenue reached 67.654 billion RMB, a 12.04% year-on-year increase [1] - Gross profit for the first half was 37.296 billion RMB, up 12.15% year-on-year [1] - Net profit attributable to equity holders for the first half was 8.9 billion RMB, a 9.9% increase year-on-year [1] - The company proposed a special dividend of 0.46 HKD per share [1] Group 2: AI and Product Development - The company launched the Keling AI 2.1 series model in May 2025, enhancing model quality and performance [1] - New features such as the Ling Canvas were introduced, providing a comprehensive creative experience for users [1] Group 3: Marketing and E-commerce - Online marketing service revenue reached 19.8 billion RMB in Q2 2025, a year-on-year increase of 12.8% [2] - The company utilized AI model technology to optimize marketing solutions, improving conversion rates [2] - E-commerce GMV grew by 17.6% year-on-year to 358.9 billion RMB in Q2 2025 [2] - Monthly active buyers in e-commerce reached 134 million, with increased repurchase frequency [2] Group 4: Live Streaming Business - Live streaming revenue increased by 8.0% year-on-year to 10 billion RMB in Q2 2025 [3] - The company focused on enhancing live content and operational efficiency, expanding its reach across various regions [3] - The number of signed guilds and streamers grew significantly, with over 20% and 30% increases respectively [3]

每经AI快讯，8月21日，快手科技公告，第二季度营收350.5亿元，调整后净利润56.2亿元。 （文章来源：每日经济新闻） ...

智通财经APP讯，快手-W(01024)发布公告，该公司将于2025年10月6日派发特别股息每股0.46港元。 ...

此外，董事会欣然宣布派发自上市以来的首次特别股息每股0.46港元，合共约20亿港元。 格隆汇8月21日｜快手：2025年第二季度收入350.46亿元，同比增加13.1%，预估344.5亿元；经调整利 润净额为56.18亿元，同比增长20.1%，预估50.6亿元。本季度，快手的毛利率和经调整净利润率均达到 单季新高，分别为55.7%和16.0%。线上营销服务、直播和其他服务（含电商及可灵）对收入的贡献占 比分别为56.4%、28.7%和14.9%。 ...

Group 1 - The core point of the article highlights that Kuaishou's AI product, Keling AI, achieved a revenue exceeding RMB 250 million in Q2 2025 [1] - Keling AI continues to iterate rapidly on its product features, with the launch of a new feature called "Ling Animation Canvas" at the end of July, providing creators with a seamless and efficient creation experience [1] - The Keling 2.1 model has initiated a new feature testing for the "head and tail frame" function, which further enhances video generation quality [1]

人民财讯8月21日电，快手于8月21日发布2025年第二季度业绩，总营收同比增长13.1%至350亿元，经 调整净利润达56亿元，同比增长20.1%。本季度，快手的毛利率和经调整净利润率均达到单季新高，分 别为55.7%和16.0%。线上营销服务、直播和其他服务(含电商及可灵)对收入的贡献占比分别为56.4%、 28.7%和14.9%。其中可灵AI的营业收入超过2.5亿元。 ...

Core Viewpoint - Kuaishou reported a second-quarter revenue of 35.05 billion RMB, exceeding the estimated 34.45 billion RMB [1] Group 1 - The company's revenue for the second quarter was 35.05 billion RMB [1] - The revenue exceeded market expectations, which were set at 34.45 billion RMB [1]

Core Insights - Kuaishou reported a 13.1% year-on-year revenue growth for Q2 2025, reaching 35 billion yuan, with adjusted net profit of 5.6 billion yuan, a 20.1% increase, surpassing market expectations [1] - The company achieved record high gross margin and adjusted net profit margin at 55.7% and 16% respectively for the quarter [1] - The revenue contributions from online marketing services, live streaming, and other services (including e-commerce) were 56.4%, 28.7%, and 14.9% respectively [1] Dividend Announcement - Kuaishou announced its first special dividend since going public, amounting to 0.46 HKD per share, totaling approximately 2 billion HKD, to be paid in cash to shareholders registered by September 16 [1] - The board expressed confidence in the company's long-term growth prospects and solid financial position through this special dividend, reflecting a commitment to enhancing shareholder returns [1] - The company indicated that it will consider various methods to reward shareholders in the future, including share buybacks and dividend distributions, while maintaining financial and operational flexibility for long-term business development [1]