股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 | 截至月份: | 2026年1月31日 | | | | 狀態: 新提交 | | --- | --- | --- | --- | --- | --- | | 致：香港交易及結算所有限公司 | | | | | | | 公司名稱: | 优矩控股有限公司 | | | | | | 呈交日期: | 2026年2月2日 | | | | | | I. 法定/註冊股本變動 | | | | | | | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | 於香港聯交所上市 (註1) | 是 | | | 法定/註冊股份數目 | 面值 | | 法定/註冊股本 | | | --- | --- | --- | --- | --- | --- | | 上月底結存 | 10,000,000,000 | USD | 0.01 | USD | 100,000,000 | | 增加 / 減少 (-) | | | | USD | | | 本月底結存 | 10,000,000,000 | USD | 0.01 | USD | 100,000,000 | 本月底法定/ ...

Core Viewpoint - The company, Youju Holdings (01948), announced a change in its business arrangement with a major client, shifting from providing a comprehensive online marketing solution to only charging for advertising operation services, which may negatively impact its financial performance for the year ending December 31, 2026 [1] Group 1: Business Changes - The company will no longer provide one-stop services, including traffic procurement, to a major client [1] - This major client accounted for approximately 50% of the company's total revenue for the year ending December 31, 2024, and about 44% for the six months ending June 30, 2025 [1] Group 2: Financial Outlook - The board believes that the company's operational and financial performance for the year ending December 31, 2026, will depend on various factors, including developments with the major client and ongoing communication between the company and the client [1] - The company plans to implement cost-saving measures to streamline its cost structure [1] - The board anticipates that the changes in the business arrangement with the major client may have a negative impact on the company's financial performance for the year ending December 31, 2026, but will not significantly affect other operations [1]

Core Viewpoint - The company, Youju Holdings (01948), announced a change in its business arrangement with a major client, shifting from providing a comprehensive online marketing solution to only charging for advertising operation services, which may negatively impact its financial performance for the year ending December 31, 2026 [1] Group 1: Business Arrangement Changes - The company will no longer provide one-stop services, including traffic procurement, to a major client [1] - This major client accounted for approximately 50% of the company's total revenue for the year ending December 31, 2024, and about 44% for the six months ending June 30, 2025 [1] Group 2: Financial Performance Outlook - The board believes that the company's operational and financial performance for the year ending December 31, 2026, will depend on various factors, including developments with the major client and ongoing communication between the company and the client [1] - The company plans to implement cost-saving measures to streamline its cost structure [1] - The board anticipates that the changes in the business arrangement with the major client may have a negative impact on the company's financial performance for the year ending December 31, 2026, but will not significantly affect other operations [1]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確 性或完整性亦不發表任何聲明，並明確表示概不就因本公告全部或任何部分內容而產生或因 倚賴該等內容而引致之任何損失承擔任何責任。 UJU HOLDING LIMITED 優 矩 控 股 有 限 公 司 （ 於 開 曼 群 島 註 冊 成 立 的 有 限 公 司 ） （股 份 代 號：1948） 董事會認為，本集團截至2026年12月31日止年度的經營及財務表現將取決於多 個其他因素，包括但不限於與主要客戶的任何後續發展、本集團與主要客戶之 間的持續溝通、透過多元化業務策略從本集團其他客戶及新業務分部獲得的 任何增長，及更廣泛的行業格局。此外，本集團將實施適當的節省成本措施， 以簡化其成本結構。董事會相信，與主要客戶的業務安排變動可能會對本集團 截至2026年12月31日止年度的財務業績產生負面影響，但不會對本集團其他經 營產生重大影響。 – 1 – 本公告所載資料僅基於董事會作出之初步評估，並參考董事會現時可得資料， 而該等資料可能會進行修訂或調整。本公司將根據上市規則的規定，於適當時 候另行刊發公告。 股東及有意投資者於買賣本公司 ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 | | | 致：香港交易及結算所有限公司 公司名稱: 优矩控股有限公司 呈交日期: 2026年1月2日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 01948 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 10,000,000,000 | USD | | 0.01 | USD | | 100,000,000 | | 增加 / 減少 (-) | | | | | | | USD | | | | 本月底結存 | | | 10,000,000,000 | USD | | 0.01 | USD | | 100,000,000 | 本月底法定/註冊股本總額： USD 100,000,0 ...

浦银国际发布研报称，优矩控股(01948)是中国领先的数字营销全链路服务商，与优质媒体合作伙伴的 紧密关系以及与各类广告主客户的良好业绩记录，已帮助公司形成网络效应并构建起领先优势，且有望 继续支持公司的快速增长。首次覆盖给予"买入"评级，目标价为5.8港元，潜在升幅为44%。 浦银国际主要观点如下： 聚焦数字营销，构建领先优势 1)保持对中国主流在线媒体覆盖，同时加强合作，以获得更好的投放策略来提升公司收益；2)继续扩大 广告主客户基础，通过开发及提供更具针对性的行业特定功能的解决方案，加深对各行业垂直领域的渗 透；3)持续提升在AI端的投入，加强对AI应用的各种功能开发，提升整体效率；4)推进海外电商及海外 短剧平台探索，有望迎来新增长机会。 盈利预测与估值：该行预计公司2025E/2026E收入为人民币110亿元/130亿元，对应增速20%/18%；预计 净利润为1.14亿元/1.36亿元。参考可比公司估值均值，给予公司2026E23x P/E，目标价5.8港元。 投资风险：行业竞争加剧；供应商和客户集中度较高；头部媒体议价能力提升；脱媒风险。 优矩控股是中国领先的数字营销全链路服务商。截至2025年上 ...

公司未来增长驱动力主要包括 1）保持对中国主流在线媒体覆盖，同时加强合作，以获得更好的投放策略来提升公司收益；2）继续扩 大广告主客户基础，通过开发及提供更具针对性的行业特定功能的解决方案，加深对各行业垂直领域的 渗透；3）持续提升在AI端的投入，加强对AI应用的各种功能开发，提升整体效率；4）推进海外电商 及海外短剧平台探索，有望迎来新增长机会。 聚焦数字营销，构建领先优势 优矩控股是中国领先的数字营销全链路服务商。截至2025年上半年，公司累计管理广告预算超人民币 500亿元；2025年前9个月总账单金额达到119亿元，同比增长35%。公司媒体矩阵覆盖线上短视频平 台、社交媒体平台、搜索引擎平台等20多家主流媒体，广告主客户覆盖电商、网服、金融等行业，投放 超千万元的客户留存率高达95%。公司与优质媒体合作伙伴的紧密关系以及与各类广告主客户的良好业 绩记录，已帮助公司形成网络效应并构建起领先优势，且有望继续支持公司的快速增长。 AI全链路赋能，重塑竞争格局 公司自研AI应用平台连接媒体和客户需求，已覆盖媒体后台账户管理、工作流、创意和投放管理等环 节。AI技术的应用已经大大提升了公司的生产人效并优化了最终 ...

Core Viewpoint - The company, Youju Holdings (01948.HK), has announced a share transfer agreement to acquire 100% of ChillShorts, a short drama platform, which aligns with its strategy to expand into overseas markets [1] Group 1: Acquisition Details - The acquisition is set to take place on November 14, 2025, and will enhance the company's presence in the online marketing solutions sector [1] - ChillShorts focuses on high-quality short dramas with a daily active user (DAU) count exceeding 100,000, primarily in key markets such as Japan, South Korea, the United States, and Southeast Asia [1] Group 2: Strategic Implications - This acquisition will integrate the company's leading capabilities in online marketing with quality content reserves from content partners, creating an immersive viewing experience for overseas users [1] - The deal is expected to expand the company's business boundaries and create new revenue channels, contributing to long-term growth value [1]

Core Viewpoint - The company, Youju Holdings (01948), has announced the acquisition of 100% equity in ChillShorts, a short drama platform, which will become a subsidiary post-acquisition, integrating its financial performance into the group's consolidated financial statements [1] Group 1: Acquisition Details - The acquisition agreement was signed on November 14, 2025, between the company and the shareholders of ChillShorts [1] - ChillShorts focuses on high-quality short dramas with real-time viewing and subscription services, featuring a large library of diverse content and an innovative interactive chat function with characters [1] Group 2: Market Position and User Engagement - ChillShorts has surpassed 100,000 average daily active users (DAU), with a core user base spanning major markets including Japan, South Korea, the United States, and Southeast Asia [1] Group 3: Strategic Implications - The acquisition aligns with the company's strategy to expand its overseas market presence through acquisitions [1] - It aims to leverage the company's leading capabilities in online marketing solutions, quality content reserves from partners, and the immersive viewing experience provided by the platform, creating new revenue channels and long-term growth value for the business [1]

ChillShorts聚焦优质短剧的实时收看及订阅服务。ChillShorts及其合作伙伴拥有海量短剧资源，覆盖多 样化类型的优质内容，更创新引入"与剧中角色互动聊天"功能。Chillshorts平均日活跃用户(DAU)已突 破10万，核心用户广泛覆盖日本、韩国、美国及东南亚等多个主流市场。 收购事项符合本集团通过收购拓宽海外市场的战略。本次收购将深度融合本集团于在线营销解决方案领 域的领先能力、内容合作方的优质内容储备以及该平台所打造的沉浸式观剧体验，为海外用户带来全新 体验。本次收购将拓展本集团的业务边界及新的创收渠道，为本集团的业务创造长期增长价值。 智通财经APP讯，优矩控股(01948)发布公告，于2025年11月14日，本公司与营运CHILLSHORTS SHORT DRAMA PLATFORM(ChillShorts短剧平台)的实体的股东(卖方)订立股权转让协议，本公司同意 收购，而卖方同意出售目标实体的100%股权。于收购事项完成后，目标实体将成为本公司的附属公 司，而目标实体的财务业绩将并入本集团的综合财务报表。 ...