5月15日上榜港股通成交活跃榜个股中，微盟集团为近一个月首次上榜。 证券时报·数据宝统计显示，5月15日港股通（包括沪市港股通及深市港股通）成交活跃股合计成交 318.03亿港元，占当日港股通成交金额的38.54%，净卖出金额13.48亿港元。 上榜的成交活跃股中，腾讯控股成交额为75.76亿港元，成交金额居首；其次是小米集团-W、阿里巴巴- W，成交金额分别为55.15亿港元、50.45亿港元。 以上榜次数统计，5月15日上榜个股中，近一个月上榜次数最多的是阿里巴巴-W、美团-W等，近一个 月均上榜17次，最受港股通资金关注。 微盟集团为近一个月首次上榜，当日港股通成交额为15.22亿港元，成交净买入1.14亿港元，该股当日收 盘上涨19.30%。（数据宝） | 证券 | 证券简称 | 成交金额（亿 | 净买入金额（亿 | 近一个月上榜 | 最新收盘价 | 日涨跌幅 | | --- | --- | --- | --- | --- | --- | --- | | 代码 | | 港元） | 港元） | 次数 | （港元） | （%） | | 00700 | 腾讯控股 | 75.76 | -23.60 | 17 ...

智通财经APP获悉，港股早盘冲高回落，午后跌幅快速扩大，恒科指数一度跌超2%。截止收盘，恒生 指数跌0.79%或187.49点，报23453.16点，全日成交额2002.09亿港元；恒生国企指数跌0.97%，报 8509.67点；恒生科技指数跌1.56%，报5297.84点。 交银国际发布研报称，短期来看，中美双方经贸谈判取得进展极大降低了全球范围内的贸易和衰退风 险，风险情绪有望短期内维持平稳，从而为港股市场带来正面催化。中金此前表示，4月下旬以来，南 向资金流入明显放缓。截至一季度末，内地主动偏股型基金港股持仓已经达到30.8%的历史新高。该行 预计后续年内相对确定的南向增量约为2,000-3,000亿港元，全年累计流入8,000-10,000亿港元左右。 蓝筹股表现 1.芯片股位居跌幅榜前列。截至收盘，康特隆(01912)跌6.74%，报0.083港元；中芯国际(00981)跌3.4%， 报41.25港元；华虹半导体(01347)跌3.19%，报30.3港元；上海复旦(01385)跌0.37%，报26.6港元。 信达证券表示，一季度中芯国际和华虹业绩均有所波动，主要受到单一事件影响以及折旧摊销给利润端 ...

微盟集团(02013.HK)短线拉升，日内涨20%，微信成立电商产品部。 ...

港股微盟集团早盘大涨20%，此前消息称微信成立电商产品部，探索微信内交易新模式。 ...

Financial Performance - Total revenue for 2024 was approximately RMB 1.34 billion, a decrease of 39.9% compared to the previous year[12]. - Gross profit decreased by 59.8% to approximately RMB 596.3 million, with a gross margin dropping from 66.6% to 44.5%[12]. - Adjusted net loss narrowed to approximately RMB 532.8 million from RMB 549.4 million in 2023[12]. - The company experienced a one-time price discount of approximately RMB 129 million related to advertising services, impacting total revenue by about RMB 299 million[12]. - Revenue reduction of approximately RMB 300 million was attributed to the divestment of the smart restaurant business and reduced investment in small and micro businesses[12]. - The adjusted gross profit decreased by 33.5% to approximately RMB 906 million in 2024[12]. - The operating cash flow for 2024 improved significantly from a cash outflow of approximately RMB 596 million in the same period last year to a cash outflow of approximately RMB 332 million, marking a continuous narrowing for three years[14]. - Subscription solutions revenue for 2024 was approximately RMB 919 million, a year-on-year decrease of 31.9%, with the number of paying merchants at 62,924, down 34.7%[15]. - The gross revenue from advertising support for merchants was approximately RMB 18.015 billion, a year-on-year increase of 24.5%, while merchant solution revenue was approximately RMB 421 million, a decrease of 52.1%[16]. - The average revenue per user increased by 4.2% to RMB 14,598, reflecting improved operational efficiency[15]. - The company reported a net loss attributable to equity holders of RMB 1,728.5 million in 2024, compared to RMB 758.3 million in 2023[35]. - The company recorded an operating loss of approximately RMB 1,431.2 million in 2024, compared to an operating loss of approximately RMB 604.3 million in 2023[71]. - Adjusted EBITDA for 2024 was RMB (1,228.6) million, reflecting an adjusted net loss of RMB (1,744.0) million, with a net loss margin of (130.2%) for the year[80]. Assets and Liabilities - The total assets decreased to RMB 6.96 billion in 2024 from RMB 7.87 billion in 2023[10]. - Non-current assets decreased to RMB 2.55 billion in 2024 from RMB 3.04 billion in 2023[10]. - Total liabilities increased slightly to RMB 5.15 billion in 2024 from RMB 5.07 billion in 2023[10]. - The company had cash and bank balances of approximately RMB 1,779.0 million as of December 31, 2024, including restricted cash of RMB 526.9 million[85]. - As of December 31, 2024, the company had total bank borrowings of approximately RMB 2,222.7 million, with various short-term and long-term loans listed[90]. - The company’s liquidity position remains stable with cash and cash equivalents of RMB 1,194.2 million as of December 31, 2024[85]. Business Strategy and Development - The company focused on AI technology development and optimization of business structure to improve operational efficiency[12]. - The AI product "WIME" launched for small and micro e-commerce operators improved product material creation efficiency by 80% and reduced team operation costs by 60%[17]. - The company has successfully integrated AI technology into its core business, launching 15 AI Agent products that cover 58 business scenarios in e-commerce and retail[20]. - The company aims to enhance its services in the WeChat ecosystem, leveraging its position as a core service provider to drive business growth for merchants[33]. - The company plans to expand AI Agent applications in e-commerce and retail sectors, focusing on high-performance, low-cost models to enhance operational efficiency[33]. - The company is exploring overseas market opportunities, particularly in North America, to drive product-led growth and capitalize on international business prospects[33]. - The company expanded its overseas business footprint to five major regions, with new market entries in East Asia and Africa during the reporting period[23]. Marketing and Customer Engagement - The company achieved a 24.5% year-on-year growth in advertising gross revenue, amounting to approximately RMB 18.015 billion[30]. - The number of paid merchants for marketing solutions decreased by 0.4% to 66,669, while the average spending per paid merchant increased by 25.0% to RMB 270,208[30]. - The average spending per advertiser increased from RMB 216,215 in 2023 to RMB 270,208 in 2024, contributing to the growth in gross revenue for merchant solutions[47]. - User retention rates improved to 85%, up from 80% in the previous quarter[8]. - The company reported a significant increase in user engagement, with a year-over-year growth of 25% in active users[1]. Cost Management and Efficiency - Sales and distribution expenses decreased by 34.6% from approximately RMB 1,551.5 million in 2023 to approximately RMB 1,014.0 million in 2024, primarily due to a reduction in contract acquisition costs and employee costs[62]. - Research and development expenses decreased by 30.7% from approximately RMB 586.7 million in 2023 to approximately RMB 406.3 million in 2024[66]. - Total sales costs slightly decreased by 0.2% from approximately RMB 744.2 million in 2023 to approximately RMB 743.0 million in 2024[50]. - Sales costs for subscription solutions increased to 79.1% of total sales costs in 2024, up from 61.4% in 2023[52]. - Adjusted sales costs for subscription solutions decreased by 9.5% from approximately RMB 449.1 million in 2023 to approximately RMB 406.6 million in 2024[54]. - Sales costs for merchant solutions decreased by 46.0% from approximately RMB 287.4 million in 2023 to approximately RMB 155.1 million in 2024[55]. Shareholder and Capital Management - The company reported a total issuance of convertible bonds amounting to $90 million on September 5, 2024, with a conversion price set at HKD 1.30 per share, potentially resulting in the issuance of up to 542,090,769 new shares[130]. - The net proceeds from the issuance of the convertible bonds are approximately $86 million, which will be utilized for strategic purposes as detailed in the report[130]. - The company completed a placement of 277,000,000 new shares at a price of HKD 1.13 per share, raising approximately HKD 313.0 million[141]. - The net proceeds from the 2024 placement are approximately HKD 308.0 million, aimed at improving the company's financial position and supporting long-term business expansion[141]. - The company believes that issuing the 2024 convertible bonds optimizes its capital structure and diversifies funding sources, supporting sustainable development[136]. - The company has the capacity to meet its redemption obligations under the 2024 convertible bonds based on its cash and cash equivalents as of December 31, 2024[136]. Compliance and Risk Management - The company is committed to maintaining compliance with all relevant laws and regulations, ensuring operational integrity[126]. - The company faces significant risks including reliance on Tencent's platform, evolving customer demands, and potential cybersecurity threats[128]. - The company emphasizes its commitment to environmental protection and resource conservation, adhering to relevant environmental laws and regulations without any reported violations during the period[127]. - The management team emphasized a commitment to sustainability initiatives, aiming for a 30% reduction in carbon footprint by 2025[10].

欢迎参加威盟集团2024年全年业绩公布分析师及投资者电话会议全年业绩公告可以在公司的投资者关系网站下载现在所有的电话线路都被设置为只能收听的模式在管理层介绍完业绩后大家可以提问本次会议将以普通话进行 同时提供音与同声传译请注意本次电话会议可能涉及非国际财务报告准则的指标定义请见公司的业绩公告今天参加电话会议的管理层有公司董事会主席兼首席执行官孙涛勇先生 执行董事兼集团总裁有凤春先生与首席财务官曹毅先生现在有请孙总各位投资人大家晚上好欢迎参加威猛2024年度业绩发布会相信数字大家可能都已经看到了那首先可能对我来说大家可能看到这份财报的数字还是比较 其中有很重要的一点其实就是我们今年在整个收入上其实第一是可能有一个调整是关于2023年广告的一次性折让这个收入可能有个1.29亿它实际上应该是基于2023年的一个业绩反映然后在2024年的调整所以我们加了个新调整收入这个是14.68亿 另外的话其实整个去年腾讯在下半年接近Q3Q4的时候其实开始了整体的一个平台的降点政策那我们年初可能对这个政策只是大概有所知晓其实是不知道具体的一个完整的数字当我们到真正到年底的时候其实可能我们的客户在年初已经 签了一个相应的这个框架的协 ...

今年春节以来，DeepSeek的火爆出圈证明了中国有能力在AI领域打破国外的技术垄断，这一里程碑式 的事件不仅重塑了全球对中国科技企业价值的认识，更促使全球资本流动格局发生显著变化，资金加速 回流中国资产，尤其是科技板块，抢筹态势明显。 而科技与消费的"交叉点"同样成为了投资者关注的焦点，这是因为在今年的全国两会中，提振消费成为 了重要议题，被政府工作报告列入了首要任务，市场预期这一政策将会为与消费相关的科技企业带来新 发展机遇。 在此背景之下，为电商零售企业提供数字化服务的微盟集团(02013)逐渐步入了投资者视野，其最新财 报也成为了投资者关注的重点。 据微盟3月21日发布的2024年的年度财报显示，公司报告期内经调整总营收为人民币14.68亿元(人民 币，下同)，调整来自2023年广告服务所获得返点的一次性价格折让1.29亿元。同时，期内经调整毛利 为9.06亿，经营现金流从2023年的流出5.96亿大幅收窄至流出3.32亿，这已经是微盟经营现金流连续三 年的大幅改善。此外，截至2024年12月31日止微盟的现金及银行存款余额约17.79亿元，现金和财务状 况健康良好。 从业务角度来看，虽然宏观环境和广 ...

微盟集团财报：首次披露AI产品商业化进展，国产 SaaS距离"GPT"时刻还有多远？ 近日港股SaaS集体发布财报，而微盟的一组数据比较亮眼——微盟旗下大模型应用产品WAI SaaS，为 新客户交付期使用量提升217.7%，使用AI的中小商家续费率达到了75%。值得注意的是，这很可能是中 国SaaS企业为数不多的AI商业化应用的成果。 2025年开年以来，国内AI大模型颠覆性突破持续爆发，中国AI创业高光不断。先有DeepSeek凭借高性 能低算力重塑了国产AI竞争力，后有通用型AI Agent产品Manus引发热议，将AI Agent的潜力展现在大 众面前。微盟这类AI大模型应用层公司的产业落地和商业化机遇，离不开底层技术的持续突破。 高盛报告指出，DeepSeek崛起意味着AI行业的发展正从硬件基础设施层向软件应用层转移。民生证券 研报则强调了DeepSeek对企服SaaS行业的提振作用——在AI平权进程加速后，SaaS叠加AI应用有望带 来额外增量，SaaS企业具有"戴维斯双击"的潜力。 事实上，近两年AI绝对是SaaS企业的主旋律。以港股SaaS服务商微盟为例，其在2024年10月底的技术 开放日宣布 ...

微盟集团 20250324 摘要 Q&A 对于未来发展，公司有哪些计划和预期？ • 微盟集团 2024 年商家收入 5.5 亿元，广告毛收入 18 亿元，同比增长 24.5%。公司主动调整业务结构，聚焦智慧零售 SaaS 业务，退出低毛利业 务，导致订阅收入同比减少约 3 亿元，但成本费用相应减少约 3.3 亿元。 • 2024 年广告业务受宏观环境和行业影响面临挑战，包括广告服务返点力度 差异、返点水平下降以及 TOSO 和金融业务收缩等因素，导致广告盈利从 2023 年的 9,000 万下降到 2024 年的 5,000 万。 • 公司自 2023 年底开始推进组织优化，员工人数同比下降 22%，薪酬总支出 同比下降 23.7%，显著提升经营效率。订阅业务亏损收窄，但广告盈利因 返点下滑而减少。 • 公司预计 2025 年订阅业务将实现 5%到 10%的增长，拓展茶饮、宠物、轻医 美等新行业，并推出 AI 产品 YET。广告方面，预计毛收入约 170 亿元，规 模保持稳定。 • 为实现 2025 年订阅业务扭亏目标，公司优化人员成本和相关费用，调整研 发会计处理，预计 2025 年明确的成本费用优化空间约 ...

Weimob (02013) H2 2024 Earnings Call March 21, 2025 08:00 AM ET Speaker0 evening, ladies and gentlemen. Welcome to Weimar Inc. Twenty twenty four Annual Results Conference Call. A copy of the annual results announcement can be found and downloaded from the company's Investor Relations website. At this time, all lines have been placed on listen only mode and the floor will be opened for questions following today's presentation. This call will be conducted in Mandarin and English simultaneous interpretation w ...