Core Viewpoint - Weimob Group (02013) experienced a decline of 2.18% in stock price, trading at 2.69 HKD per share with a transaction volume of 316 million HKD as of 13:06 on August 26 [1] Group 1: Company Overview - Weimob Group is a cloud-based business and marketing solutions provider in China, primarily offering decentralized digital transformation SaaS products and full-link growth services to assist merchants in achieving sustainable growth [1] - The company has developed the WOS new business operating system, creating a comprehensive decentralized commercial infrastructure for enterprises' digital transformation [1] - Weimob also provides a robust PaaS platform for developers, contributing to the establishment of a cloud-based business ecosystem [1] Group 2: Financial Performance - As of the mid-year report in 2025, Weimob Group reported total operating revenue of 775 million CNY and a net profit of -33.056 million CNY [2]

Core Viewpoint - Weimob Group (02013) experienced a significant stock price increase, rising over 15% in early trading, attributed to the release of its mid-year results for 2025, which showed positive financial performance and growth in AI product offerings [1] Financial Performance - The company reported a revenue of approximately 775.5 million yuan, representing a year-on-year growth of 7.8% [1] - Gross profit was around 582 million yuan, with a year-on-year increase of 1.1% [1] - Adjusted gross profit reached approximately 583 million yuan, showing a substantial year-on-year growth of 36.1% [1] - Adjusted net profit was 16.9 million yuan, marking the first turnaround since 2021 [1] AI Product Development - The company has been focusing on enhancing and iterating its AI products, which assist merchants in achieving full-process intelligence from store setup to operational management and marketing [1] - The AI product matrix includes offerings such as WAI SaaS, WAI Pro, and WIME, contributing to the overall revenue [1] - In the first half of 2025, revenue from AI products was approximately 34 million yuan [1] Collaboration with Tencent - Weimob Group maintains a close collaboration with Tencent, actively embracing new opportunities in WeChat e-commerce [1] - The integrated solution of WeChat Store and Weimob Mini Program achieved a penetration rate of 15% among existing accounts within the first month of launch [1] Merchant Performance - During the reporting period, merchants who activated the new features saw an average month-on-month growth rate of 27% in orders and 26% in membership [1] - In 2025, the number of newly bound WeChat Store merchants exceeded 300, with a monthly GMV scale of approximately 50 million yuan and a monthly growth rate of about 100% [1]

Group 1 - The core point of the article is that Weimob Group (2013.HK) experienced a significant stock price increase of nearly 17%, reaching a new high of 2.84 HKD since February 27 [1] - The company announced that its Chairman and CEO, Sun Taoyong, purchased 4 million shares at an average price of approximately 2.44 HKD per share on August 22 through his controlled entity, Yomi.sun Holding Limited [2] - Following this purchase, Sun Taoyong's direct and indirect holdings increased to approximately 245 million shares, representing about 6.76% of the company's total issued shares [2]

Core Viewpoint - Micro-Link Group's revenue for the first half of 2025 met expectations, while profits exceeded expectations, marking a significant improvement in financial performance [1][3]. Revenue Performance - Revenue for the first half of 2025 was recorded at 780 million yuan, a year-on-year decline of 10.6%. However, after adjusting for the impact of reduced rebate rates in 2024, revenue increased by 7.8% year-on-year, aligning with expectations [1]. - Subscription solutions revenue was 440 million yuan, down 10.1% year-on-year, but showed signs of stabilization quarter-on-quarter [1][2]. - Smart retail revenue was 290 million yuan, a decrease of 6.1% year-on-year, primarily due to adverse external macroeconomic conditions [2]. Profitability and Margin Improvement - Adjusted net profit attributable to shareholders was 24 million yuan, a turnaround from a loss of 34 million yuan in the same period last year, marking the first profit since 2021 [1][3]. - Gross profit for the first half of 2025 was 580 million yuan, with a gross margin improvement of 9 percentage points to 75.1% [3]. Future Outlook - The company anticipates gradual recovery in revenue for subscription and merchant solutions in the second half of 2025, driven by reduced negative impacts from deferred revenue, expansion in local life scenarios, and normalization of rebate rates [2]. - Revenue forecast for 2025 has been adjusted down by 19% to 1.59 billion yuan, while the adjusted net profit forecast has been raised by 36% to 55.75 million yuan [3]. Valuation and Target Price - The target price is maintained at 2.8 HKD, based on a 5x price-to-sales ratio for 2025, indicating a 15% upside potential from the current trading level of 4x [3].

Core Viewpoint - Weimob Group (02013.HK) shares rose by 14.4% to HKD 2.78 following the announcement of share purchases by CEO Sun Taoyong, indicating strong market confidence in the company's future growth potential [1] Summary by Relevant Sections - **Share Purchase Details** - CEO Sun Taoyong, through Yomi.sun Holding Limited, purchased 4 million shares at an average price of approximately HKD 2.44 per share on August 22, 2025 [1] - Following this transaction, Yomi.sun Holding and Sun Taoyong directly hold about 245 million shares, representing approximately 6.76% of the company's total issued shares [1] - **Company Performance and Outlook** - Sun Taoyong expressed confidence in the overall development prospects and growth potential of the group [1] - The company has reported a turnaround in adjusted net profit, improved gross margins, and identified AI-related revenue as a new growth driver, indicating positive changes in its fundamentals [1]

Group 1 - The core viewpoint of the article highlights the significant increase in the stock price of Weimob Group, which rose by 7.82% to 2.62 CNY per share, with a trading volume of 25.37 million CNY as of 09:30 on August 25 [1] - Weimob Group is identified as a cloud-based business and marketing solutions provider in China, focusing on decentralized digital transformation SaaS products and full-link growth services to support sustainable business growth for merchants [1] - The company has developed the WOS new business operating system, creating a comprehensive decentralized commercial infrastructure for digital transformation and providing a robust PaaS platform for developers to build a cloud-based business ecosystem [1] Group 2 - As of the mid-2025 report, Weimob Group reported total operating revenue of 775 million CNY and a net profit of -33.06 million CNY [2]

Core Viewpoint - Weimob Group (02013) reported a significant increase in stock price, rising over 15% in early trading, attributed to its positive mid-year performance for 2025, showcasing growth in revenue and profitability [1] Financial Performance - Revenue for the first half of 2025 was approximately 775.5 million RMB, reflecting a year-on-year growth of 7.8% [1] - Gross profit reached about 582 million RMB, with a year-on-year increase of 1.1% [1] - Adjusted gross profit was approximately 583 million RMB, showing a substantial year-on-year growth of 36.1% [1] - Adjusted net profit was 16.9 million RMB, marking the first profit since 2021 [1] AI Product Development - The company has been focusing on enhancing and iterating its AI products, which assist merchants in streamlining their operations from store setup to marketing [1] - The AI product matrix includes offerings such as WAI SaaS, WAI Pro, and WIME, contributing to improved efficiency for merchants [1] - AI product revenue for the first half of 2025 was approximately 34 million RMB [1] Collaboration and Market Penetration - Weimob maintains a close collaboration with Tencent, actively engaging with new opportunities in WeChat e-commerce [1] - The integrated solution of WeChat Store and Weimob Mini Program achieved a penetration rate of 15% among existing accounts within the first month of launch [1] - Merchants who activated the new features experienced an average month-on-month growth rate of 27% in orders and 26% in membership [1] - In 2025, the number of newly bound WeChat Store merchants exceeded 300, with a monthly GMV of approximately 50 million RMB and a monthly growth rate of about 100% [1]

如孙先生所告知，进行增持事项乃由于彼对集团整体发展前景和增长潜力充满信心。随着集团经调整净 利润扭亏为盈、毛利率改善以及人工智能相关收入成为新的增长点，集团的基本面已发生积极变化。在 遵守适用法律及监管规定的前提下，若未来出现合适时机，孙先生可能会考虑进一步增持公司股份。 格隆汇8月25日丨微盟集团(02013.HK)发布公告，董事会接获董事会主席兼公司首席执行官孙涛勇先生 ("孙先生")通知，孙先生透过其控制的实体Yomi.sun Holding Limited("Yomi.sun Holding")于2025年8月22 日的公开市场交易中，以每股平均价约2.44港元购入合共400万股公司股份，相当于公司于本公告日期 已发行股份总数的约0.11%("增持事项")。紧随增持事项后，Yomi.sun Holding和孙先生分别直接持有约 2.446亿股公司股份和被视为于约2.446亿股公司股份中拥有权益，均相当于公司于本公告日期已发行股 份总数约6.76%。 ...

智通财经APP讯，微盟集团(02013)发布公告，董事会接获董事会主席兼本公司首席执行官孙涛勇先生 (孙先生)通知，孙先生透过其控制的实体Yomi.sun Holding Limited(Yomi. sun Holding)于2025年8月22日 的公开市场交易中，以每股平均价约2.44港元购入合共400万股本公司股份，相当于本公司于本公告日 期已发行股份总数的约 0.11%(增持事项)。紧随增持事项后，Yomi.sun Holding和孙先生分别直接持有 2.45亿股本公司股份和被视为于2.45亿股本公司股份中拥有权益，均相当于本公司于本公告日期已发行 股份总数约6.76%。 ...

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，並明確表示概不對因本公告全部或任何部分內容而產生或因依賴 該等內容而引致的任何損失承擔任何責任。 WEIMOB INC. 微盟集團 * （於開曼群島註冊成立之有限公司） （股份代號：2013） 自願公告 管理層增持本公司股份 Weimob Inc. 本公告由Weimob Inc.（「本公司」，連同其附屬公司統稱「本集團」）自願作出。 董事會主席兼首席執行官 本公司董事（「董事」）會（「董事會」）接獲董事會主席兼本公司首席執行官孫濤勇先 生（「孫先生」）通知，孫先生透過其控制的實體Yomi.sun Holding Limited（「Yomi. sun Holding」）於2025年8月22日的公開市場交易中，以每股平均價約2.44港元購 入合共4,000,000股本公司股份，相當於本公司於本公告日期已發行股份總數的約 0.11%（「增持事項」）。緊隨增持事項後，Yomi.sun Holding和孫先生分別直接持有 244,599,000股本公司股份和被視為於244,599,000股本公司股份中擁有權益， ...