Core Viewpoint - Weimob Group (02013) has completed the first batch of subscription matters under the subscription agreement, with all conditions precedent met or waived, and the public shareholding will remain above 25% after the completion of the subscription [1] Group 1 - The first batch of subscription matters was completed on November 6, 2025, according to the terms of the subscription agreement [1] - A total of 172 million subscription shares were subscribed at a price of HKD 2.26 per share [1] - Following the completion of the first batch of subscription matters, the company's public shareholding will not be less than 25% of the total issued shares after the expansion [1]

Group 1 - The company, Weimob Group, has completed the first batch of subscription matters as per the revised subscription agreement, with all conditions met or waived [1] - A total of 172 million subscription shares were subscribed at a price of HKD 2.26 per share [1] - Following the completion of the first batch of subscription matters, the company's public float will be no less than 25% of the total issued shares after the subscription [1]

Core Points - Weimob Group (02013.HK) announced the completion of the first batch of subscription matters under the subscription agreement, with all conditions precedent either met or waived as of November 6, 2025 [1] - A total of 172 million subscription shares were subscribed at a price of HKD 2.26 per share, following the completion of the first batch of subscription matters [1] - Following the completion of the first batch of subscription matters, the company's public float will be no less than 25% of the total issued shares after the expansion [1]

FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 公司名稱： 微盟集團 呈交日期： 2025年11月6日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 | 是 | | | | 證券代號 (如上市) | 02013 | 說明 | | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | | 庫存股份變動 | | | | | 事件 | | 已發行股份（不包括庫存股份）數 ...

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。 本公告或其任何副本均不得在美國或任何其他發佈或分派本公告可能屬違法的司法管轄區內直 接或間接發佈或分派。 本公告僅供參考，並不構成收購、購買或認購證券的邀請或要約。 本公告並不構成在美國購買或認購任何證券之要約或招攬，亦不構成其一部分。本公告所述證 券並無且將不會根據美國證券法或美國任何其他州證券法登記，亦不得在美國提呈發售或出 售，除非根據美國證券法作出登記或獲豁免登記或為毋須根據美國證券法作出登記之交易。本 公司無意根據美國證券法登記本公告內所述之任何證券，或在美國進行證券之公開發售。 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） （可轉債代號：5186） 完成根據一般授權發行第一B批認購股份 配售代理 國泰君安証券（香港）有限公司 中信里昂證券有限公司 財務顧問 光源資本（香港）金融有限公司 茲提述Weimob Inc.（「本公司」）日期為2025年 ...

Core Insights - Weimob has launched a smart store solution aimed at integrating key retail operations such as POS cash register, inventory management, multi-channel sales, and store management into a cohesive system, facilitating the transition from "store informatization" to "online and offline integrated operations" for retailers [1][2] Group 1: Solution Overview - The smart store solution is specifically designed for small and medium-sized enterprises (SMEs) that have engaged in multi-channel business but face limitations in digital technology capabilities and budget [1][2] - The solution emphasizes "lightweight, high adaptability, and low cost," providing an inclusive impetus for the retail digitalization process of SMEs [1][2] Group 2: Operational Efficiency - The solution connects various operational aspects, including inventory management, multi-channel sales, equipment collaboration, and store management, creating a complete operational ecosystem [2][3] - It supports full-process digital management in inventory, ensuring real-time transparency of stock data and addressing traditional pain points such as unclear inventory and inefficient supply chains [2][3] Group 3: Sales Channel Integration - The solution covers offline stores, online cloud stores, and major platforms like JD.com, Ele.me, Meituan, and Douyin, breaking down information silos and enabling simultaneous efforts across multiple channels [3] - It integrates hardware and software seamlessly, enhancing operational efficiency and accuracy at the store front [3] Group 4: Marketing and Customer Engagement - The solution focuses on immediate conversion and long-term repurchase empowerment through over 100 diverse promotional tools and a comprehensive membership system [4][5] - It includes various marketing tools such as flash sales, group buying, and content marketing to activate consumer potential and reduce customer acquisition costs [4][5] Group 5: Membership and Customer Lifecycle - The solution enables the establishment of a customer lifecycle management mechanism, helping stores convert casual customers into members and fostering long-term customer relationships [5][6] - This data-driven approach maximizes customer lifetime value while minimizing ineffective marketing costs, creating a virtuous cycle of "member retention - repurchase increase - long-term revenue growth" [6] Group 6: Strategic Value - Overall, the Weimob smart store solution serves as a digital infrastructure for retail businesses, enhancing operational efficiency, broadening profit channels, and solidifying development foundations [6] - It is positioned as a powerful engine for mid-tier retailers to achieve cost reduction, efficiency enhancement, and sustainable growth in the digital era [6]

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: | 2025年10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: | 微盟集團 | | | | | | 呈交日期: | 2025年11月3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) | 02013 | 說明 | | | | FF301 法定/註冊股份數目 面值 法定/註冊股本 第 1 頁 共 10 頁 v 1.1.1 FF301 III.已發行股份及/或庫存股份變動詳情 上月底結存 5,000,000,000 USD 0.0001 USD 500,000 增加 / 減少 (-) 0 USD 0 本月底結存 5,000,000,000 USD 0.0001 USD 500,000 本月底法定/註冊股本總額： US ...

Core Insights - Weimob Group has launched the Super WeChat Assistant, enhancing its original WeChat Assistant product by integrating AI capabilities to empower merchants in private domain management and smart marketing [1][2] - The AI application focuses on solving business pain points, emphasizing the combination of digitalization and intelligence to activate organizational capabilities across various dimensions [1][3] AI Empowerment in Business Operations - The Super WeChat Assistant facilitates comprehensive connectivity for merchants, allowing them to deploy entry points on public platforms like Tmall and Douyin, as well as private domain touchpoints [2] - It enables a data-driven approach to marketing, utilizing AI to analyze customer profiles and automatically trigger personalized marketing strategies based on customer lifecycle [2][3] Enhancing Service Quality and Team Capability - The assistant improves service quality by analyzing historical performance and consumer profiles to recommend products and offers, providing a personalized experience [3] - It integrates operations and marketing, allowing sales staff to generate customized content and match push notifications to customer tags, effectively turning communication into marketing [3] Redefining Organizational Capabilities - The Super WeChat Assistant redefines the service boundaries of the WeChat ecosystem, transitioning from a tool for user connection to a central hub for digital operations within enterprises [4][5] - It addresses the challenge of standardized solutions not fitting local needs by mapping organizational structures directly into the system, creating a visual collaborative framework [4][5] Industry-Specific Competitive Edge - The assistant supports tailored operations across different industries, exemplified by its ability to implement "thousand stores, thousand strategies" in the retail sector [5] - The launch of the Super WeChat Assistant not only enhances Weimob's industry solutions but also pushes the WeChat ecosystem into a phase of organizational-level refined operations, positioning Weimob to strengthen its leading status in the ecosystem [5]

Core Insights - The rise of the idle economy is becoming a new growth point in the domestic consumption market, with Meituan Marketing partnering with Xianyu to become a "super bright agent service provider" [1][2] - This collaboration allows brand merchants to access a new channel to reach 600 million young users, enhancing Meituan's positioning within the Alibaba ecosystem [1][2] Group 1: Idle Economy and Market Trends - According to a report, China's idle goods trading is expected to exceed 3 trillion yuan by 2025, indicating significant market potential [1] - Xianyu has transformed from a C2C trading platform to a diverse lifestyle community for young people over 11 years, with 600 million users and over 200 million monthly active users as of March 2025 [1][2] - The user base is predominantly composed of post-95s, with over two-thirds representation, and high purchasing power, with nearly 30% of users spending over 2000 yuan [1] Group 2: Strategic Collaboration and Marketing Solutions - The partnership between Meituan and Xianyu is seen as a response to rising traffic costs, providing brands with a low-cost way to reach young consumers [2][3] - Meituan's role as a super bright agent will enhance its service capabilities within the Alibaba ecosystem, offering comprehensive marketing solutions to brand merchants [2][3] - The "super bright" tool allows sellers to set multiple optimization goals, covering all traffic entry points on Xianyu, facilitating efficient customer acquisition [2][3] Group 3: Full-Chain Services and User Engagement - Meituan will provide full-chain services, including store setup, advertising guidance, data analysis, and after-sales support, to help merchants maximize Xianyu's traffic potential [3] - The collaboration enables merchants to integrate various advertising formats and user targeting capabilities, streamlining the conversion process from ad exposure to product pages [3] - This strategic partnership aims to unlock the flow value of the Xianyu platform, supporting both new and established brands in achieving sustainable growth [4]

Core Viewpoint - Micro Alliance Group announced a business collaboration with Douyin Group's digital marketing service platform, becoming a comprehensive advertising agency for Douyin and obtaining the Douyin Qianchuan service provider license, which is expected to drive long-term stable growth in marketing revenue and profits [1] Group 1: Business Collaboration - The partnership allows Micro Alliance to provide integrated solutions for brand merchants across multiple platforms under Douyin Group, including Toutiao, Douyin, and Xigua Video, enhancing marketing and operational capabilities [1] - In 2021, advertising revenue from Douyin reached approximately 3 billion yuan, and the collaboration is expected to significantly boost merchant solution revenue in 2026 [1] Group 2: Financial Outlook - For 2025, the company anticipates advertising gross revenue of about 17 billion yuan, a slight decline due to the elimination of low-quality clients, but expects to exceed 20 billion yuan in 2026 driven by Douyin channel growth [2] - The net rebate rate improved from 2.1% to 3.85% in the first half of 2025, indicating a positive trend in rebate margins, with expectations for continued growth in merchant solution revenue and profit outpacing gross revenue growth [2] Group 3: SaaS Business and AI Investment - The SaaS business is showing signs of stabilization, with expectations for positive growth in 2026, driven by AI-related product revenue of 34 million yuan in the first half of 2025 [2] - The company secured a $200 million investment from Infini Capital, which will be used to enhance AI integration in SaaS, expand media channels, and develop overseas business opportunities [2] Group 4: Revenue Projections and Ratings - The company is adjusting its business structure by reducing low-margin operations and focusing on high-potential areas, maintaining revenue forecasts for 2025 while slightly increasing projections for 2026 and 2027 to 17.9 billion and 20.0 billion yuan respectively [2] - The company maintains an "overweight" rating based on the expected incremental benefits from the collaboration with Douyin [2]