WEIMOB INC(02013)
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微盟集团(02013) - 股东特别大会通告
2026-01-30 08:35
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通告的內容概不負責,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通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) 股東特別大會通告 茲通告Weimob Inc.(「本公司」)謹訂於2026年2月25日下午二時正假座中國上海 市寶山區逸仙路2800號微盟總部大廈舉行股東特別大會,以處理以下事項: Weimob Inc. 董事會主席 孫濤勇 香港,2026年2月2日 註冊辦事處: 普通決議案 考慮及酌情通過下列決議案為普通決議案: – 1 – 1. 「動議: (A) 批准及確認根據2020年受限制股份單位計劃及根據該計劃發出之 適用的授予函,向孫濤勇先生(本公司執行董事,「孫先生」)授予 150,000,000個受限制股份單位(其主要條款載於本公司日期為2026年 2月2日之通函(「通函」));及 (B) 謹此授權任何一名董事(孫先生、游鳳椿先生(「游先生」)、方桐舒 先生(「方先生」)及費雷鳴先生(「費先生」)除外)於其可能 ...
微盟集团(02013) - 有条件授出受限制股份单位及股东特别大会通告
2026-01-30 08:30
此乃要件 請即處理 閣下如對本通函或應採取之行動有任何疑問,應諮詢 閣下之股票經紀、銀行經理、律師、專 業會計師或其他專業顧問。 閣下如已出售或轉讓名下所有的Weimob Inc.股份, 閣下應立即將本通函送交買主或承讓人, 或送交經手買賣或轉讓之銀行、股票經紀或其他代理商,以便轉交買主或承讓人。 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通函之內容概不負責,對其準確性 或完整性亦不發表任何聲明,並明確表示概不會就因本通函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。 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) 有條件授出受限制股份單位 及 股東特別大會通告 Weimob Inc. 謹訂於2026年2月25日下午二時正假座中國上海市寶山區逸仙路2800號微盟總部 大廈舉行股東特別大會,召開大會的通告載於本通函第18至20頁。隨函亦附奉股東特別大會 適用的代表委任表格。該代表委任表格亦刊登於聯交所網站( www.hkexnews.hk )及本公司網站 ( www.weimob.com )。無論 閣下能否出席股東特別大會,務請 ...
微盟集团再涨超7% 腾讯元宝下载量飙升 微盟为头部微信生态服务商
Zhi Tong Cai Jing· 2026-01-29 02:31
东北证券表示,GEO市场星辰大海,对SEO将形成取代。微盟是国内头部的微信生态AI+SaaS服务商, 当前AI产品落地,叠加GEO升级,该行认为未来客户数量、客户粘性及ARPU值均具备提升空间,看好 GEO率先落地打开增长空间。 微盟集团(02013)再涨超7%,截至发稿,涨6.61%,报2.58港元,成交额3.35亿港元。 消息面上,凭借春节红包活动及新功能"派"的发布,腾讯元宝在各大应用商店的榜单排名迅速攀升。截 至1月28日,其在苹果应用商店免费榜已跃升6位,目前位列第二。开源证券认为,腾讯元宝的新春红包 活动或标志着腾讯加入对C端AI应用超级入口的争夺,红包活动或推动元宝下载量及日活用户数大增, 大模型厂商对于AI入口的争夺再升级。 ...
港股异动 | 微盟集团(02013)再涨超7% 腾讯元宝下载量飙升 微盟为头部微信生态服务商
智通财经网· 2026-01-29 02:25
Group 1 - Weimob Group (02013) has seen its stock price increase by over 7%, currently trading at 2.58 HKD with a transaction volume of 335 million HKD [1] - Tencent's Yuanbao has rapidly climbed the rankings in major app stores due to its Spring Festival red envelope campaign and the launch of the new feature "Pai," reaching second place in the Apple App Store free chart as of January 28 [1] - Open Source Securities believes that Tencent's red envelope activity may signify its entry into the competition for consumer-facing AI application super gateways, potentially leading to a significant increase in Yuanbao's download and daily active user numbers [1] Group 2 - Northeast Securities indicates that the GEO market presents vast opportunities, suggesting that SEO will be replaced [1] - Weimob is recognized as a leading AI + SaaS service provider within the WeChat ecosystem, with current AI product implementations and GEO upgrades expected to enhance customer numbers, customer stickiness, and ARPU [1] - The firm is optimistic about the potential for growth as GEO is implemented, opening up new avenues for expansion [1]
微盟集团盘中涨超7% 腾讯元宝下载量飙升
Xin Lang Cai Jing· 2026-01-29 02:22
Core Viewpoint - Weimob Group (02013) has seen a significant stock price increase, attributed to the success of Tencent's red envelope activity and the launch of the new feature "Pai" [1][6] Group 1: Stock Performance - Weimob Group's stock price rose over 7% during trading, with a current increase of 5.79%, reaching HKD 2.56, and a trading volume of HKD 341 million [1][6] Group 2: Tencent's Red Envelope Activity - Tencent's red envelope activity and the new feature "Pai" have led to a rapid rise in the rankings of Tencent's Yuanbao app, which climbed 6 places to rank second in the Apple App Store's free chart as of January 28 [1][6] - Open Source Securities believes that Tencent's red envelope activity may signify its entry into the competition for C-end AI application super entrances, potentially boosting download numbers and daily active users for Yuanbao [1] Group 3: Market Outlook and Growth Potential - Northeast Securities indicates that the GEO market presents vast opportunities, potentially replacing SEO [1] - Weimob is recognized as a leading AI+SaaS service provider within the WeChat ecosystem, with current AI product implementations and GEO upgrades expected to enhance customer numbers, customer stickiness, and ARPU [1] - The firm is optimistic about the growth potential unlocked by the early implementation of GEO [1]
服装电商高退货率居高不下 淘宝 微盟推出“AI试衣”能否有“疗效”?
Sou Hu Cai Jing· 2026-01-29 02:19
1月27日,微盟面向电商零售商家正式推出"AI试衣"解决方案,不仅解决了消费者购衣决策痛点,还帮助商家提升转化效率、降低退换率。此外,淘宝的AI 试衣也支持用户一键上身试穿心仪穿搭。当前服装电商高退货率居高不下,淘宝、微盟推出"AI试衣"能否有"疗效"? 出品|网经社 作者|可乐 审稿|云马 一、服装电商高退货率背后 当前,电商平台商家正在面临一场前所未有的退货危机。恶性退货已经从个别现象演变为系统性问题。一位主售原创设计连衣裙的电商卖家透露,其店铺单 品单价在300元至800元之间,"每月因恶意退货损失几千元"。最夸张的一个月,100件退货里有一半是穿过后退回的。快递员们对此也早已司空见惯。"我以 前负责的区域有两三名女博主,天天网购各种衣服,穿几天就退,主要用来拍视频、发穿搭笔记,拍完就退给商家。"一位快递员这样描述他的见闻。 当消费者小王在淘宝上购买一件标价399元的连衣裙时,她不知道的是,这件衣服的最终成本中,已经包含了前几位试穿者退货所产生的额外费用——每件 退货服装会产生约20至32元的综合成本,这些成本最终会通过提高售价的方式转嫁给所有消费者。这些正是当前服装电商面临的尴尬现实。 据电商大数据库 ...
港股ai应用走强 MINIMAX涨超14%
Jin Rong Jie· 2026-01-29 01:55
Group 1 - MINIMAX-WP (00100.HK) increased by 14.24%, Zhipu (02513.HK) rose by 6.05%, and Weimob Group (02013.HK) grew by 3.31% [1] - The official release of MiniMaxMusic 2.5 has been announced [1] - Compared to the previous generation model, Music 2.5 has achieved breakthroughs in "paragraph-level strong control" and "physical-level high fidelity" [1]
微盟集团:基于千问大模型推出“AI试衣”解决方案,拓展AI应用场景
Jin Rong Jie· 2026-01-27 02:41
Core Insights - The article highlights the launch of "AI fitting" solutions by Weimob Group, aimed at enhancing the online shopping experience for apparel brands and retailers through AI technology [1][2] - The AI fitting solution addresses key pain points in the retail apparel sector, such as high return rates and low conversion rates, by providing a realistic virtual fitting experience [2][5] - Weimob's collaboration with Alibaba Cloud and its proprietary clothing recognition model positions it as a leader in the AI application space within the retail sector [3][4] Group 1: AI Fitting Solution - Weimob's AI fitting solution integrates Alibaba's Qianwen model and its own clothing recognition model, offering features like realistic fitting and intelligent outfit recommendations [1][3] - The solution aims to reduce the high return rates in the apparel sector, which can reach 50%-60% for women's clothing and up to 80% for live-streamed sales [2] - The AI fitting capability is expected to enhance conversion rates and improve overall business performance for retailers [1][2] Group 2: Industry Positioning and Strategy - Weimob has developed a differentiated competitive path in the AI fitting space by leveraging its industry know-how and proprietary technology [3][4] - The company aims to create a complete data loop that enhances model optimization and builds a competitive moat in the fitting experience [4] - As AI applications gain traction, Weimob is positioned to benefit from the shift in investment focus from foundational models to application value [5][7] Group 3: Future Developments and Market Potential - Weimob is expanding its AI application ecosystem, with plans to introduce various AI products and solutions tailored for different market segments [6] - The company is transitioning from a digital service provider to a smart commercial technology service provider, enhancing customer engagement and lifetime value [6][7] - The successful implementation of AI fitting solutions is expected to lead to a new round of value reassessment for Weimob in the market [7]
微盟集团涨超8% 腾讯加入AI应用入口争夺战 公司加速AI战略布局
Zhi Tong Cai Jing· 2026-01-26 02:34
Core Viewpoint - Weimob Group (02013) saw a significant stock increase of over 8% in early trading, attributed to Tencent's AI platform Yuanbao launching a new Spring Festival activity that includes a cash red envelope giveaway [1] Group 1: Company Performance - As of the report, Weimob's stock price rose by 7.26% to HKD 2.51, with a trading volume of HKD 188 million [1] - Weimob Group is a provider of cloud-based business and marketing solutions in China, focusing on decentralized digital transformation SaaS products and full-link growth services for merchants [1] Group 2: Industry Developments - Tencent's Yuanbao is set to start a new Spring Festival activity on February 1, offering 1 billion cash red envelopes, with individual users eligible for up to HKD 10,000 [1] - The new red envelope activity is seen as Tencent's entry into the competition for consumer-facing AI application super gateways, potentially increasing Yuanbao's download and daily active user numbers [1] - Weimob recently launched its GEO solution, Weimob Xingqi, aiming to capitalize on AI-generated application ecosystems and explore new opportunities in AI traffic applications [1]
港股异动 | 微盟集团(02013)涨超8% 腾讯加入AI应用入口争夺战 公司加速AI战略布局
Zhi Tong Cai Jing· 2026-01-26 01:53
Core Viewpoint - Weimob Group's stock price increased by over 8% in early trading, reflecting positive market sentiment driven by Tencent's new AI platform initiative [1] Group 1: Company Overview - Weimob Group is a cloud-based business and marketing solutions provider in China, focusing on decentralized digital transformation SaaS products and full-chain growth services [1] - Tencent is both a shareholder of Weimob Group and a key service provider within the Tencent WeChat ecosystem [1] Group 2: Recent Developments - Tencent's AI platform, Yuanbao, announced a new Spring Festival activity starting February 1, offering 1 billion cash red envelopes, with individual users eligible for up to 10,000 yuan [1] - The red envelope activity is expected to significantly boost Yuanbao's download volume and daily active user count, indicating an escalation in competition among large model vendors for AI application entry points [1] Group 3: Strategic Focus - Weimob Group recently launched the GEO solution, Weimob Xingqi, aiming to capitalize on AI-generated application ecosystems and explore new opportunities in AI traffic applications [1]