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） 延長最後截止日期 及 第二批認購事項的最新情況 茲提述Weimob Inc.（「本公司」）日期為2025年9月18日，內容有關根據一般授權發 行新股份的公告，本公司日期為2025年10月12日，內容有關就根據一般授權發行 新股份訂立補充協議的公告，本公司日期為2025年10月21日，內容有關完成根據 一般授權發行第一A批認購股份的公告以及本公司日期為2025年11月6日，內容 有關完成根據一般授權發行第一B批認購股份的公告（統稱「該等公告」）。除另行 界定者外，本公告所用詞彙與該等公告所界定者具有相同涵義。 延長最後截止日期及訂立第二份補充協議 誠如該等公告所披露，認購事項須於最後截止日期（即2026年1月17日）或之前達 成相關條件方告作實。由於認購方資金調配問題，訂約方已同意將最後截止日期 延長至2026年4月 ...

Group 1 - The AI concept stocks in the Hong Kong market have shown strong performance, with notable increases in share prices for companies such as Lion Group, which surged over 44%, and Zhipu, which rose nearly 17% [1][2] - A significant number of AI industry chain companies have been listed in the Hong Kong market since the beginning of 2026, sparking a new wave of AI investment enthusiasm and potentially leading the industry into an expansion cycle [1][2] - Open Source Securities has indicated that leveraging capital markets to enhance financing capabilities will benefit the industry by increasing investment in model research and development, thereby driving demand for computing power and accelerating the commercialization of AI applications [1] Group 2 - Institutions are increasingly optimistic about the new track of "Generative Engine Optimization" (GEO) within the AI sector, which is seen as a catalyst for the current market trend [1] - AI search is gradually transforming user decision-making paths, with implications for digital marketing, e-commerce, and the content and experience economy, all of which are expected to provide real-world scenarios for large models [1]

Group 1 - The Hong Kong stock market's AI concept stocks continue to strengthen collectively, with Lion Group soaring over 44% [1] - Zhihui Technology increased nearly 17%, while AsiaInfo Technologies rose nearly 11% [1] - Other notable gains include NetDragon and Weimob Group rising over 9%, and Maifusi increasing by 8% [1] Group 2 - Innovation Intelligence, Kingsoft, Zhongyou Mobile, and Kuaishou-W all saw increases of over 6% [1] - Alibaba-W, Kingdee International, and China Software International rose over 4% [1]

Group 1 - Weimob Group (02013.HK) experienced a significant increase in stock price, rising over 8% [2] - As of the report, the stock price reached 2.52 HKD, marking an increase of 8.15% [2] - The trading volume for Weimob Group was 274 million HKD [2]

Core Viewpoint - Weimob Group (02013) has seen a significant stock increase of over 8%, currently trading at HKD 2.52 with a transaction volume of HKD 274 million, following the announcement of its new GEO (Generative Engine Optimization) solution, Weimob Star Start [1] Group 1: Company Developments - On January 12, Weimob Group officially launched its GEO solution, Weimob Star Start, which utilizes self-developed GEO technology to systematically enhance brand visibility within the AI ecosystem [1] - The GEO solution aims to assist enterprises in building brand AI cognitive assets in the AGI era, establishing and consolidating competitive advantages in the AI-driven consumer decision-making process [1] Group 2: Market Insights - Northeast Securities released a research report indicating that the increase in GEO penetration and the natural traffic entry provided by AI give GEO a natural coverage and traffic advantage [1] - The report suggests that the ultimate market size for GEO will exceed that of SEO, positioning Weimob as a leading player that is likely to benefit first due to its early investment in this area [1] - The firm notes that Weimob is a leading AI + SaaS service provider within the WeChat ecosystem, and with the current rollout of AI products and the upgrade of GEO, there is potential for growth in customer numbers, customer stickiness, and ARPU (Average Revenue Per User) [1]

Core Viewpoint - Weimob Group (02013) has seen a significant stock increase of over 8%, currently trading at 2.52 HKD with a transaction volume of 274 million HKD, following the launch of its Generative Engine Optimization (GEO) solution, Weimob Star Initiation, aimed at enhancing brand visibility in the AI ecosystem [1] Group 1 - Weimob officially launched its GEO solution, Weimob Star Initiation, on January 12, which utilizes self-developed GEO technology to systematically improve brand visibility in the AI ecosystem [1] - The GEO solution is designed to help businesses build AI cognitive assets in the AGI era and establish a leading advantage in the AI-driven consumer decision-making process [1] - Northeast Securities released a report indicating that the increase in GEO penetration and the natural traffic entry provided by AI will give GEO a competitive edge, predicting that the market size for GEO will surpass that of SEO [1] Group 2 - Weimob is recognized as a leading AI + SaaS service provider within the WeChat ecosystem in China, and the current rollout of AI products combined with the GEO upgrade is expected to enhance customer numbers, customer stickiness, and ARPU [1] - The report expresses optimism about the potential for GEO to open up growth opportunities for Weimob as a first-mover in this space [1]

Core Viewpoint - The Hong Kong stock market's AI application sector is experiencing a rebound, with notable increases in stock prices for several companies, including Zhixing Technology and Zhipu, which opened over 7% higher [1][5]. Group 1: Stock Performance - Zhixing Technology (01274) saw a price increase of 7.60%, reaching 7.080 [2][6]. - Zhipu (02513) rose by 7.10%, with a current price of 194.700 [2][6]. - MINIMAX (00100) increased by 2.74%, priced at 375.000 [2][6]. - Alibaba (09988) experienced a 2.44% rise, reaching 163.800 [2][6]. - Other companies such as Kuaishou (01024) and Weimeng Group (02013) also saw increases close to 2% [1][5]. Group 2: Technological Developments - Zhipu has collaborated with Huawei to launch a new generation image generation model called GLM-Image, which is the first state-of-the-art multimodal model trained entirely on domestic chips [2][6]. - The model utilizes the Ascend Atlas 800T A2 device and the MindSpore AI framework, completing the entire process from data to training [2][6].

Group 1 - The core viewpoint of the article highlights that Weimob Group is a leading AI+SaaS service provider in China, with its product Xingqi GEO successfully commercialized, expected to contribute to performance growth by 2026 [1] - In H1 2025, the company achieved total revenue of 775 million yuan, a decrease of 10.6%, primarily due to the impact of merchant solution rebate policies; however, after adjustments, total revenue increased by 7.8% [1] - Subscription solution revenue was 438 million yuan, down 10.1%, mainly due to the loss of small merchants under economic pressure and challenges in acquiring new customers, but revenue showed signs of stabilization and recovery [1] Group 2 - The GEO market is projected to grow significantly, with a forecasted global market size of approximately 11.2 billion USD by 2025 and 100.7 billion USD by 2030; in China, the GEO market is expected to reach about 2.9 billion yuan by 2025 and 24 billion yuan by 2030 [2] - As of now, around 420 million people are using AI for search queries, accounting for half of the total search engine users, indicating a potential 50% penetration rate of GEO compared to SEO [2] - Xingqi has completed full coverage of AI focus areas, with applications including AI visibility monitoring, source analysis, sentiment analysis, content optimization, and distribution, creating a closed-loop GEO marketing system [2] Group 3 - The company is recognized as a leading AI+SaaS service provider within the WeChat ecosystem, with the current rollout of AI products and the upgrade of GEO expected to enhance customer numbers, stickiness, and ARPU [3] - Revenue projections for 2025-2027 are 1.571 billion yuan, 1.763 billion yuan, and 1.891 billion yuan, with corresponding net profits of -156 million yuan, -18 million yuan, and 74 million yuan, indicating a potential turnaround by 2027 [3] - The company is rated as "Accumulate," with a projected PE of 117.96X and PS ratios of 5.53, 4.93, and 4.60 for the respective years [3]

Core Viewpoint - Weimob Group launched its Generative Engine Optimization (GEO) solution "Weimob Xingqi" on January 12, 2026, leading to a 21.39% surge in stock price, the largest single-day increase in nearly a year, driven by strong investor interest in the "AI + Marketing" sector [2][4] Group 1: Market Reaction and Stock Performance - Following the launch of "Weimob Xingqi," the stock price initially surged over 20%, reflecting market excitement around the "AI + Marketing" concept [4][5] - However, the stock experienced a decline the next day, attributed to the thin liquidity in the Hong Kong market and investors' tendency to take profits after significant gains [2][5] - The market's reaction is characterized by a conflict between high interest in the GEO concept and the lack of concrete performance metrics, leading to volatility in stock prices [2][6] Group 2: Industry Context and Challenges - Gartner predicts that by 2028, 50% of search engine traffic will be captured by AI searches, indicating a significant shift in consumer behavior and a potential survival crisis for brands not visible in AI-generated answers [3][4] - Weimob's GEO solution aims to address the challenge of brand visibility in an AI-dominated information distribution system, utilizing AI-driven data monitoring, content generation, and distribution strategies [3][4] - Despite the innovative nature of GEO, its commercialization is still in the early stages, with unclear revenue models and market potential [4][6] Group 3: Business Development and Future Outlook - Weimob has expanded the GEO solution across various industries, including consumer goods and software applications, marking a strategic move in the "AI + Marketing" landscape [4][6] - The company is positioning itself to leverage advancements in AI marketing technology, aiming to transform from content production tools to foundational infrastructure for information distribution [6][7] - The GEO business has the potential to become a new growth curve for Weimob, but its success hinges on the validation of its business model and the regulatory environment surrounding generative AI [7]

Investment Rating - The report assigns a "Buy" rating to the company, indicating a positive outlook for the stock price over the next six months [6]. Core Insights - The report highlights that Weimeng Group is a leading AI+SaaS service provider in China, with its product "Xingqi GEO" successfully commercialized. The company achieved total revenue of 775 million yuan in the first half of 2025, reflecting a year-on-year decline of 10.6%, but an adjusted revenue increase of 7.8% [1][4]. - AI-related revenue reached 34 million yuan in the first half of 2025, indicating a breakthrough in AI product offerings. The report anticipates that the GEO product will contribute significantly to performance by 2026 [1][4]. - The global GEO market is projected to grow significantly, with an estimated size of approximately 11.2 billion USD by 2025 and 100.7 billion USD by 2030. In China, the GEO market is expected to reach about 2.9 billion yuan by 2025 and 24 billion yuan by 2030 [2]. - The report emphasizes that Weimeng's GEO services have benefited clients across various industries, with significant improvements in AI visibility and advertising effectiveness [3]. Financial Summary - The financial projections for Weimeng Group indicate expected revenues of 1.57 billion yuan in 2025, 1.76 billion yuan in 2026, and 1.89 billion yuan in 2027, with corresponding net profits of -156 million yuan, -18 million yuan, and 74 million yuan respectively [5][10]. - The report notes a projected increase in customer numbers, customer stickiness, and ARPU (Average Revenue Per User) due to the successful implementation of AI products and GEO upgrades [4].