作为国内AI原生SaaS领域的代表性企业，迈富时在第三季度持续强化AI智能体产品矩阵，正式发布国 际版 AI+CDP MA与AgentData两款新产品，并升级推出视频营销专家 Nora，进一步拓展在跨境营销与 数据智能决策领域的能力。同时，AI-Agentforce 中台2.0的平台能力也随之全面增强，支持更多场景与 多模态交互，帮助企业在全球化运营中实现更高效的数据驱动决策与自动化执行。 11月19日，港股上市公司迈富时（02556.HK）披露截至2025年9月30日止三个月的经营数据。报告期 内，公司AI SaaS业务收入较去年同期增长约45%，精准营销服务毛收入同比增长约37%，整体业绩表现 超出市场预期，延续上半年的稳健增长态势。 AI SaaS高速增长，智能体进入产业深水区 2025年第三季度，全球AI应用进入从技术突破到产业落地的关键阶段。作为中国AI原生软件领域的代 表企业，迈富时有望持续受益。 报告期内，公司AI SaaS业务实现45%的同比增长，延续上半年的高增势头。公司在智能体中台、国际 版AI+CDP MA等核心模块的持续迭代，使AI能力深度嵌入企业营销、客服、销售、供应链等业务环 节 ...

智通财经APP获悉，11月19日，港股AI Agent企业迈富时(02556)披露2025年第三季度业绩。报告期内， 公司AI SaaS业务收入较去年同期增长约45%，精准营销服务毛收入同比增长约37%，整体业绩表现超出 市场预期，延续上半年的稳健增长态势。 行业方面，民生证券认为港股财报季有望带动科技板块估值持续修复，建议关注具备算力、模型、应用 场景协同能力的AI生态企业。东吴证券指出，港股短期或维持震荡，但中长期配置价值凸显；随着政 策预期与海外科技财报等催化因素临近，港股科技板块有望重拾上行动能。 消息面上，迈富时持续深化AI技术在国际化运营与营销场景中的融合，并拓展多区域的本地化交付能 力，帮助企业在"AI+出海"进程中提升增长韧性。通过强化海外全渠道触达矩阵并与AI-Agentforce智能 体中台深度协同，构建"数据洞察—精准触达—效果优化"的全球化营销闭环，进一步回应跨境企业普遍 面临的渠道割裂与数据洞察不足等痛点。 迈富时在本季度继续强化AI Agent产品矩阵，正式发布国际版CDP/MA与AgentData两款新产品，并升级 推出"视频营销专家Nora"，进一步拓展在跨境营销与数据智能决策 ...

迈富时在本季度继续强化AI Agent产品矩阵，正式发布国际版CDP/MA与AgentData两款新产品，并升级 推出"视频营销专家Nora"，进一步拓展在跨境营销与数据智能决策领域的能力。公司表示，新产品旨在 通过AI Agent技术打通企业从客户洞察到营销执行的全链路，推动AI原生SaaS在企业端的规模化落地。 消息面上，迈富时持续深化AI技术在国际化运营与营销场景中的融合，并拓展多区域的本地化交付能 力，帮助企业在"AI+出海"进程中提升增长韧性。通过强化海外全渠道触达矩阵并与AI-Agentforce智能 体中台深度协同，构建"数据洞察—精准触达—效果优化"的全球化营销闭环，进一步回应跨境企业普遍 面临的渠道割裂与数据洞察不足等痛点。 11月19日，港股AI Agent企业迈富时(02556)披露2025年第三季度业绩。报告期内，公司AI SaaS业务收 入较去年同期增长约45%，精准营销服务毛收入同比增长约37%，整体业绩表现超出市场预期，延续上 半年的稳健增长态势。 行业方面，民生证券认为港股财报季有望带动科技板块估值持续修复，建议关注具备算力、模型、应用 场景协同能力的AI生态企业。东吴证券指出 ...

智通财经APP讯，迈富时(02556)发布公告，2025年第三季度，集团的AI+SaaS业务收入相较于2024年同 期的增幅约为45%;精准营销服务毛收入相较于2024年同期的增幅约为37%。 集团持续强化AI智能体产品矩阵，正式发布"国际版AI+CDP MA"与"AgentData"两款新产品，并升级推 出"视频营销专家Nora"，进一步拓展了在跨境营销与数据智能决策领域的能力。在AI-Agentforce 中台 2.0基础上，集团进一步打造数据治理与智能体协作能力，增强中台的应用价值，拓宽智能体应用场景; 同时持续加大Tforce 营销领域大模型的训练投入，提升各垂类AI智能体的专业话术生成能力，进一步优 化客户使用体验与营销效果。这些产品通过AI智能体技术提升了AIAgentforce中台2.0支持多场景、多模 态的平台能力，助力企业在全球化运营中实现更高效的数据驱动决策和自动化执行。 ...

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，並明確表示概不就因本公告全部或任何 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。 Marketingforce Management Ltd 邁 富 時 管 理 有 限 公 司 （ 於 開 曼 群 島 註 冊 成 立 的 有 限 公 司 ） （股份代號：2556） 公告 2025年第三季度最新業務情況； 有關董事的資料 1 本公告所載資料僅基於本公司對本集團現時可得信息的初步評估作出，此等資料 未經本公司核數師審核或審閱，本公告內的資料亦可能會修改或調整。股東及潛 在投資者於買賣本公司證券時務請審慎行事。 有關董事的資料 茲提述本公司日期為2025年9月8日之公告（「該公告」），內容有關（其中包括）委任 董事。除文義另有所指外，本公告所用詞彙與該公告所界定者具有相同涵義。 本公司謹宣布，本公司薪酬委員會及董事會經考慮趙國帥先生的資歷及經驗、彼 於本公司之職責及責任、本公司之財務狀況及現行市場水平，特此確定趙國帥先 生作為執行董事、聯席董事長及全球執行總裁的薪酬為每年5,000,000港 ...

Group 1 - SaaS concept stocks are showing strength, with companies like 汇量科技 (01860) up 6.77%, 迈富时 (02556) up 4.30%, 金蝶国际 (00268) up 1.47%, and 中国软件国际 (00354) up 1.22% [1] - The State Council issued a policy aimed at promoting the large-scale commercialization of new technologies such as AI, emphasizing the construction of various integrated scenarios to enhance resource allocation and application [1][2] - The policy outlines a pathway for technological breakthroughs, scenario validation, industrial application, and system upgrades, indicating significant progress in AI and other new technologies in China [1][2] Group 2 - AI Agents are emerging as a new trend in the application industry, with Gartner predicting that by 2028, at least 15% of daily work decisions will be autonomously completed by agentic AI [2] - Recent innovations in AI Agent technology include Anthropic's new code execution model, which enhances the efficiency of AI Agents in utilizing external tools and data services [2] - 金蝶 announced the upgrade of "金蝶云" to "金蝶AI," introducing a new AI product "小K" that integrates nearly 20 AI Agents across various fields such as marketing, supply chain, human resources, finance, and ESG [2]

Core Viewpoint - The AI application sector in both Hong Kong and A-shares has shown strong performance, with several concept stocks experiencing significant price increases, driven by multiple positive signals and favorable news in the industry [2][4]. Stock Performance - In the Hong Kong market, notable stock price increases include: - Fenbi (02469.HK) up 10.36% - Meitu (01357.HK) up 7.08% - Huisheng Technology (01860.HK) up 6.05% - Reading Group (00772.HK) up 5.27% - Maifushi (02556.HK) up 4.92% - Xindong Company (02400.HK) up 4.3% [2][3] - In the A-share market, stocks such as: - 37 Interactive Entertainment (002555.SZ) and Jishi Media (601929.SH) hit the daily limit - Fushi Holdings (300071.SZ) surged 13.39% - Huina Technology (300609.SZ) rose 11.79% - 360 (601360.SH) increased by 7.52% [2][3]. Catalysts for Growth - The surge in the AI application sector is attributed to a combination of individual stock benefits and a series of positive industry signals [4]. - Fenbi announced a share buyback plan of up to 200 million HKD and reported a milestone in AI product sales, with over 42,000 units sold, reflecting a more than 100% increase month-on-month [5]. - Minglue Technology (02718.HK) saw a 106.1% increase on its first trading day, further igniting market enthusiasm for AI sub-sectors [6]. Policy Support - Recent policies in the AI sector have been released, creating a comprehensive support system from strategic planning to practical applications. The "14th Five-Year Plan" emphasizes the implementation of "AI+" actions to seize the high ground in AI industry applications [7]. - A recent State Council meeting focused on accelerating AI scene cultivation and large-scale application, aiming to transform technological advantages into new momentum for industrial development [7]. Industry Events - The establishment of the "World Artificial Intelligence Cooperation Organization" (WAICO) at the APEC summit aims to set global AI governance rules and promote technology accessibility [8]. - Upcoming industry summits, including the World Internet Conference and the Global Computing Conference, will further enhance optimistic expectations for the AI sector [8]. Market Validation - The commercial value of AI applications has been validated through user growth and corporate performance. As of Q3 2025, the number of active mobile users in AI applications exceeded 729 million, with 200 million on PC [8]. - Companies like Kingsoft Office reported Q3 revenue of 1.521 billion CNY, a 25% year-on-year increase, driven by active user growth and enhanced AI features [9]. - 360 reported Q3 revenue of 2.241 billion CNY, a 16.88% year-on-year increase, achieving profitability with multiple significant contracts in the AI sector [10]. Long-term Investment Value - The AI application sector is becoming a core focus for the market, with long-term investment value expected to continue to emerge as the "AI+" initiative deepens and global cooperation progresses [11]. - Several brokerages have released reports highlighting the rapid transition of AI application business models from concept validation to revenue generation, indicating a strong demand for AI applications across various sectors [12]. - The upcoming "Hong Kong Top 100" evaluation will include AI and smart driving as key focus areas, providing a more precise evaluation dimension for industry innovation [12].

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 致：香港交易及結算所有限公司 公司名稱: 邁富時管理有限公司 FF301 截至月份: 2025年10月31日 狀態: 新提交 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) | 02556 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 100,000,000,000 | USD | | 0.0000005 | USD | | 50,000 | | 增加 / 減少 (-) | | | | | | | USD | | | | 本月底結存 | | | 100,000,000,000 | USD | | 0.0000005 | USD | | 50,000 ...

Core Viewpoint - AI application concept stocks are experiencing significant activity, with several companies seeing stock price increases of over 5% following a surge in the US market for AI applications [1] Group 1: Stock Performance - Stocks such as Fenbi (02469) rose by 7.14% to HKD 3, Meitu (01357) increased by 5.57% to HKD 9.1, and Huya Technology (01860) gained 5.04% to HKD 18.74 [1] - Other notable performers include Maifushi (02556) up 4.92% to HKD 45.64 and Yuedu Group (00772) rising 3.59% to HKD 43.28 [1] Group 2: Market Context - The US market saw a significant rise in AI application stocks last Friday, with Twilio and Reddit both increasing over 19% and 7% respectively [1] - The upcoming earnings season for AI application companies in the US includes Palantir on November 4, Shopify on November 5, and Applovin on November 6 [1] Group 3: Domestic Performance - Several domestic software companies reported better-than-expected earnings, with 360's Q3 revenue reaching CNY 2.241 billion, a year-on-year increase of 16.88%, and a net profit of CNY 160 million, marking a return to profitability [1] Group 4: Industry Outlook - The 14th Five-Year Plan emphasizes the importance of seizing the high ground in AI application industries, which is expected to promote collaborative development within the AI industry chain [1] - Analysts from CITIC Securities noted that updates from companies like OpenAI, Xai, and Google are driving continuous innovation in the industry, which is favorable for the implementation of AI applications [1] - There is an optimistic outlook for domestic companies to leverage their product and engineering capabilities, as well as their innovation and iteration speed, to seize investment opportunities in AI applications abroad [1]

Core Viewpoint - AI application concept stocks are experiencing significant activity in the market, with notable price increases for several companies [1] Group 1: Stock Performance - Fenbi (02469.HK) increased by 7.14%, reaching HKD 3 [1] - Meitu (01357.HK) rose by 5.57%, trading at HKD 9.1 [1] - Huya Technology (01860.HK) saw a 5.04% gain, priced at HKD 18.74 [1] - Maifushi (02556.HK) climbed by 4.92%, with a share price of HKD 45.64 [1] - Yuedu Group (00772.HK) experienced a 3.59% increase, now at HKD 43.28 [1]