Core Viewpoint - The acquisition of the company "Butterfly Effect" by Meta for billions of dollars has ignited the AI agent sector, positively impacting MaiFuShi's stock performance and strategic partnerships in the AI space [1] Group 1: Company Developments - MaiFuShi's stock has increased by 5.04%, reaching HKD 35, with a trading volume of HKD 165 million [1] - The company has launched the 3.0 version of its self-developed AI-Agentforce platform and established deep strategic partnerships with major tech firms including Baidu, Alibaba Cloud, and Ant Group [1] - MaiFuShi aims to create a self-controlled AI agent ecosystem by integrating computing infrastructure, data flow, and AI applications [1] Group 2: Market Position and Strategy - According to Guotou Securities, MaiFuShi is a leading AI + SaaS marketing and sales enterprise in China, benefiting from the accelerated penetration of AI agents [1] - The company plans to enhance its product capabilities and expand into overseas markets through an "internal + external" strategy, targeting both SMEs and large clients [1] - MaiFuShi aims to gradually benchmark against international leaders like HubSpot and Salesforce [1]

Core Insights - Meta's acquisition of AI Agent startup Manus signifies a pivotal shift in the AI industry, moving from mere conversational capabilities to autonomous actions, marking a new phase in AI evolution [1][9] - The news has triggered a surge in the Chinese capital market, with investors actively seeking companies that demonstrate real "Agent implementation capabilities" [1][9] Group 1: Key Companies in AI Agent Space - **Pioneer in Vertical Implementation: Maifushi (02556.HK)** Maifushi's stock surged over 11% following the news, as it recently launched its Agentforce 3.0, a significant upgrade that automates complex business processes from perception to execution. It ranks among the top in the "2025 Enterprise AI Agent Applications TOP 50" alongside major players like Baidu and Alibaba [2][10] - **Foundation Stone of Infrastructure: Baidu Group (09888.HK)** Baidu serves as the backbone of China's AI Agent ecosystem, providing the Wenxin large model and the AgentBuilder development tool, enabling developers to create agents with low barriers. Its foundational technology positions it as a critical player in the AI Agent market [3][11][12] - **Central Hub for Office Scenarios: Kingsoft Office (688111.SH)** Kingsoft is transforming traditional document processing software into intelligent agents through WPS AI, focusing on enhancing personal productivity. It stands as a solid counterpart to Microsoft's Copilot in the domestic market [4][13] - **Hardware Giant: Lenovo Group (00992.HK)** Lenovo is promoting "AI PCs" that integrate localized large models and agents, representing a new category of edge intelligence. This positions Lenovo as a key hardware provider for AI agents, ensuring user accessibility [5][14] - **Entertainment and Social Player: Kunlun Wanwei (300418.SZ)** Kunlun is aggressively pursuing the C-end entertainment sector with its "All in AGI" strategy, which includes the Tiangong large model and ventures into AI gaming and social agents, aiming to create interactive companions in virtual environments [6][15] - **Leader in Visual Perception: SenseTime-W (00020.HK)** SenseTime excels in visual AI, focusing on physical world perception, particularly in autonomous driving and robotics. Its "Riri New" system aims to develop agents capable of understanding and responding to physical environments, representing a high-tech frontier in the agent space [7][16] Conclusion - Meta's acquisition of Manus serves as a clarion call for the AI industry, indicating a shift from mere conversational AI to functional agents. The next phase for China's AI agents will prioritize product capabilities over mere concepts [8][17]

（原标题：港股异动 | 迈富时(02556)涨超6% 携手百度等多家科技企业开展深度合作 AI Agent将迎来普 及拐点） 消息面上，近日，迈富时生态大会成功召开。大会现场，迈富时与百度集团(09888)、阿里云、沐曦股 份(688802.SH)、OpenText、新浪集团、北联国芯、OceanBase、亿欧智库、深蓝航天、安立丰集团等多 家科技行业领军企业正式达成深度战略合作，并举行签约仪式。专业人士指出，此次签约推动了人工智 能产业链上下游的深度融合与优势互补，通过构建底层算力支撑+中层数据流转+上层智能应用的协同 创新模式，未来有望打造出更具示范意义的产业集群。 值得关注的是，据晚点LatePost报道，近日，Meta以数十亿美元收购开发AI应用Manus的公司蝴蝶效 应。这是Meta成立以来第三大收购，花费仅次于WhatsApp和Scale AI。据悉，在Meta收购前，Manus正 以20亿美元估值进行新一轮融资。景林资产总经理高云程在展望2026年时表示，人工智能体(AI Agent) 或在明年迎来真正普及的起点。高云程认为，在人工智能、新能源、智能驾驶等前沿科技领域，全球正 经历一轮快速发展浪 ...

迈富时(02556)涨超6%，截至发稿，涨6.13%，报31.88港元，成交额3268.14万港元。 消息面上，近日，迈富时生态大会成功召开。大会现场，迈富时与百度集团(09888)、阿里云、沐曦股 份(688802.SH)、OpenText、新浪集团、北联国芯、OceanBase、亿欧智库、深蓝航天、安立丰集团等多 家科技行业领军企业正式达成深度战略合作，并举行签约仪式。专业人士指出，此次签约推动了人工智 能产业链上下游的深度融合与优势互补，通过构建底层算力支撑+中层数据流转+上层智能应用的协同 创新模式，未来有望打造出更具示范意义的产业集群。 值得关注的是，据晚点LatePost报道，近日，Meta以数十亿美元收购开发AI应用Manus的公司蝴蝶效 应。这是Meta成立以来第三大收购，花费仅次于WhatsApp和Scale AI。据悉，在Meta收购前，Manus正 以20亿美元估值进行新一轮融资。景林资产总经理高云程在展望2026年时表示，人工智能体(AI Agent) 或在明年迎来真正普及的起点。高云程认为，在人工智能、新能源、智能驾驶等前沿科技领域，全球正 经历一轮快速发展浪潮，相关企业的营收与市值 ...

Group 1 - The core viewpoint of the news is the successful convening of the MaiFushi Ecological Conference, where strategic partnerships were established with leading technology companies to enhance AI capabilities and digital economy support [1][2] Group 2 - MaiFushi has formed deep strategic collaborations with companies such as Baidu, Alibaba Cloud, and OceanBase, focusing on integrating cloud infrastructure, AI models, and domestic intelligent computing chips to create a secure AI computing foundation [1] - The collaboration aims to enhance the scale of AI applications across various sectors, including finance, government, and commercial aerospace, by addressing application bottlenecks and promoting the transition from technology validation to large-scale industrial empowerment [1][2] - The signing of agreements is expected to drive deep integration and complementary advantages within the AI industry chain, fostering a collaborative innovation model that combines foundational computing support, data flow, and intelligent applications [2]

（股份代號：2556） 提名委員會的職權範圍 邁富時管理有限公司（「本公司」）提名委員會（「委員會」）的職權範圍（「職權範圍」） 載列如下。 3. 會議 1 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 ） 3 4.1 委員會可全面接觸管理層，亦可邀請管理層成員或其他人士出席其會議。 4.2 本公司應向委員會提供充足的資源供其履行職責，包括但不限於在必要 時取得內部或外聘法律、會計或其他顧問提供的獨立專業意見及協助， 費用由本公司承擔。 1. 目的 1.1 委員會的目的旨在確認、考慮並向本公司董事（「董事」）會（「董事會」） 推薦擔任董事的適當人選，監督評估董事會表現的流程，以及制定及向 董事會建議符合任何適用法律、法規與上市標準的提名指引。 2. 組成 2.1 委員會成員由董事會不時委任，其中大多數成員須為符合香港聯合交易 所有限公司證券上市規則（「上市規則」，經不時修訂）不時規定之獨立性 要求的獨立非執行董事。 2.2 董事會須委任一名委員會成員擔任主席（「主席」），該名成員必須為董事 會主席或獨 ...

Core Insights - As of December 10, 30 stocks reached their 52-week highs, with Design Metropolis (01545), Platinum Holdings (00459), and China Boton (03318) leading the increase rates at 40.82%, 35.48%, and 30.23% respectively [1][2] 52-Week Highs - Design Metropolis (01545) closed at 0.124, with a peak of 0.138, achieving a high rate of 40.82% [1] - Platinum Holdings (00459) closed at 0.121, with a peak of 0.126, achieving a high rate of 35.48% [1] - China Boton (03318) closed at 2.090, with a peak of 2.800, achieving a high rate of 30.23% [1] - Other notable stocks include: - China New Holdings (08125) at 25.00% [1] - Qiaoyang International Holdings (08070) at 14.46% [1] 52-Week Lows - The stock with the largest decline was Jingye Mingbang Group (02231), which fell to 0.099, a decrease of 26.40% [2] - Other significant declines included: - Zhonggang Petroleum (00632) at -16.40% [2] - Guofu Hydrogen Energy (02582) at -13.31% [2] - Additional stocks with notable declines: - Haotian International Construction Investment (01341) at -11.11% [2] - Jiaming Group Holdings (01271) at -10.00% [2]

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11月30日 狀態: 新提交 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 呈交日期: 2025年12月2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 | 本月底 ...

Core Insights - The company reported a 45% year-on-year growth in AI SaaS revenue for the three months ending September 30, 2025, exceeding market expectations and continuing the robust growth trend from the first half of the year [1][3] - The launch of new products, including the international version of AI+CDP MA and AgentData, along with upgrades to the video marketing expert Nora, enhances the company's capabilities in cross-border marketing and data-driven decision-making [1][3] - The company is positioned to benefit from the ongoing transition of enterprises from "systematic management" to "intelligent operations" through the deep integration of AI capabilities into various business functions [3][8] Company Performance - The company achieved a gross revenue increase of approximately 37% in precision marketing services during the same reporting period [1] - The "Double Eleven" event saw the company secure a record contract amount of 183 million yuan, indicating a strong demand for AI tools among enterprise clients [5] - The company is focusing on deepening the application of AI agents in key industries such as manufacturing, finance, and cultural tourism to promote the long-term establishment of AI-native operational systems [5][8] Industry Trends - The global market for enterprise-level agentic AI is projected to grow from approximately $6.96 billion in 2025 to $42.56 billion by 2030, with a compound annual growth rate (CAGR) of about 43.6% [7] - The Chinese enterprise-level agent market is expected to expand from $1.93 million in 2024 to $19.38 million by 2030, with a remarkable CAGR of 47.5% [7] - The shift in valuation logic within the software industry is moving from "functional subscription" to "agent services and operational revenue," highlighting the commercial potential and sustainable growth capabilities of AI-native software [8]

Company Summary - The company, MaiFushi (02556), reported a 45% year-on-year growth in AI SaaS business revenue for Q3 2025, and a 37% increase in gross revenue from precision marketing services, exceeding market expectations and continuing the robust growth trend seen in the first half of the year [1] - MaiFushi has strengthened its AI Agent product matrix by launching two new products, the international version of CDP/MA and AgentData, and upgrading the "Video Marketing Expert Nora," enhancing its capabilities in cross-border marketing and data-driven decision-making [1] - The new products aim to leverage AI Agent technology to connect the entire chain from customer insights to marketing execution, promoting the large-scale implementation of AI-native SaaS in enterprises [1] - The company is deepening the integration of AI technology in international operations and marketing scenarios, expanding localized delivery capabilities across multiple regions to enhance growth resilience for businesses in the "AI + Going Global" process [1] - By strengthening the overseas omnichannel reach and collaborating deeply with the AI-Agentforce intelligent platform, the company is building a global marketing closed loop of "data insights - precise reach - effect optimization," addressing common pain points faced by cross-border enterprises such as channel fragmentation and insufficient data insights [1] Industry Summary - According to Minsheng Securities, the Hong Kong stock earnings season is expected to drive a continuous valuation recovery in the technology sector, with a recommendation to focus on AI ecosystem companies that possess synergy in computing power, models, and application scenarios [2] - Dongwu Securities noted that the Hong Kong stock market may maintain volatility in the short term, but the long-term allocation value is becoming more prominent; with upcoming policy expectations and overseas technology earnings as catalysts, the technology sector in Hong Kong is likely to regain upward momentum [2]