智通财经APP讯，百融云-W(06608)发布公告，于2025年12月15日，该公司斥资218.19万港元回购23.3万 股股份，每股回购价格为9.24-9.52港元。 ...

格隆汇12月15日丨百融云-W(06608.HK)公告，12月15日耗资218.2万港元回购23.3万股。 ...

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 | 第一章節 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 不同投票權架構公司普通股 | 股份類別 | B | | 於香港聯交所上市 | 是 | | | 證券代號 (如上市) | 06608 | 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 目 | | 佔有關事件前的現有已發 行股份（不包括庫存股 份）數目百分比 (註3) | 庫存股份數目 | 每股發行/出售價 (註4) | 已發行股份總數 | | 於下列日期開始時的結存(註1) | 2025年12月5日 | | 393,379,825 | | 1,076,500 | | 394,456,325 | | 1). 購回股份 (股份 ...

Summary of Baifeng Cloud's Conference Call Company Overview - Baifeng Cloud adopts a Result as a Service (RAS) model, charging based on results rather than traditional project fees, which reduces upfront investment risks for clients and aligns interests deeply with them [2][4] - The company has established a comprehensive AI ecosystem covering L2 to L5 levels in the AI industry chain, including self-developed large models (BRLM), dedicated large models, and platforms like CyberStar and AI agent stores [2][4] Financial Performance - For the first half of 2025, Baifeng Cloud reported a stable financial performance with a gross margin of 73% and a net margin of approximately 12% [3][11] - The average revenue per employee reached 2 million yuan, indicating high productivity [3] - The net cash flow from operating activities was 150 million yuan, with total cash and cash equivalents amounting to 3.7229 billion yuan [3][11] - The company has served 8,000 institutional clients with a core customer retention rate of 98% [3] Business Model and Strategy - Baifeng Cloud's business model focuses on RAS, charging clients based on the revenue increase generated by their services, particularly through voice agents [4][12] - The company is strategically positioned across multiple AI sectors, with a focus on both employee experience (EX) and customer experience (CX) solutions [4][12] - The Baigong platform has signed over 10 clients since its commercialization at the end of 2024, expanding beyond the financial sector [16] AI Agent Offerings - Baifeng Cloud provides two types of AI agents: CX (Customer Experience) and EX (Employee Experience) [6][8] - CX agents, such as voice agents, have a speech recognition accuracy of 99% and can support over 20 languages, significantly reducing call center costs by up to 90% [10] - EX agents focus on internal employee experiences, including HR management and legal reviews, improving efficiency in tasks like contract review and resume screening [15] Research and Development - The company has a cash reserve of 3.7 billion yuan, with 57% of its workforce dedicated to R&D, up from 50% in 2024 [11] - Baifeng Cloud's commitment to R&D is evident in its continuous investment in AI technology innovation [11] Market Expansion and Future Plans - The company is expanding its vertical and cross-industry products, achieving significant progress in sectors like telecommunications, home decoration, and mental health [19] - Future plans include transitioning to a results-based charging model as market maturity increases [17][18] Challenges and Opportunities - The insurance sector is facing challenges due to regulatory impacts, which are expected to continue into 2026 [21] - The company plans to invest 200-300 million yuan in innovative business areas throughout 2025, with positive progress reported [21] Conclusion - Baifeng Cloud is positioned as a leading AI technology company with a robust business model, strong financial performance, and a commitment to innovation and market expansion across various industries.

每经AI快讯，百融云-W(06608.HK)尾盘涨超3%，截至发稿，涨3.42%，报9.38港元，成交额1832.77万 港元。 ...

消息面上，平安证券研报指出，AppLovin为全球领先的移动游戏广告渠道商，电商业务逐步扩张。 AppLovin开始将客户拓展至Web广告与电商领域，今年10月，公司推出邀约制自助服务平台拓展电商等 品类客户，目前处于早期阶段。根据公司3Q25Earnings Call，AxonAds Manager推出后，自助广告主的 支出每周增长了大约50%。展望4Q25和2026年，AppLovin重点工作包括：引入AI Agent优化新广告商入 驻流程、自助服务平台的全面开放、测试基于生成式AI的广告创意功能、积极测试付费营销。 平安证券认为，当前，国内企业(如跨境电商、手游)出海需求旺盛，营销智能体不仅能够批量生成符合 海外用户偏好的广告文案、图片和视频脚本，还能在文化差异、语言习惯、法律合规检查等环节提供辅 助，帮助品牌真正融入当地市场。据了解，百融云-W以自研BR-LLM大模型与VoiceGPT为底座，面向 金融及泛行业B端客户提供AI智能营销与精准获客全链路解决方案。此外，CybotStar智能体平台为公司 企业级AI Agent构建平台，支持客户快速定制营销、客服等场景化智能体，适配对内运营与对外获客需 求 ...

Group 1 - The core viewpoint of the articles highlights the growth potential of AppLovin as a leading mobile game advertising channel and its expansion into e-commerce, with a focus on AI-driven marketing solutions [1][2] - AppLovin has launched a self-service platform aimed at expanding its client base into web advertising and e-commerce, currently in its early stages, with a reported weekly spending increase of approximately 50% from self-service advertisers following the introduction of AxonAds Manager [1] - The company is set to focus on several key initiatives in Q4 2025 and 2026, including the introduction of AI agents to optimize the onboarding process for new advertisers and the testing of generative AI-based advertising creative features [1] Group 2 - The demand for overseas expansion among domestic companies, such as cross-border e-commerce and mobile games, is strong, with marketing intelligence tools capable of generating culturally relevant advertising content and assisting in compliance checks [2] - 百融云-W utilizes its self-developed BR-LLM large model and VoiceGPT to provide AI-driven marketing and customer acquisition solutions for B2B clients across various industries [2] - The CybotStar platform enables the rapid customization of marketing and customer service AI agents, catering to both internal operations and external customer acquisition needs [2]

企业名称深圳数科优服科技有限公司法定代表人陈东注册资本1000万人民币国标行业信息传输、软件和 信息技术服务业>软件和信息技术服务业>软件开发地址深圳市前海深港合作区南山街道兴海大道3046 号香江金融大厦1012C10企业类型有限责任公司(法人独资)营业期限2025-12-10至无固定期限 来源：市场资讯 天眼查显示，近日，深圳数科优服科技有限公司成立，法定代表人为陈东，注册资本1000万人民币，由 百融云创科技股份有限公司全资持股。 序号股东名称持股比例1百融云创科技股份有限公司100% 经营范围含一般经营项目是：技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广；物联 网技术研发；信息技术咨询服务；新兴软件和新型信息技术服务；人工智能应用软件开发；软件开发； 咨询策划服务；企业管理咨询；信息咨询服务（不含许可类信息咨询服务）；人工智能公共数据平台； 人工智能双创服务平台；人工智能理论与算法软件开发；人工智能基础软件开发；人工智能基础资源与 技术平台；人工智能通用应用系统；人工智能行业应用系统集成服务。（除依法须经批准的项目外，凭 营业执照依法自主开展经营活动），许可经营项目是：无 ...

Core Insights - Multiple companies, including Tencent Holdings and China Petroleum & Chemical Corporation, conducted share buybacks on December 5, 2025, with Tencent leading in both volume and monetary value [1][2] Company Summaries - **Tencent Holdings (00700)**: Repurchased 1.046 million shares for a total of 636 million, with a year-to-date total of 85.148 million shares, representing 0.927% of total share capital [2] - **China National Offshore Oil Corporation (01919)**: Bought back 3 million shares for 41.6745 million, with a cumulative total of 6.9543 million shares, accounting for 2.415% of total share capital [2] - **Kuaishou-W (01024)**: Acquired 438,000 shares for 29.9859 million, with a year-to-date total of 682,460 shares, representing 0.159% of total share capital [2] - **Fenbi (02469)**: Conducted a buyback of 6.657 million shares for 21.0954 million, with a cumulative total of 26.657 million shares, accounting for 1.193% of total share capital [2] - **Jinxin Fertility (01951)**: Repurchased 7.722 million shares for 19.7977 million, with a total of 7.722 million shares year-to-date, representing 0.280% of total share capital [2] - **Yum China (09987)**: Engaged in two buybacks, totaling 57,000 shares for 19.1905 million, with a cumulative total of 16.2024 million shares, accounting for 4.350% of total share capital [2] - **China Feihe (06186)**: Bought back 3 million shares for 12.3 million, with a cumulative total of 208 million shares, representing 2.295% of total share capital [2] - **Haier Smart Home (06690)**: Acquired 450,000 shares for 12.1991 million, with a total of 330,000 shares year-to-date, representing 0.116% of total share capital [2] - **Vitasoy International (00345)**: Repurchased 1.302 million shares for 8.6504 million, with a cumulative total of 1.928 million shares, accounting for 1.837% of total share capital [2] - **Coolpad Group (02369)**: Conducted a buyback of 4.144 million shares for 5.5725 million, with a total of 15.048 million shares year-to-date, representing 3.925% of total share capital [2]

格隆汇12月5日丨百融云-W(06608.HK)公告，12月5日耗资255.4万港元回购27.1万股。 ...