Core Viewpoint - The acquisition of Yao Cai Securities by Ant Group's subsidiary, Shanghai Yun Jin, is expected to significantly enhance the company's growth and digital transformation, positioning it as a leading trading platform backed by advanced technology [1][6]. Group 1: Acquisition Details - Ant Group's subsidiary, Shanghai Yun Jin, plans to acquire approximately 858 million shares of Yao Cai Securities at a price of HKD 3.28 per share, totaling HKD 28.14 billion, which represents a 17.6% premium over the last trading price before suspension [3][4]. - The acquisition will result in a change of ownership for Yao Cai Securities, as the shares represent about 50.55% of the total issued shares [3][4]. Group 2: Company Background - Yao Cai Securities was founded in 1995 by Ye Maolin and primarily engages in stock trading, margin financing, securities custody, futures and options trading, leveraged foreign exchange trading, and spot gold and silver trading [4][5]. - The company has a history of offering low commission rates, having reduced its commission from 0.25% to 0.05% in 2003, which contributed to its rapid growth [5]. Group 3: Financial Performance - For the fiscal years 2022 to 2024, Yao Cai Securities reported total revenues of HKD 10.14 billion, HKD 10.50 billion, and HKD 11.21 billion, with year-on-year changes of -19.96%, -4.05%, and 3.09% respectively [5]. - The net profit attributable to shareholders for the same period was HKD 4.55 billion, HKD 5.43 billion, and HKD 5.06 billion, with year-on-year changes of -20.23%, 10.53%, and -9.95% respectively [5]. Group 4: Strategic Implications - The acquisition is expected to drive future business growth for Yao Cai Securities, enhance its digital transformation, and expand its service offerings to a broader customer base [6]. - Ant Group aims to leverage this acquisition to fill regulatory gaps in cross-border financial services and strengthen its position in the global financial services market [6].

Core Insights - Ant Group's subsidiary OceanBase has announced a new AI strategy led by CTO Yang Chuanhui, who will take the lead position in this initiative [1] - The establishment of a new AI Platform and Application Department, along with an AI Engine Group, aims to enhance the development and application of the "DATA×AI" platform [1] - OceanBase CEO Yang Bing revealed that the AI strategy has received full support from Ant Group, which will open all AI scenarios to OceanBase [1]

Core Insights - Ant Group has announced a profit distribution plan, continuing its trend of stable dividends, reflecting strong operational performance and financial health [2][3] - The company emphasizes its commitment to technology-driven growth, with a focus on AI and innovation, aiming to create greater value for customers and long-term returns for shareholders [2][3] Financial Performance - The recent dividend distribution is based on the company's operational results from the past year, with a notable increase in AI investments and accelerated growth in innovative businesses [2] - Ant Group has maintained a high level of R&D investment, with over 10% of revenue allocated to research and development for the past three years [3] Talent Acquisition and Development - Ant Group has launched "Plan A," a special initiative to recruit top AI researchers from leading global universities, aiming to cultivate the next generation of technology leaders [3][4] - The recruitment initiative targets candidates with backgrounds in computer science, software engineering, AI, and other relevant fields, emphasizing traits such as ambition, adaptability, altruism, and analytical skills [4][7] Strategic Initiatives - The company is committed to its "AI First" strategy, exploring AGI and promoting large model applications in various sectors, including healthcare and wealth management [2][3] - Ant Group's "Plan A" initiative is part of a broader strategy to attract elite research talent, similar to programs from other tech giants, offering customized training paths and extensive research resources [7]

蚂蚁集团：稳健经营持续分红，连续三年研发投入占营收比重超10% 金十数据4月25日讯，蚂蚁集团于近期召开股东大会，审议通过了利润分配议案。根据方案，蚂蚁集团 将向全体股东分红，持有股权激励工具的员工也将享有分红对应的经济利益。在持续提升股东回报的同 时，蚂蚁集团过去三年也保持了高强度的科研投入，每年研发投入占营收的比重都高于10%，系统性布 局人工智能和数据要素核心技术。 （新浪科技） ...

4月25日，蚂蚁集团宣布推出"Plan A"AI人才专项计划，面向全球一流高校招募顶尖AI硕博毕业生，以 加强在AGI(通用人工智能)领域的研发投入。首场招募宣讲会在新加坡ICLR2025峰会现场举办。蚂蚁集 团CTO何征宇在会上表示，蚂蚁将坚定投入AGI技术，跟行业一起解决AI普惠的问题。世界级的难题需 要世界级的人才，对于顶级人才我们只有plan A，没有plan B。(经济观察网) ...

Core Insights - "Alipay Touch" has rapidly gained traction since its launch, achieving over 100 million users in just 321 days, with a significant portion being young individuals under 30 years old [2][3] - The service has expanded to over 400 cities and integrated with more than 5,000 brands and millions of merchants, offering around 300 different application scenarios beyond payment, such as dining, door access, and bike rentals [2][3] - Ant Group plans to invest billions to enhance the "Touch" ecosystem, aiming to boost user experience and support the growth of partner businesses [2] Group 1 - "Alipay Touch" was launched in June 2024, allowing users to make payments without opening the app, streamlining the payment process [3] - The service has been well-received by various user groups, including young people, overseas tourists, and visually impaired individuals, demonstrating its versatility and efficiency in digital business operations [3] - "Alipay Touch" has introduced 17 products for different scenarios, with over 5,000 brands and millions of stores providing the service [3] Group 2 - A new proprietary chip developed by Fudan Microelectronics and Alipay is set to be mass-produced in the second half of the year, enhancing the functionality and reliability of "Alipay Touch" [4] - The new chip is designed to operate effectively in extreme temperatures and is compatible with all smartphones, indicating a significant technological advancement [4] - The development of this chip supports the scaling of "Alipay Touch" across the country, fostering innovation in consumer life scenarios [4]

Core Insights - Shanghai Jiao Tong University School of Medicine's Renji Hospital has announced its collaboration with Ant Group to develop the country's first AI-powered urology specialist system [1] - The AI system utilizes a standardized dataset of 97.6% disease spectrum cases from Renji Hospital, along with disease knowledge graphs authored by over 20 specialist doctors [1] - This initiative combines the diagnostic logic of top-tier hospitals with advanced AI technology [1]

蚂蚁国际首席执行官杨鹏作为土生土长的广州人，亲历了家乡从改革开放前沿到数字湾区枢纽的跨越发 展。他表示："在137届广交会之际，蚂蚁集团将'华南数字运营中心'和'万里汇跨境贸易运营中心'落户 琶洲，衷心感谢广州市政府、海珠区政府的全力支持。未来蚂蚁集团将以'双中心'为支点，深化合作， 助力再造数字贸易枢纽新广州、国际消费标杆新广州、湾区协同典范新广州！" 据了解，广州作为国家中心城市和粤港澳大湾区核心引擎，始终是蚂蚁集团重要的战略部署地。去年， 广州市人民政府与蚂蚁科技集团股份有限公司签署战略合作协议，明确将在数字金融、跨境支付、科技 创新等领域深化合作。与此同时，蚂蚁国际旗下万里汇（WorldFirst）也持续加码中国市场，设立跨境 贸易运营中心同步落地广州，与华南数字运营中心形成"双中心"战略布局，全力推进湾区数字经济高质 量发展。 4月21日，蚂蚁华南数字运营中心、万里汇跨境贸易运营中心"双中心"正式启用。"双中心"的落成，既 是蚂蚁科技集团推动跨境数字贸易高质量发展的关键锚点，也是蚂蚁助力大湾区互联互通、共创繁荣的 重要布局。 蚂蚁华南数字运营中心、万里汇跨境贸易运营中心"双中心"落户琶洲人工智能与数 ...

从签约到落户，短短11月。值得强调的是，蚂蚁集团不仅将华南数字运营中心落户广州，还新增万里汇 跨境贸易运营中心。 提起蚂蚁集团，人们熟悉的是支付宝、余额宝和蚂蚁森林等品牌。万里汇则是蚂蚁国际旗下一站式跨境 贸易支付与账户服务品牌，只要有一个万里汇账户，就能支持商家在210多个国家和地区一站收付，用 40多种外币全球收款、100多种外币全球付款。 4月21日，正值第137届广交会期间，蚂蚁集团宣布其华南数字运营中心、万里汇跨境贸易运营中心"双 中心"正式落户广州琶洲，选址粤传媒大厦。 资料显示，2024年5月，蚂蚁集团与广州签下战略合作协议，约定蚂蚁集团落户华南数字运营中心，发 挥数字科技和数字支付等优势，实现互利共赢发展。 广州日报全媒体记者注意到，蚂蚁集团"双中心"落户广州，不仅选择了广交会期间，而且其在位于琶洲 粤传媒大厦的双logo，选择了东边朝向广交会展馆的位置，这些细节都展示出蚂蚁集团借力广交会加速 业务场景落地，做大跨境电商跨境支付服务、做优全球便利支付方案的战略布局。值得一提的还有，针 对第137届广交会，万里汇推出"护航计划"助力中国卖家持续拓展全球市场，支付宝通过"外卡内绑"和 蚂蚁国际Al ...