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2025 Annual Results Presentation •This presentation is provided without any warranty or representation of any kind, either expressed or implied. The Company specifically disclaims all responsibilities in respect of any use of or reliance on any information, whether financial or otherwise, contained in this presentation. •The presentation is not intended as an offer to sell, or to solicit an offer to buy or to form any basis of investment decision for any class of securities of the Company in any jurisdictio ...

香港交易及結算所有限公司以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。 本公司董事會（「董事會」）欣然宣佈本集團截至二零二五年十二月三十一日止年度（「報告期」） 之經審核綜合業績，連同截至二零二四年十二月三十一日止年度之比較數字。本集團之業績 已由本公司獨立核數師安永會計師事務所根據香港會計師公會頒佈之香港審計準則進行審 核，並已由本公司審核委員會（「審核委員會」）審閱及經董事會批准。 （於百慕達註冊成立之有限公司） （股份代號：8083） 截至二零二五年十二月三十一日止年度之年度業績公告 香港聯合交易所有限公司（「聯交所」）GEM的特色 GEM的定位，乃為中小型公司提供一個上市的市場，此等公司相比起其他在聯交所主板上市 的公司帶有較高投資風險。有意投資的人士應了解投資於該等公司的潛在風險，並應經過審 慎周詳的考慮後方作出投資決定。 由於GEM上市公司普遍為中小型公司，在GEM買賣的證券可能會較於主板買賣之證券承受 較大的市場波動風險，同時無法保證在GEM買賣的證券會有高 ...

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: | | --- | | 2026年2月28日 | | 狀態: | | 新提交 | 致：香港交易及結算所有限公司 公司名稱: 有贊科技有限公司 呈交日期: 2026年3月4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) | 08083 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | 50,000,000,000 | HKD | | 0.01 | HKD | | 500,000,000 | | 增加 / 減少 (-) | | | 0 | | | HKD | | 0 | | 本月底結存 | | 50,000,000,000 | HKD | | 0.01 | HKD | | 500,000,000 ...

香港交易及結算所有限公司以及香港聯合交易所有限公司（「聯交所」）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。 承董事會命 有贊科技有限公司 本公告由有贊科技有限公司（「本公司」，連同其附屬公司統稱「本集團」）根據香港聯合交易所 有限公司GEM證券上市規則（「GEM上市規則」）第17.10條及證券及期貨條例（香港法例第571 章）第XIVA部項下內幕消息條文（定義見GEM上市規則）而刊發。 本公司董事會（「董事會」）謹此通知本公司股東（「股東」）及潛在投資者，根據對本集團截至 2025年12月31日止年度（「 2025年度」）未經審核綜合管理賬目的初步評估以及其他目前可得資 料，本集團預期於2025年度錄得： 1 (i) 淨利潤介乎約人民幣154百萬元至人民幣164百萬元，2024年同期為淨虧損約人民幣166百 萬元，淨利潤扭虧為盈；及 (ii) 本集團2025年度的淨利潤主要得益(a)收益同比小幅提升，較2024年增加約2.7%至3.5% （ 2024年：約人民幣1,442百萬元）；(b)股權結 ...

（於百慕達註冊成立之有限公司） （股份代號：8083） 董事會會議通告 有贊科技有限公司（「本公司」，連同其附屬公司統稱「本集團」）之董事（「董事」）會（「董事會」） 謹此宣佈將於二零二六年三月十二日舉行董事會會議，以考慮及批准（其中包括）本集團截至 二零二五年十二月三十一日止年度之經審核綜合年度業績及其發佈，並考慮建議派發末期股 息（如有）。 香港交易及結算所有限公司以及香港聯合交易所有限公司（「聯交所」）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。 香港，二零二六年三月二日 於本公告日期，董事會由兩名執行董事朱寧先生及俞韜先生；以及四名獨立非執行董事 方志華博士、鄧濤先生、李少傑先生及李青陽女士組成。 本公告之資料乃遵照GEM上市規則而刊載，旨在提供有關本公司之資料；董事願就本公告之 資料共同及個別地承擔全部責任。各董事在作出一切合理查詢後，確認就其所知及所信，本公 告所載資料在各重要方面均屬準確完備，沒有誤導或欺詐成分，且並無遺漏任何事項，足以令 致本公告或其所載任何陳述產生誤導。 本公告 ...

Core Viewpoint - The company, positioned as an AI-driven online service provider for the restaurant industry in China, is experiencing significant revenue growth primarily driven by its new media services, despite ongoing financial losses and increasing operational risks [1][2][14]. Business Model and Operations - The company offers two main services: new media services (60.3% of revenue in 2024) and online merchant solutions (31.1%) [1]. - The business model is based on a "technology + service" dual approach, with new media services charging project fees (average of 63,000 yuan/year) and online merchant solutions operating on a subscription basis [1]. Revenue Growth - Revenue increased from 379 million yuan in 2023 to 495 million yuan in 2024, representing a compound annual growth rate of 30.8% [2]. - New media services revenue surged by 55.7% from 191 million yuan in 2023 to 298 million yuan in 2024, further increasing to 299 million yuan in the first three quarters of 2025 [2]. - Online merchant solutions revenue declined from 162 million yuan in 2023 to 100 million yuan in the first three quarters of 2025 [2]. Profitability and Losses - The company reported a net loss of 446 million yuan in 2023, narrowing to 235 million yuan in 2024, with a cumulative loss exceeding 2.17 billion yuan over three years [2][3]. - Adjusted operating losses showed improvement, decreasing from 249 million yuan in 2023 to 177 million yuan in 2024 [3]. Cost Structure and Margins - Gross margin dropped from 60.6% in 2024 to 53.6% in the first three quarters of 2025, primarily due to the rising costs associated with new media services [3][4]. - The cost of goods sold for influencer procurement surged by 92.8% to 126 million yuan in the first three quarters of 2025 [4]. Revenue Concentration and Risks - The revenue structure is highly concentrated, with new media services accounting for 66.5% of total revenue in 2025, while online merchant solutions' share declined [5]. - Customer concentration is increasing, with the top five clients contributing 19.7% of revenue in the first three quarters of 2025, raising dependency risks [6]. Supplier Dependence - Supplier concentration has risen, with the top five suppliers accounting for 31.2% of procurement in the first three quarters of 2025 [7]. - The proportion of influencer service fees in procurement costs increased from 39.4% in 2023 to 60.5% in 2025, indicating enhanced bargaining power of suppliers [7]. Shareholding Structure - The largest shareholder is SoftBank Vision Fund, holding 20.73%, followed by the founder and other institutional investors [8]. - The company has resolved its VIE structure but may still face regulatory risks due to historical contractual arrangements [8]. Management Team - The management team has significant experience in the internet sector, with the CEO and CFO having backgrounds in major platforms like Dianping [9]. - There is a notable disparity in executive compensation, with the CEO earning 2.87 million yuan in 2024 compared to an average of 850,000 yuan for other executives [9]. Financial Challenges - The company faces high marketing expenses, with a marketing expense ratio of 65.6%, significantly above the industry average [10]. - Cash flow remains under pressure, with a current ratio of only 0.2 and cash reserves declining from 655 million yuan in 2023 to 401 million yuan in 2025 [11]. Regulatory and Compliance Risks - The company is subject to increasing regulatory scrutiny regarding data transmission and AI-generated content compliance [12]. - The historical VIE structure has previously posed foreign exchange registration risks, which may still affect operations [12]. Conclusion - The company is positioned for growth within the restaurant SaaS sector, benefiting from digitalization trends, but faces significant challenges including declining margins, increasing customer and supplier concentration, and cash flow pressures [14].

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: 有贊科技有限公司 呈交日期: 2026年2月5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) | 08083 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | 50,000,000,000 | HKD | | 0.01 | HKD | | 500,000,000 | | 增加 / 減少 (-) | | | 0 | | | HKD | | 0 | | 本月底結存 | | 50,000,000,000 | HKD | | 0.01 | HKD | | 500,000,000 | 本月底法定/註冊股本總額： HKD 500,000,000 第 1 頁 共 10 ...

Industry Overview - Discount card and membership card systems have become popular tools for local life services and light asset entrepreneurship, helping businesses quickly acquire and retain customers while creating new profit points [1] - The importance of "technical source" is highlighted, as a robust technical integration capability is essential for stable connections with numerous external service providers, ensuring real-time and accurate discount information [2] Company Comparisons 1. Jingtian Technology - Focuses on providing customized software development services tailored to the actual operational needs of small and medium-sized businesses, particularly in the discount card system sector [4] - Operates a fully self-developed technology model with a complete technical team, allowing for rapid response to customer customization requests [4] - Offers flexible deployment options including SaaS, independent deployment, and OEM branding, catering to various stages of business needs [4] - Integrates over 200 daily consumption scenarios into its discount card system, aiming to meet diverse user needs through a single entry point [4] - Suitable for entrepreneurs or physical businesses that require customization and prioritize long-term stable operations and technical support [4] 2. Youzan - A leading retail technology SaaS service provider offering comprehensive e-commerce store, customer management, and marketing solutions, with discount card functionality as part of its extensive SaaS ecosystem [5][7] - Based on a mature standardized SaaS platform, it provides rich functional modules that integrate seamlessly with various tools [7] - Known for its brand recognition and stability as a publicly listed company, ensuring high acceptance among merchants and consumers [7] - Best suited for brands that require a complete SaaS toolset for managing their online retail business without extreme customization needs [7] 3. Weimeng - Similar to Youzan, it is a significant SaaS provider focusing on smart business solutions across various industries, offering digital overall solutions [9] - Primarily utilizes standardized SaaS products with some industry-specific customization options, excelling in marketing digitization and private domain operations [9][11] - Emphasizes resource integration and offers general life service discounts, but its core advantage lies in commercial ecosystem integration rather than deep resource connections in the discount card sector [12] - Ideal for medium to large enterprises focusing on building brand private traffic and requiring advanced membership marketing and data analysis capabilities [12] Practical Advice for Entrepreneurs - Entrepreneurs should clarify their core needs and avoid paying for unnecessary features when selecting a supplier [13] - It is crucial to consider the supplier's after-sales response capabilities, ensuring quick resolution of system issues and smooth scalability as business grows [14] - Verifying the technical strength of suppliers through evidence such as software copyright certificates and telecommunications business licenses is recommended [15][19] - Entrepreneurs should calculate long-term costs, including annual service fees and maintenance costs, to avoid hidden expenses [21]

Group 1 - The Hong Kong stock market's application software sector is experiencing significant growth, with notable increases in stock prices for several companies [1] - Weimob Group (02013.HK) has seen a nearly 17% rise in its stock price [1] - China Youzan (08083.HK) has increased by over 10% [1] Group 2 - Other companies in the sector, such as Kingdee International (00268.HK) and Inspur Digital Enterprise (00596.HK), are also witnessing upward trends in their stock prices [1]