Workflow
YEAHKA(09923)
icon
Search documents
移卡(09923.HK)公布2025年中期业绩:战略升级驱动强劲利润增长,差异化价值主张加速全球版图扩张,垂直领域认知深化AI服务
Ge Long Hui· 2025-08-21 09:13
Core Viewpoint - The company has demonstrated strong performance in the first half of 2025, showcasing advancements in technology, successful business model transformation, and robust international growth [3]. Business and Financial Summary - The company has successfully obtained the Money Services Business federal payment license in the U.S. and the Money Transmitter License in Arizona, expanding its global footprint [2]. - Approval from Japan's Ministry of Economy, Trade and Industry has been secured to conduct online and offline QR code payment services, enhancing local operations and commercial capabilities [2]. - The company has supported HSBC in enhancing its payment management solutions, adding support for Alipay, Alipay Hong Kong, and WeChat Pay, indicating strong international product penetration [2]. - The subsidiary, focusing on AI-generated content, has seen a monthly transaction volume growth of approximately 40%, with material costs reduced by 80%, and AI-generated content now accounts for 20% of total video production [2]. - The company maintains its leading position in one-stop payment services, with peak daily transaction volumes reaching nearly 60 million [2]. - Total Gross Payment Volume (GPV) for the first half of 2025 was RMB 1,144.4 billion, a decrease of 1.9% year-on-year, while overseas transaction volume exceeded RMB 1.5 billion, surpassing the total for the previous year [2]. - The payment fee rate for the first half of 2025 was 12.5 basis points, an increase of 1.0 basis point year-on-year, reflecting superior commercialization and business expansion capabilities [2]. - Revenue for the first half of 2025 was RMB 1,641.5 million, a year-on-year increase of 4.0% [2]. - Gross profit for the first half of 2025 was RMB 383.0 million, up 27.6% year-on-year, with gross profit margin rising from 19.0% to 23.3% [2]. - The gross profit margin for one-stop payment services increased from 6.9% in the first half of 2024 to 13.7% in the first half of 2025, with overseas gross profit margins exceeding 50% [2]. - The application of AI across various business lines has led to a 19.3% reduction in sales, administrative, and R&D expenses year-on-year [2]. - Financing costs for the first half of 2025 decreased by 52.7% year-on-year due to structural upgrades and financial cost optimization [2]. - Net profit for the first half of 2025 was RMB 41.4 million, a year-on-year increase of 27.0% [2]. Outlook - The company plans to continue its dual strategy of international expansion and product innovation, embracing technological trends such as AI and blockchain to enhance operational efficiency and service intelligence [4].
移卡发布中期业绩,股东应占利润4307.5万元,同比增加36.19%
Zhi Tong Cai Jing· 2025-08-21 09:13
Core Viewpoint - The company reported a revenue of RMB 1.641 billion for the six months ending June 30, 2025, reflecting a year-on-year increase of 4.04%, with a profit attributable to equity holders of RMB 43.075 million, up 36.19% year-on-year, indicating strong growth in both domestic and international operations [1][2]. Group 1: Financial Performance - The company's revenue for the first half of 2025 was RMB 1.641 billion, a 4.04% increase compared to the previous year [1]. - Profit attributable to equity holders reached RMB 43.075 million, marking a 36.19% year-on-year increase [1]. - Basic earnings per share were reported at RMB 0.11 [1]. Group 2: Business Growth and Strategy - The overseas business demonstrated robust growth, with overseas GPV transaction volume exceeding RMB 1.5 billion in the first half of 2025, surpassing the total transaction volume of approximately RMB 1.1 billion for the entire previous year [2]. - The company’s overseas payment rate was recorded at 67.0 basis points, with a gross margin exceeding 50% [2]. - The company’s diversified business model and one-stop payment services for international brand clients highlight its global scalability [1]. Group 3: Operational Efficiency and Innovation - The company has seen a gradual recovery in domestic payment business rates and profitability, supported by strengthened partnerships and a more stable digital ecosystem [1]. - Continuous optimization of operational efficiency has been achieved, with the deepening application of artificial intelligence technology simplifying processes and reducing costs [1]. - The precision marketing business set a new transaction volume record in the second quarter, while the in-store e-commerce business achieved monthly profitability, enhancing overall sustainability [1].
移卡(09923)发布中期业绩,股东应占利润4307.5万元,同比增加36.19%
智通财经网· 2025-08-21 09:06
Core Insights - The company reported a revenue of RMB 1.641 billion for the six months ending June 30, 2025, representing a year-on-year increase of 4.04% [1] - Profit attributable to equity holders reached RMB 43.075 million, a year-on-year increase of 36.19%, with basic earnings per share at RMB 0.11 [1] Group 1: Business Performance - The overseas business demonstrated strong growth, with overseas GPV transaction volume exceeding RMB 1.5 billion in the first half of 2025, surpassing the total transaction volume of approximately RMB 1.1 billion for the entire previous year [2] - The overseas payment fee rate was 67.0 basis points, with a gross margin exceeding 50%, indicating a robust performance compared to domestic levels [2] Group 2: Strategic Developments - The company is diversifying its business model by providing one-stop payment and value-added services to international brand clients, showcasing the scalability of its business model globally [1] - The strategic upgrade of the business model has led to sustained high-quality growth in value-added services, with precision marketing achieving record transaction volumes in Q2 and the in-store e-commerce business achieving monthly profitability [1] Group 3: Technological Advancements - Continuous optimization of operational efficiency across business lines has been noted, with the deepening application of artificial intelligence technology simplifying processes and reducing costs [1] - The company’s payment-based digital ecosystem offers unique merchant and consumer application scenarios, which, combined with ongoing product innovation, positions the company to capitalize on global digital currency trends [1]
移卡(09923) - 2025 - 中期业绩
2025-08-21 08:30
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的內容概不負責,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份內容而產生或因倚 賴該等內容而引致的任何損失承擔任何責任。 YEAHKA LIMITED 移卡有限公司 (於開曼群島註冊成立的有限公司) (股份代號:9923) 截至二零二五年六月三十日止六個月 中期業績公告 移卡有限公司(「本公司」)董事(「董事」)會(「董事會」)欣然宣佈本公司及其附屬 公司(統稱「本集團」)截至二零二五年六月三十日止六個月(「報告期」或「期內」) 的未經審核綜合業績。本中期業績已由本公司審核委員會(「審核委員會」)審閱。 於本公告,「移卡」及「我們」指本公司,如文義另有所指則為本集團。 1 業務回顧及展望 業務及財務總結 2 • 繼成功取得美國MSB(Money Services Business)聯邦支付牌照後,我們順利獲 得亞利桑那州MTL(Money Transmitter License)州級支付牌照,持續拓展於全 球主要經濟體的版圖; • 我們亦獲得日本經濟產業省的正式批准,授權在日本展開線上線下掃碼收單 業務,進一步鞏固當地團隊 ...
港股稳定币概念股集体高开,连连数字涨7%,众安在线涨超6%
Ge Long Hui A P P· 2025-08-21 02:34
Group 1 - The core viewpoint of the article highlights the collective rise of stablecoin concept stocks in the Hong Kong market, with notable increases in share prices for several companies [1] Group 2 - Lianlian Digital (02598) saw a price increase of 7.08%, reaching a latest price of 11.350 with a total market capitalization of 12.674 billion [2] - ZhongAn Online (06060) increased by 6.55%, with a latest price of 20.000 and a market cap of 33.696 billion [2] - Guotai Junan International (01788) rose by 6.46%, priced at 5.440 and a market value of 51.827 billion [2] - OSL Group (00863) experienced a 5.04% increase, with a latest price of 17.700 and a market cap of 13.059 billion [2] - Yao Cai Securities Financial (01428) increased by 4.78%, reaching a price of 11.840 and a total market value of 20.096 billion [2] - China Everbright Holdings (00165) rose by 3.31%, with a latest price of 10.000 and a market cap of 16.853 billion [2] - Yika (09923) saw a 3.27% increase, priced at 13.580 with a market capitalization of 6.269 billion [2] - Victory Securities (08540) increased by 2.63%, with a latest price of 6.840 and a market cap of 1.449 billion [2] - Duodian Smart (02586) rose by 2.60%, priced at 10.650 with a market value of 9.979 billion [2] - Delin Holdings (01709) increased by 2.60%, with a latest price of 3.160 and a market cap of 5.324 billion [2] - Dafen Financial (00376) saw a 2.04% increase, priced at 3.000 with a market capitalization of 11.604 billion [2]
移卡(09923) - 2025 H1 - 电话会议演示
2025-08-21 01:30
2025 First Half Investor Presentation A u g 2 0 2 5 Legal Disclaimer 2 • This document has been prepared by YEAHKA LIMITED (the "Company" or "us") for a limited number of recipients and for information purposes only and not for public dissemination. You and your directors, officers, employees, agents and affiliates must hold this document and any oral information provided in connection with this document in strict confidence and may not communicate, reproduce, distribute or disclose it to any other person, ...
智通港股投资日志|8月21日
智通财经网· 2025-08-20 16:04
New Stock Activities - Companies currently in the IPO process include Jiaxin International Resources, Shuangdeng Co., and Kanglong Chemical [1] - Other companies in the IPO process are Suteng Juchuang, Jinglian Group, Binjiang Services, and Yika [1] Earnings Announcement Dates - Companies scheduled to announce earnings include Tengsheng Bo Pharmaceutical-B, Chunquan Industrial Trust, and Jinchao Yang Group [1] - Additional companies include Zaitong, China Petroleum & Chemical Corporation, Jinyuan Development International Industry, and Runli Maritime [1] - Other firms set to report earnings are New Fire Technology Holdings, Weijun Group Holdings, and Citic Bank [1] Shareholder Meetings - Companies holding shareholder meetings include Wuxi Life, China Wangwang, Cultural Communication, and Jingneng Clean Energy [1] - Additional companies include GC Construction [1] Dividend Distribution - Companies declaring dividends include Huixian Industrial Trust, Cabin, and Baotan Holdings [1] - Other firms include Pacific Shipping, China New Town, and Victory Securities [1] - Additional companies declaring dividends are Jinsang Machine Tool China, Aihua Credit, and Gaoxin Retail [1] - First Service Holdings is also listed for dividend distribution [1] Dividend Payment Dates - Companies with scheduled dividend payment dates include Midea Real Estate, China Galaxy, CITIC Securities, and China Life [2]
移卡(09923.HK)8月21日举行董事会会议考虑及批准中期业绩
Ge Long Hui· 2025-08-11 09:37
Core Viewpoint - The company, Yika (09923.HK), has announced that its board meeting will take place on August 21, 2025, to consider and approve the interim results for the six months ending June 30, 2025, along with their release [1] Summary by Relevant Sections - Company Announcement - Yika's board meeting is scheduled for August 21, 2025 [1] - The meeting will focus on the approval of the interim results for the six months ending June 30, 2025 [1] - The results will also be published following the meeting [1]
移卡(09923) - 董事会会议召开日期
2025-08-11 09:27
董事會會議召開日期 移卡有限公司(「本公司」)董事會(「董事會」)謹此公佈,董事會會議將於二零二 五年八月二十一日(星期四)舉行,藉以(其中包括)考慮及批准本公司及其附屬公 司截至二零二五年六月三十日止六個月之中期業績及其發佈。 承董事會命 移卡有限公司 主席 劉穎麒 香港,二零二五年八月十一日 於本公告日期,本公司的執行董事為劉穎麒先生、姚志堅先生、羅小輝先生及 梁勝甜女士,以及本公司的獨立非執行董事譚秉忠先生、姚衛先生及歐陽日輝 先生。 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的內容概不負責,對其準確性 或完整性亦不發表任何聲明,並明確表示,概不對因本公告全部或任何部份內容而產生或因倚 賴該等內容而引致的任何損失承擔任何責任。 YEAHKA LIMITED 移卡有限公司 (於開曼群島註冊成立的有限公司) (股份代號:9923) ...
移卡(09923) - 截至2025年7月31日止月份之股份发行人的证券变动月报表
2025-08-06 08:54
FF301 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7月31日 狀態: 新提交 致:香港交易及結算所有限公司 公司名稱: 移卡有限公司 (「本公司」) (於開曼群島註冊成立之有限公司) 呈交日期: 2025年8月6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) | 09923 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 1,000,000,000 | USD | | 0.000025 USD | | 25,000 | | 增加 / 減少 (-) | | | 0 | | | USD | | | | 本月底結存 | | | 1,000,000,000 | USD | | 0.000025 USD | | 25,000 | ...