YEAHKA(09923)

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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
值得一提,公司的海外业务实现了稳健的高速增长,2025年上半年的海外GPV交易额突破人民币15亿 元,已超越去年全年约11亿元的总交易额,进一步巩固了公司全球化战略的落地成果。截至2025年6月 30日止6个月,海外支付费率为67.0个基点,毛利率超50%,海外商户单户季度交易量远高于国内水 平。海外业务的高质量持续发展将为公司释放深远的盈利空间。 移卡(09923)发布截至2025年6月30日止6个月中期业绩,该公司取得收入人民币16.41亿元(单位下同), 同比增加4.04%;公司权益持有人应占利润4307.5万元,同比增加36.19%;每股基本盈利0.11元。 公告称,2025年上半年,公司的海外业务保持强劲的增长势头,进一步多元化业务组合及为国际品牌客 户提供一站式支付及多元增值服务,彰显公司商业模式于全球的高度可拓展性。同期,国内支付业务费 率与盈利能力逐步回升,合作伙伴关系与数字生态系统更趋稳固,为稳健增长提供雄厚支持。随着商业 模式战略升级,增值服务实现持续而高质量的增长,其中精准营销业务于第二季度创下交易量新高,到 店电商业务则连续月度盈利,进一步提升公司整体盈利的可持续性。各业务线在运营效率 ...
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
公告称,2025年上半年,公司的海外业务保持强劲的增长势头,进一步多元化业务组合及为国际品牌客 户提供一站式支付及多元增值服务,彰显公司商业模式于全球的高度可拓展性。同期,国内支付业务费 率与盈利能力逐步回升,合作伙伴关系与数字生态系统更趋稳固,为稳健增长提供雄厚支持。随着商业 模式战略升级,增值服务实现持续而高质量的增长,其中精准营销业务于第二季度创下交易量新高,到 店电商业务则连续月度盈利,进一步提升公司整体盈利的可持续性。各业务线在运营效率上亦持续优 化,人工智能技术的深化应用进一步简化流程、减低成本,并在收入端如AI数字人自动生成推广活动 等方面获得业界和客户高度认可。公司以支付为基础的多元数字生态系统,蕴含丰富且独特的商户与消 费者应用场景,结合公司持续创新的产品实绩,将为助力商户把握全球数字货币趋势提供崭新契机。 值得一提,公司的海外业务实现了稳健的高速增长,2025年上半年的海外GPV交易额突破人民币15亿 元,已超越去年全年约11亿元的总交易额,进一步巩固了公司全球化战略的落地成果。截至2025年6月 30日止6个月,海外支付费率为67.0个基点,毛利率超50%,海外商户单户季度交易量远高于国 ...
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
格隆汇8月21日|港股市场稳定币概念股集体高开,其中,连连数字涨7%,众安在线、国泰君安国际涨 超6%,OSL集团涨5%,耀才证券金融涨超4%,中国光大控股、移卡涨超3%,胜利证券、云锋金融涨 超2%。 | 代码 | 名称 | | 涨跌幅 ▽ | 最新价 | 总市值 | | --- | --- | --- | --- | --- | --- | | 02598 | 连连数字 | 0 | 7.08% | 11.350 | 126.74亿 | | 06060 | 众安在线 | | 6.55% | 20.000 | 336.96亿 | | 01788 | 国泰君安国际 | | 6.46% | 5.440 | 518.27 乙 | | 00863 | OSL集团 | | 5.04% | 17.700 | 130.59亿 | | 01428 | 耀才证券金融 | | 4.78% | 11.840 | 200.96亿 | | 00165 | 中国光大控股 | | 3.31% | 10.000 | 168.53亿 | | 09923 | 移卡 | | 3.27% | 13.580 | 62.69 Z | | 08540 | ...
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 | ...