Company Overview - The company did not experience any changes in its controlling shareholder or actual controller during the reporting period [3] - There are no preferred shareholders or related holdings reported for the period [3] Business Performance - In the first half of 2025, the consumption industry showed steady growth, with online retail sales reaching 7.43 trillion yuan, and physical goods online retail sales at 6.12 trillion yuan, both demonstrating steady growth [4] - The company focuses on AI and content-driven digital consumer services, aligning with industry trends under its "comprehensive AI" strategy, which includes three main business segments: consumer content, smart marketing, and consumer data [3] Financial Results - The company reported operating revenue of 581.98 million yuan, a year-on-year decrease of 18.70% [4] - The net profit attributable to shareholders increased by 65.75% to 12.69 million yuan, while the net profit after deducting non-recurring gains and losses decreased by 11.06% to 10.66 million yuan [4] Profit Distribution - The company announced a profit distribution plan for 2024, distributing a cash dividend of 1.5 yuan per 10 shares (including tax) and no bonus shares, with a total cash distribution of approximately 29.83 million yuan based on the total share capital of 198,855,243 shares [5]

每经AI快讯，值得买（SZ 300785，收盘价：36.92元）8月25日晚间发布公告称，公司2025年上半年度 确认信用减值损失约1169万元，将减少公司利润总额约为1169万元。 每经头条（nbdtoutiao）——租下2.5万亩"试验田"，兽医学博士在非洲种粮：首季亩产250斤，打算扩至 10万亩，月薪1~2万元招人 （记者 曾健辉） 2024年1至12月份，值得买的营业收入构成为：互联网和相关服务行业占比100.0%。 截至发稿，值得买市值为73亿元。 ...

Core Insights - The company reported a revenue of 580 million yuan for the first half of 2025, representing a year-on-year decline of 18.7% [1] - The net profit attributable to shareholders increased to 12.69 million yuan, showing a significant growth of 65.75% year-on-year [1] - The net profit after deducting non-recurring gains and losses was 1.0658 billion yuan, which is a decrease of 11.06% compared to the previous year [1] Business Performance - The core business "What Worth Buying" had an average monthly active user count of 38.2682 million, reflecting a year-on-year growth of 1.26% [1] - The content published during the reporting period reached 20.2188 million articles, marking a year-on-year increase of 30.98% [1] Revenue Breakdown - Revenue from e-commerce clients and brand clients faced pressure, decreasing by 8.97% and 24.88% respectively [1] - Total revenue from internet marketing declined by 18.7% year-on-year [1] Cost Management - The company significantly reduced sales, management, and financial expenses, with a year-on-year decrease exceeding 10% [1]

格隆汇8月25日丨值得买(300785.SZ)公布2025年半年度报告，上半年公司实现营业收入5.82亿元，同比 下降18.70%；归属于上市公司股东的净利润1269.26万元，同比增长65.75%；归属于上市公司股东的扣 除非经常性损益的净利润1065.79万元，同比下降11.06%；基本每股收益0.06元。 ...

Core Insights - The company achieved a revenue of 581.98 million yuan and a net profit of 12.69 million yuan for the first half of 2025, marking a year-on-year profit growth of 65.75% [1] - The overall gross margin improved by 2.23 percentage points to 49.20% compared to the same period in 2024, while sales and management expenses decreased by 19.46% and 17.03% respectively [1] - The core product "What Worth Buying" showed robust performance with a content release volume of 21.88 million articles, a year-on-year increase of 30.98%, and an average monthly active user count of 38.27 million, up 1.26% [1] AI Strategy and Development - The company has upgraded its "AI Division" to "AI Application Research Institute" to enhance its comprehensive AI strategy, focusing on a product matrix consisting of "1 large model, 2 databases, 3 engines, and 4 application types" [2] - The monthly average consumption of tokens for third-party large model APIs reached 73.63 billion in June 2025, representing an 84.10% increase compared to December 2024 [2] - The integration of AI applications in personal, enterprise, and industrial levels is expected to create new opportunities in the consumer sector, with the company focusing on the deep integration of AI technology across its three main business areas: consumer content, smart marketing, and consumer data [2]

Core Insights - The company achieved a revenue of 582 million yuan and a net profit of 12.69 million yuan in the first half of 2025, marking a year-on-year growth of 65.75% [1] - The overall gross margin improved by 2.23 percentage points to 49.20% compared to the same period in 2024, with sales and management expenses decreasing by 19.46% and 17.03% respectively [1] - The company is focusing on the integration of AI technology into its business model, particularly in the areas of consumer content, smart marketing, and consumer data [1] Financial Performance - Revenue for the first half of 2025 was 582 million yuan, with a net profit of 12.69 million yuan, reflecting a 65.75% increase year-on-year [1] - The gross margin for the period was 49.20%, up from the previous year, indicating improved operational efficiency [1] - Sales and management expenses were reduced by 19.46% and 17.03% respectively, contributing to the overall profitability [1] AI Strategy and Development - The company upgraded its "AI Division" to "AI Application Research Institute" to enhance its AI strategy, focusing on a product matrix consisting of one large model, two databases, three engines, and four application types [2] - The monthly usage of third-party large model APIs increased by 84.10% to 73.634 billion tokens in June 2025 compared to December 2024 [2] - AIGC content accounted for 52.51% of the total content published, with a year-on-year increase of 73.63% [2] Content and User Engagement - The platform "What Worth Buying" published 20.2188 million pieces of content in the first half of 2025, a 30.98% increase year-on-year [1][2] - The average monthly active user count reached 38.2682 million, showing a 1.26% growth compared to the previous year [1] - The confirmed GMV for the platform was 8.784 billion yuan, with a total order volume of 88.7202 million orders [1] New Initiatives - The company launched the "Haina" MCP Server, a standardized consumer data service capability platform, which saw content output exceed 8.22 million times in June 2025, a growth of 81.73% [2] - In July, the output further increased to 13 million, and over 30 new partners were added [2]

| 非经营性资金占 | | | 占用方与上 | 上市公司核 | 2025 年初占 | 2025 年 1-6 月 占用累计发 | 2025年1-6 月占用资 | 2025年1-6 | 2025 年 6 月 | 占用形 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 用 | | 资金占用方名称 | 市公司的关 | 算的会计科 | 用资金余额 | 生金额（不含 | 金的利息 | 月偿还累 | 日占用资 30 | 成原因 | 占用性质 | | | | | 联关系 | 目 | | 利息） | （如有） | 计发生额 | 金余额 | | | | 控股股东、实际控 制人及其附属企 | | | | | | | | | | | 非经营性占用 | | 业 | | | | | | | | | | | 非经营性占用 | | 小 | 计 | —— | —— | —— | | | | | | —— | —— | | 前控股股东、实际 控制人及其附属 | | | | | | | | | | | 非经营性占用 | | 企业 | | ...

证券代码：300785 证券简称：值得买 公告编号：2025-040 北京值得买科技股份有限公司 关于 2025 年半年度计提资产减值准备的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 北京值得买科技股份有限公司（以下简称"公司"）根据《深圳证券交易所 上市公司自律监管指引第 2 号——创业板上市公司规范运作》《企业会计准则》 及公司相关会计制度的规定，对截至 2025 年 6 月 30 日合并财务报表范围内相关 资产计提减值准备。现将本次计提的具体情况公告如下： 一、本次计提资产减值准备的情况 为更加真实、准确地反映公司财务状况和经营成果，依照《企业会计准则》 及公司会计政策的相关规定，公司对截至 2025 年 6 月 30 日合并报表范围内的各 类资产进行了全面清查，对可能发生减值迹象的资产进行了充分的评估和分析并 进行资产减值测试。根据减值测试结果，基于谨慎性原则，报告期内公司确认各 项减值损失共计 11,690,716.66 元，具体情况如下： 四、履行的审批程序 1、董事会审议程序及意见 | 项目 | | 确认减值损失金额（元） | | -- ...

北京值得买科技股份有限公司 2025 年半年度募集资金存放与实际使用情况的专项报告 根据中国证监会发布的《上市公司募集资金监管规则》和深圳证券交易所发布的《深圳 证券交易所上市公司自律监管指引第 2 号——创业板上市公司规范运作》及《深圳证券交易 所创业板上市公司自律监管指南第 2 号——公告格式》等有关规定，北京值得买科技股份有 限公司（以下简称"公司"或"本公司"）董事会编制了截至 2025 年 6 月 30 日止的募集资 金年度存放与实际使用情况的专项报告。 一、募集资金基本情况 1、实际募集资金金额、资金到位情况 证券代码：300785 证券简称：值得买 公告编号：2025-039 根据中国证券监督管理委员会《关于同意北京值得买科技股份有限公司向特定对象发行 股票注册的批复》（证监许可[2020]2780 号），北京值得买科技股份有限公司获准向特定对 象发行人民币普通股 8,196,437 股，每股发行价人民币 88.88 元，募集资金总额人民币 728,499,320.56 元。截至 2020 年 12 月 3 日止，本次向特定对象发行股票（以下简称"再融资"） 实际收到募集资金总额人民币 714, ...

证券代码：300785 证券简称：值得买 公告编号：2025-037 北京值得买科技股份有限公司 第四届监事会第五次会议决议公告 本公司及监事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 一、监事会会议召开情况 北京值得买科技股份有限公司（以下简称"公司"）第四届监事会第五次会 议于 2025 年 8 月 12 日以电子邮件的方式发出会议通知和议案，会议于 2025 年 8 月 22 日上午 11:00 在公司会议室以现场会议方式召开。本次会议应到监事 3 人，实到 3 人，会议由公司监事会主席张梅女士主持。本次会议的召集、召开和 表决程序符合《公司法》、《公司章程》、《监事会议事规则》等有关规定。 1、审议通过《2025年半年度报告及摘要》 经审议，监事会认为，董事会编制和审议的《2025年半年度报告》及《2025 年半年度报告摘要》程序符合法律、行政法规及中国证监会的规定，报告内容真 实、准确、完整地反映了公司的实际情况，不存在任何虚假记载、误导性陈述或 者重大遗漏。 表决结果：同意3票，反对0票，弃权0票。 2、审议通过《2025 年半年度募集资金存放与使用情况的 ...