Core Viewpoint - The company, AutoHome Inc. (S, 02518), announced a cash dividend of $0.3 per share to be distributed on February 12, 2026 [1] Group 1 - The cash dividend reflects the company's commitment to returning value to its shareholders [1] - The announcement indicates the company's financial stability and confidence in future performance [1]

智通财经APP讯，汽车之家-S(02518)发布公告，将于2026年2月12日派发现金分红每股0.3美元。 ...

Financial Performance - For Q3 2025, Autohome Inc. reported total net revenue of RMB 1,778.1 million (USD 249.8 million), a slight increase from RMB 1,774.5 million in Q3 2024[9]. - The net profit attributable to Autohome Inc. for Q3 2025 was RMB 436.6 million (USD 61.3 million), compared to RMB 441.3 million in the same period last year, reflecting a decrease of 1.5%[18]. - Adjusted net profit (non-GAAP) for Q3 2025 was RMB 406.9 million (USD 57.2 million), down from RMB 497.2 million in Q3 2024[9]. - Operating profit for Q3 2025 was RMB 147.0 million (USD 20.7 million), an increase from RMB 82.6 million in Q3 2024[16]. - In Q3 2025, net profit attributable to ordinary shareholders was RMB 419.4 million (USD 58.9 million), slightly down from RMB 425.7 million in Q3 2024[19]. - Basic and diluted earnings per share for Q3 2025 were RMB 0.89 (USD 0.13), compared to RMB 0.88 and RMB 0.87 in Q3 2024[19]. - Adjusted basic and diluted earnings per share for Q3 2025 were RMB 0.87 (USD 0.12) and RMB 0.86 (USD 0.12), respectively, compared to RMB 1.02 in Q3 2024[20]. Revenue and Growth - Daily active users on mobile platforms reached 76.56 million in September 2025, representing a year-over-year growth of 5.1%[10]. - Online marketing and other business revenues grew by 32.1% year-over-year in Q3 2025, driven by strong contributions from the new retail business[10]. Expenses and Costs - Operating costs for Q3 2025 were RMB 646.0 million (USD 90.7 million), significantly higher than RMB 407.7 million in Q3 2024, primarily due to increased transaction costs from expanding into lower-tier markets[12]. - Research and development expenses for Q3 2025 were RMB 278.6 million (USD 39.1 million), down from RMB 339.2 million in the same quarter last year, mainly due to reduced personnel-related costs[15]. Dividends and Share Repurchase - The company approved a cash dividend of USD 1.20 per American depositary share, totaling approximately RMB 1 billion, with total declared cash dividends for 2025 reaching RMB 1.5 billion[9]. - The company has repurchased 5,483,238 American depositary shares for a total amount of approximately USD 145.9 million as of October 31, 2025[9]. Cash Flow and Assets - As of September 30, 2025, cash and cash equivalents totaled RMB 21.89 billion (USD 3.08 billion) with net cash flow from operating activities at RMB 66.6 million (USD 9.4 million)[21]. - Total assets increased to RMB 30,221,625 as of December 31, 2024, up from RMB 28,773,351 as of September 30, 2024, representing a growth of 5.0%[37]. - Cash and cash equivalents decreased to RMB 1,693,597 from RMB 3,012,339, a decline of 43.7%[37]. - Short-term investments rose to RMB 21,621,992, an increase of 14.6% compared to RMB 18,880,945 in the previous quarter[37]. - Total current assets reached RMB 25,163,851, an increase of 6.2% from RMB 23,690,755[37]. Liabilities and Equity - Total liabilities increased to RMB 5,020,975, up 45.3% from RMB 3,451,212[37]. - Current liabilities surged to RMB 4,529,794, a significant increase of 53.0% from RMB 2,959,042[37]. - Total equity stood at RMB 23,269,121, slightly up from RMB 23,249,006, indicating a marginal growth of 0.09%[37]. Future Outlook and Strategy - The company aims to leverage technology to reduce decision-making and transaction costs in the automotive industry[26]. - The company utilizes non-GAAP financial metrics to provide a clearer picture of its financial performance, excluding certain expenses[28]. Employee and Conference Information - Total employees as of September 30, 2025, numbered 4,259, including 1,206 from Tian Tian Pai Che[23]. - The earnings conference call is scheduled for November 6, 2025, at 7:00 AM ET[24].

第 2 頁 共 2 頁 v 1.1.1 EF001 免責聲明 | 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 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。 | | | --- | --- | | 股票發行人現金股息公告 | | | 發行人名稱 | Autohome Inc. | | 股份代號 | 02518 | | 多櫃檯股份代號及貨幣 | 不適用 | | 相關股份代號及名稱 | 不適用 | | 公告標題 | 宣派及派付現金分紅 | | 公告日期 | 2025年11月6日 | | 公告狀態 | 新公告 | | 股息信息 | | | 其他 | | | 股息類型 | 普通分紅 | | 股息性質 | 普通股息 | | 財政年末 | 不適用 | | 宣派股息的報告期末 | 不適用 | | 宣派股息 | 每 股 0.3 USD | | 股東批准日期 | 不適用 | | 香港過戶登記處相關信息 | | | 派息金額及公司預設派發貨幣 | 每 股 0.3 USD | | 匯率 | 1 USD : 1USD | ...

Core Insights - The article highlights the financial performance of Autohome in Q3 2025, reporting total revenue of 1.78 billion RMB and an adjusted net profit of 407 million RMB, with online marketing and other business revenues growing by 32.1% year-on-year [1] - The CEO emphasizes the company's focus on AI and O2O strategies, indicating significant progress in content ecology, new energy O2O, and AI technology applications [1] Financial Performance - Total revenue for Q3 2025 reached 1.78 billion RMB [1] - Adjusted net profit was reported at 407 million RMB [1] - Online marketing and other business revenues increased by 32.1% year-on-year [1] Business Strategy - The company is accelerating its business implementation driven by AI and O2O, collaborating with partners like Katai and Ping An Insurance to explore emerging business areas [1] - Autohome aims to create a more efficient and intelligent automotive ecosystem service system [1] Content Ecosystem Development - Autohome is enhancing its content ecosystem by focusing on both professional depth and broad perspectives, aiming to retain users and build trust [1] - The establishment of "Zhijia Media MCN" aims to create a matrix of creators centered on automotive content, expanding into technology, travel, and overseas living [2] - The platform has gathered over 200 high-quality creators across various verticals, enhancing user engagement [2] O2O Service Ecosystem - Autohome is building an integrated online and offline service ecosystem to cover the entire car purchasing process [3] - The launch of the new "Autohome Mall" aims to provide a transparent and convenient digital car purchasing channel [5] - As of early October, the Autohome Mall has surpassed 3,000 orders, indicating strong growth potential [5] AI Technology Integration - AI technology is deeply integrated into various business segments, with upgrades to the "AI Assistant" enhancing user decision-making [6] - The launch of the "Tianshu Intelligent Service Platform" aims to transform the relationship between users, the platform, and ecosystem partners [7] - The "AI Car Inspection Expert" has achieved industry-leading accuracy in vehicle valuation [7] Future Outlook - Autohome plans to continue its transition from a content-driven platform to an ecosystem-empowering platform, focusing on technological investment and optimizing business structure [8] - The company aims to create smarter, more convenient, and trustworthy automotive life service experiences for users [8]

Core Insights - The company reported a total revenue of 1.78 billion RMB for Q3 2025, with an adjusted net profit of 407 million RMB, highlighting a 32.1% year-on-year growth in online marketing and other business revenues, indicating ongoing diversification and service capability enhancement [1] - The CEO emphasized the acceleration of business implementation driven by AI and O2O strategies, with significant progress in content ecology, new energy O2O, and AI technology applications [1] Financial Performance - Total revenue for Q3 2025 was 1.78 billion RMB, with an adjusted net profit of 407 million RMB [1] - Online marketing and other business revenues grew by 32.1% year-on-year [1] Content Ecosystem Development - The company is focusing on building a rich content ecosystem by enhancing both professional depth and broad perspectives, which is crucial for user retention and trust [1] - The establishment of "Zhijia Media MCN" aims to create a creator matrix centered on automotive content, expanding into technology, tourism, and overseas living [4] - As of September 2025, the mobile daily active user count reached 76.56 million, reflecting a 5.1% year-on-year growth [4] O2O Ecosystem Construction - The company is developing an integrated online and offline service ecosystem to cover the entire car purchasing process, from selection to delivery and after-sales [5] - The newly launched "Automobile Home Mall" aims to provide a transparent and convenient digital car purchasing channel, with over 3,000 orders recorded during the trial run [7] AI Technology Integration - AI technology has been deeply integrated into various business segments, with the "AI Assistant" upgraded to enhance user decision-making processes [8] - The company hosted the first Global AI Technology Conference, showcasing advancements in automotive intelligence and reinforcing its industry influence [8] Future Outlook - The company plans to continue its transition from a content-driven platform to an ecosystem-empowering model, focusing on technological investment and optimizing business structures [11]

Core Insights - Autohome Inc. reported its unaudited financial results for Q3 2025, highlighting advancements in AI and O2O strategies, user growth, and revenue increases in its online marketplace [3][4][5]. Financial Performance - Net revenues for Q3 2025 were RMB 1,778.1 million (US$ 249.8 million), a slight increase from RMB 1,774.5 million in Q3 2024 [4][5]. - Net income attributable to Autohome was RMB 436.6 million (US$ 61.3 million), down from RMB 441.3 million in the same period last year [11]. - Adjusted net income (Non-GAAP) was RMB 406.9 million (US$ 57.2 million), compared to RMB 497.2 million in Q3 2024 [15]. Revenue Breakdown - Media services revenues were RMB 298.0 million (US$ 41.9 million), down from RMB 326.0 million in Q3 2024 [6]. - Leads generation services revenues decreased to RMB 663.7 million (US$ 93.2 million) from RMB 830.7 million in the previous year, attributed to a decline in the number of paying dealers [6][7]. - Online marketplace and other revenues increased by 32.1% year-over-year to RMB 816.4 million (US$ 114.7 million) [7]. Cost and Expenses - Cost of revenues rose to RMB 646.0 million (US$ 90.7 million) from RMB 407.7 million in Q3 2024, primarily due to higher transaction costs in lower-tier cities [8]. - Operating expenses decreased to RMB 1,024.5 million (US$ 143.9 million) from RMB 1,352.2 million in the same quarter last year [9]. Profitability Metrics - Operating profit for Q3 2025 was RMB 147.0 million (US$ 20.7 million), compared to RMB 82.6 million in Q3 2024 [10]. - Basic and diluted earnings per share (EPS) were RMB 0.89 (US$ 0.13) in Q3 2025, slightly up from RMB 0.88 and RMB 0.87 in the same period last year [12]. Cash Dividend and Share Repurchase - The board approved a cash dividend of US$ 1.20 per ADS (or US$ 0.30 per ordinary share), totaling approximately RMB 1 billion, to be paid in early 2026 [5][17]. - As of October 31, 2025, the company had repurchased 5,483,238 ADSs for approximately US$ 145.9 million [5]. User Engagement - The average number of mobile daily active users grew by 5.1% year-over-year to reach 76.56 million in September 2025 [3]. Employee Count - As of September 30, 2025, Autohome had 4,259 employees, including 1,206 from TTP Car, Inc. [18]. Cash Position - As of September 30, 2025, the company had cash and cash equivalents and short-term investments totaling RMB 21.89 billion (US$ 3.08 billion) [16].

Domestic News - Guangdong government offers one-time subsidies for personal consumers purchasing new energy passenger vehicles during the "Yue Enjoy Warm Winter" consumption season from November 2025 to March 2026 [6] - Geely and Renault Group sign a strategic cooperation agreement in Brazil, with Geely acquiring 26.4% of Renault Brazil, enhancing market access for electric vehicles in Latin America [7] - GAC Toyota launches new policies to address battery degradation, promising quick battery testing and replacement services, and sets high standards for battery performance [8] - Lynk & Co introduces a cross-year purchase tax subsidy plan, offering up to 15,000 yuan for customers affected by delivery delays [9][10] - Audi E5 Sportback announces a similar cross-year purchase tax subsidy plan, providing up to 15,000 yuan for delayed deliveries [11] - Autohome launches a new e-commerce platform, integrating various automotive services and addressing transparency issues in the car buying process [12] - BMW's geothermal energy project in China becomes operational, expected to reduce carbon emissions by 18,000 tons annually [13] - Amap announces the international version of AutoSDK, supporting navigation services for Chinese car brands in over 170 countries [14][15] International News - Japan aims to deploy 10,000 L4 autonomous vehicles by the fiscal year 2030, marking a significant push for advanced automotive technology [16] - Hyundai plans to establish a clean mobility hub in Malaysia, focusing on renewable energy projects [17] - Mazda showcases a new technology that can recycle up to 20% of vehicle emissions, aiming for net negative carbon emissions [18] - Honda announces plans to produce a new electric SUV in India by 2027, targeting cost competitiveness in the global market [20] Commercial Vehicles - Jiangsu Province's innovation center for new energy commercial vehicle power and control systems receives approval, focusing on key technological advancements [21] - A new 4MW ultra-fast charging solution is launched, enabling heavy trucks to charge in just 10 minutes, achieving "oil-electric same speed" [22] - Chery Commercial Vehicle's Zero Meter light truck achieves the highest market share in Shanghai [23] - Kaiwo Group and Hyundai unveil the first 8.5-meter hydrogen fuel cell bus, marking a significant step in zero-carbon transportation [24]

Group 1 - Starbucks announced a strategic partnership with Boyu Capital to establish a joint venture, selling 60% of its China business for an enterprise value of approximately $4 billion, aiming to expand the number of stores in China from 8,000 to 20,000 [1] - OpenAI's CEO Sam Altman denied rumors of an IPO in 2024, stating that there is no specific date for going public [2] - Weima Automobile hinted at an upcoming event related to new products and services, indicating a recovery in its operations [2] Group 2 - Autohome launched an e-commerce platform to provide a full-service experience for car buyers, integrating online and offline resources [4] - The founder of Quan Guo Fund, Wang Guobin, passed away unexpectedly, having significant contributions to the asset management industry [4] - Didi announced an upgrade to its membership program, enhancing user experience with new benefits [4] Group 3 - Microsoft CEO Satya Nadella indicated the possibility of resuming hiring, contingent on employees acquiring skills to collaborate with AI [5] - Apple delayed the launch of its AI feature "Apple Intelligence" in China, facing technical challenges [7] - Xiaopeng Motors' CEO expressed ambitions to mass-produce robots by 2026, comparing the current state of robotics to early electric vehicles [7] Group 4 - Alphabet plans to issue at least €3 billion in bonds to finance its AI expansion efforts [9] - Apple is set to enhance Siri with Google's Gemini AI, marking a rare collaboration between the two companies [10] - Anshi Semiconductor's factory in Dongguan continues normal operations despite external challenges, with significant orders from clients [12] Group 5 - Changan Ford's chairman Zhu Huarong has stepped down, with Zhao Fei taking over the position [12] - Zhou Dasheng reported a net closure of 560 stores in the past year, primarily affecting franchise locations [13] - Kade Investment is rumored to be considering a merger with Frasers Property, but has not confirmed any details [13] Group 6 - Chipmaker Xinzhenwei completed a multi-hundred million yuan Series A financing round [14] - Kuaishou's subsidiary increased its registered capital significantly, indicating growth in its operations [14] - AI medical imaging company Shukun Technology is preparing for an IPO, aiming to capitalize on favorable market conditions [15] Group 7 - Yujian Robotics launched the Rover X1 home robot, featuring advanced technology for versatile applications [16] - Xingji Power introduced its first humanoid robot, with plans for mass production by 2026 [18] - Huawei's Mate70 Air smartphone was leaked, showcasing its design and features [21] Group 8 - The China Road Transport Association announced that major logistics platforms have implemented real-name registration for freight owners [23] - Global TV shipments fell below 50 million units for the first time in history, with a projected recovery in the fourth quarter [24]

Core Insights - The announcement of the new e-commerce platform, "Autohome Mall," marks a significant strategic move for Autohome following its acquisition by Haier's subsidiary, Kataychi, which became the controlling shareholder just over two months ago [1][2] - Autohome aims to transform from a content platform to a comprehensive service provider, integrating content, tools, and transaction services to create a closed-loop ecosystem for car-related services [1][4] Company Developments - Autohome has officially launched its e-commerce platform, attracting 15 mainstream automotive brands to join, indicating a strong commitment to building a new digital car-buying ecosystem [1][5] - The integration of Kataychi's resources and Autohome's O2O (Online to Offline) capabilities is expected to enhance the overall service offerings and operational efficiency [2][3] Industry Trends - The automotive market is undergoing a transformation, shifting from traditional offline sales to a model that deeply integrates online and offline experiences, driven by changing consumer behaviors and the rise of e-commerce [4][5] - Autohome's new strategy is positioned as a response to the evolving retail landscape in the automotive sector, aiming to optimize user experience and provide a reliable one-stop shopping experience for consumers [5][6] Strategic Vision - The leadership of Kataychi sees Autohome as a key hub in Haier's automotive ecosystem, focusing on user needs and exploring the concept of "home-car interconnectivity" [2][3] - Autohome's management emphasizes the importance of collaboration with partners like Kataychi and Ping An Insurance to expand into emerging business areas and enhance service delivery [5][6]