SHENZHEN, China, June 06, 2025 (GLOBE NEWSWIRE) -- MoonFox Data, China’s leading provider of all-scenario data insights and analytics services, was recently invited to deliver a keynote address at the Neudata Hong Kong Data Summit 2025, held at the Hong Kong Cordis Hotel. Senior Analyst Max Ma presented "Navigating China's Market Pulse in 2025: Data-Driven Strategic Investment Insights," offering global investment institutions and enterprise clients an in-depth analysis of the latest trends in China's macro ...

Core Insights - China's instant retail sector is entering a new phase of intense competition, with JD.com and Meituan leading the charge by utilizing food delivery as a key driver for user growth and market expansion in 2025 [1][2][31] Group 1: Competitive Landscape - JD.com and Meituan have engaged in multiple rounds of online disputes regarding their food delivery services, highlighting their ambitions in the instant retail space [3] - Both companies have been investing in instant retail for over a decade, with JD.com focusing on supply chain and logistics, while Meituan launched its "Flash Sale" brand in 2018 [4][5] - The competition intensified in April 2025, with both companies launching their respective instant delivery services simultaneously [31] Group 2: Market Potential - The instant retail market in China reached approximately RMB 780 billion in 2024, accounting for only 6% of total online retail of physical goods, with expectations to surpass RMB 2 trillion by 2030 [11][12] - Instant retail is characterized by high purchase frequency and rapid conversion, making it a critical lever for business growth [15] Group 3: User Growth and Engagement - JD.com has seen a significant increase in daily new user volume since launching its food delivery service, surpassing Meituan's numbers as of April 16, 2025 [33] - Average daily online time for JD.com users reached 14.27 minutes as of April 23, 2025, reflecting a 54% increase compared to the previous year [33] Group 4: Strategic Moves - JD.com has adopted a proactive public relations strategy, focusing on courier welfare and launching various promotional benefits to attract users and merchants [28][24] - Meituan's financial reports indicate a consistent growth in gross profit margin, with a focus on expanding its Flash Warehouse model in lower-tier markets [17] Group 5: Infrastructure and Operational Strategies - JD.com emphasizes a self-operated model for its instant retail business, leveraging its investments in e-commerce warehousing, while Meituan relies on an asset-light strategy with third-party franchises [41][40] - Both companies are enhancing their infrastructure and operational efficiency to capture market share in the growing instant retail sector [44]

Core Insights - Aurora Mobile Limited has achieved SOC 2 Type II certification for its platforms EngageLab and GPTBots.ai, highlighting its commitment to data security and operational excellence [1][4][11] - SOC 2 Type II certification is a globally recognized standard that evaluates a company's controls over security, availability, processing integrity, confidentiality, and privacy [2] Company Overview - Founded in 2011, Aurora Mobile is a leading provider of customer engagement and marketing technology services in China, focusing on stable and efficient messaging services [8] - The company has developed solutions like Cloud Messaging and Cloud Marketing to assist enterprises in achieving omnichannel customer reach and digital transformation [8] Product Details - EngageLab is an AI-powered omnichannel customer engagement solution that facilitates seamless interactions across various channels, delivering over 1 million messages per second globally [5] - GPTBots.ai is an enterprise AI agent platform designed to enhance customer experiences and streamline operations, offering end-to-end AI solutions for various business needs [6] Client and Partner Implications - The SOC 2 Type II certification enhances Aurora Mobile's reputation as a trusted technology partner, enabling clients to innovate and grow with confidence [4][11] - The certification supports clients' regulatory and business requirements, facilitating secure business expansion [11]

Core Insights - Pop Mart has achieved record-breaking growth and global expansion through emotional consumption and IP innovation, with significant revenue increases projected for 2024 and 2025 [1][2]. Financial Performance - In 2024, Pop Mart's revenue exceeded RMB 13 billion, marking a fivefold increase since its listing on the HKEX in 2020 [2]. - The company's gross profit margin improved to 66.8% in 2024, with operating profit increasing by 238% [9]. - Revenue from overseas markets rose from 9.8% of total revenue in 2022 to 38.9% in 2024, indicating successful international expansion [11]. Brand Development - Pop Mart transitioned from a trendy variety store to a curated pop toy store, leveraging the blind box trend and original IP collaborations to drive growth [3][4]. - The company has focused on enhancing IP quality and diversifying its product offerings, including lifestyle products and collaborations with cultural IPs [16][28]. Consumer Engagement - Pop Mart has effectively utilized the blind box model to create emotional connections with consumers, fostering loyalty and repeat purchases through marketing and social media engagement [18][19]. - The brand has expanded its IP universe, with characters like "HIRONO" and "LABUBU" resonating with consumers and becoming symbols of self-expression and cultural identity [21][25]. Market Challenges - The competitive landscape in the pop toy industry is intensifying, with emerging players and established IPs posing challenges to Pop Mart's market position [30][32]. - Managing the lifecycle of original IPs and maintaining innovation will be critical for sustaining growth and consumer interest in the long term [32][33].

Core Insights - Aurora Mobile Limited has integrated the DeepSeek-R1-0528 AI model into its GPTBots.ai platform, enhancing its capabilities to compete with major players like OpenAI and Google [1][2][7] - The DeepSeek-R1-0528 model shows significant improvements in reasoning and coding performance, with AIME 2025 accuracy increasing from 70% to 87.5% and LiveCodeBench performance rising from 63.5% to 73.3% [2][3] - The model's open-source nature under the MIT License allows for commercial use and customization, aligning with the company's strategy to provide flexible AI solutions [5][6] Company Overview - Aurora Mobile, founded in 2011, is a leading provider of customer engagement and marketing technology services in China, focusing on stable messaging services and digital transformation solutions [11] - The company has developed various solutions, including Cloud Messaging and Cloud Marketing, to help enterprises achieve omnichannel customer reach [11] Product Features - The DeepSeek-R1-0528 model features a reduced hallucination rate and supports JSON output and function calling, facilitating seamless integration into business workflows [3][6] - A distilled version, DeepSeek-R1-0528-Qwen3-8B, is available for enterprises with limited compute resources, requiring only 16 GB of GPU memory while maintaining high performance [4] Market Implications - The integration of DeepSeek-R1-0528 enhances GPTBots.ai's ability to deliver advanced AI solutions across various industries, including finance, healthcare, education, and e-commerce [6][8] - The release highlights the growing potential of open-source AI models in enterprise applications, positioning GPTBots.ai to stay competitive in the evolving AI landscape [7]

Financial Data and Key Metrics Changes - The company's revenue for Q1 2025 reached RMB 89 million, representing a 48% year-over-year growth, marking the highest Q1 revenue since transitioning to a pure SaaS model [8][28] - Gross profit increased by 27% year-over-year, achieving the highest gross profit in the past nine quarters, with gross margin improving by 530 basis points quarter-over-quarter [9][28] - Adjusted EBITDA was positive for the seventh consecutive quarter, indicating a strong financial performance [9][28] Business Line Data and Key Metrics Changes - Developer Services revenue grew by 39% year-over-year, with subscription revenue increasing by 26% year-over-year [12][28] - Engage Labs recognized revenue grew by 127% year-over-year, with total contract value exceeding RMB 110 million in Q1 2025 [8][14] - Financial Risk Management recorded its highest revenue ever at RMB 22.2 million, growing 64% year-over-year [18][19] Market Data and Key Metrics Changes - The advertising spending recovery in Q1 contributed to a 269% year-over-year increase in Value Added Services revenue [16] - Market Intelligence revenue decreased by 26% year-over-year, reflecting ongoing weakness in demand for Chinese app data [21] Company Strategy and Development Direction - The company aims to invest more resources into the development of its enterprise AI agent platform and its global expansion [10] - The management emphasized the importance of balancing R&D and marketing expenses to sustain growth while aiming for profitability [45][46] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the growth momentum continuing into the rest of 2025, with Q2 revenue guidance projected between RMB 87.5 million to RMB 90.5 million, reflecting a 10% to 14% year-over-year increase [30][29] - The management acknowledged the need for continued investment in R&D and marketing to maintain competitive advantage and support future growth [43][45] Other Important Information - The company repurchased 16,000 ADS in Q1 2025, with a total of 295,000 ADS repurchased since the start of the program [31] Q&A Session Summary Question: Outlook for EngageLab business after achieving RMB 110 million contract value - Management confirmed the calculation of newly signed contracts and highlighted the ability to win significant contracts globally, though they set realistic expectations for future contract values [34][38] Question: When can the company expect quarterly net profit despite revenue growth? - Management explained that while revenue and gross profit are growing, certain expenses are necessary for continued growth, and profitability will come as the business scales [41][46]

3 • We launched the Hong Kong Edition of JVerification to streamline and innovate cross- border login and verification • As digital transformation accelerates globally, the demand for seamless and secure cross- border services is a top priority for many developers • JVerifcation (HK Edition) offers a more efficient and secure verification solution to assist businesses in expanding into the Hong Kong market Aurora Mobile + Our Partners = Great Success!! 2025 Q1 EARNINGS PRESENTATION May 29, 2025 Part 1 2025 ...

Core Viewpoint - Aurora Mobile Limited reported strong financial performance for Q1 2025, with significant year-over-year growth in revenue and gross profit, indicating a positive momentum for the company moving forward [3][4]. Financial Highlights - Revenue for Q1 2025 was RMB 89.0 million (US$ 12.3 million), a 38% increase from RMB 64.5 million in the same quarter last year [5]. - Gross profit reached RMB 58.8 million (US$ 8.1 million), reflecting a 27% year-over-year growth [6][7]. - Operating expenses totaled RMB 60.6 million (US$ 8.3 million), an increase of 14% compared to the same quarter last year [6][7]. - The net loss for the quarter was RMB 1.6 million (US$ 0.2 million), an improvement from a net loss of RMB 2.6 million in the same quarter last year [8]. Revenue Breakdown - Revenue from Developer Services increased by 39%, while revenue from Vertical Applications grew by 35% [5]. - Value-Added Services within Developer Services saw a remarkable increase of 269% year-over-year [5]. Business Performance - EngageLab business achieved over RMB 63 million in contract value in Q1 2025, bringing total cumulative contract value to over RMB 110 million [6]. - Financial Risk Management business recorded its highest quarterly revenue of RMB 22.2 million, a 64% increase year-over-year [6]. Cost Structure - Cost of revenues was RMB 30.1 million (US$ 4.2 million), a 66% increase from RMB 18.2 million in the same quarter last year, primarily due to increased media and messaging costs [6][7]. - Research and development expenses were RMB 24.6 million (US$ 3.4 million), an 8% increase from the same quarter last year [13]. Cash Position - As of March 31, 2025, cash and cash equivalents and restricted cash totaled RMB 113.6 million (US$ 15.7 million), down from RMB 119.5 million as of December 31, 2024 [9]. Future Outlook - For Q2 2025, the company expects total revenue to be between RMB 87.5 million and RMB 90.5 million, representing year-over-year growth of approximately 10% to 14% [10]. Share Repurchase Update - As of March 31, 2025, the company had repurchased a total of 295,179 ADS, with 16,322 ADSs repurchased during Q1 2025 [11]. Company Background - Founded in 2011, Aurora Mobile is a leading provider of customer engagement and marketing technology services in China, focusing on messaging services and digital transformation solutions for enterprises [22].

Core Insights - The workshop hosted by Zanroo Malaysia Sdn. Bhd. showcased strong enterprise demand for practical AI solutions in Southeast Asia, indicating significant market potential for the GPTBots platform [1][4] - An 81% attendance rate among senior business and IT leaders at the event reflects robust market readiness for AI adoption [1] - The workshop successfully demonstrated the real-world applications of AI, moving beyond theoretical concepts to tangible value [2] Company Highlights - GPTBots.ai is a leading no-code AI agent platform that enables rapid deployment of AI solutions across various business scenarios, featuring industry-specific templates and multi-language support [5] - The enthusiastic response from industry decision-makers in Kuala Lumpur reinforces the effectiveness of GPTBots' no-code platform and its global partnership strategy [4] - Live demonstrations of GPTBots-powered solutions, including ERP+CRM automation and multi-language customer service bots, garnered strong interest from attendees [7] Industry Engagement - Leaders from key sectors such as banking, retail, healthcare, and IT experienced hands-on use of the GPTBots platform, recognizing its ease of use and rapid deployment capabilities [7] - The event highlighted how GPTBots' robust platform and partner-centric model, exemplified by Zanroo, facilitate quick deployment of tailored AI agents, accelerating digital transformation for enterprises [7]

Core Insights - Aurora Mobile Limited has achieved a cumulative contract value exceeding RMB100 million for its overseas businesses as of March 31, 2025, with new contracts valued over RMB50 million signed in the first quarter of 2025 [1][2][3] Company Overview - Founded in 2011, Aurora Mobile is a leading provider of customer engagement and marketing technology services in China, focusing on stable and efficient messaging services for enterprises [4] - The company has developed innovative solutions such as Cloud Messaging and Cloud Marketing to facilitate omnichannel customer reach and interaction, alongside AI and big data-driven marketing technology solutions for digital transformation [4] Product Development - In 2022, Aurora Mobile launched EngageLab, a product aimed at overseas markets, which has quickly gained market recognition and competitive advantage, contributing significantly to the company's overseas revenue growth [2][3] - EngageLab has attracted customers from 37 countries and regions, establishing a solid foundation for the company's future development [2] Leadership Commentary - Mr. Weidong Luo, Chairman and CEO, highlighted the achievement of surpassing RMB50 million in contract value for overseas business in a single quarter as a historic milestone, reflecting the global recognition of EngageLab and its competitive edge in multi-channel user engagement solutions [3]