Core Insights - The company reported significant profit growth despite macroeconomic pressures and challenges in the recruitment market, driven by AI technology and cost-reduction strategies [1][2] - A special dividend of HKD 0.42 per share was announced to reward shareholders and signal confidence in future growth [1] Financial Performance - For the fiscal year 2024, the company achieved revenue of RMB 2.08 billion, with adjusted operating profit of RMB 229 million, representing a year-on-year increase of 64.9% [2] - Adjusted net profit attributable to shareholders was RMB 170 million, up 61.1% year-on-year [2] - Operating expenses decreased by 16.1% year-on-year due to organizational optimization and AI technology implementation, with double-digit reductions in sales, R&D, and management expenses [2] - Gross margin improved by 1.8 percentage points to 76.1%, and operating cash flow was a net inflow of RMB 93 million, with cash reserves reaching RMB 2.8 billion [2] AI Strategy Implementation - AI technology has been deeply integrated into the company's recruitment ecosystem, enhancing efficiency across enterprise, headhunting, and individual user segments [3] - The company launched an AI Agent for the enterprise sector that streamlines the recruitment process, achieving significant time savings in candidate matching and communication [3] - The AI interviewer, Doris, has been upgraded to version 5.0, showing a 40 percentage point improvement in interview rates compared to traditional methods, with a consistency rate of 95% between AI and expert evaluations [3] Market Opportunities - The company is capitalizing on structural growth opportunities in various sectors, including logistics, new energy vehicles, and home appliances, driven by policy incentives and industry transformation [6] - Demand for AI talent has surged, particularly in the internet and semiconductor sectors, with the home appliance industry seeing a 94% increase in demand for AI professionals [6] - The company has established a dynamic matching system for recruitment needs, leveraging its extensive data assets and AI technology to position itself advantageously in emerging markets [6] Future Outlook - Management plans to focus on leveraging macroeconomic recovery and emerging industry talent demands in 2025, with an emphasis on deepening AI product applications and optimizing operational efficiency [7]
同道猎聘2024年度业绩会：AI战略驱动利润显著增长，派特别股息回馈股东