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解码银盛数惠(3773.HK)95%净利增长:如何抢占数字经济万亿蓝海?
03773YS DIGIFAVOR(03773) 格隆汇·2025-03-31 05:06

Core Viewpoint - The digital economy is catalyzing a transformation in the consumer market, shifting from single physical consumption to diverse digital rights experiences, with companies leveraging AI and big data to establish competitive advantages in this new era of digital consumption [1] Financial Performance - In 2024, the company achieved a revenue of 128.6 million, a significant increase of 41.3% year-on-year, with gross profit reaching 102.1 million, up 38.3% [2] - Shareholder profit surged from 16.4 million in 2023 to 31.9 million, marking a year-on-year growth of 94.5% [2] - The digital marketing segment saw revenues of approximately 24.1 million, a remarkable increase of 265.2%, accounting for 18.7% of total revenue, making it the fastest-growing business segment [2] Strategic Initiatives - The company has actively embraced AIGC technology, providing customized digital rights solutions to banks, telecom operators, and internet companies, enhancing operational efficiency and user engagement [3][4] - The company has established partnerships with major banks across various levels, including state-owned and regional banks, creating a comprehensive service capability [4] - The government’s recent policy initiatives aimed at boosting consumer spending further enhance market opportunities for the company’s digital rights solutions [4] Internet Ecosystem Integration - The company has developed deep partnerships with major platforms like Alipay, JD.com, and Tmall, creating a diverse digital marketing product system that helps merchants effectively reach end consumers [5] - The brand partnerships span various consumer sectors, providing tailored online and offline marketing services to leading brands [5] Expansion into New Verticals - The company is extending its digital marketing capabilities into emerging sectors such as health, digital tourism, and education, while also engaging with new media platforms to enhance user experience [6] Competitive Advantage - The company’s multi-channel digital empowerment strategy is establishing a unique competitive barrier, with expectations of significant performance growth as new projects are launched [7] - The dual-driven model of "digital rights + digital marketing," supported by AIGC technology, is creating a synergistic effect that maximizes profits and lays a solid foundation for long-term value growth [7]