税友股份深耕高价值财税服务模式 一季度营收增长23.72%

Core Viewpoint - Taxfriend Co., Ltd. (603171) reported significant growth in Q1 2025, with total revenue reaching 449 million yuan, a year-on-year increase of 23.72%, and a net profit attributable to shareholders of 24.74 million yuan, with basic earnings per share of 0.06 yuan [1] Group 1: Business Performance - The company achieved total revenue of 449 million yuan in Q1 2025, marking a 23.72% increase compared to the same period last year [1] - The net profit attributable to shareholders was 24.74 million yuan, with basic earnings per share at 0.06 yuan [1] Group 2: Strategic Development - Taxfriend aims to create a new era of high-value financial and tax services through its vision of "intelligent and digital high-value financial and tax services" and a development path of "artificial intelligence + scenario implementation + ecological collaboration" [1][2] - The company has established two main business segments: intelligent financial and tax services and digital government [1] Group 3: Investment and R&D - The company is currently in a transformation investment phase, with increased promotional expenses for compliance products driven by Agentic AI and R&D investments, leading to sales and R&D expenses of 75.71 million yuan and 122 million yuan, respectively, reflecting year-on-year growth of 36.06% and 16.08% [1] - Taxfriend continues to maintain high R&D investment, with its self-developed AI platform "Xiyou" integrating multiple models to enhance the productivity of high-value service business growth [2] Group 4: Market Position and User Base - In the intelligent financial and tax sector, Taxfriend has launched the AIBM ecological strategy, serving over 10.7 million active enterprise users and more than 7.07 million paying users [1] - The compliance tax advantage products driven by Agentic AI technology are experiencing rapid growth in user numbers and subscriptions [1]