智度科技股份有限公司2025年第一季度报告

Core Viewpoint - The report highlights the company's performance in the context of the global advertising market's growth, the transition to AI-driven search paradigms, and the evolving landscape of digital marketing and data technology sectors. Group 1: Global Advertising Market - The global advertising market is expected to grow by 7.3% in 2024, reaching $1.09 trillion, with digital advertising spending increasing by 10.3% to $790.3 billion, accounting for 72.7% of total ad spending [2] - The U.S. digital advertising market is projected to grow by 15.1% in 2024, with the average cost per consumer reaching $1,129, significantly higher than the global average of $161 [2] Group 2: Industry Development Stages - The overseas internet media industry is undergoing a transformation towards AI-driven search engines, which prioritize user experience and content accuracy over traditional advertising methods [4] - The Chinese digital marketing industry is expected to grow by 13.56% in 2024, reaching a market size of 650.9 billion yuan, despite facing challenges from insufficient domestic demand [5][6] Group 3: Company Overview - The company focuses on internet media and digital marketing, leveraging its expertise in AI, big data, and blockchain technologies to enhance its service offerings [9] - The company's main business segments include internet media, digital marketing, data technology, self-owned brands, blockchain, and metaverse initiatives [9][16] Group 4: Digital Marketing Business - The company has expanded its role as a platinum service provider for Huawei's advertising platform, increasing its service scope across various industries [11] - The company is actively exploring overseas advertising opportunities, providing cross-border advertising services for domestic clients [11] Group 5: Data Technology Business - The company's data technology segment focuses on risk assessment and decision-making solutions for financial institutions, utilizing proprietary machine learning algorithms [13][14] - The company has established partnerships with several banks and financial institutions, enhancing its market presence in the financial technology sector [14][15] Group 6: Blockchain and Metaverse Initiatives - The company is developing blockchain solutions for supply chain finance and has established connections with major banks for system integration [18] - The company is also creating a metaverse art community, integrating AI technology to enhance user interaction and experience [19]