Financial Performance - The company reported a revenue of approximately 775.5 million RMB for the first half of 2025, representing a year-on-year growth of 7.8% [1] - Gross profit was approximately 582 million RMB, with a year-on-year increase of 1.1%, while adjusted gross profit reached about 583 million RMB, up 36.1% year-on-year [1] - Adjusted net profit was 16.9 million RMB, marking the first profit since 2021 [1] Business Solutions and AI Products - The integrated solutions, particularly "Retail + Enterprise WeChat" and "Retail + Enterprise WeChat + Membership," gained significant customer recognition, with GMV from clients using smart retail increasing by 13.4% year-on-year [1] - AI product revenue for the first half of 2025 was approximately 34 million RMB, with a 172% increase in paid users [2] - The WAI SaaS product saw a 57% increase in average monthly active merchants compared to the second half of 2024 [2] Market Position and Collaborations - The company holds a 48% share among the top 100 fashion retailers in China, 50% in commercial real estate, and 42% in convenience store chains [1] - The company launched five solutions in collaboration with WeChat Mini Programs, achieving a 15% penetration rate among existing accounts in the first month [3] - The company actively collaborates with Tencent, launching the "Private Domain Security Escort Plan" to enhance technical services and security for clients [3] Ecosystem Expansion - The company is exploring opportunities in the HarmonyOS merchant technology service market as a service provider [4] - The integration of WeChat Mini Programs with Douyin and Meituan has been established, enhancing the service capabilities [4] - A partnership with Alipay was formed to launch the "Vibrant Good Price Festival," creating a full-link marketing service for brands [4]
微盟集团(02013)AI业务成新增长引擎 上半年经调整净利润为1690万元 同比扭亏为盈