Core Viewpoint - Tuhu Car Service reported a strong performance in the first half of 2025, with significant growth in revenue, profit, and user base, indicating its leading position in the industry [1][3][4] Financial Performance - Tuhu Car Service achieved a revenue of 7.88 billion yuan, a year-on-year increase of 10.5% [1] - The gross profit reached 1.98 billion yuan, while the adjusted net profit was 410 million yuan, reflecting a year-on-year growth of 14.6% [1][3] User Growth and Market Penetration - As of June 30, 2025, the number of Tuhu Car Service's workshop stores increased to 7,205, covering all provincial administrative regions except Macau and Taiwan [3] - The registered user count reached 150 million, marking an 18.8% year-on-year increase, with transaction users at 26.5 million, up 23.8% [4] - The average monthly active users on the app stood at 13.5 million, a growth of 17.5% [4] Business Development and Strategy - The company focused on consumer demand, enhancing service quality through standardized service networks and digital capabilities [3] - Initiatives like "Billion Subsidy, Ten Thousand Stores Together" and "New Store Enhancement Plan" supported franchisees, leading to a more than 7% year-on-year increase in same-store fulfillment user numbers [3] Technological Advancements - Tuhu Car Service is advancing AI applications, with improvements in conversion rates, user satisfaction, and labor cost control through smart customer service [3] - The automation benchmark warehouse in Guangzhou has achieved efficiency 2.5 times that of traditional warehousing, with logistics delivery rates improving to 83% [3] Business Segments Performance - The demand for quick repair services surged, with revenue from this segment growing over 60% year-on-year [3] - The new energy business also showed strong growth, with transaction users rising to 3.4 million, an increase of 83.5%, accounting for over 12% of total transaction users [3] Future Outlook - The CFO indicated ongoing investments in refined operations and cutting-edge technology to enhance operational quality and profitability, aiming to create long-term sustainable value for shareholders [4]
大象读财报|营收利润双增，途虎养车上半年收入78.8亿元