AI及Agent收入破亿！迈富时(02556)2025年中报释放多重增长信号

Core Viewpoint - The company, MaiFus, reported significant growth in its mid-year performance for 2025, with a revenue of 930 million and a net profit of 84.72 million, marking a transition from loss to profit, driven by the scaling application of AI agents in various industries [1] Group 1: Financial Performance - The company achieved a revenue of 930 million, representing a year-on-year growth of 25.5% [1] - Adjusted net profit reached 84.72 million, a 77.7% increase compared to the previous year, surpassing the total profit of the previous year within just the first half [1] - AI and Agent business generated 110 million in revenue, with Agent revenue specifically at 45.3 million, empowering 5,518 enterprises [1] Group 2: Technological Advancements - The company's self-developed AI-Agentforce platform has been upgraded to version 2.0, featuring 356 core AI modules that cover essential functions such as content generation and process automation [2] - The company is continuously iterating its Tforce marketing model and has established interoperability with leading cloud providers, creating a robust technological barrier [2] - Future product launches include Agent-Data and Agent-Decision, alongside the rollout of AI-Agentforce version 3.0 to enhance integration capabilities [2] Group 3: Customer Structure and Revenue Model - The company's AI+SaaS business revenue reached 500 million, with a gross margin of 80.4%, and recurring revenue accounting for 84.5% [3] - The total number of AI+SaaS customers is approximately 21,700, with key accounts increasing to 814, contributing to 50.3% of revenue [3] - The average revenue per customer for both SMB and key accounts grew by 21.7% and 20.7% respectively, indicating enhanced customer value [3] Group 4: International Expansion - The company's foreign trade revenue surged by 89.0%, reflecting its strategic shift towards international market expansion [4] - The AI foreign trade digital employee matrix supports 49 language versions, reaching over 95% of potential markets globally [4] - The company aims to accelerate its internationalization through local agency networks and strategic partnerships, focusing on building a global ecosystem for AI agents [5]