迈富时：上半年经调整净利同比增77.7%，AI驱动业绩飙升

Core Insights - The company reported a revenue of 930 million yuan for the first half of 2025, representing a year-on-year growth of 25.5% [1] - Adjusted net profit reached 84.721 million yuan, showing a significant increase of 77.7% compared to the previous year [1] Customer Metrics - The total number of AI+SaaS customers has reached 21,700, with 814 large key accounts (KA) contributing to 50.3% of revenue [1] - Recurring revenue from existing customers accounts for 83.7%, indicating enhanced customer stickiness [1] - Average revenue per customer for small and medium-sized businesses (SMB) and key accounts (KA) increased by 21.7% and 20.7% respectively, reflecting continuous improvement in customer value [1] Growth Drivers - The company highlighted that deep engagement with top clients and broad coverage of small and medium enterprises are creating dual growth momentum [1] - This structural optimization is expected to provide solid support for performance in the second half of the year [1]