Core Viewpoint - Weimob Group (02013) reported a significant increase in stock price, rising over 15% in early trading, attributed to its positive mid-year performance for 2025, showcasing growth in revenue and profitability [1] Financial Performance - Revenue for the first half of 2025 was approximately 775.5 million RMB, reflecting a year-on-year growth of 7.8% [1] - Gross profit reached about 582 million RMB, with a year-on-year increase of 1.1% [1] - Adjusted gross profit was approximately 583 million RMB, showing a substantial year-on-year growth of 36.1% [1] - Adjusted net profit was 16.9 million RMB, marking the first profit since 2021 [1] AI Product Development - The company has been focusing on enhancing and iterating its AI products, which assist merchants in streamlining their operations from store setup to marketing [1] - The AI product matrix includes offerings such as WAI SaaS, WAI Pro, and WIME, contributing to improved efficiency for merchants [1] - AI product revenue for the first half of 2025 was approximately 34 million RMB [1] Collaboration and Market Penetration - Weimob maintains a close collaboration with Tencent, actively engaging with new opportunities in WeChat e-commerce [1] - The integrated solution of WeChat Store and Weimob Mini Program achieved a penetration rate of 15% among existing accounts within the first month of launch [1] - Merchants who activated the new features experienced an average month-on-month growth rate of 27% in orders and 26% in membership [1] - In 2025, the number of newly bound WeChat Store merchants exceeded 300, with a monthly GMV of approximately 50 million RMB and a monthly growth rate of about 100% [1]
港股异动 | 微盟集团(02013)早盘涨超15% 上半年经调整净利润为1690万元 积极拥抱微信电商新机遇