技术驱动增长，量化派以AI赋能消费市场实现持续突破

Core Insights - The online consumption market is undergoing a significant transformation driven by the digital economy, shifting from traffic dividends to technology and data dividends [1] - Quantitative Company has achieved continuous revenue growth for three consecutive years, becoming a focal point in the industry [1] Industry Overview - In the first eight months of this year, the national online retail sales increased by 9.6% year-on-year, outpacing the growth rate of total retail sales of consumer goods, with physical goods online retail sales growing by 6.4% [1] - The company operates in the Chinese consumption sector, focusing on online market operations and leveraging its self-developed AI technology platform to enhance consumer and partner experiences [1] Company Performance - Quantitative Company reported a significant revenue increase of 87.5% in 2024, reaching RMB 993 million, with a continued revenue growth of 38.1% expected by May 2025 [3] - The company has shown strong profitability and resilience, with adjusted profits consistently rising [3] Technological Development - The company emphasizes technological research and development, with 79 technical personnel making up about 35% of its total workforce as of May 31, 2025 [3] - It has invested in R&D, accumulating 9 patents and 58 software copyrights, and launched the "Quantitative Star Inquiry" model, which provides precise matching solutions for business partners [3] Customer Base and Market Strategy - As of May 31, 2025, the company has attracted over 60.3 million registered end customers, establishing a substantial customer base [4] - The company focuses on high-frequency consumption scenarios such as e-commerce and O2O automotive retail, enhancing customer conversion and efficiency through deep partnerships [4] - By integrating AI algorithms with market experience, the company provides a one-stop infrastructure for both supply and demand sides, positioning itself as a leader in the online consumption market [4]