Lakala(SZ:300773) Quan Jing Wang·2026-01-13 05:21Core Viewpoint - Lakala Payment Co., Ltd. has been awarded the "Most Investment Value Award" at the 2025 Zhitong Finance Investment Annual Conference, reflecting strong recognition from the capital market for its business model and long-term growth potential [1] Group 1: Company Performance - In the first three quarters of 2025, Lakala achieved a revenue of 4.068 billion yuan and a net profit attributable to shareholders of 339 million yuan [2] - The total transaction volume for domestic comprehensive acquiring and cross-border payments reached 2.99 trillion yuan, maintaining a leading position in the industry [2] - Cross-border payment amounts reached 60.2 billion yuan, showing a year-on-year growth of 77.56% [2] Group 2: Business Strategy - Lakala is transitioning from "scale expansion" to "value enhancement" in the payment industry, actively integrating AI with its business to create a more resilient and profitable growth path [1] - The company is advancing its "Payment + SaaS" transformation, with technology service revenue growing by 108.75% year-on-year in the third quarter [2] Group 3: Shareholder Returns - Lakala emphasizes shareholder returns, characterized by a "high dividend + stable cash flow" model, having distributed approximately 2.616 billion yuan in cash dividends since its IPO in 2019 [2] - The company's dividend payout ratio has consistently ranked among the top in A-share listed companies, demonstrating strong cash generation capabilities and a long-term commitment to investor returns [2] Group 4: Future Outlook - In the context of accelerated upgrades in the payment industry, Lakala plans to continue leveraging its solid payment infrastructure, expanding SaaS and international capabilities, and maintaining stable performance to unlock long-term investment value [2]