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新财富·港股特辑|明源云:擎领不动产数智革新,共筑价值共生新未来
新财富·2025-06-12 07:33

Core Viewpoint - Hong Kong serves as a global financial hub, providing a bridge for mainland enterprises to connect with global capital, showcasing resilience amid challenges like Federal Reserve interest rate hikes and geopolitical fluctuations [1] Group 1: Company Overview - Mingyuan Cloud (0909.HK) is a leading digital solution provider in the real estate ecosystem in China, focusing on digital technology to assist industry upgrades [1][3] - The company offers cloud services and localized software, including customer relationship management, project construction, asset management, and the Tianji PaaS platform, catering to the digital needs of the real estate sector [3] Group 2: Business Performance - In 2024, the asset management and operation product line achieved a 14.2% year-on-year growth, indicating strong potential in the existing real estate operation market [3] - The company has significantly increased its R&D investment in AI technology, launching innovative products like "AI Creative Factory" and "AI Salesperson" to enhance operational efficiency [5] Group 3: Innovation and Market Expansion - The "AI Creative Factory" enables rapid generation of high-quality marketing videos, transforming traditional content production methods [5][6] - The "AI Salesperson" utilizes deep learning to identify high-potential leads and engage them proactively, improving conversion rates and reducing customer acquisition costs [5][6] - Mingyuan Cloud has accelerated its international expansion since 2024, establishing teams in key markets like Hong Kong, Singapore, Malaysia, Indonesia, and Japan, with a cumulative contract value nearing ten million RMB [8] Group 4: Investor Relations - The investor relations (IR) team plays a crucial role in connecting the company with the capital market, effectively communicating corporate value and building investor trust [10] - In 2024, the IR team conducted over 100 investor communication activities, enhancing market understanding of the company's AI commercialization progress [12][14] - The company maintains high ESG ratings, reflecting its commitment to sustainable development and social responsibility [15][16] Group 5: Shareholder Returns - Mingyuan Cloud actively engages in share buybacks and special dividends, repurchasing 34.46 million shares for approximately 60.67 million RMB and distributing special dividends totaling about 180 million RMB in 2024 [18] - The company aims to enhance operational efficiency and profitability while exploring sustainable investor return mechanisms [18]