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万物云(2602.HK):高股息回馈股东 科技应用提效降费
Ge Long Hui· 2025-08-21 19:25
Group 1 - The company proposed a mid-term dividend of 1.1 billion yuan, with a per-share dividend of 0.951 yuan, resulting in a dividend yield of 4.3% for the first half of 2025 [1] - Revenue for the first half of 2025 reached 18.14 billion yuan, a year-on-year increase of 3.1%, while gross profit was 2.49 billion yuan, up 3.8% [1] - The company's profit for the first half of 2025 was 840 million yuan, a 5.4% increase year-on-year, with core net profit rising by 10.8% to 1.32 billion yuan [1] Group 2 - The community space residential consumption service segment generated 11.32 billion yuan in revenue, a year-on-year increase of 11.8%, accounting for 62.4% of total revenue [2] - The commercial and urban space comprehensive service segment saw a revenue decline of 5.2% to 5.75 billion yuan, primarily due to the company's strategic decision to reduce developer-related business [2] - The AIoT and BPaaS solution service segment experienced a significant revenue drop of 23.6% to 1.06 billion yuan, attributed to external pressures and increased market competition [2] Group 3 - The company has completed efficiency upgrades for 300 butterfly cities, covering 1,688 projects, which is 38.3% of the total managed projects, resulting in an efficiency gain of 230 million yuan [3] - The company acquired 114 residential property projects in the stock market, generating an annualized saturated income of 670 million yuan, a year-on-year increase of 31.5% [3] - Administrative expenses for the first half of 2025 were 890 million yuan, reflecting an 8.0% reduction due to efficiency improvements driven by AI applications [3]