证券日报网讯 8月20日晚间，天融信发布公告称，公司于2025年8月20日召开第七届董事会第二十五次 会议，审议通过了《关于利用闲置自有资金择机购买理财产品额度的议案》，公司董事会同意公司及子 公司在不超过人民币18亿元的额度内，使用闲置自有资金择机购买保本型或低风险类理财产品。上述额 度的使用期限自2025年8月22日起至2026年8月21日止。 （编辑 楚丽君） ...

转自：中国证券报·中证网 中证报中证网讯（王珞）海量数据8月20日晚间披露2025年半年报显示，报告期内公司归属于上市公司 股东的净利润亏损4470.74万元；上年同期公司归属于上市公司股东的净利润亏损2411.91万元。公司 2025年上半年亏损额同比进一步扩大。 数据显示，海量数据2022年至2024年连续亏损。期间，归属于上市公司股东的净利润分别为亏损 6377.52万元、8118.27万元、6332.70万元。 ...

Group 1 - The company,卓易信息, has indicated that its BIOS products are integrated within the Harmony ecosystem, although the current revenue contribution from this segment is relatively small [1] - The company is also a partner in the Euler ecosystem, indicating its involvement in multiple technological collaborations [1]

Core Insights - Weimob Group reported a total revenue of 775 million yuan for the first half of 2025, marking a significant recovery with an adjusted EBITDA of 72 million yuan, achieving its first profit since 2022 [1] - The gross margin improved from 66.4% to 75.1%, reflecting an increase of 8.7 percentage points year-on-year [1] Business Performance - AI-related revenue for Weimob was approximately 34 million yuan [1] - Subscription solutions revenue reached 438 million yuan, showing a quarter-on-quarter increase of 1.38% [1] - Merchant solutions revenue amounted to 338 million yuan, with a year-on-year growth of 45.3% after adjusting for the impact of reduced rebate rates, and the gross margin increased from 74.5% to 91.3% [1]

Financial Data and Key Metrics Changes - In the first half of 2025, total revenue decreased by 10.6% year on year, but adjusted revenue excluding media policy impacts increased by 7.8% [34][36] - Adjusted EBITDA reached 72 million, and adjusted net profit was 17 million, marking the first turnaround since 2021 [7][46] - Gross profit increased to 7.5 billion yen, an 8.7 percentage point rise, with adjusted gross profit up 36% year on year [6][7] Business Line Data and Key Metrics Changes - Subscription revenue was 440 million, down 10.1% year on year, but stabilized on a half-on-half basis [35][39] - Merchant solution revenue was 338 million, down 11.3% year on year, but adjusted for rebates, it showed a growth of 45.3% [35][41] - AI-related revenue reached 34 million, accounting for 7.9% of subscription revenue, indicating a new growth driver [36][41] Market Data and Key Metrics Changes - Smart retail revenue remained stable at 286 million, with a high retention rate among merchants [10][15] - Gross billing for merchant solutions was 8.8 billion, reflecting a 3% increase year on year [12][41] - The overall GMV growth for merchants was up 13.4% year on year [15] Company Strategy and Development Direction - The company is focusing on AI technology as a core growth driver and aims to enhance operational efficiency [4][8] - There is a strong emphasis on high-quality development and phasing out low-margin businesses [5][14] - The company plans to expand into local life services and international markets, targeting growth in various sectors [30][31] Management Comments on Operating Environment and Future Outlook - Management acknowledged a complicated external environment but expressed confidence in achieving a turnaround due to cost control and efficiency improvements [33][54] - The company anticipates positive growth in subscription revenue in the second half of the year, driven by a stable base effect and increased investment in smart retail [58][60] - Future growth is expected from AI commercialization and the expansion of multi-channel business opportunities [26][29] Other Important Information - The company has integrated various platforms, including WeChat and TikTok, to enhance its service offerings [16][28] - The total number of employees as of June 30, 2025, was 3,400, with a significant reduction in salary expenses by 24.5% [37][39] Q&A Session Summary Question: What are the new highlights for subscription revenue and AI products in the second half? - Management noted that subscription revenue from key customers is stable, and AI revenue has shown good progress, with expectations for year-on-year growth in the second half [55][57][58] Question: What has been done regarding WeChat mini stores and their impact? - The company launched integrated solutions for WeChat mini stores, achieving a high penetration rate and rapid growth in daily active users [64][66] Question: What is the outlook for Merchant Solutions and advertising operations? - Management indicated that gross billing for Merchant Solutions was 8.6 billion, with a significant increase in net rebate ratio, and they expect continued profitability in the second half [68][75][76]

【解剖大盘】 港股连续调整了多日，今天在A股的带动下终于出现反弹，收盘恒指涨0.17%。 美商务部周二正式宣布，将风力涡轮机等407类钢铁和铝衍生产品纳入关税清单。特朗普钢铝关税范围 陡然扩大，美国进口商措手不及。这很显然对美国经济形成反噬，美股又陷入被动，惯用的伎俩就是打 中国牌。据报道，美国财政部长贝森特当地时间19日在接受采访时称："我们与中方进行了非常良好的 对话，我预计在11月前我们会再次会面。我认为当前工作开展得很顺利。" 再看老铺黄金(06181)业绩也超预期，股东应占利润22.68亿元，同比增加285%。今年上半年，老铺黄金 在单个商场平均销售业绩4.59亿元，已领先国际奢侈品一线巨头。据弗若斯特沙利文调研数据，老铺黄 金消费者与路易威登、爱马仕、卡地亚、宝格丽等国际五大奢侈品牌的消费者平均重合率接近八成，这 意味着国际奢侈品牌消费者越来越多转向老铺黄金，而中国品牌也首次成为高端消费的主流力量。如果 能达到国际奢侈品牌的认知度，那么海外这块增量就会较大，只是品牌的建立还需要时间和底蕴，今天 涨近9%。另外蜜雪集团(02097)、名创优品(09896)均涨幅超4%。 昨日板块聚焦提到的果链类持续 ...

Core Insights - Weimob Group reported a total revenue of RMB 775 million for the first half of 2025, with an adjusted year-on-year increase of 7.8% after accounting for the impact of reduced rebate rates for merchant solutions in the first half of 2024 [1] - The company achieved an adjusted EBITDA of RMB 72 million, marking its first profit since 2022, and an adjusted net profit of RMB 17 million, its first profit since 2021 [1] - Overall revenue quality improved, with a gross profit of RMB 582 million and a gross margin increase from 66.4% to 75.1%, a year-on-year increase of 8.7 percentage points [1] Revenue Breakdown - AI-related revenue reached approximately RMB 34 million, benefiting from breakthroughs in AI commercialization [1] - Subscription solutions revenue was RMB 438 million, showing a quarter-on-quarter increase of 1.38% [1] - Merchant solutions revenue was RMB 338 million, with a year-on-year growth of 45.3% after adjusting for the rebate rate impact, and a gross margin increase from 74.5% to 91.3% [1] User Engagement and Product Development - The average monthly active merchant count for WAI SaaS grew by 57% compared to the second half of 2024 [2] - The usage of the store setup agent increased by 4.5 times, and the number of merchants using product listing features grew by 3.9 times [2] - The number of registered users for WIME, an AI website building tool, reached 116,000, a 139% increase from the end of 2024, with revenue rising by 172% [2] Market Position and Client Growth - Weimob's smart retail revenue was RMB 286 million, accounting for 65.2% of subscription solutions revenue, with a total of 8,323 merchants [3] - The average order revenue per brand merchant was RMB 179,000, with significant growth in GMV for clients using integrated solutions [3] - The number of paid merchants for merchant solutions grew by 1.5% to 39,281, with an average spending of RMB 219,523 per paid merchant, an increase of 1.9% [3] Future Outlook - The company plans to fully embrace AI and promote the application of AI Agents, while continuing to strengthen its presence in the WeChat e-commerce ecosystem [4] - Weimob aims to explore international markets, particularly in North America, and enhance its capabilities in local life services [4] - The focus for the second half of 2025 will be on high-value clients and optimizing resource allocation to enhance operational quality and explore new growth opportunities through AI [4]

证券日报网讯 8月20日晚间，海量数据发布公告称，公司第四届董事会第十六次会议审议通过了《2025 年半年度报告全文及摘要》等多项议案。 （文章来源：证券日报） ...

（文章来源：证券日报） 证券日报网讯 8月20日晚间，海量数据发布公告称，公司计划于2025年8月28日（星期四）15：00-16： 30举行2025年半年度业绩说明会。 ...

格隆汇8月20日丨赢时胜(300377.SZ)公布，持有公司股份24,347,188股(占公司总股份比例的3.24%)的持 股5%以上股东的一致行动人上海通怡投资管理有限公司(代表"通怡芙蓉2号私募证券投资基金"、"通怡 芙蓉5号私募证券投资基金"、"通怡芙蓉8号私募证券投资基金"、"通怡芙蓉11号私募证券投资基金")计 划自公告披露之日起15个交易日后的3个月内通过集中竞价或大宗交易方式合计减持公司股份不超过 15,020,061股(占公司总股本比例不超过2%)。 ...