零售数字化服务

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多点数智(2586.HK)2025年中期业绩点评:AI+零售聚焦高质量增长 降本增效&合作深化打开盈利空间
Ge Long Hui· 2025-08-15 11:47
Core Viewpoint - The company reported a revenue of 1.078 billion yuan for the first half of 2025, reflecting a year-on-year growth of 14.8%, although the growth rate has slowed compared to 2024 [1][2] Revenue Performance - AI retail solutions generated revenue of 490 million yuan, up 16.2% year-on-year, while AI retail value-added services brought in 590 million yuan, increasing by 15.0% year-on-year [1] - The revenue growth rate for AI value-added services significantly decreased due to a drop in labor outsourcing income and costs, but the gross margin improved to 13.7% from 9.0% in the previous year [1][2] Profitability - The company achieved a net profit of 62.174 million yuan, marking a turnaround from losses, with adjusted profit from continuing operations at 77.012 million yuan, a 152.5% increase year-on-year [2] - The net profit margin improved due to a reduction in R&D and administrative expense ratios, with R&D expense ratio at 17.6%, down 4.1 percentage points, and administrative expense ratio at 12.9%, down 1.3 percentage points [2] Strategic Initiatives - The company is expanding domestic and international collaborations, partnering with notable clients like Pang Donglai and Shanghai Sugar and Wine Group, which is expected to enhance operational efficiency and customer acquisition [2] - The implementation of AI productivity tools has led to significant cost reductions and efficiency improvements, contributing to the company's profitability [2] Future Outlook - The company maintains revenue forecasts of 2.17 billion yuan, 2.54 billion yuan, and 2.96 billion yuan for 2025-2027, respectively, while net profit forecasts have been adjusted upwards to 130 million yuan, 280 million yuan, and 420 million yuan for the same period [3] - The current price-to-sales ratios are projected at 4.4x, 3.7x, and 3.2x for 2025-2027, with a "buy" rating maintained [3]
多点Dmall正式登陆港交所:市值157亿港元,张峰称「要为AI时代做好准备」
IPO早知道· 2024-12-06 03:43
中国最大的零售数字化解决方案服务商。 本文为IPO早知道原创 作者|Stone Jin 多点正式成为一家公众公司后,品牌知名度和信任度将显著提升,这意味着我们 将拥有更多的机遇,同时也会迎来更多挑战。 我们要更加公开透明,要以更高的标准去服务合作伙伴,对于我们而言,就要站在更高的维度去思考 并攻坚克难。 微信公众号|ipozaozhidao 据IPO早知道消息,Dmall Inc.(多点数智有限公司,以下简称"多点")于2024年12月6日正式 以"2586"为股票代码在港交所主板挂牌上市。 截至11:00,多点报于每股17.7港元,市值约157亿港元。 成立于2015年的多点主要为本地零售业的零售商提供零售数字化解决方案,业务覆盖中国大陆、香 港特别行政区、柬埔寨、新加坡、马来西亚、澳门特别行政 区、印尼、菲律宾及汶莱等国家或地 区。 2021年至2023年、以及今年上半年,多点已分别为236名、436名、533名以及444名客户提供服 务。 根据弗若斯特沙利文的资料, 按2 023 年收入计算 , 多点 是中国最大的零售数字化解决方案服务 商,市场份额为6.5% ;同时也是 亚洲第三大零售数字化解决方案服 ...