智通财经APP获悉，11月19日，港股AI Agent企业迈富时(02556)披露2025年第三季度业绩。报告期内， 公司AI SaaS业务收入较去年同期增长约45%，精准营销服务毛收入同比增长约37%，整体业绩表现超出 市场预期，延续上半年的稳健增长态势。 行业方面，民生证券认为港股财报季有望带动科技板块估值持续修复，建议关注具备算力、模型、应用 场景协同能力的AI生态企业。东吴证券指出，港股短期或维持震荡，但中长期配置价值凸显；随着政 策预期与海外科技财报等催化因素临近，港股科技板块有望重拾上行动能。 消息面上，迈富时持续深化AI技术在国际化运营与营销场景中的融合，并拓展多区域的本地化交付能 力，帮助企业在"AI+出海"进程中提升增长韧性。通过强化海外全渠道触达矩阵并与AI-Agentforce智能 体中台深度协同，构建"数据洞察—精准触达—效果优化"的全球化营销闭环，进一步回应跨境企业普遍 面临的渠道割裂与数据洞察不足等痛点。 迈富时在本季度继续强化AI Agent产品矩阵，正式发布国际版CDP/MA与AgentData两款新产品，并升级 推出"视频营销专家Nora"，进一步拓展在跨境营销与数据智能决策 ...

Core Insights - The report by IDC highlights that the Chinese AI Agent market has transitioned from "technical chaos to value realization" by Q3 2025, focusing on standard definitions, technical architecture, and market scale [1][2] Group 1: Market Position and Recognition - Mifus (02556.HK) has been recognized as a "benchmark vendor" in the Chinese AI Agent market due to its leading advantages in product matrix, technical architecture, and implementation effectiveness [1] - The company is positioned as an enabler of the intelligent agent ecosystem, continuously enhancing enterprise-level intelligent agent construction [1] Group 2: Technological Advancements - Mifus has developed the AI-Agentforce intelligent agent platform, which has been implemented across various industries including retail, finance, education, cultural tourism, and manufacturing [1] - The company employs a "modular + templated" approach for rapid deployment of intelligent agents, leveraging industry know-how to create replicable growth models [1] Group 3: Competitive Advantages - Mifus's differentiation lies not only in successful project delivery but also in establishing a generative AI-driven intelligent agent "foundation" [2] - The company has pioneered the concept of an "intelligent agent platform," supporting multi-faceted collaboration in content generation, customer operations, marketing automation, and sales support [2] - With the deepening implementation of the national "Artificial Intelligence+" initiative, Mifus's first-mover advantage in standardization and commercialization of intelligent agents is expected to provide ongoing expansion opportunities [2]

Core Insights - The company reported a significant increase in revenue and profit for the first half of 2025, indicating strong growth in the AI SaaS sector [1] - The year 2025 is identified as a critical phase for the large-scale implementation of enterprise-level AI Agent applications, with the company's AI-Agentforce platform driving this growth [1] Financial Performance - The company achieved a revenue of 930 million yuan, representing a year-on-year growth of 25.5% [1] - The net profit attributable to shareholders turned positive, with an adjusted net profit of 84.721 million yuan, marking a substantial increase of 77.7% compared to the previous year [1] - The adjusted net profit has already surpassed the total for the entire previous year [1] Business Development - The rapid iteration of the AI-Agentforce platform in marketing, customer service, and data operations is contributing to revenue growth and creating replicable business momentum [1] - The company's performance indicates a transition from "technology validation" to a new phase of "commercial realization" [1]

Core Viewpoint - Shulex, a cross-border e-commerce AI Agent company, has recently completed a financing round of over 100 million yuan, led by Shengda Capital with participation from Northern Light Venture Capital and Starting Gate Fund [1] Group 1: Company Overview - Shulex is backed by Hangzhou Shulihangjian Technology Co., Ltd., which was established in 2021 and focuses on global AI SaaS solutions for the cross-border e-commerce sector [1] - The company was founded by Guo Chenlu, a former core member of DingTalk, who has over 14 years of experience at Alibaba, contributing to projects like Alipay and the development of DingTalk [2] - The team at Shulex consists of professionals from top tech companies such as Alibaba, NetEase, ByteDance, Baidu, and Google [3] Group 2: Product and Innovation - Shulex leverages strong in-house product development capabilities to release a series of AI tools that aim to disrupt traditional practices in the cross-border e-commerce industry [4]