"在复杂多变的市场环境下，我们的毛利率和净利率保持基本稳定，公司净利润超预期达成，整体业绩 符合预期。中国消费市场依然蕴藏巨大潜力，未来我们将更聚焦于健康经营与效率提升。"9月10日上 午，江南布衣有限公司(以下简称"江南布衣")投资者关系总监强一岚在业绩媒体沟通会中对《证券日 报》记者表示。 财报显示，2025财年(截至2025年6月30日)，江南布衣总收入同比增长4.6%至55.48亿元，净利润同比增 加6%至8.97亿元。 派息方面，董事会建议派发末期股息每股0.93港元，连同中期股息每股0.45港元，全年派息总额约7.16 亿港元，全年派息率达75%。自上市以来，江南布衣始终保持高比例分红回报股东的原则。"基于稳健 的现金流状况，2026财年我们计划继续维持全年75%的派息水平，为股东创造长期、稳定价值。"江南 布衣管理层如此表示。 建设全域零售网络 截至6月30日，江南布衣在全球经营的独立实体零售店总数增至2117家。面对零售环境和消费市场持续 变化等诸多不确定性，公司加大对各品牌店铺形象升级及视觉开发的战略投入，提供更多增值服务给消 费者，并成功打造了共22家"江南布衣+"多品牌集合店，令粉丝全触 ...

有赞是一家在港股上市的公司，主要为商家提供微商城、小程序等电商零售解决方案等相关服务。有赞 致力于帮助商家搭建线上商城、开展营销活动、管理客户关系等一系列电商运营相关事务。它在电商服 务领域占据一定的市场份额，随着电商行业的不断发展，有赞也在不断创新和拓展业务。其技术和服务 能力能够满足不同规模商家的需求，从中小微企业到一些大型企业都有其服务的客户群体，在推动商家 数字化转型方面发挥着重要的作用。 本文源自：金融界 作者：港股君 8月12日，有赞回购1838.00万股股票，每股回购均价0.14港元，共耗资约262.28万港元，本年累计回购 2.76亿股，占总股本0.84%。 截至当日港股收盘，有赞下跌13.33%，报0.143港元/股。 有赞近期回购情况 回购日期回购均价回购股数回购金额本年累计回购股数2025-08-120.1431838.00万262.28万2.76亿2025- 06-250.0961300.00万125.05万2.58亿2025-06-030.090200.00万18.00万2.45亿2025-06-020.091200.00万18.20 万2.43亿2025-05-300.092600 ...

Summary of Weimob Group's Conference Call Company Overview - **Company**: Weimob Group - **Date**: March 24, 2025 Key Financial Data - **Total Revenue**: 1.339 billion CNY, adjusted revenue 1.468 billion CNY [3] - **Subscription Business Revenue**: 919 million CNY, down approximately 300 million CNY year-on-year [3][4] - **Merchant Revenue**: 550 million CNY, advertising gross revenue reached 18 billion CNY, up 24.5% year-on-year [3] - **Advertising Profit**: Decreased from 90 million CNY in 2023 to 50 million CNY in 2024 due to macroeconomic challenges [3][5] Business Adjustments - **Focus Shift**: Company has adjusted its business structure to focus on high-margin, high-quality SaaS for large clients, exiting low-margin business lines [3] - **Cost Reduction**: Cost expenses reduced by approximately 330 million CNY, with a 22% reduction in employee count and a 23.7% decrease in total salary expenses [3][6] Future Growth Expectations - **Subscription Business Growth**: Expected to grow by 5% to 10% in 2025, with new industry expansions into tea, pets, and light medical beauty [3][7] - **Advertising Revenue Forecast**: Expected gross revenue of approximately 17 billion CNY in 2025, maintaining stability [3][7] Cost Optimization Strategies - **Cost Control Measures**: Anticipated cost optimization of approximately 320 million CNY in 2025, with a potential revenue increase of 50 million CNY from subscription services [3][8] - **Loss Reduction**: Subscription business losses expected to narrow to within 200 million CNY by 2025, with a path towards breakeven by 2026 [9][10] SaaS Business Development - **SaaS Orders**: Despite a challenging 2024, the company expects new orders in 2025 to be less affected, with gradual revenue increases anticipated [10] - **Operational Efficiency**: Plans to enhance operational efficiency through AI technology and marketing capabilities [12] Advertising Business Strategy - **Profit Increase Plans**: Aiming to optimize client structure and reduce operational costs to improve advertising profits [11] - **Long-term Confidence**: Confidence in the recovery of advertising business profitability through increased ad placements [11] AI Technology Utilization - **AI Development Plans**: Plans to leverage AI technology to enhance merchant marketing capabilities and improve operational efficiency [12] International Expansion Strategy - **Overseas Market Opportunities**: Actively seeking overseas market opportunities, particularly in the SaaS sector, with plans to promote products through cost-effective marketing strategies [14] Industry-Specific Developments - **Smart Retail Sector**: Continuous updates and enhancements in product offerings to meet the needs of various industries, particularly in tea, pets, and light medical beauty [16] - **Advertising Business Growth**: The advertising business is expected to see significant growth, similar to the development trajectory of video ads [17] Conclusion - **Future Outlook**: With the adjustment cycles for SaaS and advertising businesses concluding, Weimob Group anticipates positive progress by 2025, encouraging investor engagement for further discussions [20]