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美登科技分析师会议-20250826
Dong Jian Yan Bao· 2025-08-26 14:54
Group 1: General Information - Research date: August 26, 2025 [1] - Research industry: Internet services [2] - Research object: Meideng Technology [16] - Reception time: 2025 - 08 - 26 [16] - Company reception staff: Board secretary and financial officer Xu Liangyi [16] Group 2: Research Institutions - Securities companies: Dongwu Securities, Guotai Haitong, Changjiang Securities [2][17] - Fund management company: Chuangjin Hexin [2][17] - Futures brokerage company: CITIC Futures [2][17] - Others: Huimei Wealth, Shenzhen Chuangfu Zhaoye Financial Management [17] - Life insurance company: Harmony Health Insurance Co., Ltd. [17] Group 3: Company's Business and Financial Performance - In the first half of the year, the company's overall operation remained stable with an operating income of 75.99 million yuan, a year - on - year increase of 5.49%; the net profit attributable to the parent company was 19.38 million yuan, a year - on - year decrease of 3.99%; the non - recurring profit and loss net profit attributable to the parent company was 17.69 million yuan, a year - on - year decrease of 3.41% [22] - SaaS service revenue increased by 3.89% year - on - year, and e - commerce customer service outsourcing business revenue increased by 10.77% year - on - year [22] - As of June 30, 2025, the company's total assets were 415 million yuan, and the net assets attributable to the parent company were 392 million yuan [22] Group 4: Business - related Questions and Answers - The decline in the gross profit margin of the e - commerce customer service outsourcing business in the first half was due to changes in the customer structure. The company has taken measures such as optimizing supplier management and introducing AI customer service, and expects the gross profit margin to recover in the second half [22] - The company currently does not involve businesses related to stablecoins and blockchain [22] - The reward for the Douyin industrial belt service provider in non - operating income is the incentive obtained by the company's subsidiary as a Douyin platform industrial belt service provider after achieving the platform - set performance targets, including GMV cashback and traffic incentives [23] - The company is open to mergers and acquisitions and continuously pays attention to targets and fields with strong synergy with the existing industrial chain layout and close connection with business or technology [23]