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因赛集团(300781):收入利润双增长 AI智能体驱动商业化落地
Xin Lang Cai Jing· 2025-08-31 06:46
Core Insights - The company achieved a revenue of 555 million yuan in the first half of 2025, representing a year-on-year growth of 36.19%, with a net profit attributable to shareholders of 23 million yuan, up 16.59% year-on-year [1] - The brand management business generated 128 million yuan in revenue with a gross margin of 46.06%, an increase of 3.87 percentage points year-on-year, while the performance marketing business saw revenue of 362 million yuan, growing by 68.73% year-on-year [1] - The company was recognized in three authoritative rankings by the latest issue of the Giant Engine's Star Map Agency Capability List, highlighting its strong position in the 3C and electronics, and gaming industries [1] Business Development - The company is accelerating the commercialization of AI products, promoting development through an "intelligent × wisdom" marketing model [2] - Continuous updates and launches of various AI applications, including SOCceR planning, marketing videos, and e-commerce marketing, are underway [2] - The company’s subsidiary, Yingxing Tianxia, and Youyi Digital have jointly developed the first cross-platform influencer management AI application in China, designed for group enterprises, integrating multiple AI capabilities [2] Future Outlook - The company plans to complete the development of a multi-intelligent system base and launch it soon, along with a dynamic workflow platform to support efficient collaboration among AI entities [2] - The company expects steady growth in its main business and continuous expansion of AI products, which are anticipated to drive performance increases [2] - Forecasted net profits for 2025-2027 are 46 million, 101 million, and 129 million yuan respectively, with EPS of 0.28, 0.61, and 0.79 yuan per share, and PE ratios of 153.7, 70, and 54.5 times [2]