资料显示，满帮有限公司是在开曼群岛注册成立的境外控股母公司,主要通过其境内实体子公司江苏满 运软件科技有限公司(运满满)与贵阳货车帮科技有限公司(货车帮)运营。运满满是国内基于云计算、大 数据、移动互联网和人工智能技术开发的货运调度平台。目前,已经成为全球出类拔萃的整车运力调度 平台和智慧物流信息平台。货车帮是中国最大的公路物流互联网信息平台,建立了中国第一张覆盖全国 的货源信息网,并为平台货车提供综合服务,致力于做中国公路物流基础设施。 本文源自：金融界 作者：行情君 大事提醒： 8月21日，满帮将于(美东)盘前披露2025财年中报（数据来源于纳斯达克官网，预计披露日期为美国当 地时间，实际披露日期以公司公告为准）。 8月15日，满帮(YMM)盘中上涨2.27%，截至21:42，报11.014美元/股，成交483.71万美元，总市值115.20 亿美元。 财务数据显示，截至2025年03月31日，满帮收入总额27.0亿人民币，同比增长19.01%；归母净利润 12.69亿人民币，同比增长118.28%。 ...

Group 1 - The core viewpoint of the news highlights the financial performance of Manbang (YMM), showing significant growth in revenue and net profit for the fiscal year ending March 31, 2025 [1][2] - Manbang's total revenue reached 2.7 billion RMB, representing a year-on-year increase of 19.01% [1] - The company's net profit attributable to shareholders was 1.269 billion RMB, marking a substantial year-on-year growth of 118.28% [1] Group 2 - Manbang is set to disclose its fiscal year 2025 interim report on August 20, with the actual disclosure date subject to company announcement [2] - The company operates through its domestic subsidiaries, Jiangsu Manyun Software Technology Co., Ltd. and Guiyang Truck Help Technology Co., Ltd., focusing on logistics and freight dispatching [2] - Manbang has established itself as a leading platform in the global freight dispatching and smart logistics information sector, leveraging cloud computing, big data, mobile internet, and artificial intelligence technologies [2]

Group 1 - The core viewpoint of the news is that Manbang Group continues to enhance its profitability and operational efficiency in the logistics industry, as evidenced by its strong financial performance and operational metrics in Q1 2025 [1][2] Group 2 - In Q1 2025, Manbang Group reported revenue of 2.7 billion yuan, a year-on-year increase of 19%, and a non-GAAP operating profit of 1.32 billion yuan, up 171.5% year-on-year [1] - The company achieved a net profit of 1.39 billion yuan under non-GAAP standards, reflecting an 84% year-on-year growth [1] - The number of fulfilled orders reached 48.2 million, marking a 22.6% increase year-on-year and setting a historical high for the platform [1] - The average monthly active shippers reached 2.76 million, a 28.8% increase year-on-year, with the number of shipper members exceeding 1.1 million [1] - The fulfillment rate for direct customers rose to 51%, and the overall fulfillment rate reached 39.2%, both setting new historical highs [1] Group 3 - Manbang Group is actively embracing the intelligent transformation of the logistics industry, with a focus on maintaining a technological edge in heavy truck autonomous driving through additional investment in Zhijia China [2] - The company is exploring AI applications across the entire logistics chain to enhance efficiency [2] - Manbang Group has implemented a semi-annual cash dividend policy starting in 2025, with an expected total dividend of approximately 200 million USD [2] - The company has extended its share repurchase plan, originally set to expire on March 12, 2025, to March 12, 2026, with a repurchase amount of 200 million USD [2]

Group 1 - The core viewpoint of the news is that Manbang Group has achieved significant growth in its financial performance and operational metrics in Q4 2024, indicating a strong market position and user engagement [2][3] - In Q4 2024, Manbang Group reported a record revenue of 3.17 billion yuan, with a non-GAAP net profit of 1.05 billion yuan, representing a year-on-year increase of 43.5% [2] - The number of fulfilled orders in Q4 reached 56.9 million, a year-on-year growth of 24.3%, with a fulfillment rate of 37.5% [2] Group 2 - The average monthly active shippers reached 2.93 million in Q4, marking a historical high and a year-on-year increase of 31.3% [2] - The structure of shipper users has improved, with direct shipper fulfillment orders accounting for 50% for the first time, and the number of platform shipper members exceeding 1 million [2] - The number of active drivers on the platform increased to 4.14 million over the past 12 months, setting a new historical record [3] Group 3 - Manbang Group is focused on cost reduction and efficiency improvement in the logistics sector by leveraging its platform advantages to assist small and medium-sized enterprises [3] - The company has utilized technologies such as artificial intelligence, cloud computing, and big data to create a digital freight platform, enhancing the efficiency of vehicle and cargo matching [3] - The average shipping time for shippers has decreased from 2.27 days to 0.42 days, with drivers able to receive freight orders within minutes [3] Group 4 - Manbang Group has successfully addressed logistics challenges such as difficulty in finding vehicles, low efficiency, and high costs through intelligent vehicle-cargo matching [3] - The integration of digital technology with the real economy is a prevailing trend, and the company plans to continue developing smart freight solutions to support the digital transformation of road freight [3] - The company aims to build a comprehensive intelligent capacity network covering all elements of vehicles, cargo, and routes, contributing to high-quality economic development [3]