AIDrive2.0数智营销解决方案
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研报掘金丨国盛证券:维持易点天下“买入”评级,AgenticAI营销智能体生态加速成型
Ge Long Hui A P P· 2025-10-28 09:31
Core Insights - Yidian Tianxia achieved a net profit attributable to shareholders of 204 million yuan in Q1-Q3 2025, representing a year-on-year growth of 4.41% [1] - In Q3, the net profit attributable to shareholders was 60.06 million yuan, showing a year-on-year decline of 4.80% [1] - Excluding foreign exchange gains and share-based payments, the net profit attributable to shareholders was 89.72 million yuan, reflecting a year-on-year increase of 16.95% [1] Financial Performance - The company is expected to achieve net profits of 253 million, 293 million, and 321 million yuan in 2025, 2026, and 2027 respectively, with corresponding price-to-earnings ratios of 54.4, 46.9, and 42.9 times [1] Business Development - The programmatic advertising platform is experiencing high growth, and the Agentic AI marketing ecosystem is rapidly taking shape [1] - The company is set to pre-release the AIDrive 2.0 smart marketing solution, utilizing cutting-edge multimodal models such as Sora2 and GPT-5 [1] - The product matrix including AdsGo.ai, SEOPage.ai, CyberGrow, and Sectionly.ai is accelerating its implementation [1] - The company is actively expanding its client base in new business areas and diversifying media resources [1]