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迈富时:三季度AI SaaS业务延续高增,智能体商业化加速释放
Ge Long Hui· 2025-11-19 12:31
Core Insights - The company reported a 45% year-on-year growth in AI SaaS revenue for the three months ending September 30, 2025, exceeding market expectations and continuing the robust growth trend from the first half of the year [1][3] - The launch of new products, including the international version of AI+CDP MA and AgentData, along with upgrades to the video marketing expert Nora, enhances the company's capabilities in cross-border marketing and data-driven decision-making [1][3] - The company is positioned to benefit from the ongoing transition of enterprises from "systematic management" to "intelligent operations" through the deep integration of AI capabilities into various business functions [3][8] Company Performance - The company achieved a gross revenue increase of approximately 37% in precision marketing services during the same reporting period [1] - The "Double Eleven" event saw the company secure a record contract amount of 183 million yuan, indicating a strong demand for AI tools among enterprise clients [5] - The company is focusing on deepening the application of AI agents in key industries such as manufacturing, finance, and cultural tourism to promote the long-term establishment of AI-native operational systems [5][8] Industry Trends - The global market for enterprise-level agentic AI is projected to grow from approximately $6.96 billion in 2025 to $42.56 billion by 2030, with a compound annual growth rate (CAGR) of about 43.6% [7] - The Chinese enterprise-level agent market is expected to expand from $1.93 million in 2024 to $19.38 million by 2030, with a remarkable CAGR of 47.5% [7] - The shift in valuation logic within the software industry is moving from "functional subscription" to "agent services and operational revenue," highlighting the commercial potential and sustainable growth capabilities of AI-native software [8]
AI业务强劲,迈富时(02556)三季度营收表现亮眼,发布多项智能体新品
Zhi Tong Cai Jing· 2025-11-19 12:27
Company Summary - The company, MaiFushi (02556), reported a 45% year-on-year growth in AI SaaS business revenue for Q3 2025, and a 37% increase in gross revenue from precision marketing services, exceeding market expectations and continuing the robust growth trend seen in the first half of the year [1] - MaiFushi has strengthened its AI Agent product matrix by launching two new products, the international version of CDP/MA and AgentData, and upgrading the "Video Marketing Expert Nora," enhancing its capabilities in cross-border marketing and data-driven decision-making [1] - The new products aim to leverage AI Agent technology to connect the entire chain from customer insights to marketing execution, promoting the large-scale implementation of AI-native SaaS in enterprises [1] - The company is deepening the integration of AI technology in international operations and marketing scenarios, expanding localized delivery capabilities across multiple regions to enhance growth resilience for businesses in the "AI + Going Global" process [1] - By strengthening the overseas omnichannel reach and collaborating deeply with the AI-Agentforce intelligent platform, the company is building a global marketing closed loop of "data insights - precise reach - effect optimization," addressing common pain points faced by cross-border enterprises such as channel fragmentation and insufficient data insights [1] Industry Summary - According to Minsheng Securities, the Hong Kong stock earnings season is expected to drive a continuous valuation recovery in the technology sector, with a recommendation to focus on AI ecosystem companies that possess synergy in computing power, models, and application scenarios [2] - Dongwu Securities noted that the Hong Kong stock market may maintain volatility in the short term, but the long-term allocation value is becoming more prominent; with upcoming policy expectations and overseas technology earnings as catalysts, the technology sector in Hong Kong is likely to regain upward momentum [2]
AI业务强劲,迈富时三季度营收表现亮眼,发布多项智能体新品
Zhi Tong Cai Jing· 2025-11-19 12:19
Company Summary - The company, MaiFus (02556), reported a 45% year-on-year growth in AI SaaS revenue for Q3 2025, with gross revenue from precision marketing services increasing by approximately 37%, exceeding market expectations and continuing the robust growth trend from the first half of the year [1] - MaiFus has strengthened its AI Agent product matrix by launching two new products, the international version of CDP/MA and AgentData, and upgrading the "Video Marketing Expert Nora," enhancing its capabilities in cross-border marketing and data-driven decision-making [1] - The new products aim to leverage AI Agent technology to streamline the entire process from customer insights to marketing execution, promoting the large-scale implementation of AI-native SaaS in enterprises [1] - The company is deepening the integration of AI technology in international operations and marketing scenarios, expanding localized delivery capabilities across multiple regions to enhance growth resilience for enterprises in the "AI + Going Global" process [1] - By strengthening the overseas omnichannel reach and collaborating deeply with the AI-Agentforce intelligent platform, the company is building a global marketing closed loop of "data insights - precise reach - effect optimization," addressing common pain points faced by cross-border enterprises such as channel fragmentation and insufficient data insights [1] Industry Summary - According to Minsheng Securities, the Hong Kong stock market's earnings season is expected to drive a continuous recovery in the valuation of the technology sector, with a focus on AI ecosystem companies that possess capabilities in computing power, models, and application scenarios [2] - Dongwu Securities noted that the Hong Kong stock market may maintain volatility in the short term, but the long-term allocation value is becoming more prominent; with upcoming policy expectations and overseas technology earnings as catalysts, the technology sector in Hong Kong is likely to regain upward momentum [2]
迈富时(02556)第三季度AI+SaaS业务收入同比增长约45%
智通财经网· 2025-11-19 11:48
Core Insights - The company reported a 45% increase in AI+SaaS business revenue for Q3 2025 compared to the same period in 2024 [1] - The gross revenue from precision marketing services saw a 37% increase compared to Q3 2024 [1] Group 1: Product Development - The company has strengthened its AI product matrix by launching two new products: "International Version AI+CDP MA" and "AgentData" [1] - An upgraded version of "Video Marketing Expert Nora" has been released to enhance capabilities in cross-border marketing and data-driven decision-making [1] Group 2: Technological Advancements - The company is enhancing its AI-Agentforce platform 2.0 by improving data governance and collaboration capabilities, thereby increasing the platform's application value [1] - Significant investments are being made in training large models in the Tforce marketing domain to improve the professional dialogue generation capabilities of various AI agents [1] Group 3: Market Impact - The advancements in AI technology are aimed at providing businesses with more efficient data-driven decision-making and automated execution in global operations [1]
迈富时(02556) - 公告 2025年第三季度最新业务情况;有关董事的资料
2025-11-19 11:40
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內容概不負責, 對其準確性或完整性亦不發表任何聲明,並明確表示概不就因本公告全部或任何 部分內容而產生或因倚賴該等內容而引致之任何損失承擔任何責任。 Marketingforce Management Ltd 邁 富 時 管 理 有 限 公 司 ( 於 開 曼 群 島 註 冊 成 立 的 有 限 公 司 ) (股份代號:2556) 公告 2025年第三季度最新業務情況; 有關董事的資料 1 本公告所載資料僅基於本公司對本集團現時可得信息的初步評估作出,此等資料 未經本公司核數師審核或審閱,本公告內的資料亦可能會修改或調整。股東及潛 在投資者於買賣本公司證券時務請審慎行事。 有關董事的資料 茲提述本公司日期為2025年9月8日之公告(「該公告」),內容有關(其中包括)委任 董事。除文義另有所指外,本公告所用詞彙與該公告所界定者具有相同涵義。 本公司謹宣布,本公司薪酬委員會及董事會經考慮趙國帥先生的資歷及經驗、彼 於本公司之職責及責任、本公司之財務狀況及現行市場水平,特此確定趙國帥先 生作為執行董事、聯席董事長及全球執行總裁的薪酬為每年5,000,000港 ...