Market Opportunity - The digital upgrading services market for small and medium-sized merchants in China is estimated to reach RMB 19334 billion by 2025[9] - The third-party mobile payment transaction volume is projected to reach RMB 4562 trillion by 2025[11] - The local lifestyle services market size in China is estimated to reach RMB 35 trillion by 2025[11] Operational Performance (H1 2023) - The company achieved a GMV of RMB 24 billion, representing a year-over-year growth of 789%[17] - The company's GPV reached RMB 142 trillion, with app-based payment accounting for 705% of the total[17] - The company's active payment merchants increased to 92 million, a year-over-year growth of 207%[17] - The company's active merchants in In-store E-commerce Services increased to 15 million, a year-over-year growth of 62% and HoH growth of 257%[17] Financial Performance (H1 2023) - The company's total revenue reached RMB 20622 million, a year-over-year growth of 256%[20] - The company's gross profit reached RMB 3660 million, with a gross profit margin of 177%[21] - The company's adjusted EBITDA reached RMB 2909 million, a year-over-year growth of 3174%[22] - The overall fee rate increased to 129 bps, a 09 bps increase from 2022 H1[17]
移卡(09923) - 2023 H1 - 电话会议演示