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百融雲-W(06608.HK)上半年收入超越同業、實現穩健增長和持續盈利

格隆匯8月29日丨百融雲-W(06608.HK)公佈中期業績,得益於對人工智能(AI)技術的成功應用和商業化,集團保持了穩健的收入增長和盈利水平。截至2024年6月30日止六個月,集團的收入達人民幣13.21億元,較截至2023年6月30日止六個月的人民幣12.43億元同比增長6%。報吿期間集團的非國際財務報吿準則溢利為人民幣1.97億元,非國際財務報吿準則利潤率達15%,與去年全年水平相近。

今年上半年,集團的MaaS業務經歷了逐步恢復的過程,特別是在6月份,集團的收入實現了顯著的同比增長和環比提升。此外,在已有垂類領域做到行業第一的基礎上,為對沖風險擴大優勢,集團將服務拓展到電商、人力等多元領域。

今年上半年,BaaS業務模式在多個領域展現了其強大的潛力和廣泛的應用前景:在智能運營業務方面,集團的BaaS模式已經成功應用銀行領域,並且正在快速擴大規模,與去年相比,銀行類客户數量實現了明顯增長;在小微企業運營領域,集團的BaaS業務同樣發展迅速,收入同比增長約47%;在財富管理業務方面,集團在今年上半年實現了收入和客户數量的雙增長;此外,在已有垂類領域具備先發優勢的基礎上,為積累語料優勢,集團也在積極探索BaaS模式在多元場景的應用,例如醫藥行業,集團正在探索將AI VoiceGPT應用客户滿意度的回訪,這一創新嘗試將進一步拓寬集團的服務範圍,並展示BaaS模式在不同行業中的靈活性和適應性。

2024年下半年,集團將繼續從客户需求出發,提升客户信任,保持MaaS業務高水平的核心客户留存率,保持壓艙石業務的盈利能力和收入增長。集團亦將把握AIGC帶來的新興商機,利用生成式AI和決策式AI和垂類行業經驗積累,拓展應用場景,增加客製化產品及解決方案,提升產品及服務的滲透率。

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