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邁富時財報出爐:躋身港股AI+SaaS公司營收+盈利增速No.1,多業務板塊協同增長
格隆匯 03-31 20:55
港股上市公司邁富時(02556.HK)發佈2024年報。報告顯示,2024年,公司實現營業收入15.6億元,同比增長26.5%,全年經調整淨利潤達7921萬元,同比增漲385.6%,成功實現扭虧爲盈。業務層面,2024年全年,公司服務的客戶總量近2.7萬家,訂閱收入留存率及訂閱客戶留存率兩項關鍵數據均表現出色。客戶粘性的穩步提升,爲公司長期穩健增長築牢根基。報告顯示,公司持續優化T雲產品與客戶體驗,中小企業(SMB)訂閱收入留存率提升至88%,連續三個半年度實現持續改善;同時,來自代理商的AI+SaaS收入增速超125%,快速滲透非直銷地區,實現全域擴張。隨着多省市相繼出臺關於支持中小企業數字化轉型的資金激勵政策,該業務板塊有望迎來新一輪大幅增長。大型客戶(KA)方面,公司通過珍客產品的持續迭代拓展市場,賦能品牌大客戶實現全渠道客戶資產運營,全年成功服務了創維、奇瑞汽車、春風動力、周大福、來伊份等700餘家行業領軍企業,KA企業客戶的訂閱收入留存率已連續三年超過100%。此外,邁富時錨定全球軟件AI智能體化浪潮,穩步推進海外戰略佈局。2024年,公司國際業務實現營業收入3239.7萬元,增速超30%;外貿版T雲產品已經支持49種語言,可滿足90%以上國家和地區的客戶需求。公司表示,未來將持續搭建跨境營銷基礎設施,助力中國製造席捲全球,實現中國科技走出國門;同時,將在海外發達市場培育本地化產品,爲全球AI軟件行業發展持續貢獻中國力量。
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