您的浏览器禁用了JavaScript(一种计算机语言,用以实现您与网页的交互),请解除该禁用,或者联系我们。 [港股财报]:微盟集团2025年年报 - 发现报告

微盟集团2025年年报

2026-04-17 港股财报 好运联联-小童
报告封面

(Incorporated in the Cayman Islands with limited liability)(於開曼群島註冊成立之有限公司)Stock Code股份代號: 2013WEIMOB INC.微盟集團* Annual Report年度報告2025 24514293353737880828486195 127 1826 2025321(FCG, HKFCG)2025321 531 290 2025123 1768 22 Maples Fund Services (Cayman) LimitedP.O. Box 1093Boundary Hall, Cricket SquareGrand Cayman, KY1-1102Cayman Islands P.O. Box 309, Ugland HouseGrand Cayman, KY1-1104Cayman Islands 183171712-1716 2800 2013 20251114131 www.weimob.com 2025 2025ALL in AIAI 202515.9218.9%20245.96100.4%202511.9544.5%75.1%1.553.54143.7%0.4220245.10202120250.052025123120.99 8.972.3%58,3967.2%2024AI20252025AI1.160.82237.5%137.5%5.983.2%9.5%202567%7,6991,20518.3 6.9565.1%6.31137.7%63.1%90.9%2025166.97.3%67,541247,1748.5% 2025AIALL in AIAIWAIAI+SaaSWIMEAIWAIProAIWork365AIGenstore.aiAI+WAIAIAgent Genstore.aiGenstore.ai6 A IA I + S a a SA I +A I +2 0 2 59A IGenstore.ai20261GEOAI MSCI ESGA 2025AIAI 8.972.3%58,3967.2%5.3%15,3672024AI2025AI1.16 5.983.2%9.5% 1.AI WAIAI2025WAI66.7%77.8%WAI146.6%WIMEAI512024442.73% AIAIAIAIAI40076.15%11AI30%2025WAI70%GMVWAI AI 2. 2025X 202510AI 3. 2025+++GMV10%GMV30%7%31%41%50%40% 20256DTC++ 4. SaaSPOS5,626%901%78%2,659%+41%27% 2025AI 6.9565.1%6.31137.7%63.1%90.9%2025166.97.3%67,541247,1748.5% 1. 29%25506+112% 2.AI AI+AIAIAIAIAI60%45%70%AI 3. 2025GMV200GMV100%4,000GMV1,50010 GMV2,200600500200 1.AI ALL in AIAI AgentAISaaSAIToCWAIAI+SaaSWIMEAIWAI ProAI Work365GEOAIGenstore.aiAI+ AIAI 2. XMCN 3. 4. Genstore.aiGenstore.aiAIAIKAGoogleMeta TikTok 202520241231202520241231 (1) (2) (1)100%(2)100%(3)100%(4)100% 20241,339.318.9%20251,592.0 SaaSERPERPPaaS 2024918.52.3%2025897.4(i)20242025(ii)(iii)AI2025AI116.1 21.1 TSO 202418,014.5202516,694.32024270,2082025247,174 TSO2024420.865.1%2025694.6(i)202320242024128.8(ii)227.3(iii)TSO82.3 2024743.046.6%2025396.9(i)2024366.6(ii)202480.022.72025102.7 2024587.943.2%2025333.8(i)2024366.6(ii)109.9 2024155.159.3%202563.1TSO 2024596.3100.4%20251,195.1 202436.0%202562.8% 202463.1%202590.9%TSO 20241,014.023.3%2025778.1(i)2024683.82025545.7(ii)2024136.4202556.7(iii)5.7(iv)10.7 2024944.3208.02025736.3 2024616.827.3%2025448.2(i)2024484.22025334.6(ii)202424.5202519.9(iii)13.8 2024533.3121.82025411.5 202491.42025126.6142.9 202440.8202549.4 38.533.9 2025146.920241,431.2 2024273.7202575.3i202162021ii2021iii202492024 202412.020253.9 202521.5 20242025 202443.3202544.7 2025241.520241,744.0 202512312,098.7 202512312,064.5 (i)(ii) 20251231 20251231286,245,000452,273,00048,711,000294,689,000 2025 20251231 202512313,507 392015IT20162015100(IECIA)20162016201620163020173020182022 2010620132 422014920063200732007420133 20196 38201512 20151120163 462017110 20037200622006320125201252013920144201542015520171 20037 6024 1996200420062007122009820099201862009120145JD96182008320143600383 198871994720036 51 102006920089201012014102008102010120156201512201612018900240520208202511樂享互動698820236202410201810202510 1998720016200110201012(FCCA) 54 20116201510 202161098572021924IP201492014101620062014SMG2011122012820191220201120216 4920253212016815 2003820106201062015820158201512NasdaqSPI20151220167 1999720023201012201310(ACCA) 46 20181302019115 67 202512317879 20251231 51314281213 20251231 ( http://www.hkexnews.hk )( http://www.weimob.com )20251231 (i)(ii)(iii)(iv) 4 2024 20249590,000,000202420242024830202495202496 2025123120251320251620251131.30108,418,15340,957,96790,348,4612620251231 20259182025101220251021202511620261142026242026330 20259172.26688,494,00020259172.482.260.000168,849.40B1,167.01,166.3 InfiniCapital Management LimitedABAInfini Global Master FundIGMFInfini Capital Management LimitedIGMFIGMF 20251021172,123,000A2025116172,124,000B202624172,123,000A2026412B 20212023 202162021293.620251231293.620251231 20231248,000,00020231,568.7202512311,568.720251231 20251021172,123,000A2025116172,124,000B202624172,123,000A1,166.320251231AB777.29466.42025918AISaaS20251231 2025123143.3%202424.9%31.3%202416.6% 2025123132.6%202450.1%11.5%202416.7% 5% 17 33 8283202512317,971202412318,089 2025123131 16.19 16.2 2932 3.13 20251231 20251231 939 939 20251231XVXV78352C3 (1)Yomi.sun Holding LimitedSun SPVSun SPVYoumi Investment LimitedYoumi Investment LimitedYoumi TrustCantrust (Far East) LimitedYoumi TrustYoumi TrustSun SPVCantrust (Far East) LimitedYoumi InvestmentLimitedSun SPV(2)(3)Jeff.Fang Holding LimitedFang SPVFang SPV(4)Alter.YouHolding LimitedYouSPVYou SPVFount Investment LimitedFount Investment LimitedFountTrustInfiniti Trust(Asia)LimitedFountTrustFount TrustYou SPVInfiniti Trust (Asia) LimitedFount InvestmentLimitedYou SPV 20251231XVXV78352 18 20251231XV23336 (1)Sun SPVYoumi Investment LimitedYoumi Investment LimitedYoumi TrustCantrust (Far East) LimitedYoumi TrustYoumiTrustSunSPVCantrust(FarEast) LimitedYoumi Investment LimitedSun SPV (2)JPMorgan Chase & Co. 20251231XV23336 2018 20182018201871201820182018F. 20182018201820182018 20182018(i