WEIMOB INC (02013) announced its 2025 interim results, reporting revenue of approximately 775.5 million yuan and adjusted revenue of approximately 775.5 million yuan, representing a 7.8% year-over-year increase. Gross profit reached approximately 582 million yuan, up 1.1% year-over-year, while adjusted gross profit was approximately 583 million yuan, surging 36.1% year-over-year. The company achieved an adjusted net profit of 16.9 million yuan, marking its first turnaround to profitability since 2021.

In the first half of 2025, integrated solutions represented by "Retail + Enterprise WeChat" and "Retail + Enterprise WeChat + Membership" gained increasing client recognition. Customers using the company's smart retail solutions recorded GMV growth of 13.4% year-over-year, with billion-level GMV accounts increasing 60% and million-level GMV accounts growing 34% year-over-year. The trend of multi-brand and multi-business line collaboration among group enterprises continued to rise, with multi-account collaboration clients increasing 22.2% and revenue from such clients growing 19.3% year-over-year.

The company's influence in the large client market further strengthened, accounting for 48% of China's top 100 fashion retailers, 50% of the top 100 commercial real estate companies, and 42% of the top 100 convenience store chains.

The company continuously refined and iterated its AI products, helping merchants achieve full-process intelligence from store setup and operational management to marketing campaigns. It launched an AI product portfolio including WAI SaaS, WAI Pro, and WIME, helping merchants improve efficiency through intelligent solutions. AI product revenue reached approximately 34 million yuan in the first half of 2025.

During the reporting period, WAI SaaS deployed a portfolio of 15 major AI Agent products across customer service, product selection, operations, decoration, and planning, achieving a 57% increase in average monthly active merchants compared to the second half of 2024. The shopping guide Agent introduced intelligent task management functions and lead operation capabilities, while the store setup Agent saw usage increase 4.5 times quarter-over-quarter and the number of merchants using product listing services grew 3.9 times quarter-over-quarter.

WAI Pro provided AI customization services for multiple large clients, offering complete solutions from initial AI consulting to subsequent Agent application implementation. WIME, serving small and micro e-commerce practitioners as an AI store-building tool, became the first to enter WeChat Mini Store's service marketplace and launched on Xiaohongshu with its Shudian feature. The product experience continuously improved, accelerating commercialization. Cumulative registered users exceeded 110,000 in the first half of 2025, growing 139% from year-end, with continuously increasing paid users and revenue growth of 172%.

The company maintained close collaboration with Tencent's ecosystem, actively embracing new opportunities in WeChat e-commerce. In early 2025, the company launched five major "WEIMOB × WeChat Mini Store" solutions and established jump links between mini-programs and WeChat Mini Stores, supporting "one-click gifting" functionality to help merchants achieve dual-platform integrated operations. The integrated WeChat Mini Store × WEIMOB mini-program solution penetrated 15% of existing accounts in its first month online. During the reporting period, merchants enabling this functionality achieved average monthly order growth of 27% and average monthly membership growth of 26% quarter-over-quarter.

In 2025, WEIMOB added over 300 merchants bound to WeChat Mini Stores, with monthly GMV scale of approximately 50 million yuan and monthly growth rate of about 100%.

The company jointly launched the "Private Domain Security Escort Plan" with Tencent Cloud, focusing on three core areas: technical co-construction, expert support, and major promotion escort. By integrating both parties' advantageous resources, the initiative supports clients with higher quality, more efficient technical services and security guarantees.

The company actively expanded its multi-channel ecosystem: As a Huawei HarmonyOS meta-service provider, it actively explores market opportunities for merchant technical services in the HarmonyOS ecosystem. WEIMOB mini-programs connected Douyin group purchase vouchers with "mini-program/in-store" dual-end verification scenarios and achieved comprehensive integration with Meituan group purchase voucher verification capabilities. WEIMOB mini-programs integrated "Xiaohongshu guaranteed payment capabilities" while further consolidating its leading service position in Xiaohongshu's advantageous industries. The company jointly launched the "Vitality Great Value Festival" with Alipay, creating full-chain marketing closed-loop services for brands, with served clients' advertising spending on Alipay channels rising strongly.