AUTOHOME-S (02518) Releases Q3 2025 Earnings: AI and O2O Dual Growth Drivers Accelerate Ecosystem Deployment

Stock News
11/06

AUTOHOME-S (NYSE: ATHM; HKEX: 02518) announced its financial results for the third quarter of 2025 on November 6, Beijing time. The report shows total revenue of RMB 1.78 billion, with adjusted net profit attributable to AUTOHOME-S reaching RMB 407 million. Notably, online marketing and other business revenues grew 32.1% year-over-year, demonstrating the company’s sustained progress in diversified business expansion and service capabilities.

Liu Chi, Chairman and CEO of AUTOHOME-S, stated: "In Q3, we accelerated business execution with AI and O2O as core drivers, collaborating with partners like CATECHE and Ping An Property & Casualty Insurance to explore emerging sectors. Our strategic initiatives have yielded early results, particularly in content ecosystems, new energy O2O, and AI applications. Moving forward, we will deepen product and business model innovation to build a smarter, more efficient automotive service ecosystem, delivering lasting value to the industry and ensuring sustainable growth."

**Deepening Content Ecosystem with Professional and Diverse Perspectives** In an era of information overload, high-quality content remains key to user retention and trust. In 2025, AUTOHOME-S expanded its content ecosystem through "professional depth" and "diverse perspectives." During major auto shows, the platform provided global coverage with local insights. At the Munich Motor Show, it spotlighted "global premieres" and "Chinese brands going global" via bilingual livestreams and professional videos, showcasing China’s automotive innovations. Meanwhile, the Chengdu Motor Show focused on user-centric "new car guides" and "immersive experiences," partnering with 18 automakers for 100% first-day coverage.

The newly established "Zhijia Media MCN" has built a creator network spanning automotive, tech, travel, and lifestyle content. By integrating PGC, OGC, and UGC, AUTOHOME-S strengthened user engagement, now hosting over 200 creators across verticals. According to QuestMobile, its mobile daily active users reached 76.56 million in September 2025, up 5.1% YoY, maintaining industry leadership.

**Building an Integrated O2O Automotive Ecosystem** Amid rapid new energy vehicle (NEV) adoption, AUTOHOME-S is creating a seamless "online-to-offline" service loop covering car selection, booking, delivery, and after-sales. In September, it launched the "AUTOHOME Mall," a digital car-buying platform with transparent pricing. Offline, it plans to expand through franchise stores, CATECHE partnerships, and used-car dealerships to bridge coverage gaps in lower-tier markets.

Pilot results are promising: pre-orders exceeded 3,000 by early October. The mall will fully debut during the "Double 11" shopping festival, further optimizing the purchase journey. NEV-related revenues, including new retail, continued rising in Q3, reflecting successful strategic execution.

**AI-Driven Service Upgrades and Used-Car Standardization** AI remains central to AUTOHOME-S’s strategy. Upgrades to its "AI Assistant" enhanced semantic understanding and integrated content with vehicle databases, enabling a "view-to-purchase" decision loop. New features like "AI Car Selector" and "AI Fault Diagnosis" improved user efficiency.

In September, AUTOHOME-S hosted the inaugural Global AI Tech Summit, uniting industry leaders to showcase China’s smart mobility advancements. The event, endorsed by five automotive associations and 14 partners, highlighted the company’s influence. It also launched the "Tianshu Smart Service Platform," powered by its proprietary "Cangjie" AI model, marking its transition from an information hub to an "industry intelligence nexus."

For used cars, AUTOHOME-S’s "AI Car Inspector" leverages big data and algorithms to deliver industry-leading valuation accuracy. Its "Certified Pre-Owned Flagship Stores" are expanding partnerships to ensure transparent, reliable transactions.

**Outlook: Innovation for Sustainable Growth** As AI and O2O strategies mature, AUTOHOME-S is evolving from content-centric to ecosystem-driven. Future priorities include tech investment, business optimization, and partner network expansion to empower industry digitalization while delivering smarter, more trustworthy automotive services.

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