Shares of MARKETINGFORCE (02556) have extended their gains, rising over 26%. At the time of writing, the stock is up 24.78% to HK$39.22, with a turnover of HK$564 million.

Strong Financial Forecast

The company recently issued an announcement projecting its revenue for the six months ending June 30, 2026, to be between approximately RMB 1.858 billion and RMB 2.054 billion. This represents an expected growth of 100% to 121% compared to the same period in 2025.

AI Segment Leading Growth

Within this total, revenue from its AI application business is forecast to be between RMB 1.068 billion and RMB 1.180 billion, indicating a growth rate of 112% to 134% year-on-year. Profit attributable to the company's owners is anticipated to be in the range of RMB 182 million to RMB 222 million, marking a substantial increase of 386% to 494%.

Key Profit Drivers

The announcement attributes the robust projected profit growth to two primary factors. Firstly, the contribution from the high-margin AI application business continues to increase. Within this segment, a diversified charging model, notably represented by scenario-based tokens, is expanding its share.

Pricing Model Advantages

The pricing for these scenario tokens is anchored to the business value delivered to clients. With ongoing optimizations in core technology, iterative improvements in specialized models, and enhanced application effectiveness, the pricing potential for these tokens is further expanding. This dynamic is driving continuous improvement in the overall gross margin of the AI application business.

Operational Efficiency Gains

Secondly, the company is leveraging its own AI application products to enhance operational efficiency. This internal focus has led to a further optimization in the ratios of sales and administrative expenses to revenue compared to the previous year.