8月15日,趣致集团(00917)发布截至2025年6月30日止六个月的中期业绩公告。公司在报告期内实现收入6.76亿元,同比增长31.3%。其中,营销服务收入为5.68亿元,同比增长37.9%;商品销售收入为8322万元,同比增长6.1%;其他服务收入为2495万元,同比增长0.2%。毛利为3.86亿元,同比增长37.0%。期内利润为1.28亿元,较2024年同期的亏损18.46亿元实现扭亏为盈。
在管理层讨论与分析部分提到,2025年上半年,中国内地经济保持稳健增长,国内生产总值同比增长5.3%。公司在AI互动营销服务领域保持高速增长,得益于创新的业务模式和持续的技术投入。报告期内,研发投入大幅提升至7784万元,同比增长107.7%,以支持AI技术的应用和发展。
在业务分部表现方面,营销服务分部收入增长显著,标准化营销服务和增值营销服务均实现业务增长,增值营销服务收入同比增长63.1%。商品销售方面,尽管收入增长,但毛利有所下降,主要由于市场竞争加剧和定价策略的调整。整体来看,公司在营销服务领域展现出强劲的增长势头,同时积极布局AI技术和新市场。
(文章来源:财中社)
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