智通财经APP获悉，商米科技-W(06810)盘中涨超12%，截至发稿，涨9.55%，报82港元，成交额3553.63万港元。
据悉，商米科技目前是全球最大的BIoT解决方案提供商，拥有全球规模最大的企业级应用程序市场，已为全球200多个国家和地区的开发者与商户提供实时服务。公司率先推出业界首个PaaS平台“商米大程序”，这一低代码模块化平台由逾1000个模块组成，覆盖20多个垂直领域。根据灼识咨询的资料，按2024年收入计，商米科技占有全球安卓端BIoT市场超10%的份额，排名全球第一。安卓端BIoT2024年市场规模约320亿元，预计2029年达920亿元。
财务数据显示，2023年至2025年，公司营收从30.71亿元稳步攀升至38.12亿元；毛利率由26.7%提升至31.3%，彰显出高附加值业务带来的强劲溢价能力。同时，公司连续三年实现正向经营现金流，2025年净额达2.10亿元。国投证券国际此前指出，综合来看，安卓端商业物联网赛道全球龙头，受益行业高增长，具备技术、客户、全球化壁垒，财务增长稳健，长期成长逻辑清晰。
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