西部证券指出，迈富时是国内营销及销售SaaS 龙头，上半年业绩趋势向好，经调整净利润转正。该行表示，迈富时将AI技术与SaaS模式深度融合，发布营销领域Tforce大模型，打开成长天花板。营销是大模型在B端最好的落地场景之一，迈富时AI营销体系完善，先发优势显著，有望深度受益。看好AI 赋能下公司业绩增长潜力，给予“增持”评级。Maifushi (02556) rose nearly 10%, as of the time of writing, up 9.8%, reported at 124.4 Hong Kong dollars, with a transaction volume of 20.3937 million Hong Kong dollars.
According to Zhitong Finance APP, Maifushi (02556) rose nearly 10%, as of the time of writing, up 9.8%, reported at 124.4 Hong Kong dollars, with a transaction volume of 20.3937 million Hong Kong dollars.
In terms of news, recently, Maifushi formally reached a digital intelligence strategic cooperation with Rukang Group. Both parties will jointly launch an omni-channel marketing and operational digital intelligence blueprint for the beef and mutton food sector, empowering Rukang Group to comprehensively improve quality and efficiency in the 2B and 2C directions, using AI large model technology and digital intelligence applications to achieve business upgrades and global expansion. Previously, Maifushi's precision marketing business brand 'Kaililong' held a strategic cooperation launch ceremony with 'Kangaroo Mom Group' in Guangzhou for a collaboration worth 0.6 billion.
Western Securities pointed out that Maifushi is a leader in domestic marketing and sales saas, with a positive performance trend in the first half of the year, and adjusted net income turned positive. The bank stated that Maifushi will deeply integrate AI technology with the saas model and release the Tforce large model in the marketing field, breaking the growth ceiling. Marketing is one of the best landing scenarios for large models in the B-end, Maifushi's AI marketing system is complete, with a significant first-mover advantage, and is expected to benefit deeply. It is bullish on the company's performance growth potential under AI empowerment, giving a 'shareholding' rating.
