粉筆: AI提升運營效率

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Fenbi  (2469 HK) AI提升運營效率 H1E set to report robust earnings of over 200% yoy as tech investments pay off in effective AI tools and resources BUY (maintain) 投資要點/Investment Thesis 投資要點/Investment Thesis 公司發佈盈利預告 公司預計24H1收入不低於16.1億人民幣，同減不高於5%；淨利不低於2.6億元，同增不低於213%，經調淨利不低於3.3億元，同增不低於13.5%。 24H1E unaudited earnings: adjusted net profit up at least by 13.5% yoy Key financials: Fenbi released unaudited 24H1E earnings data on 25 July with revenue of at least RMB1.61bn, declining at most by 5% yoy, and net profit of at least RMB260m, up by at least 213% yoy, and adjusted net profit of at least RMB330m, up by at least 13.5% yoy. 公司24H1業績改善得益於： （1）堅定對技術投入，將人工智能等技術領先應用於教師授課及課程產品，師資利用效率優勢日益體現，師均收入貢獻持續提升；（2）通過技術 ………………………………