Quantitative firm releases first-year financial report: steady revenue growth, "AI+" may unlock long-term development potential

Invest in stocks with Golden Kylin Analyst Reports—authoritative, professional, timely, comprehensive, helping you uncover potential thematic opportunities!

On March 31st, Quant派 delivered its first annual report since going public. In 2025, Quant派 achieved revenue of 1.03B yuan, a year-on-year increase of 4.2%; net profit of 195 million yuan, up 32.6% year-on-year. Profit growth significantly outpaced revenue growth, with operational efficiency and quality achieving a comprehensive leap.

As an AI-driven online market operator in the consumer sector, Quant派 further focused on its core main business in 2025, relying on its self-developed “量星球” (Liang Planet) AI platform to continuously deepen penetration into all-category consumer scenarios. Financial data shows that the company’s core e-commerce platform’s GMV (Gross Merchandise Volume) in 2025 surpassed 10 billion yuan, a 30.59% increase year-on-year, roughly 400% growth compared to 2022, demonstrating strong growth resilience. In terms of user scale, the platform’s cumulative registered users exceeded 63.65 million, with a net increase of 6.87 million in 2025, providing a solid traffic base for ongoing business expansion.

This financial report not only confirms the effectiveness of Quant派’s “AI + Consumer” strategy but also sends a clear signal to the market: in an era where consumer internet enters stock-competition, technological empowerment and refined operations are becoming key paths for enterprises to cycle through phases and achieve high-quality development.

Profit growth outpaces revenue

Continuous optimization of financial structure

From the perspective of financial performance, 2025 shows typical high-quality growth characteristics for Quant派. While revenue grew steadily by 4.2%, net profit increased by 32.6% year-on-year, significantly enhancing profitability. Behind this performance is the company’s ongoing optimization of business structure and cost management.

Notably, in 2025, sales and marketing expenses dropped sharply by 33.4% year-on-year to 314 million yuan. The company proactively eliminated inefficient traffic channels, focusing resources on high-conversion pathways, with the strategy proving effective, and refined operations bringing efficiency improvements.

In terms of cash flow, by the end of 2025, Quant派’s cash and cash equivalents reached 524 million yuan, a substantial increase of 67% compared to the previous year-end. Net cash flow from operating activities was 104 million yuan, demonstrating a robust “cash-generating” ability from core business.

Solid AI technology foundation

“量星球” empowering full-chain intelligence

Regarding technological investment, in 2025, Quant派’s R&D expenses reached 51.3 million yuan, a year-on-year increase of 37.2%, far exceeding revenue growth, highlighting the company’s firm commitment to AI technology investment.

This investment is mainly reflected in the continuous upgrade of the self-developed “量星球” AI empowerment platform. The platform integrates core systems such as operations, algorithms, and marketing, embedding AI and big data analysis deeply into user insights, intelligent recommendations, and precise marketing across all business processes.

Another value of technology-driven development lies in cost reduction. By optimizing customer acquisition costs through AI and promoting lightweight operations, the company effectively alleviates business investment pressure. It can be said that Quant派 is transforming AI from a “concept” into tangible operational efficiency and commercial returns.

It is worth noting that the company has recently completed strategic strengthening of its core management team. Tan Feng, with a PhD in Robotics from MIT, was appointed CTO; Zhang Yanshen, with extensive experience in consumer technology and cross-border e-commerce, was appointed COO; Professor Xu Dong, a senior scholar in machine learning from the University of Hong Kong’s Department of Computer Science, was appointed Chief Scientist. The dense deployment of top talent provides strong organizational support and guarantees for the deepening of the “AI + Consumer” strategy.

Dual engines driving future growth

Expanding new boundaries of AI in consumption

Looking ahead, Quant派 explicitly states in its financial report that it will build a “dual-engine” growth model driven by AI and grounded in consumer scenarios—combining “technological empowerment + deep scene cultivation.” This strategy involves both deepening existing businesses and proactively exploring new growth curves.

On the existing business front, the company will continue to promote the intelligent iteration of core systems like “量星球,” enhancing precise operations and smart marketing capabilities through AI to consolidate its industry-leading position. Meanwhile, in consumer scenarios, Quant派 will deepen user value through a curated e-commerce model, leveraging AI to improve intelligent product selection and demand insights, accurately matching high-quality products, helping users break out of “information cocoons,” and enjoying a more relaxed, trustworthy shopping experience. It is foreseeable that as AI algorithms further integrate with consumer scenarios, platform user conversion efficiency and repurchase rates will have considerable room for improvement.

Even more promising is that Quant派 is looking toward a broader “AI + Consumer” blue ocean. With the advent of the AI era, the company plans to deeply expand AI applications in the consumer goods field, including but not limited to AI + consumer electronics products, and explore the design, R&D, and global sales of various intelligent products fused with AI technology. This means that Quant派’s future business boundaries may no longer be limited to online market operations but evolve into a “technology + product” integrated ecosystem, providing consumers with more intelligent lifestyles and opening new growth spaces for the company.

From the first-year financial report, Quant派’s technology investment and performance growth have formed a positive cycle. Against the backdrop of the continuous implementation of “Artificial Intelligence +” policies and the accelerated upgrading of the consumer market, the business system built around AI is gradually releasing benefits, laying a solid foundation for future development.