Blue Focus(300058) 21世纪经济报道·2025-04-25 11:09Core Viewpoint - Blue Cursor, the first listed company in the digital marketing industry to include data resources in its financial statements, reported a significant increase in data resources classified as inventory, indicating a strategic shift towards AI-driven marketing solutions [1][4][5]. Financial Performance - In 2024, Blue Cursor achieved total revenue of 60.797 billion yuan, representing a year-on-year growth of 15.5%. However, the net profit attributable to shareholders was a loss of 291 million yuan, a decrease of 407 million yuan compared to the previous year [6]. - In Q1 2025, the company reported revenue of 14.258 billion yuan, a decrease of 1.524 billion yuan year-on-year, while the net profit attributable to shareholders was 96 million yuan, an increase of 16% [6]. Data Resources and AI Strategy - The company reported data resources of 6.5431 million yuan in its 2024 annual report, which accounted for over 50% of total inventory assets. This figure increased to 8.0069 million yuan in Q1 2025, raising its share of total inventory to 61.78% [1][4]. - Blue Cursor's CEO emphasized the company's ambition to transform into a true AI marketing technology company, targeting AI-driven revenue of 3 to 5 billion yuan by 2025, with a focus on intelligent agents, marketing automation, and data investment [4][5]. - The company is currently developing various AI projects, including video creation platforms and social media analysis tools, and has annotated over 120 million industry data points, with plans to reach around 200 million by 2025 [5].