来源：Gangtise投研

涂鸦智能(02391.HK，TUYA.US) 创始人兼CEO王总报告了公司收入同比增长约34%，净利润率达到25%，展现了良好的经营杠杆。公司三个业务板块均实现稳健增长，其中设备智能化业务收入同比增长超26%，智能解决方案业务同比增长超100%，核心云软件增值服务同比增长超50%。涂鸦智能继续扩大全球客户群，美元基于现有客户增长率达到124%，并在欧洲市场保持稳定需求。公司还与65 Equity Partners签署了股份购买协议，购买约13%的总股份，显示了对其愿景的高度认可。涂鸦智能的注册开发者数量增至约126万，将继续洞察市场需求，赋能开发者，带来更多满足消费者期待的智能产品。

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