Autohome Reports 30.2% NEV Sales Growth and Launches O2O Mall
Autohome launched its O2O-focused Autohome Mall in Q4, securing partnerships with 23 automotive brands and expanding offline franchise network into lower-tier cities. Full-year 2025 revenue rose to CNY6.45 billion with NEV-related sales up 30.2% year-over-year, while adjusted net margin hit 24.9% and cash balances reached CNY21.36 billion.
1. O2O Transformation and Autohome Mall Launch
In the fourth quarter of 2025, Autohome officially launched its Autohome Mall service after a September pilot, securing partnerships with 23 mainstream brands and extending its franchise network into lower-tier cities to strengthen OEM channel coverage and deliver a seamless online-to-offline car-buying experience.
2. AI and Data Platform Investments
Autohome bolstered its AI and data capabilities by introducing the Cangjie large language model and Tianshu intelligent service platform, rolling out AI assistants for vehicle selection, AIGC marketing tools, an intelligent used-car purchasing assistant, and deploying an AI Vehicle Inspector across third-party platforms, completing over 500,000 standardized inspections.
3. Solid Full-Year Financial Performance
Full-year 2025 revenue reached CNY6.45 billion, driven by a 30.2% increase in NEV-related sales, while adjusted net margin improved to 24.9%; the company ended the year with CNY21.36 billion in cash and investments despite fourth-quarter operating profit declining to CNY92 million on a 78.2% gross margin.