Autohome (02518) releases Q3 financial report for 2025: AI and O2O dual-drive ecological layout accelerates landing.
The company's total revenue for the quarter was 1.78 billion RMB, with an adjusted net profit attributable to Autohome of 407 million RMB.
On the evening of November 6, 2025, Beijing time, Autohome Inc. Sponsored ADR Class A (New York Stock Exchange stock code: ATHM.US; Hong Kong Stock Exchange symbol: 02518) disclosed its financial performance for the third quarter of 2025. The financial report shows that the company's total revenue for this quarter was 1.78 billion Chinese yuan, and the adjusted net profit attributable to Autohome Inc. Sponsored ADR Class A was 407 million Chinese yuan. Of note is that online marketing and other business revenue increased by 32.1% year-on-year, demonstrating the company's continuous improvement in diversified business expansion and service capabilities.
Mr. Liu Chi, Chairman and CEO of Autohome Inc. Sponsored ADR Class A, said, "In the third quarter, we centered our core DRIVE on AI and O2O, accelerated the landing of our business comprehensively, and worked with partners such as Katalac and Ping An Property Insurance to actively expand into emerging business areas. Our strategic layout has shown initial results, especially in the areas of content ecology, new energy O2O, and AI technology applications. Looking ahead, Autohome Inc. Sponsored ADR Class A will continue to deepen dual innovation in products and business models, focus on building a more efficient and intelligent automotive ecosystem, continuously create lasting value for the industry, and drive the company towards sustainable and robust development."
With a professional depth and broad perspective, promoting the development of a diverse content ecosystem
In the era of information explosion, high-quality content is the core of platforms retaining users and building trust. In 2025, Autohome Inc. Sponsored ADR Class A continued to deepen its content construction by simultaneously focusing on "professional depth" and "broad perspective," creating a richer and more three-dimensional content ecosystem.
In important domestic and international auto show reports in 2025, Autohome Inc. Sponsored ADR Class A achieved dual coverage with a global perspective and local insights. At the Munich International Motor Show, with "global debut cars" and "Chinese brands going global" as the core topics, through high-density bilingual live broadcasts, professional video content, and global media channels, the company promoted China's automotive industry's cutting-edge technology and innovation to the global stage, demonstrating the global influence of "Chinese intelligent manufacturing." During the Chengdu International Motor Show, Autohome Inc. Sponsored ADR Class A focused on the user end with "new car shopping" and "immersive experiences," integrating resources from 18 mainstream car companies to create an "Autohome Inc. Sponsored ADR Class A live exclusive period," achieving 100% full coverage of new car reports on the first day, providing users with a one-stop exhibition viewing and car selection experience.
In addition to professional auto show coverage, Autohome Inc. Sponsored ADR Class A also made key progress in content ecosystem construction. Its newly established "Zhihome Media MCN" is actively building a matrix of creators in multiple fields such as technology, travel, and overseas life centered around automotive content. By integrating professional PGC content, authoritative OGC information, and real UGC experiences, Autohome Inc. Sponsored ADR Class A continues to expand its content boundaries and strengthen user stickiness. As of now, the platform has gathered over 200 high-quality creators across different fields, covering aspects such as car reviews, technology, and travel.
User growth data confirms the success of the content strategy. According to statistics from the third-party authoritative agency QuestMobile, in September 2025, the daily average number of users on Autohome Inc. Sponsored ADR Class A's mobile platform reached 76.56 million, a year-on-year increase of 5.1%, maintaining its industry-leading position.
Building an integrated O2O car ecosystem, constructing a Wuxi Online Offline Communication Information Technology Co., Ltd. service loop
In the context of the rapid development of the new energy vehicle market, Autohome Inc. Sponsored ADR Class A actively responded to the needs of users and manufacturers, accelerating the construction of an integrated "online + offline" service ecosystem that aims to cover the entire process of vehicle selection, order locking, delivery, and after-sales within the O2O car ecosystem.
On the online front, Autohome Inc. Sponsored ADR Class A launched a new "Autohome Inc. Sponsored ADR Class A Mall" in late September, focusing on transaction services, integrating brand car models, and providing users with a transparent and convenient digital car purchase channel. On the offline side, the company plans to comprehensively handle delivery and service processes through its own home store partners, the Katalac system, and a network of used car stores, effectively bridging the coverage gap of car companies in lower-tier markets and truly achieving full connectivity from "online order locking" to "offline delivery and service."
During the trial run, this model has shown strong momentum. As of early October, Autohome Inc. Sponsored ADR Class A Mall has accumulated over 3,000 orders, demonstrating strong growth potential and user acceptance. Building on this success, Autohome Inc. Sponsored ADR Class A plans to officially launch the mall business during "Double Eleven," further integrating industry resources to provide users with a more precise, efficient, and professional car purchasing experience. In the third quarter, total revenue from new energy brands, including new retail, continued to rise, demonstrating the company's effective progress in new energy strategic layout and sound business health.
Driving service upgrades with AI technology, accelerating the construction of a standardized system for used cars
As one of the company's core strategies, AI technology has been deeply applied and systematically deployed in various business processes of Autohome Inc. Sponsored ADR Class A. This quarter, the company completed a comprehensive upgrade of its "AI Assistant," enhancing its model's semantic understanding capabilities, connecting content with car model databases, and expanding its application scenarios, achieving a user decision-making closed loop of "content as an entry, choose a car after viewing." Developed on this foundation, the "AI car selection assistant" and "AI fault diagnosis" functions provide users with more intelligent and efficient service experiences.
At the industry level, Autohome Inc. Sponsored ADR Class A successfully hosted the first Global AI Technology Conference in September, bringing together core industry enterprises and technical experts along the industry chain. The conference not only showcased China's cutting-edge achievements in automotive intelligence but also provided a high-level platform for technical exchanges and cooperation within the industry. The conference received endorsements from five major automotive industry associations and support from 14 industry partners, with speeches from seven industry leaders, demonstrating Autohome Inc. Sponsored ADR Class A's core influence in the industry and its ability to integrate resources.
During the conference, Autohome Inc. Sponsored ADR Class A officially launched the "Tianshu Intelligent Service Platform." This platform, based on the company's self-developed "Cangjie" large model, provides open toolsets and service distribution capabilities, aiming to reshape the collaboration between users, platforms, and ecosystem partners, advancing Autohome Inc. Sponsored ADR Class A's strategic upgrade from an "automotive information platform" to an "industrial intelligence central hub," further consolidating the company's dual barriers in "technology + ecosystem."
In the used car business sector, Autohome Inc. Sponsored ADR Class A continues to promote the standardization and transparency of transactions and services. The "AI Car Check Expert," developed based on a vast amount of historical transaction data and intelligent algorithms, has achieved industry-leading accuracy in vehicle valuation. Meanwhile, the "Premium Used Car Flagship Store" continues to expand its network of partner merchants. In the future, the company will continue to deepen cooperation with high-quality used car dealers based on integrity systems, providing consumers with a more secure and reliable experience when purchasing used cars.
Looking ahead: Continuous innovation, building a sustainable growth paradigm
With the continuous implementation and deepening of the AI and O2O strategies, Autohome Inc. Sponsored ADR Class A is steadily advancing towards a platform upgrade from "content-oriented" to "ecosystem-empowering." Looking ahead, the company will continue to strengthen technological investments, optimize business structures, expand partnerships, empower the digital transformation of the automotive industry, create a more intelligent, convenient, and reliable car life service experience for users, and achieve resonances between corporate values and industry development at the same frequency.
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