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云知声上半年营收同比增长20.2% 大模型收入同比增长457%
Zheng Quan Ri Bao· 2025-08-29 07:06
Core Viewpoint - Yunzhisheng Intelligent Technology Co., Ltd. reported a significant increase in revenue driven by advancements in AI technology and strong market demand, particularly in large model business and healthcare applications [2][3]. Group 1: Financial Performance - For the first half of 2025, Yunzhisheng achieved a revenue of 405 million yuan, representing a year-on-year growth of 20.2% [2]. - Revenue from large models surged by 457% to nearly 100 million yuan [2]. - The daily life business generated 335 million yuan, accounting for 82.7% of total revenue, while the medical business contributed 70 million yuan, making up 17.3% [2]. Group 2: Business Segments - In the daily life sector, solution sales revenue reached 283 million yuan, reflecting a year-on-year increase of 22.6%, with AI chip shipments totaling 16.5 million units [2]. - Cumulatively, Yunzhisheng has shipped nearly 100 million AI chips as of June 30, 2025 [2]. - In the medical sector, the average customer price reached 1.013 million yuan, up 116.2%, and insurance business revenue skyrocketed by 1386.8% [2]. Group 3: Research and Development - To maintain its leading position in the AI industry, Yunzhisheng invested 168 million yuan in R&D, which constitutes 41.5% of total revenue [3]. - The company achieved notable results in various fields, including ranking first in multiple MedBench evaluations and contributing to the drafting of three national standards for AI large models [3]. - Future plans include leveraging the Atlas infrastructure to advance general large model foundations, expert-level models, and chip optimization, aiming to build sustainable competitive advantages [3].
云知声发布2025年中期业绩:大模型收入涨457%
Huan Qiu Wang· 2025-08-29 05:56
Core Viewpoint - Yunzhisheng (9678.HK) reported a significant increase in revenue for the first half of 2025, driven by advancements in AI technology and strong market demand, particularly in large model revenue which surged by 457% [3] Group 1: Financial Performance - In the first half of 2025, Yunzhisheng achieved a revenue of 405 million RMB, representing a year-on-year growth of 20.2% [3] - Revenue from large models reached nearly 100 million RMB, marking a substantial increase of 457% [3] - Daily life business generated 335 million RMB, accounting for 82.7% of total revenue, while the medical business contributed 70 million RMB, making up 17.3% [3] Group 2: Business Segments - In the daily life sector, solution sales revenue was 283 million RMB, reflecting a growth of 22.6% [3] - AI chip shipments reached 16.5 million units, with total shipments nearing 100 million units by June 30, 2025 [3] - In the medical sector, the average customer price reached 1.013 million RMB, up by 116.2%, and insurance business revenue skyrocketed by 1386.8% [3] Group 3: Research and Development - To maintain its leading position in the AI industry, Yunzhisheng invested 168 million RMB in R&D, which constituted 41.5% of total revenue [4] - The company achieved notable results in various fields, including ranking first in multiple MedBench evaluations and contributing to the drafting of three national standards for AI large models [4] - Future plans include leveraging the Atlas infrastructure to advance general large model foundations, expert-level models, and chip optimization, aiming to build sustainable competitive advantages [4]
云知声上半年经调整净亏损1.22亿元
Bei Jing Shang Bao· 2025-08-29 04:38
Core Insights - The company Yunzhisheng reported a revenue of 405 million yuan for the first half of 2025, representing a year-on-year growth of 20.2% [1] - The adjusted net loss for the company was 122 million yuan, which is an increase of 5.2% compared to the previous year [1] Revenue Breakdown - The majority of the revenue was generated from the sales of AI application solutions, contributing 335 million yuan [1] - The medical AI application solutions generated a revenue of 69.9 million yuan [1]
云知声发布中期业绩,股东应占亏损2.97亿元,同比扩大16.4%
Zhi Tong Cai Jing· 2025-08-28 15:54
Core Viewpoint - The company reported a revenue of 405 million RMB for the first half of 2025, representing a year-on-year growth of 20.2%, but also recorded a loss attributable to shareholders of 297 million RMB, which is an increase of 16.4% compared to the previous year [1] Group 1 - The total revenue increase is primarily attributed to the enhancement of the company's AI capabilities and industry influence [1] - The company has further penetrated multiple vertical industries with its AI solutions, leading to increased revenue in sectors such as supercomputing platforms, rail transit, and healthcare [1] - The basic loss per share is reported at 4.28 RMB [1]
云知声(09678)发布中期业绩,股东应占亏损2.97亿元,同比扩大16.4%
智通财经网· 2025-08-28 15:48
Core Viewpoint - The company reported a revenue of 405 million RMB for the first half of 2025, reflecting a year-on-year growth of 20.2% [1] - However, the loss attributable to shareholders increased to 297 million RMB, a year-on-year expansion of 16.4%, with a basic loss per share of 4.28 RMB [1] Revenue Growth - The increase in total revenue is primarily attributed to the enhancement of the company's AI capabilities and industry influence [1] - The company has further penetrated multiple verticals in AI solutions, leading to revenue growth in sectors such as supercomputing platforms, rail transit, and healthcare [1]
云知声(09678) - 2025 - 中期业绩
2025-08-28 14:45
Financial Performance - Revenue for the six months ended June 30, 2025, was RMB 404,967,000, representing a 20.2% increase compared to RMB 337,048,000 for the same period in 2024[3]. - Gross profit for the same period was RMB 130,842,000, up 13.0% from RMB 115,832,000 year-on-year[3]. - The company reported a net loss of RMB 298,330,000 for the six months ended June 30, 2025, which is a 16.6% increase in loss compared to RMB 255,758,000 in 2024[3]. - The adjusted net loss was RMB 122,448,000, reflecting a 5.2% increase from RMB 116,433,000 in the previous year[3]. - Total revenue increased by 20.2% from RMB 337,048 thousand for the six months ended June 30, 2024, to RMB 404,967 thousand for the six months ended June 30, 2025, driven by enhanced AI capabilities and industry influence[25]. - Operating expenses totaled RMB 287,254,000, compared to RMB 241,577,000 in the previous year, reflecting a 18.9% increase[67]. - The net loss for the period rose by 16.6% from RMB 255,758 thousand to RMB 298,330 thousand[35]. - The company reported a basic and diluted loss per share of RMB 4.28 for the period, compared to RMB 3.68 in the previous year[68]. Revenue Breakdown - Revenue from AI application solutions for the first half of 2025 reached RMB 404,967 thousand, a 20.1% increase from RMB 337,048 thousand in the same period of 2024[13]. - Revenue from solution sales in the first half of 2025 was RMB 282,544 thousand, representing a 22.6% growth compared to the same period in 2024[15]. - Revenue from AI chips and modules reached RMB 48,881 thousand in the first half of 2025, a 5.8% increase from the previous year[16]. - Subscription fees from API services amounted to RMB 3,243 thousand, a significant increase of 45.6% compared to the first half of 2024[17]. - Revenue from medical solutions per customer surged by 116.2% to RMB 1,013 thousand in the first half of 2025, driven by enhanced AI capabilities[18]. - Revenue from the core large language model, Shan Hai Model, increased by 457.4% to RMB 98,760 thousand in the first half of 2025[19]. - Revenue from daily life products was RMB 335,065 thousand, up 19.6% from RMB 279,881 thousand in 2024[84]. Expenses and Costs - Sales and service costs rose by 23.9% from RMB 221,216 thousand to RMB 274,125 thousand, primarily due to the expansion of AI supercomputing platform projects[26]. - Gross margin decreased from 34.4% to 32.3% due to higher hardware costs in integrated solutions[27]. - R&D expenses amounted to RMB 168,128 thousand, representing 41.5% of total revenue, with the R&D team comprising 312 employees, or 68.7% of total staff[24][32]. - Administrative expenses surged by 86.4% to RMB 57,743 thousand, largely due to increased listing expenses, which rose by 248.1% to RMB 36,618 thousand[31]. - Hardware costs increased significantly to RMB 194,411 thousand, up 60.8% from RMB 120,876 thousand in 2024[86]. Cash Flow and Financial Position - Cash and cash equivalents as of June 30, 2025, were RMB 241,693 thousand, up from RMB 156,476 thousand as of December 31, 2024, representing a growth of 54.4%[38]. - Net cash used in operating activities for the six months ended June 30, 2025, was RMB 41,360 thousand, significantly improved from RMB 175,103 thousand for the same period in 2024, indicating a reduction of 76.4%[39]. - Net cash generated from financing activities for the six months ended June 30, 2025, was RMB 131,091 thousand, compared to RMB 45,002 thousand for the same period in 2024, showing an increase of 191.2%[42]. - The company's debt-to-asset ratio decreased from 354.9% as of December 31, 2024, to 48.1% as of June 30, 2025, primarily due to the successful listing and the termination of redemption obligations[45]. - Total assets as of June 30, 2025, were RMB 1,274,822,000, an increase from RMB 1,079,976,000 at the end of 2024[69]. - The company’s total liabilities decreased to RMB 612,631,000 from RMB 3,832,884,000, indicating a significant reduction in debt levels[70]. Market and Industry Insights - The AI market in China is projected to exceed RMB 700 billion in 2024, maintaining a growth rate of over 20% for several consecutive years[4]. - The AI medical solutions market is experiencing explosive growth, particularly in areas like clinical decision support and medical imaging analysis[6]. - The company focuses on specific verticals such as home, transportation, healthcare, and insurance, leveraging deep industry knowledge and data to create targeted technological barriers[5]. - The company is actively expanding its applications in public health management and smart hardware, capitalizing on its professional AI capabilities[6]. - The industry-level knowledge graph significantly improves the accuracy and reliability of industry knowledge, reducing the hallucination phenomenon of large models[20]. Corporate Governance and Compliance - The company has adopted high standards of corporate governance to protect shareholder interests and enhance accountability[96]. - The audit committee, consisting of three members, has reviewed the unaudited interim financial information for the six months ending June 30, 2025[98]. - The company has complied with the corporate governance code since its listing date, ensuring effective internal controls and transparency[96]. - The board of directors has confirmed compliance with the standard code regarding securities trading from the listing date until the end of the reporting period[97]. - The company is committed to maintaining high standards of internal control and financial reporting practices[98]. Employee and Talent Management - As of June 30, 2025, the company has 454 full-time employees, with 68.7% in R&D, 17.6% in sales and marketing, and 13.7% in administration[59]. - Total employee compensation and benefits expenses for the six months ended June 30, 2025, amounted to RMB 95,896 thousand[61]. - The company has adopted two employee incentive plans to attract and retain talent, promoting long-term development[62]. - The company is investing in continuous education and training programs for employees to enhance skills and knowledge[60]. Future Outlook and Strategic Initiatives - The company is focused on developing new technologies and enhancing existing products to maintain market position, leveraging advanced AI technology and user feedback[24]. - The company plans to utilize the net proceeds from the listing to invest in emerging business opportunities and enhance product adoption in the industry[53]. - The company aims to achieve large model compression and chip-level inference optimization for scalable industrial applications[56]. - The company is focusing on the application of large models in serious scenarios, enhancing AI industry applications through the Beast Tooth intelligent agent platform[57]. - The intelligent medical record quality control system has upgraded from "quality control prompts" to interactive "defect modifications," establishing a commercial moat[57]. - The company has successfully implemented various industry-specific intelligent agents, significantly improving outpatient medical record entry efficiency and patient satisfaction[57]. Shareholder Information - The company has not declared an interim dividend for the six months ended June 30, 2025, nor a final dividend for the year ended December 31, 2024[65][66]. - The company has no dividends declared or paid for the periods ended June 30, 2025, and June 30, 2024[95]. - The company expresses gratitude to shareholders, management, employees, business partners, and customers for their support and contributions[100].
云知声(09678) - 公告 - 取消监事会及建议修订《公司章程》
2025-08-28 12:25
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其準確性或完整性亦不發表 任何聲明,並明確表示概不就因本公告全部或任何部分內容而產生或因倚賴該等內容而引致的任何損失承擔任何 責任。 UNISOUND AI TECHNOLOGY CO., LTD. 雲知聲智能科技股份有限公司 (於中華人民共和國註冊成立的股份有限公司) (股份代號:9678) 公 告 取消監事會 及 建 議 修 訂《 公 司 章 程 》 取消監事會 雲知聲智能科技股份有限公司(「本公司」)董事(「董事」)會(「董事會」)謹此宣佈,根據 《中華人民共和國公司法》(「《公司法》」)、《關於新<公司法>配套制度規則實施相關過渡 期安排》等法律法規、規範性文件的規定,本公司擬不再設置監事會或監事,單波先生、 洪兆先生及任禾先生不再擔任本公司監事職務,《雲知聲智能科技股份有限公司監事會 議事規則》相應廢止,本公司各項規章制度中涉及監事會、監事的規定不再適用。 取消監事會的事項將提交本公司股東大會審議,並自本公司股東大會審議通過後生效。 上述調整生效前,本公司第二屆監事會及監事將依照法律法規和《雲知聲智能科技股份 有限公司公司章程 ...
云知声(09678) - 董事会提名委员会职权范围
2025-08-28 12:14
雲知聲智能科技股份有限公司 董事會提名委員會職權範圍 第一章 總則 第一條 為規範公司董事和高級管理人員的產生,優化董事會組成,完善公司治理結 構,根據《中華人民共和國公司法》、《香港聯合交易所有限公司證券上市規則》和《雲知 聲智能科技股份有限公司章程》(以下簡稱「《公司章程》」)等有關規定,公司設立董事會 提名委員會,並制定本職權範圍。 第二條 董事會提名委員會是董事會設立的專門工作機構,主要負責對公司董事、總經 理和其他高級管理人員的人選、甄選標準和程序等事項進行選擇並提出建議。 第三條 《公司法》和《公司章程》關於董事義務的規定適用於提名委員會委員。 第二章 人員組成 第四條 提名委員會由至少3名董事組成,其中獨立非執行董事佔多數,且至少一名成 員的性別須與提名委員會成員不同。 第五條 提名委員會委員由董事長、二分之一以上獨立非執行董事或者全體董事的三 分之一以上提名,並由董事會選舉產生。 第六條 提名委員會設主席一名,由獨立非執行董事或董事會主席擔任,主席負責主持 委員會工作,擔任召集人,主席由董事會批准產生。 第七條 提名委員會任期與董事會任期一致,委員任期屆滿,連選可以連任。期間如有 委員不再擔任 ...
云知声(09678)获纳入恒生指数系列成份股
Zhi Tong Cai Jing· 2025-08-25 11:08
恒生指数系列是获广泛引用及反映香港股票市场表现的重要指标。董事会认为,获纳入恒生综合指数, 将有助于扩大股东基础,从而提高本公司于资本市场的投资价值及声誉。 (原标题:云知声(09678)获纳入恒生指数系列成份股) 智通财经APP讯,云知声(09678)发布公告,公司已获恒生指数有限公司选定并将纳入下列恒生指数系列 的成份股,自2025年9月8日起生效:1.恒生综合指数;2.恒生综合行业指数—资讯科技业;3.恒生综合中小 型股指数;4.恒生综合小型股指数;5.恒生互联网科技业指数;6.恒生资讯科技业指数;7.恒生资讯科技业(可 投资)指数;8.恒生港股通资讯科技业指数;9.恒生港股通软件及半导体(可投资)指数;及10.恒生港股通软件 及半导体指数。 ...
云知声获纳入恒生指数系列成份股
Zhi Tong Cai Jing· 2025-08-25 10:59
Core Viewpoint - The company Yunzhisheng (09678) has been selected to be included in various Hang Seng Index series, effective from September 8, 2025, which is expected to enhance its investment value and reputation in the capital market [1]. Group 1 - The company will be included in the following Hang Seng Index series: 1. Hang Seng Composite Index; 2. Hang Seng Composite Industry Index - Information Technology; 3. Hang Seng Composite Small Cap Index; 4. Hang Seng Composite Micro Cap Index; 5. Hang Seng Internet Technology Index; 6. Hang Seng Information Technology Index; 7. Hang Seng Information Technology (Investable) Index; 8. Hang Seng Hong Kong Stock Connect Information Technology Index; 9. Hang Seng Hong Kong Stock Connect Software and Semiconductor (Investable) Index; 10. Hang Seng Hong Kong Stock Connect Software and Semiconductor Index [1]. - The Hang Seng Index series is widely referenced and reflects the performance of the Hong Kong stock market [1]. - The board believes that inclusion in the Hang Seng Composite Index will help expand the shareholder base [1].