Core Insights - The company reported a revenue of 2.626 billion RMB for the six months ending June 30, 2025, representing a year-on-year increase of 40.71% [1] - Gross profit reached 990 million RMB, up 25.38% year-on-year, while R&D expenses totaled 893 million RMB [1] - The core business, the "Fourth Paradigm Prophet AI Platform," saw a revenue increase of approximately 71.9%, reaching 2.149 billion RMB, accounting for about 81.8% of total revenue [1] Financial Performance - Revenue for the period was 2.626 billion RMB, a 40.71% increase compared to the previous year [1] - Gross profit was 990 million RMB, reflecting a 25.38% year-on-year growth [1] - R&D expenses amounted to 893 million RMB, with a year-on-year increase of approximately 5.1% [1] Business Development - The company is focusing on the implementation of "AI agent + world model" to capture high-value AI transformation demands from enterprise clients [1] - The number of benchmark users reached 90, an increase of 4 compared to the same period last year, with an average revenue per benchmark user of 17.98 million RMB, up approximately 56.6% year-on-year [2] - The company aims to enhance the capabilities of the Fourth Paradigm Prophet AI Platform, positioning it as a foundational infrastructure for enterprise AI productivity [1][2] R&D Investment - R&D expenses represented 34.0% of total revenue, showing a decrease of 11.5% year-on-year, indicating effective scaling of R&D investments [1] - The company is committed to continuous investment in technological innovation to maintain its leadership in AI technology exploration and commercialization [1]
第四范式发布中期业绩 毛利9.9亿元 同比增加25.38%