范式2025年中期收入26.26亿元 亏损大幅收窄71.2%

Core Insights - The company reported a significant revenue increase of 26.26 billion yuan, representing a year-on-year growth of approximately 40.7% [1] - Adjusted net loss narrowed to 43.7 million yuan, a reduction of about 71.2% compared to the previous year's loss of 151.6 million yuan [1] - The AI platform business, known as the "Prophet AI Platform," generated revenue of 21.49 billion yuan, a year-on-year increase of approximately 71.9%, accounting for about 81.8% of total revenue [1] Financial Performance - Total revenue reached 26.26 billion yuan, up 40.7% year-on-year [1] - Adjusted net loss was 43.7 million yuan, down 71.2% from 151.6 million yuan [1] - Major expenses as a percentage of revenue decreased from 58.2% to 44.5% [1] - R&D expenses increased by approximately 5.1%, with the expense ratio declining by 11.5% to 34% [1] - Accounts receivable significantly reduced from 3.086 billion yuan at the end of last year to 1.967 billion yuan [1] Business Development - The company is advancing the implementation of AI Agent + World Model to meet high-value AI transformation demands from enterprise clients [2] - The number of benchmark users reached 90, an increase of 4 from the previous year, with average revenue per benchmark user rising by 56.6% to 17.98 million yuan [2] - The company maintained its leading position in the Chinese machine learning platform market for the seventh consecutive year [3] Strategic Initiatives - The company is exploring "AI+" opportunities in various sectors, including stablecoins and energy [3] - The Phancy consumer electronics business launched several AI-enabled products, including smartwatches and smart glasses, with plans to expand into smart toys and wearables [3] - A new ecosystem for smart terminal devices is being developed through partnerships with Huawei and Broadcom [4] - The company aims to create a comprehensive AI productivity infrastructure to drive profitability and lead the AI revolution [4]