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]
云知声发布2025年中期业绩：大模型收入涨457%