Core Viewpoint - The article highlights the significant growth of SenseTime's generative AI business, which has become a major revenue driver, reflecting a broader trend in the AI industry towards scalable applications and solutions [1][3]. Group 1: Financial Performance - In the first half of 2025, SenseTime achieved revenue of 2.358 billion RMB, a year-on-year increase of 35.6% [1]. - The adjusted net loss narrowed to 1.162 billion RMB, showing substantial improvement both year-on-year and quarter-on-quarter [1]. - The generative AI segment generated approximately 1.816 billion RMB, with a remarkable year-on-year growth of 72.7%, increasing its revenue share from 60.4% in the first half of 2024 to 77% in 2025 [3][4]. Group 2: Business Segments - SenseTime reclassified its revenue reporting, now categorizing it into generative AI, visual AI, and X-innovation businesses [4]. - The generative AI segment focuses on productivity and interactive tools, with the "Little Raccoon" product surpassing 3 million users and a 510% increase in multi-modal real-time interaction duration for the "Daily New V6.5" product [4]. - In visual AI, SenseTime maintains the largest market share in China's computer vision sector for nine consecutive years and has served over 660 clients with a 57% repurchase rate [4][5]. Group 3: Strategic Initiatives - The X-innovation business aims to foster an innovative ecosystem, focusing on sectors like intelligent driving, healthcare, robotics, and retail, providing foundational AI models and expert services [5]. - SenseTime's gross profit for the first half of 2025 was 908 million RMB, with a gross margin of 38.5%, and trade receivables reached a historical high of 3.159 billion RMB, up 95.5% year-on-year [5]. - The company holds a cash reserve of 13.158 billion RMB as of mid-2025, positioning it well for future growth opportunities [5].
生成式AI收入占比77%！商汤最新发布