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商汤-W(00020) - 2024 H2 - 电话会议演示
SENSETIMESENSETIME(HK:00020)2025-05-06 08:36

Financial Performance - The Group revenue reached RMB 3,772 million, with a year-over-year (YoY) increase of 11%[8] - Gross profit amounted to RMB 1,620 million, with a gross profit margin of 43%[8] - Receivables collection increased by 19% YoY, reaching RMB 4,623 million[8] - Net loss was reduced by 33.7% YoY[8] Generative AI and AI Infrastructure - Generative AI revenue experienced triple-digit growth for two consecutive years[8] - SenseCore's total managed computing power grew by 92% YoY, reaching 23,000P[8] - Generative AI accounted for 35% of revenue in 2024, compared to 10% in 2023 and 7% in 2022[11] - The company is ranked among the top 3 in market share for AI cloud services in China[8] AI Model and Technology - SenseTime's SenseNova 5.5 ranked 1 in China alongside DeepSeek V3 in SuperCLUE Benchmark Overall Performance in December[24, 25] - A client using the SenseNova Large Model product has achieved a 500% business efficiency improvement[34, 37] Smart Auto - Total delivered vehicles with smart cabin solutions exceeded 3.6 million[52]