HK Stock Market Move | SENSETIME-W(00020) rose more than 5%, with EBITDA turning positive for the first time in six months. Revenue from generative AI increased by 51% year-on-year.

SENSETIME-W(00020) rose more than 5%, as of the time of writing, it rose by 5.24% to HKD 2.01, with a turnover of HKD 3.18 billion. On news, SenseTime Technology released its annual performance announcement. In the fiscal year 2025, SenseTime Group's total revenue increased by 33%, exceeding 5 billion, reaching a historical high, with the fastest growth rate in nearly three years; the annual net loss significantly narrowed by 58.6%, adjusted net loss achieved a continuous accelerated reduction for the fourth and a half year, the pre-tax profit of EBITDA in the second half of the year was 380 million yuan, turning positive for the first time since listing, outperforming market expectations. It is worth mentioning that SenseTime's revenue from generative AI in 2025 was 3.63 billion yuan, a year-on-year increase of 51%, mainly driven by the explosive growth in market demand for generative AI model training, fine-tuning, and inference. During the reporting period, the Group's capital efficiency continued to improve, with stable cash flow, trade receivables reaching 48.7 billion yuan, reaching a historical high; in the second half of the year, the Group's operating cash flow achieved a positive net inflow for the first time since listing. In addition, SenseTime will launch a new model based on the second-generation NEO architecture in the second quarter of 2026, which is expected to achieve a multiple-level leap in efficiency and cost-effectiveness, widely empowering intelligent AI applications.