HK Stock Market Move | HAIZHI TECH GP (02706) surged over 17%. The dual product lines of Atlas drive growth, positioning it as a competitor to Palantir and opening up platform opportunities.

HAIZHI TECH GP (02706) surged over 17%, and as of the time of writing, it is up 14.82%, trading at HKD 44.46, with a transaction volume of HKD 178 million. On the news front, Palantir's revenue in the second quarter of this year skyrocketed by 94% year-on-year, prompting the company to significantly raise its full-year sales forecast to USD 8.16 billion, far exceeding market expectations. Analysts believe that Palantir's "Ontology + FDE" model has successfully taken off, thoroughly validating that industrial AI and "Sovereign AI" are the core directions for the future. The market generally refers to HAIZHI Tech as the "Chinese version of Palantir," as both share highly compatible underlying technologies and business models for government and enterprise services. Palantir's high-growth and high-profit earnings report directly verifies the long-term prosperity of the "Map + Controllable AI" industrial route, opening up valuation possibilities for domestic similar companies. HAIZHI Tech leverages its mapping foundation to manage enterprise data assets, using intelligent agent products to penetrate business process execution, and builds a full-stack capability of "data governance - knowledge modeling - mapping inference - intelligent agent execution." The companys revenue from the Atlas mapping solution in 2025 is projected to be CNY 475 million, representing a year-on-year increase of 14.1%; while revenue from Atlas intelligent agents is expected to reach CNY 146 million, with a year-on-year growth of 68.4%, and the number of clients increasing from 19 to 40, indicating a significant ramp-up in the second growth curve.