SenseTime (00020) will achieve its first profit in the first half of 2026, creating quality commercial value with "a set of models + a Token factory + a set of intelligent management control systems."

On August 26, SenseTime (00020) released its performance report for the first half of 2026. The group's total revenue reached 2.91 billion RMB, a year-on-year increase of 23.4%; gross profit was 1.21 billion RMB; and the gross profit margin was 41.4%. For the first time, the group disclosed recurring revenue of 1.14 billion RMB, accounting for 39.3%, and achieved a profit of 620 million RMB according to International Financial Reporting Standards (IFRS). Among this, revenue from generative AI was 2.33 billion RMB, accounting for nearly 80%; revenue from overseas operations increased by 127% year-on-year, far exceeding the overall growth rate of the group. The group continues to accelerate the scalable commercialization of AI capabilities, centered on "one model, one Token factory, and one intelligent agent control system," driving AI capabilities towards completing end-to-end tasks and creating substantial commercial value.