Haizhi Technology (02706) saw a year-on-year revenue increase of 70.4% in the first half of 2026, with its smart body business emerging as the core growth engine.

GMTEight APP has learned that on August 25, Haizhi Technology (02706) released its unaudited interim results for the first half of 2026. During the reporting period, the company saw a simultaneous increase in revenue scale and operational quality, achieving a total operating income of 296 million yuan, a substantial year-on-year growth of 70.4%. Referring to the seasonal characteristics of revenue in the same period of 2025, which was 173 million yuan and accounted for 27.9% of that years total revenue, combined with the current ample order reserves, the companys full-year performance is expected to continue the high growth trend observed in the first half. In terms of profitability, it achieved a gross profit of 132 million yuan, soaring 97.8% year-on-year, with an overall gross profit margin increasing by 6.2 percentage points year-on-year to 44.7%; the net loss narrowed by 38.1% year-on-year to 79 million yuan, and the adjusted net loss narrowed by 31.5% to 20 million yuan, indicating a clear trend of profitability improvement. As a core growth engine, the Atlas intelligent body business achieved a leap-forward breakthrough, with revenue reaching 115 million yuan in the first half, a year-on-year increase of 135.6%. Its revenue share increased to 38.8%, and the business's gross profit margin rose by 4.8 percentage points year-on-year to 52.9%, continuously driving the optimization of the profit structure due to its high gross profit characteristics. The traditional advantageous business, the Atlas graph solution, maintained steady growth, achieving revenue of 181 million yuan during the period, a year-on-year increase of 45.0%. The synergistic effects of products continued to be unleashed, with the conversion rate of Atlas graph customers to intelligent bodies reaching 69% during the reporting period, deepening customer value and business stickiness. Technical barriers continue to solidify, showcasing the competitiveness of the full-stack AI platform. During the reporting period, the companys Atlas Harness evolved from a single-task agent orchestration framework to an industry-level intelligent body runtime and standardization platform, while the underlying graph database upgraded to a "graph + time series + vector" multimodal integration, constructing a complete technical system that connects "multimodal database + ontology + harness." The academician workstation completed a strategic upgrade, focusing on cutting-edge research and development in graph-model integration; multiple national standards co-authored by the company were officially released, continuously enhancing its technical voice in the industry. Ecological cooperation and industry expansion accelerated concurrently. The company successively reached strategic cooperation with Z.AI and Hygon Information Technology, integrating the full-chain industrial-grade AI system of "computing power - model - scenario." Currently, the Atlas intelligent body is compatible with over 100 large language models. While consolidating its core bases in government affairs, energy, and finance, the company has concurrently landed benchmark projects in emerging sectors such as intelligent mining, oil and gas, pharmaceuticals, and Hong Kong finance. By the end of the reporting period, the company had served over 430 industrial clients, with an average customer transaction value of 3.4 million yuan in the first half, and the transaction value for intelligent bodies reached 4 million yuan. Post-listing, the companys capital structure has significantly improved. As of the end of June, cash and cash equivalents, along with trading financial assets, totaled over 970 million yuan, and the debt-to-asset ratio dropped to 26.3%. The company has also been officially included in the Hong Kong Stock Connect and the Hang Seng Composite Index, marking a new level of market liquidity and institutional coverage. The company stated that it will continue to deepen its focus on the industrial intelligent body technology, promote the standardization of industry products, accelerate the transition to scaled growth, and create long-term value for shareholders.