AINNOVATION (02121) released its 2026 first-half results for the period ending June 30, marking a significant milestone in operational quality. Total revenue reached RMB 829 million, representing an 18.6% year-on-year increase, while gross margin improved to 35.4%, up approximately 0.4 percentage points from the prior-year period and marking the sixth consecutive year of margin enhancement.
Adjusted net profit came in at approximately RMB 3.2 million, a substantial 147.8% increase year-on-year, achieving the company's first-ever positive adjusted net profit for a half-year period since its listing. This represents a pivotal step toward sustainable profitability. The group continued to anchor its core business in the "AI + Manufacturing" sector, with industrial large models and intelligent agent platforms accelerating deployment across manufacturing scenarios, driving the revenue share of "AI + Manufacturing" business up to 81.5% and further consolidating its competitive advantages.
Deepening the "One Model, One Platform, Two Wings" strategy, the company completed a major upgrade of its industrial intelligent agent platform. As large models and intelligent agents rapidly evolve, industrial AI is transitioning from single-point "localized intelligence" to full-chain "systematic intelligent transformation." The core value of industrial AI lies in deeply embedding into manufacturing enterprises' key business processes, providing comprehensive intelligent solutions covering the entire chain from R&D and production to operations, logistics, sales, and services.
Addressing the industrial sector's critical requirements for "controllable, reliable, and measurable" intelligent agents, AINNOVATION proposed a trinity development paradigm combining Ontology, Harness Engineering, and AI Coding. This approach enables structured expression and precise reasoning of domain knowledge, ensures reliable operation under demanding industrial conditions, and lowers development barriers through automated workflow construction. Development cycles have been compressed from days to minutes, supporting rapid deployment and stable operation of multi-scenario intelligent agents, advancing industrial agents toward production-grade large-scale applications.
Accelerating commercial deployment of the "Two Wings" strategy, the company is building a software-hardware integrated industrial AI system. Using the industrial large model and intelligent agent platform as the unified technological foundation, AINNOVATION is advancing two strategic application directions: industrial intelligent agent software and industrial embodied robots, continuously enhancing platform capabilities and product standardization to release industrial value across physical manufacturing scenarios.
In industrial software, the group completed full-line product upgrades around the AI+MOM intelligent manufacturing operations management system. Products including equipment intelligent management AEAM, energy intelligent management AEMS, and manufacturing data analytics AMI now embed industrial ontology frameworks, establishing unified business semantics and data foundations. Through industrial intelligent agents, the company achieves closed-loop "analysis-decision-execution" processes, upgrading traditional tool-based software into ontology-centric intelligent software with natural language interaction capabilities. The self-developed ChatCAD product has evolved from a basic drawing recognition tool into a comprehensive industrial design intelligence platform, extending capabilities to design review, quality control, and engineering knowledge reuse.
In industrial embodied intelligence, the core product ChatRobot continues to strengthen its integrated data collection and training platform, enhancing collaboration between VLA (Vision-Language-Action) foundation models, embodied intelligence brains, and industrial agents. Taking industrial logistics as an example, the group integrates ChatRobot's multimodal perception, task planning, skill orchestration, and autonomous control capabilities to drive industrial drones, unmanned locomotives, and robotic arms from single-machine automation toward "autonomous perception, intelligent decision-making, and collaborative execution." A landmark project at a steel base in western Sichuan has demonstrated coordinated operations between intelligent control drones and slag transport unmanned vehicles, creating an exemplary low-altitude intelligent logistics scenario for the steel industry.
In market strategy, AINNOVATION has established FDE (Field Deployment Engineer) teams for large enterprise clients. These teams leverage platform-accumulated assets including industrial ontologies, skill components, and harness engineering paradigms to solve complex business challenges on-site, while converting newly acquired field experience into reusable platform assets. After validation across multiple customer scenarios, mature capabilities are packaged into standardized lightweight kits and rapidly replicated across same-industry clients, achieving manufacturing-scale deployment through a flywheel effect of "key client breakthroughs, platform asset accumulation, industry kit development, and peer customer replication."
Xu Hui, Executive Director and CEO of AINNOVATION, commented: "Achieving adjusted profitability in the first half of 2026 for the first time reflects our ability to capture market demand in the intelligent era while continuously enhancing platform capabilities and product standardization. Building on eight years of deep industry engagement, we have served over 1,800 physical enterprises, accumulating tens of thousands of industry scenarios, high-quality data, and best practices. Looking ahead, we will fully unleash the compounding effect of this deep accumulation, accelerate large-scale deployment of industrial large models and intelligent agents, and strive to become the leader in AI-native infrastructure for China's manufacturing sector."