SenseTime-W Gains Over 5% During Session; 2025 Generative AI Revenue Increases 51% Year-over-Year

SenseTime-W (00020) surged over 5% intraday. As of the latest update, the stock price increased by 1.57%, currently trading at HKD 1.94, with a turnover of HKD 581 million.

SenseTime released its full-year earnings report. For 2025, SenseTime Group’s total revenue grew by 33%, exceeding 5 billion yuan, reaching a record high and marking the fastest growth in nearly three years; net loss for the year significantly narrowed by 58.6%. Adjusted net loss achieved four consecutive half-yearly year-over-year reductions, with EBITDA for the second half reaching 380 million yuan, turning profitable for the first time since listing, surpassing market expectations. Notably, SenseTime’s revenue from generative AI in 2025 reached 3.63 billion yuan, a 51% increase year-over-year, mainly driven by explosive growth in market demand for training, fine-tuning, and inference of generative AI models.

During the reporting period, the group’s capital efficiency continued to improve, with robust cash flow. Trade receivables and collections reached 4.87 billion yuan, a record high; in the second half, the group’s operating cash flow achieved positive net inflow for the first time since listing. Additionally, SenseTime plans to launch a new model based on the second-generation NEO architecture in Q2 2026, which is expected to achieve multiple improvements in performance and cost-effectiveness, broadly empowering intelligent AI applications.

(Chief Editor: Wang Zhiqiang HF013)

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