SenseTime Records First‑Ever Profit in First Half of 2026 “Models + Token Factory + Agent Harness” Framework Unlocks High‑Value Commercialization

In the first half of 2026, SenseTime Group Inc. (SenseTime) reported strong financial performance with total revenue of RMB2.91 billion, marking a 23.4% year-over-year increase. Gross profit reached RMB1.21 billion, up 32.9% YoY, resulting in a gross profit margin of 41.4%, a 2.9 percentage point improvement from the prior year.

SenseTime introduced recurring revenue for the first time, totaling RMB1.14 billion, accounting for 39.3% of total revenue. The company achieved its first net profit under International Financial Reporting Standards (IFRS) of RMB620 million, up from a net loss of RMB390 million in the previous year.

Generative AI revenue accounted for nearly 80% of the Group's total revenue at RMB2.33 billion. Overseas business revenue grew by 127% YoY, significantly outpacing the overall growth rate. Operating efficiency improved as core operating losses narrowed by 67.3% YoY. SenseTime continued to expand the commercial deployment of its AI capabilities, leveraging a framework of "one model system, one Token Factory, and one Agent Harness" to transform these capabilities into scalable commercial value.

Dr. Xu Li, Chairman and CEO of SenseTime, highlighted the company's framework, which unifies model systems, optimizes infrastructure and costs, and integrates agents deeply into enterprise and individual workflows to deliver complete task execution capabilities. This approach moves SenseTime beyond pure price competition and creates sustainable commercial value through differentiated technologies and services.