On August 21, XUNCE (03317) released its 2026 interim results, reporting first-half revenue of RMB 967 million, a massive 389% year-on-year increase and a record high for the period. The company achieved a net profit attributable to shareholders of RMB 72.51 million, a significant turnaround from a net loss of approximately RMB 89.4 million in the same period last year, marking its first profitable first half. Adjusted net profit reached RMB 67 million, reversing an adjusted net loss of approximately RMB 105 million in the prior-year period, achieving a comprehensive return to profitability. Gross margin remained stable at a high 60.1%, with total assets of approximately RMB 3.51 billion and net assets of approximately RMB 2.48 billion. With ample cash on hand, all key metrics lead the industry, signaling a definitive shift from the "investment phase" to the "profit realization phase" and highlighting the value of "True AI."

This robust performance was driven by the accelerated deployment of enterprise-grade AI real-time data infrastructure, deeper adoption of the FDE model, faster penetration across diverse industries, the commercial rollout of the Token business model, international expansion, and a synergistic ecosystem. The company has built a data development system centered on its AIDP platform, with TokenOS and TokenCloud working in tandem to deliver integrated, full-chain AI-to-B solutions for enterprise clients, steadily improving operational efficiency. In the first half, Token business model revenue contribution surpassed 10%, with strong ARR growth. ARPU surged 240% year-on-year to RMB 5.56 million from RMB 1.64 million. Customer retention has consistently remained above 90%, and the cost structure across the three major expense categories has been further optimized. Per-capita revenue generation jumped 379% year-on-year, placing the company at the forefront of AI technology firms in terms of human efficiency.

Looking ahead, XUNCE will advance along a four-stage strategic roadmap for AI data infrastructure, executing initiatives across five key areas to build a complete closed loop encompassing "compute-power—data—Token—model—applications," ushering in a new phase of exponential growth.