Shares of HAIZHI TECH GP (02706) have surged more than 12% again. At the time of writing, the stock is up 8.74% to HK$73.4, with a turnover of HK$187 million.

Catalyst for the Move

On June 8th, HAIZHI TECH GP was formally included in the list of eligible stocks for the Hong Kong Stock Connect Southbound trading scheme. For the company, this inclusion signifies a systematic reshaping of its investor base, as southbound capital is expected to gradually become a core pricing force influencing the company's valuation.

Growth Drivers and Business Outlook

Analysts note that the Atlas Graph solution remains the solid foundation for HAIZHI TECH GP's steady growth. However, the primary driver propelling the company into a new growth cycle is the scaling-up phase of its Atlas AI Agent. As client demand shifts towards having AI genuinely participate in decision-making and execution, the company's revenue structure is continuously upgrading towards the high value-added Agent application layer.

Strategic Positioning and Competitive Strengths

HAIZHI TECH GP is viewed as an exceptionally rare AI play within the Hong Kong Stock Connect that integrates graph technology and models, holding a leading 53.3% market share in its sector. On the commercial front, its product value has been validated by over 400 top-tier corporate clients, with its AI Agent business revenue growing more than 15-fold over two years. In terms of core technology, the company's graph database technology has broken world records, and it is a key drafting unit for two national standards.

The company is noted for its outstanding performance across three key dimensions: uniqueness within the Hong Kong market, a proven track record of delivering on its performance, and formidable core technological barriers. This makes it a high-quality stock worthy of continued attention during the current market cycle.