At its annual general meeting, SENSETIME-W (00020) for the first time disclosed the latest operational data for its Enterprise Token Plan. The data reveals that since its official launch in May 2026, the usage of SenseTime's "RIRIXIN" large model enterprise tokens has surged sevenfold within a single month.
The company attributes this rapid growth to the synergistic effect of three core capabilities. The lightweight SenseNova 6.7 Flash-Lite model it supports has slashed token consumption costs by 60%, achieving extreme cost efficiency. Open-source office skill support enables "one-click deployment" of production-grade workflows, significantly lowering the barrier for enterprise adoption. Its millisecond-level real-time response capability is fully tailored for high-frequency production and office scenarios.
The scale expansion of SenseTime's Token Plan is credited to deep, integrated hardware and software cost reductions, forming a healthy commercial loop. Regarding product ecosystem data, the disclosed figures show the desktop intelligent agent "Raccoon" has served a total of 20 million users and over ten thousand enterprise clients, with a weekly active user (WAU) count reaching 2.1 million. The AI content creation platform "Seko" serves more than 800,000 individual creators (a fourfold year-on-year increase) and over 1,300 enterprise clients. The continued growth across these two product lines validates the commercial reality of the "RIRIXIN" large model's tangible application in general office and content production scenarios.
Supported by its proprietary computing cluster exceeding 40,000 Peta FLOPS, SenseTime's operating cash flow turned positive in the second half of 2025.
The meeting also disclosed that SenseTime's in-development SenseNova-U1 Pro model, positioned as a rival to GPT-Image 2, is slated for release in the second half of 2026. It is described as the industry's first native full-modal intelligent agent base with a unified "comprehension-generation-action" core, explicitly targeting the visual design sector as its main focus. Invitation-only testing is expected to commence in July. This development is viewed as the next catalyst for accelerating the commercialization of SenseTime's large models.