XUNCE (03317) shares jumped over 8% in early Hong Kong trading, leading a broad rally in the AI application sector. By the time of writing, the stock was up 7.05% at HK$139.7, with turnover reaching HK$376 million.

On the news front, XUNCE had earlier issued a profit alert, forecasting first-half revenue of 967 million yuan, a massive 389% year-on-year increase, marking a record high for the period. Net profit attributable to equity holders is expected to be 72.51 million yuan, with adjusted net profit of 67 million yuan, both turning profitable from losses in the prior period. Notably, the rapid implementation of the Token business model has become a new engine for revenue growth. In April 2026, XUNCE’s Token call ARR grew approximately 300% month-on-month, followed by a 320% surge in May and a 410% quarter-on-quarter increase in June, indicating the commercialization of the Token economy is progressing far faster than expected.

The key takeaway from the interim performance forecast is that XUNCE has formed a growth loop: "AI industry demand release 鈥?Token business model upgrade 鈥?industry replication 鈥?platform ecosystem expansion." As enterprise AI enters a phase of large-scale deployment, XUNCE is transforming from a traditional software company into an enterprise AI infrastructure platform. This shift suggests its growth trajectory may evolve from a single period of high earnings into a more sustainable and expansive long-term cycle.