Yunji Technology: AI Agent Revenue Soars Nearly 3x, HDOS Clients Surge 925%

prnewswire
03/17

HONG KONG, March 17, 2026 /PRNewswire/ -- Yunji Technology (2670.HK), China's leading hospitality robotic-based AI agent company, delivered a strong debut annual report since its October 2025 listing on the Hong Kong Stock Exchange under Chapter 18C for specialist tech firms.

In 2025, the company reported revenue of RMB 301 million (+23.1% YoY), with gross profit reaching RMB 113 million.

Continue Reading

A key highlight was the rapid shift toward a "hardware-software integrated" model. While robot and accessory sales remained the core at RMB 213 million (+12.9%), AI digital systems revenue surged 57.3% to RMB 87.9 million, now accounting for 29.2% of total income. Within this segment, AI-driven agent application revenue exploded by 194.1% to RMB 33.9 million, fueled by the rollout of its HDOS intelligent agent system. HDOS subscription clients skyrocketed from 237 to 2,430—a staggering 925% increase—validating market demand for embodied AI services.

Beyond its hotel stronghold—where revenue grew 20.1% to RMB 244 million across more than 40,000 properties globally—Yunji is successfully diversifying. Revenue from non-hotel sectors jumped 37.7%, led by tech facilities (+160.4%) and factories (+393%). Commercial buildings and hospitals also contributed meaningfully, with hospital deployments rising from 130 to ~200.

R&D spending exceeded RMB 60 million, maintaining a >20% R&D ratio to advance core algorithms and platform capabilities. Analysts remain optimistic: CCB International noted in February 2026 that economies of scale should stabilize margins and reduce expense ratios over time.

According to Frost & Sullivan, China's robotics service agent market is projected to grow at a 29.3% CAGR—from RMB 3.7 billion in 2024 to RMB 13.5 billion by 2029. As the category leader, Yunji is well-positioned to capture this expanding opportunity through real-world deployments, scalable technology, and recurring software revenue.

SOURCE Yunji Technology

免責聲明:投資有風險,本文並非投資建議,以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請,作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考,不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證,投資者應自行研究並在投資前尋求專業建議。

熱議股票

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10