Haizhi Tech Group (02706) jumped more than 11% during intraday trading, last up 8.59% at HK$46.26 with turnover reaching HK$89.3 million. The company's recently released interim results showed its core growth engine, the Atlas Agent business, generated revenue of RMB 115 million, a sharp 135.6% year-on-year increase. Revenue contribution from this segment climbed to 38.8% from approximately 26% in the same period last year, now forming a "dual-engine" growth model alongside its traditional Atlas Graph business.

This indicates the company's overall expansion is not driven by broad project acquisition but by a structural upgrade led by high-margin, high-value agent business. Notably, the market widely refers to Haizhi Tech Group as "China's Palantir," given similarities in underlying technology and government-enterprise service models. Palantir's high-growth, high-profitability financial reports validate the long-term prosperity of the "graph + controllable AI" industry path.

However, the company's senior vice president, Qu Ke, believes that while Western enterprise software is highly standardized with integrated system interfaces and protocols, Chinese enterprises primarily rely on self-developed, highly customized solutions. What they need is not a single analytical tool but end-to-end capabilities spanning data governance to knowledge governance. The company possesses a complete methodology and proprietary product system, offering a stronger advantage in privatized deployment environments.