On September 24, SENSETIME-W rose 3.21% in regular trading, trading at HK$1.285/share, with turnover of approximately HK$130 million. Multiple positive catalysts converged to lift sentiment around the AI company.
On the news front, SENSETIME-W's ecosystem subsidiary SenseTime Shanhui officially launched SenseMart OS, a retail physical operating system comprising a retail brain, a heterogeneous robotics platform, and a data hub. The system has already been deployed in over 20 stores across multiple cities spanning campus, commercial complex, and cultural tourism scenarios. A \"Thousand Cities, Ten Thousand Stores\" initiative was jointly announced with ecosystem partners including Cofco Zhishang and Youbao.
Additionally, Frost & Sullivan and LeadLeo Research Institute released their China Full-Stack AI Cloud Services Market Report for the first half, showing SenseTime's AI Data Center Infrastructure (SenseCore) commanding nearly 50% market share in China's Neocloud segment, ranking first by a significant margin. The company also recently reported its first-ever IFRS net profit of RMB 617 million for H1, with generative AI revenue reaching RMB 2.33 billion, accounting for nearly 80% of total revenue.
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