HAIZHI TECH GP (02706) saw its share price climb as much as 17% during intraday trading, with the stock last up 11.83% at HK$43.30, reflecting a turnover of HK$201 million. The rally follows a blockbuster earnings report from Palantir, which posted a 94% year-over-year revenue surge in the second quarter and lifted its full-year sales forecast to US$8.16 billion, well above market expectations.

Analysts believe Palantir's successful "ontology + FDE" model has validated that industrial AI and "sovereign AI" represent the core future direction. The market widely regards HAIZHI TECH GP as the "Chinese Palantir," given the strong alignment in underlying technology and the business model serving government and enterprise clients.

Palantir's high-growth, high-margin financial results directly confirm the long-term prosperity of the "graph + controllable AI" industrial path, opening up valuation headroom for comparable domestic companies. HAIZHI TECH GP leverages its graph-based platform to manage enterprise data assets and deploys agent products to execute business processes, building a full-stack capability spanning "data governance, knowledge modeling, graph reasoning, and agent execution."

In 2025, the company's Atlas graph solution revenue reached RMB 475 million, up 14.1% year-over-year, while Atlas agent revenue grew 68.4% to RMB 146 million. The client base expanded from 19 to 40 customers, signaling that the second growth curve is gaining meaningful momentum.