港股异动 | 深演智能(02723)尾盘涨超9% 上半年收入利润实现双增智能体产品和智能体营销服务双轮驱动

智通财经

Sep 04

智通财经APP获悉，深演智能(02723)尾盘涨超9%，截至发稿，涨8.32%，报937港元，成交额2.02亿港元。

消息面上，近日，深演智能发布截至2026年6月30日止六个月业绩，公司实现总收入人民币3.982亿元，同比增长43.6%。业务端，上半年，公司智能体产品收入0.28亿元，同比增长52.9%，智能体营销服务收入3.7亿元，同比增长42.9%，两大业务收入份额分别为7%及93%。两大业务出现明显的变化，Agentic产品体系在标杆客户逐步规模化渗透，产品交付效率与单客价值同步提升，期间新的智能体产品及服务签约订单数量较同期增速超300%。

智通财经APP在《中国版的Palantir，深演智能（02723）上半年：收入利润双增，市值翻超10倍》中指出，作为决策AI行业领头羊，Palantir业绩和市值均录得大幅成长，收入保持中高双位数的增速，而市值自2023年开启上升之路，得益于AI应用赛道爆发，截至目前市值翻了26.6倍。深演智能在AI驱动增长战略下，智能体产品和智能体营销服务双轮驱动，收入利润双增，该公司打造了核心技术壁垒，通过多维举措不断稳固护城河，有效推进“双一百”增长战略。此外，产品结构优化以及AI全面赋能下，该公司盈利能力也得到显著提升，参照Palantir成长路径，该公司将迎来重估机遇。

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