海致科技集团（02706）盘中涨超12%。截至发稿，股价上涨6.69%，现报59港元，成交额1.60亿港元。
工业和信息化部近日印发通知，组织开展人工智能应用服务商培育专项行动。通知明确，到2026年底，全国服务商资源池内服务商数量突破2000家；到2027年底，全国服务商资源池内服务商数量不少于3000家，支撑形成全要素协同、全链条贯通、全场景覆盖的人工智能应用服务生态。
海通国际发布研报称，海致科技上半年业绩进一步验证Agent业务的收入增长、较高毛利率及Graph客户向Agent升级的交叉销售逻辑；管理层维持积极全年展望，若下半年客户转化及ARPU持续高于当前假设，公司收入及盈利预测仍存在上行空间。
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