智通财经APP获悉，海致科技集团(02706)盘中涨超11%，截至发稿，涨8.59%，报46.26港元，成交额8930.13万港元。
消息面上，海致科技集团此前披露的中期业绩报告显示，公司核心增长引擎Atlas智能体业务收入1.15亿元，同比劲增135.6%，收入占比从去年同期的约26%跃升至38.8%，与传统Atlas图谱业务构成“双轮驱动”发展格局。这意味着公司整体增长并非依赖粗放式项目扩张，而是由高毛利、高价值的智能体业务结构性升级驱动。
值得一提的是，市场普遍将海致科技集团称为“中国版Palantir”，二者的底层技术和政企服务商业模式有相似之处，Palantir 高增长、高盈利的财报，验证了“图谱+可控 AI”产业路线的长期景气。但公司高级副总裁瞿珂认为，欧美企业商业软件标准化程度高、系统接口与协议打通，中国企业多为自研且高度定制化，需要的不是单一分析工具，而是从数据治理到知识治理的全链条能力，公司具备完整方法论及自有产品体系，在私有化部署环境下更具优势。
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