# 商汤2026上半年首次实现盈利

- 来源：SenseTime (@SenseTime_AI)
- 发布时间：2026-08-28 01:52
- AIHOT 分数：57
- AIHOT 链接：https://aihot.virxact.com/items/cmtbu2bp603e9ro2knps8nqsq
- 原文链接：https://x.com/SenseTime_AI/status/2093033871243919574

## AI 摘要

商汤科技公布2026年上半年财报，上市以来首次实现IFRS盈利，净利润达人民币6.2亿元。总营收29.1亿元（同比+23.4%），生成式AI收入23.3亿元（同比+28.2%），占总收入近80%；经常性收入11.4亿元（同比+124.4%），海外业务收入同比增长127%。2026年7月日均Token调用量同比增长约22倍。

## 正文

📈 𝗦𝗲𝗻𝘀𝗲𝗧𝗶𝗺𝗲 𝗥𝗲𝗰𝗼𝗿𝗱𝘀 𝗙𝗶𝗿𝘀𝘁-𝗘𝘃𝗲𝗿 𝗣𝗿𝗼𝗳𝗶𝘁 𝗶𝗻 𝟭𝗛 𝟮𝟬𝟮𝟲
We are pleased to report our first-ever IFRS profit since listing, marking a major milestone in our journey from AI innovation to high-quality commercialization.

🔸 𝗥𝗠𝗕 𝟮.𝟵𝟭𝗕 in 𝘁𝗼𝘁𝗮𝗹 𝗿𝗲𝘃𝗲𝗻𝘂𝗲, +𝟮𝟯.𝟰% 𝗬𝗼𝗬
🔸 𝗥𝗠𝗕 𝟭.𝟮𝟭𝗕 in 𝗴𝗿𝗼𝘀𝘀 𝗽𝗿𝗼𝗳𝗶𝘁, +𝟯𝟮.𝟵% 𝗬𝗼𝗬
🔸 𝗥𝗠𝗕 𝟲𝟮𝟬𝗠 in 𝗜𝗙𝗥𝗦 𝗻𝗲𝘁 𝗽𝗿𝗼𝗳𝗶𝘁
🔸 𝗥𝗠𝗕 𝟮.𝟯𝟯𝗕 in 𝗚𝗲𝗻𝗲𝗿𝗮𝘁𝗶𝘃𝗲 𝗔𝗜 𝗿𝗲𝘃𝗲𝗻𝘂𝗲, +𝟮𝟴.𝟮% 𝗬𝗼𝗬, accounting for nearly 80% of total revenue
🔸 𝗥𝗠𝗕 𝟭.𝟭𝟰𝗕 in recurring revenue, +𝟭𝟮𝟰.𝟰% 𝗬𝗼𝗬, accounting for 39.3% of total revenue
🔸 𝟭𝟮𝟳% 𝗬𝗼𝗬 𝗴𝗿𝗼𝘄𝘁𝗵 in 𝗼𝘃𝗲𝗿𝘀𝗲𝗮𝘀 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗿𝗲𝘃𝗲𝗻𝘂𝗲
🔸 𝟲𝟳.𝟯% 𝗬𝗼𝗬 𝗿𝗲𝗱𝘂𝗰𝘁𝗶𝗼𝗻 in 𝗡𝗼𝗻-𝗜𝗙𝗥𝗦 𝗮𝗱𝗷𝘂𝘀𝘁𝗲𝗱 net loss, with a substantial reduction in core business losses
🔸 𝗔𝘃𝗲𝗿𝗮𝗴𝗲 𝗱𝗮𝗶𝗹𝘆 𝗧𝗼𝗸𝗲𝗻 𝘀𝗲𝗿𝘃𝗶𝗰𝗲 𝘃𝗼𝗹𝘂𝗺𝗲 increased ~𝟮𝟮-𝗳𝗼𝗹𝗱 𝗬𝗼𝗬 in July 2026

This progress is underpinned by our Three-Pillar Framework:
🔸𝗢𝗻𝗲 𝗠𝗼𝗱𝗲𝗹 𝗦𝘆𝘀𝘁𝗲𝗺 continuously pushes the boundaries of intelligence;
🔸𝗢𝗻𝗲 𝗧𝗼𝗸𝗲𝗻 𝗙𝗮𝗰𝘁𝗼𝗿𝘆 leverages infrastructure and optimization to reduce Token costs while strengthening cost-based pricing power;
🔸𝗢𝗻𝗲 𝗔𝗴𝗲𝗻𝘁 𝗛𝗮𝗿𝗻𝗲𝘀𝘀 deeply integrates agents into enterprise and individual workflows, enabling end-to-end task execution.

Together, these three pillars allow us to move beyond pure price competition by 𝗱𝗶𝗳𝗳𝗲𝗿𝗲𝗻𝘁𝗶𝗮𝘁𝗶𝗻𝗴 𝘁𝗵𝗿𝗼𝘂𝗴𝗵 𝘁𝗲𝗰𝗵𝗻𝗼𝗹𝗼𝗴𝘆 𝗮𝗻𝗱 𝘀𝗲𝗿𝘃𝗶𝗰𝗲𝘀, 𝗲𝘅𝗽𝗮𝗻𝗱𝗶𝗻𝗴 𝗼𝘂𝗿 𝘂𝘀𝗲𝗿 𝗯𝗮𝘀𝗲, 𝗮𝗻𝗱 𝗱𝗿𝗶𝘃𝗶𝗻𝗴 𝘀𝘂𝘀𝘁𝗮𝗶𝗻𝗮𝗯𝗹𝗲 𝗴𝗿𝗼𝘄𝘁𝗵 𝗶𝗻 𝗿𝗲𝗰𝘂𝗿𝗿𝗶𝗻𝗴 𝗿𝗲𝘃𝗲𝗻𝘂𝗲.

Looking ahead, we will continue to advance multimodal agents, evolve the Token Factory 𝗳𝗿𝗼𝗺 𝘁𝗼𝗸𝗲𝗻-𝘃𝗼𝗹𝘂𝗺𝗲-𝗯𝗮𝘀𝗲𝗱 𝗽𝗿𝗶𝗰𝗶𝗻𝗴 𝘁𝗼𝘄𝗮𝗿𝗱 𝗼𝘂𝘁𝗰𝗼𝗺𝗲-𝗯𝗮𝘀𝗲𝗱 𝗽𝗿𝗶𝗰𝗶𝗻𝗴, and 𝗱𝗲𝗲𝗽𝗲𝗻 𝘁𝗵𝗲 𝗮𝗽𝗽𝗹𝗶𝗰𝗮𝘁𝗶𝗼𝗻 𝗼𝗳 𝗺𝘂𝗹𝘁𝗶-𝗮𝗴𝗲𝗻𝘁 𝗰𝗼𝗹𝗹𝗮𝗯𝗼𝗿𝗮𝘁𝗶𝗼𝗻 𝗮𝗰𝗿𝗼𝘀𝘀 𝗲𝗻𝘁𝗲𝗿𝗽𝗿𝗶𝘀𝗲, individual, and OPC workflows.