Commercial breakthrough of innovative and intelligent big models
In 2026, the AI industry is still shrouded in the shadow of losses, and many technology companies holding industrial large-scale model technology are still struggling to find commercialization paths through huge investments. The performance report released by Innovation Qizhi (2121. HK) shows that in the first half of 2026, the company achieved a revenue of 829 million yuan, a year-on-year increase of 18.6%; The adjusted net profit was approximately 3.2 million yuan, a year-on-year increase of 147.8%. This is the first time since the company went public that it has turned losses into profits. At the same time, the company's revenue share from industrial large-scale models and industrial intelligent agents has further increased to 81.5%. This means that the company's "AI+manufacturing" business is accelerating its entry into real industrial scenarios. Does this industry leader's first profit indicate that the industrial vertical model is no longer just a dazzling technical demonstration in the exhibition hall, but has begun to become a new quality productivity that can truly enter the workshop production line, delve into the core areas of industry, and generate real gold and silver returns?