The Zhitong Finance App learned that on August 26, Innovation Qizhi (02121) announced the results for the first half of 2026 ending June 30, 2026. During the reporting period, the Group's operating performance achieved a “qualitative” breakthrough: total revenue reached RMB 829 million, up 18.6% year on year; comprehensive gross profit margin of 35.4%, up about 0.4 percentage points from the same period last year, and continued improvement for 6 consecutive years; adjusted net profit of about 3.2 million yuan, an increase of 147.8% year on year. This was the first time since the company went public that adjusted net profit for half a year, achieving a phased transformation of loss into profit. At the same time, the Group has long anchored the core business of “AI+ manufacturing”. Large industrial models and intelligent platforms have been implemented at an accelerated pace in the manufacturing scene, and the “AI+ manufacturing” business revenue share has further increased to 81.5%, and the competitive advantage of the main business continues to be consolidated.
Deepen the iterative upgrading of the “one mode, one two wings” strategic industrial intelligence platform
In 2026, the rapid evolution of large models and agents will push industrial AI into the second half, and the industry's development will move from single-point “local intelligence” to full-link “systematic intelligent transformation”. The core value of industrial AI is to deeply embed the core business processes of manufacturing enterprises and provide a full-link intelligent solution covering “R&D - production - operation - logistics - sales - service”. As a new type of digital infrastructure that reshapes traditional industrial business processes, industrial intelligence is becoming an important support for the intelligent transformation and upgrading of the manufacturing industry.
Innovative wisdom closely follows the development trend of the industry, continues to deepen the “one model, two wings” core strategy, and complete major iterative upgrades of industrial intelligence platforms. In response to the core demands of “controllability, reliability, and measurability” of intelligent devices in the industrial scenario, innovative wisdom proposed the “Ontology (industrial body) + Harness Engineering (driving engineering) + AI coding (intelligent coding)” smart body development paradigm: relying on the structured expression and accurate reasoning of industrial entities to achieve a deep understanding of enterprise business; using Harness driving engineering to meet the strict requirements of high reliability and high stability in industrial application sites to ensure the reliable operation of intelligent devices; AI coding capabilities enable automated construction of body and agent workflows, etc., to lower the threshold for agent development.
Relying on this development paradigm, the development cycle of industrial intelligence devices has been shortened from a few days to the minute level, supporting the rapid construction and stable operation of multi-scenario agents, and promoting the true large-scale application of industrial agents at the production level.
Accelerate the commercial implementation of the “two wings” to build an AI system for software and hardware collaborative industries
Using the industrial model (one model) and the industrial intelligence platform (integrated) as the unified technology base, innovative ingenuity accelerates the commercialization process of the two major strategic application directions of industrial intelligent software and industrial embodied robots (two wings), continuously enhances platformization capabilities and the degree of product standardization, and promotes AI technology to continuously release industrial value in physical manufacturing scenarios.
Industrial intelligence software: upgrade the entire product line to next-generation intelligent software driven by ontology
In the field of industrial software, the Group completed a full line of product upgrades around the AI+MOM intelligent manufacturing operation management system. Embed an industrial ontology framework into products such as AEAM for intelligent equipment management, AEMS for intelligent energy management, and AMI for manufacturing data analysis to establish a unified business semantics and data foundation, rely on industrial intelligence to achieve an end-to-end closed loop of “analysis - decision - execution”, and promote the upgrading of industrial software from traditional tool products (process control, data recording, report visualization) to industrial intelligence software with ontology as the core, natural language interaction capabilities, and automatic closed-loop execution of business operations.
In response to upstream R&D design scenarios, ChatCAD, a generative auxiliary industrial design product independently developed by the Group, achieved a capacity transition, iterating from a basic drawing identification tool to an intelligent platform for full-process industrial design. AI capabilities are no longer limited to drawing analysis, but are further extended to core business processes such as design review, quality control, and engineering knowledge accumulation and reuse.
Industrial embodied robots: ChatRobot's “one brain, multiple bodies” support collaborative operation of multi-morphic robots
In the field of industrial embodied intelligence, the core product ChatRobot continues to improve the construction of an integrated platform for personalized intelligent data collection and training, enhance the VLA (vision-language-action) base model, the collaborative capabilities of the artificial intelligent brain and industrial intelligence, and accelerate the application of multi-morphic robots in key industrial scenarios.
Taking the industrial logistics scenario as an example, the Group integrates ChatRobot's multi-modal sensing, task planning, skill orchestration and autonomous control capabilities to promote the evolution of various types of robot products such as industrial drones, unmanned locomotives, and industrial robotic arms from stand-alone automation to “autonomous sensing, intelligent decision-making, and collaborative execution”. At present, the relevant solution has been implemented in a benchmark project at a steel base in western Sichuan, enabling intelligent control drones to collaborate with drones transporting iron slag, and creating a demonstration scenario for low-altitude intelligent logistics in the steel industry.
“FDE+ platform-based” market strategy drives large-scale applications
At the level of market strategy, innovative ingenuity creates an FDE cutting-edge deployment engineer team model for large enterprise customers. The FDE team relies on assets such as industry bodies, skill components, and Harness engineering paradigms accumulated on the platform to go deep into the customer site to overcome complex business problems, and transform field experience such as newly accumulated entities, skill components, and evaluation strategies during project delivery into assets that can be reused by the platform.
At the same time, after verification in multiple customer scenarios, Innovation Qizhi encapsulated mature capabilities into standardized lightweight packages and quickly replicated and promoted them to customers in the same industry, achieving a large-scale implementation of the manufacturing industry, achieving a flywheel effect of “key customer attacks, platform asset accumulation, industry suite development, and similar customer replication”. While accelerating customer-side AI transformation, it also continued to enhance the company's core competitiveness in the field of industrial intelligence.
Xu Hui, executive director and CEO of Innovation Qizhi, said, “For the first time in the first half of 2026, the Group turned a loss into a profit after adjustment. This is a reward for the company to grasp market demand in the intelligent era while continuously improving platformization capabilities and product standardization. Based on the past eight years of deep cultivation, the Group has served more than 1,800 physical enterprises and accumulated tens of thousands of industry scenarios, high-quality data and best practices. Looking ahead to the next stage, we will fully unleash this deep-accumulated compound benefit effect, comprehensively accelerate the implementation of large-scale industrial models and industrial intelligence, and strive to become the AI native infrastructure leader in the Chinese manufacturing industry.”