Shandong Extreme Vision Technology Co., Ltd. Issues Positive Profit Alert for H1 2026
Key Highlights
- Significant Revenue Growth Expected: The Group anticipates revenue between RMB153.4 million and RMB165.2 million for the six months ended June 30, 2026, representing a sharp increase of approximately 160% to 180% year-on-year.
- Turnaround in Adjusted Net Profit: Adjusted net profit (non-IFRS measures) is expected to improve to up to RMB6.0 million, compared to an adjusted net loss of RMB30.0 million to RMB35.0 million in the same period of 2025.
- Large Model Solutions Drive Performance: Revenue from the Group’s large model solutions is projected to exceed RMB80.0 million, marking a phenomenal year-on-year growth of over 4,110% from RMB1.9 million in H1 2025. This segment is becoming a key revenue driver.
- Reported Net Loss Still Expected: After accounting for share-based payment expenses and listing expenses, the Group expects a reported net loss of RMB38.0 million to RMB44.0 million, roughly in line with the RMB40.0 million to RMB45.0 million loss in H1 2025. However, these losses are mostly due to non-cash and one-off items.
- Continued Investment in AI and Product Capabilities: The Group is increasing investment in AI computing resources, model capabilities, and application platform development, which supports the ongoing commercialization and delivery of its large model solutions.
- Improved Operational Efficiency and Gross Margins: The standardization and productization of AI solutions have led to better delivery efficiency, an improved revenue mix, and higher gross margins, boosting overall profitability.
Details for Shareholders and Investors
- Price-Sensitive Information: The substantial growth in revenue and the move from an adjusted net loss to an adjusted net profit is a significant positive development. This marks the Group’s rapid commercialization and successful expansion in the artificial intelligence (AI) sector, especially in large model solutions.
- Non-IFRS Adjusted Profit vs. Statutory Loss: The Group emphasizes that its adjusted net profit excludes share-based payment expenses (non-cash) and one-off listing expenses related to its Global Offering. Investors should note that the reported net loss is largely due to these items and does not reflect the underlying core operational performance.
- AI Business Expansion: The Group’s accelerated R&D and commercial application of vision large models, multimodal large models, and enterprise-grade agent solutions have started to yield results, especially in industries like intelligent manufacturing, smart transportation, and smart energy.
- Business Mix Optimization: The shift towards large model solutions has significantly improved the quality of revenue growth and the Group’s business structure.
- Pending Interim Results: The financial information disclosed is based on unaudited management accounts and is subject to final review. Official interim results are expected to be released by the end of August 2026.
- Caution to Investors: The company advises shareholders and potential investors to exercise caution when dealing in the shares of the Company, as the results may change upon audit.
Outlook
Shandong Extreme Vision Technology Co., Ltd. has leveraged its proprietary AI technologies to capture new growth opportunities in the booming AI sector. The rapid commercialization of its large model solutions not only delivered exceptional revenue growth but also transformed the company’s profitability profile, excluding non-recurring charges. As the company continues to optimize its business mix and enhance product offerings, investors can expect further improvements in operational performance.
Disclaimer
The above article is based on unaudited management accounts and preliminary assessments by the Company’s Board. The information is subject to final adjustments and audit confirmation. Investors are urged to review the official interim results announcement, expected by the end of August 2026, and to exercise caution in their investment decisions.
山東極視數字技術股份有限公司2026年上半年業績正面盈喜公告（廣東話版）
重點摘要
- 收入大幅增長：集團預計截至2026年6月30日止六個月的收入約為人民幣1.534億元至1.652億元，同比增長約160%至180%。
- 經調整後純利大幅改善：預期經調整後純利（非國際財務報告準則計量）最多可達人民幣600萬元，而2025年同期則錄得人民幣3,000萬至3,500萬元的經調整後虧損。
- 大型模型解決方案業務爆發式增長：預期該業務收入將超過人民幣8,000萬元，較2025年同期的人民幣190萬元，同比增長超過4,110%，成為主要收入來源。
- 報告期內仍預計錄得淨虧損：考慮股份支付及上市開支後，集團預計淨虧損約為人民幣3,800萬元至4,400萬元，與去年同期的人民幣4,000萬至4,500萬元虧損相若，主要由非現金及一次性開支導致。
- 持續加大人工智能及產品能力投入：集團持續加強AI算力資源、模型能力及智能應用平台建設，推動大型模型解決方案的商業化及交付能力。
- 營運效率及毛利率提升：AI解決方案產品化及標準化提升了交付效率，優化了收入結構及毛利率，進一步增強整體盈利能力。
對股東及投資者的重要提示
- 具價格敏感信息：收入及經調整後純利大幅提升，標誌著公司AI業務商業化進展顯著，對股價具有潛在推動作用。
- 經調整後純利與法定虧損對比：公司強調經調整後純利不包括股份支付（非現金）及上市開支（一次性），法定虧損主要由此造成，實際經營表現已大幅改善。
- AI業務拓展：視覺大模型、多模態大模型及企業級Agent解決方案進一步落地於智能製造、智慧交通及智能能源等領域，帶來新增長動力。
- 業務結構優化：大型模型解決方案收入佔比顯著上升，推動公司業務質量提升。
- 中期業績仍待最終確定：公告數據基於未經審核管理賬目，最終業績或有調整，正式中期業績預計於2026年8月底公布。
- 投資者應保持審慎：公司提醒股東及潛在投資者於買賣股份時應保持審慎，最終業績或有變動。
展望
山東極視數字技術股份有限公司憑藉自有AI技術把握行業機遇，大型模型解決方案商業化推動收入及盈利能力大幅提升，核心業務表現持續改善。隨著業務組合優化及產品能力增強，經營表現有望進一步提升。
免責聲明
本文所載內容基於公司董事會初步評估及未經審核管理賬目，最終業績或有調整。投資者應參閱2026年8月底將公布的正式中期業績公告，並審慎作出投資決定。
