31 Kreativtechnologien-Börsenplätze (STAR Market) AI-Unternehmen nehmen gemeinsam an der Veranstaltung teil: Die AI-Kommerzialisierung tritt in die kritische Phase der Umsatzrealisierung ein.
Several companies in the artificial intelligence industry stated at the results meeting that the year 2026 is regarded as the first year for the large-scale implementation of AI agents. AI security, Embodied Intelligence, and device-level industrial image processing have become the focuses of corporate strategies.
The collective results meeting for the artificial intelligence industry under the "15th Five-Year Plan" for the STAR Market was held today (May 20th).
The companies participating in the meeting include 31 listed companies in Shanghai, including Tianzhun Technology, Bohui Technology, Starring Ring Technology, Danghong Technology, Baoland, Longruan Technology, Xingtu Xinke, Kingsoft Office, and ArcSoft Technology.
Overall, a turning point is gradually emerging in the business development of the AI industry. Several participating companies stated that the year 2026 is regarded as the first year for the large-scale implementation of AI agents. AI security, Embodied Intelligence, and device-level industrial image processing have become the focuses of corporate strategies. The business model is accelerating its transformation from one-time software and hardware delivery to a subscription and operation model.
The AI industry is evolving from "individual pilot projects" to "comprehensive penetration"
Since 2025, the overall operational quality of the AI industry has been continuously improving, and many companies have been able to present impressive financial statements. Qi'anxin brought several indicators to the best level since its listing in the first quarter of 2026. Hongquan Technology achieved an adjusted net profit of 45.9139 million yuan in 2025, turning losses into profits. Yuncong Technology reduced losses and improved operating cash flows in the first quarter. In 2025, the company achieved a revenue of 415 million yuan with its AI solutions, accounting for 82.95% of the total revenue.
The companies participating in the meeting agree that the AI industry is evolving from "individual pilot projects" to "comprehensive penetration", and many companies have made progress in the commercialization of AI.
Danghong Technology integrated the entire chain of large models, robot main bodies, multi-sensors, and motion control modules with the BlackEye 2.0 Multimodal Large Model as the core and developed an overall multimodal solution for Embodied Intelligence scenarios. Tan Ya, the director, corporate secretary, and deputy general manager of the company, stated that the company has completed the intelligence upgrades and commercial implementation of relevant products and will focus on expanding business activities in the field of Embodied Intelligence robots this year.
Zou Tao, the chairman of the board of Kingsoft Office, stated that the company already has a mature delivery capability for private software deployments and can support customers in fully implementing WPS AI functions in their own computing power environment. Currently, the company has already accumulated a certain number of key customers in key industries such as politics, finance, and high-tech manufacturing.
Device-level AI is driving industrial image processing from the traditional "image transmission" model to a local "perception - decision" loop. In scenarios such as industrial quality control and production line guidance, the latency can be reduced, the system architecture can be simplified, and practical applications have already been realized. Huang Yuanhao, the chairman of the board and general manager of Orbbec Group Co., Ltd., stated that the industrial image sensors developed by the company, such as Femto MegaI, can be widely used in scenarios such as warehouse logistics, production line loading and unloading, and industrial inspection.
While the industry as a whole is on the rise, the participating companies also generally mentioned the current common challenges. Here, the instability of the supply chain, especially the price increase of electronic components, is the main factor affecting the short - term profitability of companies.
Hongquan Technology achieved a revenue of 179 million yuan in the first quarter of 2026, representing a year - on - year increase of 7.51%. However, the parent company's profit was - 7.6695 million yuan. He Junqiang, the chairman of the board of the company, stated that the loss is mainly due to the sharp price increase of electronic components such as memory chips, which has led to a decline in the profit margin. Currently, the company has taken corresponding countermeasures and hopes that the situation will gradually improve in the coming quarters.
Besides the supply chain problems, there are still challenges in the commercial implementation of AI. Zou Tao, the chairman of the board of Kingsoft Office, stated that the commercialization of AI at the company is in the critical phase from "building user scale" to "gradually realizing revenues". Currently, there are two main challenges: First, cultivating users' AI usage habits takes a certain amount of time; second, converting unstructured corporate data into knowledge resources is a relatively complex process.
Chen Yanxing, the chairman of the board and general manager of Luopute, also stated that the implementation cycles from pilot projects to large - scale implementations in AI office projects for government and corporate customers in different industries and company sizes vary greatly and depend on the customer. Regarding the turning point in the profit contribution of AI investments, the company is currently in the phase where AI investments and the deepening of the commercial model run in parallel. The company focuses on the long - term in AI investments, also considers efficiency, and will maintain a balanced relationship between capability building and operational quality.
Accelerated transformation of the business model, AI security becomes a strategic focus
For a long time, Chinese AI companies have generally used a project model as their business model, that is, they develop customized solutions according to customer requirements and charge one - time fees. At the results meeting, several companies stated that they will accelerate the transformation to a product - based and subscription model to create a sustainable revenue model.
According to information, Yuncong Technology is leading the transformation to a "subscription + operation" model and deepening cooperation with Huawei Ascend in areas such as lower - layer architecture adaptation, joint research and development, inference optimization, and implementation of industry scenarios to continuously improve the capabilities of the national AI infrastructure and industry solutions.
Zhou Xi, the chairman of the board and general manager of Yuncong Technology, stated that the company will actively promote the "second growth curve". Due to the emergence of new technologies and business models, the company will upgrade its intelligent foundation and Agent Lab, create a business model for the AI agent era, improve the business model towards subscription and operation services, and gradually transition from one - time software and hardware delivery to continuous operation services based on tokens and AI agent applications to improve revenue quality and sustainability.
Chen Yanxing, the chairman of the board of Luopute, stated that the core growth driver of the company in 2026 is the transformation of business projects into products and in - depth implementation in various industry scenarios. With its own AI technology platform, the company will promote the research, development, and implementation of standardized products such as intelligent computing devices and industry robots and accelerate the transformation from a project solution model to a product - based operation.
Zou Tao, the chairman of the board of Kingsoft Office, stated that the commercialization of AI at Kingsoft Office is in the critical phase from "building user scale" to "gradually realizing revenues". The consumer business shows a clear trend of volume and price increase driven by WPS AI, and the B2B business of WPS 365 continues to grow at a high rate.
In April 2026, the release of the AI model Claude Mythos by Anthropic marked that network attacks have officially entered the "industrial" production phase from the "craftsman" era. The limitations of the traditional rule - based protection model are obvious, and there is an urgent need to build a in - depth defense system.
According to reports, Qi'anxin founded a subsidiary for artificial intelligence at the beginning of this year, which combines three teams: One team consists of scientists working on models; the second team consists of attack and defense experts working on practical attacks and defenses; the third team consists of product engineers working on practical implementation. The new company focuses on three key points: First, vertical large models and intelligent agents for network security; second, intelligent security technologies (AI for Security); third, secure AI technologies (Security for AI). Qi Xiangdong, the chairman of the board of Qi'anxin, defined the year 2026 as the "singularity" year of AI security. He stated that security has changed from a "background guarantee" to a "necessary foundation" that must be considered before the large - scale application of AI, and AI security has become a strategic focus that is fiercely contested.
Optimism about the long - term development trend of AI, clear growth strategies of many companies
Although the AI industry currently still has many challenges to overcome, the companies participating in the meeting are generally optimistic about the long - term development of the AI industry and have already set clear goals for future development. Xu Yihua, the chairman of the board of Tianzhun Technology, stated that with the rapid development of AI, the entire industry chain will inevitably have a high demand for industrial equipment, especially in the fields of semiconductor chips, computing power infrastructure, intelligent end - devices, and robots, which Tianzhun focuses on. The company is optimistic about future development. Tianzhun drives the AI industry with AI equipment and has already realized many applications in image measurement and inspection and achieved a closed - loop of commercial value.
Zhu Guosheng, the chairman of the board and general manager of Bangyan Technology, believes that the year 2026 is generally regarded by the industry as the key year for the large - scale implementation of AI agents, and the corresponding policies have also set a clear roadmap for the high - quality development of the industry. Currently, a "dual - track competition" has been established in the market, where general platforms dominated by large technology companies and vertical providers focusing on specific scenarios coexist. In the future, the company will use the IP operation model to expand especially in the fields of culture and tourism as well as study tours, and has mid - term plans to expand to six scenarios such as education and training.
Ji Xinhua, the chairman of the board of UCloud, stated that from an industry perspective, cloud computing is an important infrastructure and computing power basis for AI, and the industry as a whole will show a positive growth trend. The company will continuously deepen its focus in six areas around AI: basic models, industry models, AI agents, AI applications, AI hardware, and AI robots. The products and services the company offers to customers include GPU computing power and the associated CPU, memory, and network resources, or AI - related hosting services for high - performance computers and the associated services, or tools such as the intelligent computing power scheduling platform and the parallel file storage product UPFS.
Liu Zhihong, the chairman of the board of Galenica Semiconductor, stated that the company will follow the development trend of AI and consider the coupling of new technologies such as AI large models in EDA product development. Li Kai, the chairman of the board of Borui Data, stated that the company will seize the opportunities of AI development and improve overall productivity through AI coding to continuously improve the operational quality in established business fields and sustainably increase efficiency.
Guo Zhongwu, the director and general manager of Bohui Technology, stated that within the framework of the "15th Five - Year Plan" (2026 - 2030), the company will build a variety of growth fields around the strategic line of "AI + Audio - visual", which consist of deepening core industries, AI security, and exploring new markets. The company will focus on the industries of media security monitoring, intelligent education, and intelligent display and control systems and use AI security as a new strategic growth potential.
This article is from the WeChat account "STAR Markt Daily". Authors: Chen Junqing, Dai Jiayi. Published by 36Kr with permission.