XUNCE (03317) released its 2025 fiscal year earnings forecast on March 6, revealing robust growth in key financial metrics. For the year ended December 31, 2025, the company recorded revenue of RMB 1.283 billion, a significant increase of 102.95% year-over-year. Its non-GAAP net loss narrowed substantially to RMB 55 million, surpassing market expectations. On a sequential basis, the company reported revenue of RMB 198 million for the first half of 2025 and RMB 1.085 billion for the second half, representing a surge of 448% from the first half, indicating strong growth momentum. Notably, the company doubled its revenue from the comparable base of RMB 630 million in 2024, breaking through the ten-billion-yuan threshold and achieving a substantial enhancement in both business scale and market influence. This performance is primarily attributed to the accelerated growth in data demand driven by the widespread deployment of large AI models. As a rare pure-play in the AI data sector, XUNCE Technology, centered around its AI Data Agent and supported by a full-chain technology system, has established a technological closed loop. Its AI infrastructure and solutions have been successfully implemented across diverse industry scenarios. Looking ahead, the company is expected to upgrade its pricing models, potentially introducing charges based on token usage, token-based model training iterations, as well as performance-based fees and revenue sharing. These initiatives are anticipated to further optimize its profit structure and unlock greater business growth potential. As competition in large models enters a later stage, the industry's focus is increasingly shifting towards data infrastructure. Capitalizing on this trend, XUNCE Technology is strategically expanding its AI infrastructure development into emerging fields such as robotic data platforms and commercial aviation, while continuing to emphasize practical application deployment, thereby opening up new growth avenues. This impressive earnings report underscores XUNCE's technological and commercial strength. Combined with its forward-looking strategic layout, the company is well-positioned to solidify its leading position in the AI data track.
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