As artificial intelligence technology continues to mature and application scenarios expand, AI concept stocks demonstrated robust earnings momentum in the first half of the year, with over half of companies achieving growth and four major industries showing exceptional performance.
**AI Concept Stocks Experience Explosive Growth, 11 Companies Surge Over 10-Fold**
According to Choice Financial Terminal data, there are 654 AI concept stocks listed on A-shares. Based on net profit attributable to parent company metrics, 348 companies reported year-over-year growth in the first half of 2025, representing over 53% of the total, with combined net profits reaching 106.681 billion yuan. Compared to the same period last year, both the number of profitable companies and their combined net profit scale increased by over 16% and 20%, respectively.
Among the 654 companies, 87 achieved growth rates exceeding 100% in the first half, accounting for over 13%; 143 companies exceeded 50% growth, representing over 21%; and 235 companies surpassed 20% growth, making up over 35% of the total. Notably, 11 companies recorded net profit growth exceeding 10-fold, with many attributing this success to artificial intelligence's positive impact on their businesses.
Sumavision Technologies Co.,Ltd. (300079.SZ) achieved revenue of 265 million yuan in the first half, up 24.66% year-over-year, with net profit attributable to parent reaching 16.7003 million yuan, surging 2,747.64% year-over-year. In the AI sector, the company has deployed products in intelligent video content recognition, production, enhancement, and perception. During the first half, the company launched AI Agent solutions for the broadcasting industry and a multi-model collaborative audio-video AI authentication and identification system.
Talkweb Information System Co.,Ltd. (002261.SZ) reported revenue of 1.306 billion yuan in the first half, with net profit attributable to parent growing 2,262.83% year-over-year to 78.8059 million yuan. The company continues to increase strategic investments in the "AI + HarmonyOS" sector, driving comprehensive business transformation and upgrades. In artificial intelligence, the company has intensified R&D efforts in AI computing equipment, continuously enhancing product performance and enriching its product portfolio through integrated training-inference solutions, edge platform construction, and model application algorithm optimization.
Anhui Ronds Science&Technology Incorporated Company (688768.SH) achieved revenue of 256 million yuan in the first half, up 16.55% year-over-year, with net profit attributable to parent reaching 14.2355 million yuan, representing a 2,063.42% year-over-year increase. Positioned as an AI-driven industrial services company, the company's main products include industrial equipment condition monitoring and fault diagnosis systems. In technical applications, the company integrates AI algorithms with deep learning technology to achieve equipment fault monitoring through multi-modal data including images and sounds.
The remaining 8 companies are Jiangsu Nanfang Precision Co.,Ltd.(002553.SZ), Jiangsu Huahong Technology Co.,Ltd.(002645.SZ), China Post Technology Co.,Ltd.(688648.SH), Jc Finance&Tax Interconnect Holdings Ltd.(002530.SZ), Urovo Technology Co.,Ltd.(300531.SZ), China Transinfo Technology Co.,Ltd.(002373.SZ), Aurora Optoelectronics Co.,Ltd.(600666.SH), and Linkage Software Co.,Ltd.(688588.SH), with the highest growth rate reaching 328-fold.
**Growth Companies Primarily From Four Major Industries**
According to Choice Financial Terminal data, classified by SWSCI Level 1 industries, over 60% of the 654 AI concept companies come from four sectors: computers, machinery equipment, electronics, and media, accounting for approximately 35%, 11%, 10%, and 7% respectively. Among the 348 companies with positive net profit growth in the first half, these four industries contributed 122, 45, 39, and 19 companies respectively, totaling approximately 65%.
Many companies have benefited from AI industry development. In the computer sector, Beijing Teamsun Technology Co.,Ltd.(600410.SH), a domestic software and technology services provider, leverages "AI + Computing Power," "AI + Scenarios," and "AI + Ecosystem" to empower various industries. In the first half, the company vigorously developed AI and domestic technology businesses, achieving revenue of 2.262 billion yuan, up 5.11% year-over-year, with net profit attributable to parent reaching 140 million yuan, turning from loss to profit.
Beijing Haitian Ruisheng Science Technology Ltd.(688787.SH) achieved revenue of 157 million yuan in the first half, up 69.54% year-over-year, with net profit attributable to parent reaching 3.8046 million yuan, up 813.65% year-over-year. As China's first and currently only A-share listed AI training data service company, the company disclosed that rapid global AI technology development and commercial deployment have driven comprehensive growth across its computer vision, natural language, and intelligent speech business segments.
Research shows that in the first half of 2025, the computer sector achieved total revenue of 629.715 billion yuan, up 10.80% year-over-year, with net profit attributable to parent reaching 21.191 billion yuan, up 44.49% year-over-year. The industry is experiencing sector-wide recovery due to its economic counter-cyclical nature, benefiting from catalysts such as the AI industrial revolution.
In machinery equipment, Kale Environment Technology(Shanghai)Co.,Ltd.(301070.SZ) has developed a dual-drive business layout encompassing HVLS fans, lithium-ion battery technology applications, and artificial intelligence. The company conducts AI-related business through Yuzikele, creating comprehensive AI-agent-based solutions through private computing power deployment and customized AI application model development. In the first half, the company achieved revenue of 137 million yuan, with net profit attributable to parent growing 280.42% year-over-year to 10.9193 million yuan.
Shanghai Sk Petroleum&Chemical Equipment Corporation Ltd.(002278.SZ) seized the digital transformation wave in the oil services industry, enhancing its AI capabilities through the acquisition of Blue Ocean Intelligence. The company achieved revenue of 406 million yuan in the first half, up 22.62% year-over-year, with net profit attributable to parent reaching 35.3757 million yuan, up 234.03% year-over-year.
In electronics, Aurora Optoelectronics Co.,Ltd. has built a comprehensive computing power service system encompassing "elastic computing power supply - intelligent operations management - full lifecycle services." The rapid development of AI has driven continuous growth in computing power demand. Aurora Optoelectronics achieved revenue of 219 million yuan in the first half, up 10.12% year-over-year, with net profit attributable to parent reaching 61.3938 million yuan, turning from loss to profit.
Research indicates that benefiting from smart terminal demand recovery and increased cloud computing hardware demand driven by rapid AI large model development, the electronics industry's overall performance continues to improve, with first-half revenue reaching 1,499.979 billion yuan, up 20.17% year-over-year. Net profit attributable to parent and adjusted net profit reached 57.788 billion yuan and 49.027 billion yuan respectively, up 28.95% and 32.31% year-over-year.
In media, companies like Tianyu Digital Technology(Dalian)Group Co.,Ltd.(002354.SZ) and Zhejiang Daily Digital Culture Group Co.,Ltd.(600633.SH) are following the AI wave, applying AI technology to empower business development. In the first half, Tianyu Digital Technology achieved net profit attributable to parent of 23.6201 million yuan, up 453.67% year-over-year; Zhejiang Daily Digital Culture reported net profit attributable to parent of 377 million yuan, up 156.26% year-over-year.
**Competing for Trillion-Dollar Industry Future, Multiple Companies Intensify R&D Efforts**
In recent years, driven by supply-side and demand-side factors, China's AI industry has maintained rapid expansion. Data shows that China's AI industry scale exceeded 700 billion yuan in 2024, maintaining growth rates above 20% for consecutive years. According to China Chamber of Commerce Industry Research Institute predictions, China's AI industry scale will reach 866.2 billion yuan in 2025 and exceed one trillion yuan in 2026.
Many AI concept stocks are intensifying R&D efforts to seize industry development opportunities. In absolute terms, approximately 23 companies spent over 1 billion yuan on R&D in the first half. Among them, Zte Corporation(000063.SZ), Boe Technology Group Co.,Ltd.(000725.SZ), Hangzhou Hikvision Digital Technology Co.,Ltd.(002415.SZ), and Foxconn Industrial Internet Co.,Ltd.(601138.SH) invested 12.665 billion yuan, 6.046 billion yuan, 5.670 billion yuan, and 5.095 billion yuan respectively.
Hangzhou Hikvision Digital Technology has continued investing in AI large models, launching hundreds of large model products by the first half of this year. The company disclosed that annual R&D investments of over 10 billion yuan in recent years give the company confidence to capture growth opportunities from this wave of AI technological revolution in the coming years.
Compared to the same period last year, approximately 317 companies increased R&D spending in the first half of this year, representing nearly 50%. Among them, Shenyang Machine Tool Co,Ltd(000410.SZ) and Southern Publishing And Media Co.,Ltd.(601900.SH) led in R&D spending growth.
Regarding R&D intensity, approximately 275 companies had R&D expenses exceeding 10% of revenue in the first half. Among them, Beijing Deep Glint Technology Co.,Ltd.(688207.SH) reached 160.21%, and Shenzhen Consys Science&Technology Co.,Ltd.(688788.SH) achieved 84.89%.
Beijing Deep Glint Technology's AI products have successfully been deployed in smart finance, urban management, smart education, government affairs, and specialized sectors. The company disclosed that 2025 is a crucial year for company reform. During steady transformation, the company continues strategic R&D investments in key areas around multi-modal large models to consolidate its leading technological advantages.
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