Goldman Sachs Maintains "Buy" Rating for SENSETIME-W with Target Price of HK$3.53

Deep News

Dec 23, 2025

Goldman Sachs issued a research report maintaining a "Buy" rating for SENSETIME-W (00020) with a 12-month target price of HK$3.53. The report highlighted that the company's generative AI contributed 77% of total revenue in the first half of 2025, driven primarily by private/public cloud services and AI projects. Goldman Sachs projects that generative AI will account for 91% of the group's revenue by 2030.

The report noted that SENSETIME recently launched multiple generative AI products, including an AI script generation platform (Seko 2.0), an AI office assistant (Racconn 3.0), and an AI marketing agent (SenseAvatar). These products emphasize enhanced one-click content generation capabilities and cost-effective solutions based on local computing platforms.

SENSETIME primarily charges users through subscription fees, with Seko 2.0 priced between RMB 95 and 195 per month, and Racconn 3.0 ranging from RMB 29.9 to 1,599 per month. The company also offers customized project-based solutions for enterprise clients.

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