HAIZHI TECH GP Soars Over 30% on Second Trading Day, Highlighting Vast Growth Potential in Industrial AI Agent Sector

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4 hours ago

HAIZHI TECH GP (02706) surged more than 30% on its second day of trading, reaching a high of HK$123.3, which represents an increase of over 3.5 times compared to its IPO price of HK$27.06. At the time of writing, the stock was up 30.67% at HK$121, with a turnover of HK$123 million. Public information indicates that HAIZHI TECH GP is a leading provider of industrial-grade artificial intelligence solutions in China, with a core focus on graph-model fusion technology. The company has developed two main product matrices: the Atlas Graph Solution and the Atlas Agent. The Atlas Graph Solution includes the DMC Data Intelligence Platform, the Atlas Knowledge Graph Platform, and the AtlasGraph graph database, enabling multi-source data integration, knowledge graph construction, and complex relationship analysis. The Atlas Agent combines the reasoning capabilities of large language models with the accuracy of knowledge graphs to empower enterprise intelligent automation and scenario-based reasoning. With the gradual proliferation of large AI model applications, the company's related revenue, specifically from the "Atlas Agent," has shown rapid growth in recent years. Revenue from this segment increased by nearly nine times in 2024 compared to 2023, and grew by almost five times in the first half of 2025. According to data from Frost & Sullivan, the market for industrial-grade AI solutions in China is in a phase of rapid expansion, with a projected compound annual growth rate of 44.6% from 2025 to 2029, expanding from RMB 65.4 billion to RMB 286.1 billion. Within this market, industrial AI agents integrated with knowledge graphs represent a specific segment experiencing particularly strong demand due to their effectiveness in mitigating the "hallucination" issues associated with large language models. This sub-sector is forecast to achieve a compound annual growth rate of 140.0% from 2024 to 2029, growing from RMB 200 million to RMB 13.2 billion. SDIC Securities International previously noted that the industrial AI agent sector in which HAIZHI TECH GP operates possesses immense growth potential. The company holds significant barriers and a leading market position in the field of graph-model fusion technology, supported by the rapid revenue growth of its core products, providing a strong foundation for long-term development.

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