DeepExios drives rapid performance growth, and Dipu Technology (01384)'s mid-term revenue increased 115% year over year, Q2 turned a loss into a profit

According to the Zhitong Finance App, Dipu Technology (01384) announced its 2026 interim results, achieving revenue of about 284 million yuan, an increase of 115% year on year; gross profit of about 160 million yuan, up 120.5% year on year; net loss narrowed 89.6% year on year; adjusted loss narrowed 48.5% year on year.

According to the announcement, revenue growth was mainly due to the upgrade of Fastagi's enterprise-level artificial intelligence solution to the DeepExios AI-level enterprise operating system platform solution. Its revenue increased dramatically, driving up overall revenue.

During the reporting period, the Group's Fastagi enterprise artificial intelligence solution was upgraded to the DeepExiOS AI-level enterprise operating system platform solution. The sales revenue of the DeepExiOS AI-level enterprise operating system platform solution was 226 million yuan, an increase of 209.2% over the previous year, mainly due to the Group's further increase in computing power investment and R&D investment in enterprise intelligence platforms, self-developed enterprise models, and ontology data sets and skills in the first half of 2026, forming a stable and high-quality one in the fields of manufacturing, retail, scientific research, and public services Enterprise AI employee infrastructure and token (token) productivity platform, DeepExiOS AI-level enterprise operating system platform are gradually gaining recognition and wide application in the market.

During the reporting period, gross profit increased by 120.5% year on year; the gross margin for the current period was 56.5%, up 1.5 percentage points from 55.0% in the same period last year, mainly due to the increase in gross profit of DeepExios AI-level enterprise operating system platform solutions, which led to an increase in overall gross profit. Specifically: (i) The gross margin of sales of DeepExiOS AI-grade enterprise operating system platform solutions increased from 55.2% in the six months ended June 30, 2025 to 57.2% in the same period in 2026, mainly due to the solution providing a stable and high-quality enterprise AI employee infrastructure and token (token) productivity platform, which improved delivery efficiency; (ii) The gross margin of selling FastData enterprise-level data intelligence solutions remained relative for the six months ended June 30, 2025 and the same period in 2026 Stable at 54.8% and 53.6%, respectively.

Judging from the single-quarter performance in the second quarter, the Group has turned a quarterly loss into a profit, with a net profit of 30.1 million yuan.