Key Points
- The Chinese A-share market is seeing explosive growth in AI application companies, with BlueFocus (蓝色光标) stock price climbing a maximum of 107.2% within a single month.
- 2026 is projected as the “Year of Commercialization” for AI applications in China, moving AI tools from “usable” to “useful” with diversified business models and multiple revenue streams.
- Companies like Zhiyang Innovation (智洋创新) are showing high AI revenue concentration, with 82.52% of total revenue from AI solutions for power transmission scenarios.
- Leading companies are scaling AI through various strategies: BlueFocus projects ¥3.0-5.0 billion RMB ($420-700 million USD) in AI-driven revenue for 2025, CloudWalk Technology (云从科技) uses “AI Infrastructure + AI Agents”, and DeepGlint (格灵深瞳) excels in foundation models with its Glint-MVT surpassing benchmarks.
- The market indicates a fundamental shift as AI applications transition from experimental stages to becoming core business models, driving significant returns for early movers.
The AI application boom in China is real, and the stock market is taking notice.
We’re seeing explosive growth in companies betting hard on artificial intelligence applications.
Just recently, BlueFocus (Lanse Guangbiao 蓝色光标) saw its stock price climb a maximum of 107.2% within a single month.
This isn’t a fluke.
The broader market is shifting toward a critical realization: 2026 is being positioned as the “Year of Commercialization” for AI applications across China.
Let’s break down what’s actually happening here and which companies are leading the charge.
Why 2026 Is The Inflection Point for AI Applications in China
The domestic open-source large model landscape is maturing fast.
Yangtze Securities (Changjiang Zhengquan 长江证券) has been tracking this closely, and their take is straightforward: AI applications are accelerating toward real commercialization.
Here’s the key insight from Haitong Securities (Guotai Haitong Zhengquan 国泰海通证券):
There’s a rotation happening between computing power and applications.
First, you get a surge in computing power infrastructure.
Then, applications follow.
This is the pattern we’re witnessing right now, and analysts believe this round of AI industrial revolution may trigger a global synchronized market trend.
The real shift in 2026 won’t just be that AI tools exist—it’s that they’ll evolve from “usable” to “useful.”
Think about it.
Right now, lots of AI features are cool but not essential.
Next year, we’ll start seeing diversified business models actually landing in production, with multiple revenue streams finally kicking in.
This is why AI applications are poised to become the core theme of the AI industry market in 2026.
The AI Revenue Breakdown: Which A-Share Companies Are Capturing the Most Value
Let’s look at the actual numbers from Chinese A-Share companies that are already running real AI revenue.
The data gets interesting here because it shows you which sectors are really monetizing AI fastest.
Companies With the Highest AI Revenue Concentration
Some companies are betting their entire business on AI.
Here’s where the highest AI revenue density is showing up as of Q2-Q3 2025:
- Zhiyang Innovation (Zhiyang Chuangxin 智洋创新): AI solutions for power transmission scenarios hit ¥381.7 million RMB ($53.4 million USD), representing 82.52% of total revenue.
- CloudWalk Technology (Yuncong Keji 云从科技): AI solution revenue reached ¥127.7 million RMB ($17.9 million USD), making up 75.55% of their business.
- SSZN (Shensi Dianzi 神思电子): AI+Smart City business revenue was ¥142.4 million RMB ($19.9 million USD), representing 74.07% of total revenue as of Q4 2024.
- DeepGlint (Geling Shentong 格灵深瞳): AI product revenue hit ¥24.88 million RMB ($3.5 million USD), accounting for 58.58% of revenue.
- Wanda Information (Wangda Ruanjian 网达软件): AI video Big Data solutions generated ¥64.72 million RMB ($9.1 million USD), representing 50.78% of total revenue.
- TRS Information (Tuuersi 拓尔思): AI software product and service revenue reached ¥108.9 million RMB ($15.2 million USD), making up 44.49% of their business.
- Guangxiang Technology (Guanxiang Keji 观想科技): AI business revenue hit ¥17.84 million RMB ($2.5 million USD), representing 43.45% of total revenue.
These aren’t side projects—these are core business drivers.
Mid-Tier AI Revenue Players
Another tier of companies is seeing meaningful AI revenue, but it’s not their entire business yet.
- Anoky (Annuoqi 安诺其): Digital AI, computing power, and environmental protection business generated ¥163.2 million RMB ($22.8 million USD), accounting for 31.86% of revenue.
- Hanvon Technology (Hanwang Keji 汉王科技): AI terminal business revenue hit ¥233.4 million RMB ($32.7 million USD), representing 28.70% of total revenue.
- Abit (Anbotong 安博通): Security AI business reached ¥259.4 million RMB ($36.3 million USD), accounting for 35.21% of revenue as of Q4 2024.
- Autel Intelligent Technology (Daotong Keji 道通科技): AI and software business generated ¥281.1 million RMB ($39.4 million USD), representing 11.98% of total revenue.
- NMK (Nengke Keji 能科科技): AI products and services reached ¥273 million RMB ($38.2 million USD), accounting for 18.08% of revenue as of Q4 2024.
These companies are in the sweet spot—they’ve got proven AI revenue, but they’re also diversified.
Early-Stage AI Revenue Integration
And then you’ve got companies where AI is growing but still a smaller portion of the overall business:
- BlueFocus (Lanse Guangbiao 蓝色光标): AI-driven business revenue hit ¥2.47 billion RMB ($345.8 million USD) as of Q3 2025, but only accounts for 4.83% of total revenue. (Note: This is about to explode—more on that below.)
- China科金财 (Zhongke Jincai 中科金财): AI integrated service revenue reached ¥48.35 million RMB ($6.8 million USD), representing 14.01% of revenue.
- Cappcloud (Kaipu Yun 开普云): AI content security revenue hit ¥94.94 million RMB ($13.3 million USD), accounting for 15.37% of revenue as of Q4 2024.
- Longshine Technology (Yuanguang Ruanjian 远光软件): AI business revenue reached ¥60.88 million RMB ($8.5 million USD), representing 5.77% of revenue.
- Triple-V (Sanlian Hongpu 三联虹普): Industrial AI integrated application solutions generated ¥47.41 million RMB ($6.6 million USD), accounting for 9.78% of revenue.
- Dark Horse (Chuangye Heima 创业黑马): AI training business reached ¥9.791 million RMB ($1.4 million USD), representing 13.88% of revenue.
- Chunzhong Technology (Chunzhong Keji 淳中科技): AI product revenue hit ¥38.83 million RMB ($5.4 million USD), accounting for 7.85% of revenue as of Q4 2024.
- Hanxin Technology (Hanxin Keji 汉鑫科技): Industrial AI products and solutions reached ¥4.721 million RMB ($0.66 million USD), representing 7.39% of revenue.
What’s important here is the trajectory.
These percentages are growing, and fast.
The Real Story: How Top Companies Are Scaling AI
- BlueFocus: Large-scale AI Agent incubation (136 agents) and aggressive API token consumption (600B+).
- Zhiyang Innovation: Focused vertical application in power grids using embodied intelligence and drones.
- CloudWalk: “CWOS” infrastructure platform enabling standardized subscription-based AI services.
- DeepGlint: Academic-grade visual models (Glint-MVT) applied to finance and urban management.
Revenue percentages tell you one part of the story.
But the strategic moves these companies are making tell you where this is all headed.
BlueFocus: The Stock Market Darling
BlueFocus (Lanse Guangbiao 蓝色光标) is the company that’s captured investor attention most recently.
Here’s why:
On January 12th, the company disclosed that its total AI-driven revenue for 2025 is expected to reach between ¥3.0 billion RMB ($420 million USD) and ¥5.0 billion RMB ($700 million USD).
That’s a massive jump from the ¥2.47 billion RMB ($345.8 million USD) they posted in Q3 2025 alone.
Analysts from Sealand Securities (Guohai Zhengquan 国海证券) are calling BlueFocus’s AI-empowered advertising strategy a high-speed development phase.
Here’s what’s actually working:
- Their API-based large model token usage exceeded 600 billion by the end of Q3 2025.
- The BlueAI platform has incubated 136 AI Agents across video generation, intelligent delivery, and content creation.
- These AI agents are driving real cost reduction and profit growth for the company.
This isn’t vaporware.
They’re moving the needle on actual revenue and margins.
Zhiyang Innovation: Tackling Real-World Problems
Zhiyang Innovation (Zhiyang Chuangxin 智洋创新) announced on December 17th that it’s focused on something very specific: embodied intelligence drone products for inspection in satellite-denied spaces.
This is practical AI application.
The company has empowered drones with advanced AI algorithms to overcome a real technical challenge: detecting minute defects in hidden areas.
The breakthrough?
They’ve achieved precise identification and quantitative analysis of millimeter-level cracks and corrosion.
This means they’re significantly reducing false detection rates.
For power transmission inspection (their main vertical), this is a game-changer.
It explains why AI solutions now represent 82.52% of their revenue.
CloudWalk Technology: The Infrastructure Play
CloudWalk Technology (Yuncong Keji 云从科技) disclosed on January 16th that it’s pursuing a dual-wheel strategy of “AI Infrastructure + AI Agents.”
This is the strategic framework everyone’s talking about.
Their approach:
- Build the underlying infrastructure (their upgraded “Congrong Knowledge Factory” (CWOS) platform).
- Then use that platform to deploy AI Agents across industries.
- The company has achieved large-scale implementation in smart finance, governance, transportation, and manufacturing.
- They’re transitioning toward standardized products and subscription services, which shows a steady upward trend in operating quality.
This is the infrastructure + applications thesis playing out in real time.
DeepGlint: Foundation Model Excellence
DeepGlint (Geling Shentong 格灵深瞳) reported on December 2nd that it’s making serious progress on foundation models.
Their visual large model series, Glint-MVT, particularly version 1.5 (RICE), shows where the technical bar is going:
- Pre-trained on 1 billion image data points and 2 billion local regions.
- Academic evaluations surpassed CLIP and SigLIP2 (major benchmarks).
- Research results were published in ICCV 2025 (top-tier computer vision conference).
- The foundation model has improved operational efficiency across financial, urban management, and educational sectors.
This is the kind of technical depth that justifies a 58.58% AI revenue concentration.
What This Means for Investors and Builders
The data tells you a few things:
First: There’s real money flowing into AI applications right now.
This isn’t speculative.
Companies are reporting substantial AI revenue and growing it quarter over quarter.
Second: The highest-growth companies are splitting into two categories.
One group is betting everything on AI (75%+ revenue concentration), while another is integrating AI into broader service offerings.
Both strategies are working.
Third: The sectors getting disrupted fastest are those with clear ROI metrics.
Power transmission inspection, smart finance, video generation, and content creation are leading because the value is quantifiable.
Fourth: 2026 really does look like the commercialization inflection point.
When you see companies publicly guiding 2x+ increases in AI revenue within months, that’s a signal the market dynamics are fundamentally shifting.
AI applications are moving from “let’s experiment” to “this is our business model.”
That shift tends to drive outsized returns for early movers who execute well.
