Yunji Technology: AI Agent Revenue Soars Nearly 3x, HDOS Clients Surge 925%

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HONG KONG, March 17, 2026 /PRNewswire/ -- Yunji Technology (2670.HK), China's leading hospitality robotic-based AI agent company, delivered a strong debut annual report since its October 2025 listing on the Hong Kong Stock Exchange under Chapter 18C for specialist tech firms.


Yunji Technology: AI Agent Revenue Soars Nearly 3x, HDOS Clients Surge 925%

In 2025, the company reported revenue of RMB 301 million (+23.1% YoY), with gross profit reaching RMB 113 million.

A key highlight was the rapid shift toward a "hardware-software integrated" model. While robot and accessory sales remained the core at RMB 213 million (+12.9%), AI digital systems revenue surged 57.3% to RMB 87.9 million, now accounting for 29.2% of total income. Within this segment, AI-driven agent application revenue exploded by 194.1% to RMB 33.9 million, fueled by the rollout of its HDOS intelligent agent system. HDOS subscription clients skyrocketed from 237 to 2,430—a staggering 925% increase—validating market demand for embodied AI services.

Beyond its hotel stronghold—where revenue grew 20.1% to RMB 244 million across more than 40,000 properties globally—Yunji is successfully diversifying. Revenue from non-hotel sectors jumped 37.7%, led by tech facilities (+160.4%) and factories (+393%). Commercial buildings and hospitals also contributed meaningfully, with hospital deployments rising from 130 to ~200.

R&D spending exceeded RMB 60 million, maintaining a >20% R&D ratio to advance core algorithms and platform capabilities. Analysts remain optimistic: CCB International noted in February 2026 that economies of scale should stabilize margins and reduce expense ratios over time.

According to Frost & Sullivan, China's robotics service agent market is projected to grow at a 29.3% CAGR—from RMB 3.7 billion in 2024 to RMB 13.5 billion by 2029. As the category leader, Yunji is well-positioned to capture this expanding opportunity through real-world deployments, scalable technology, and recurring software revenue.


Source: Yunji Technology Related Stocks: HongKong:2670

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