Zhongtai Securities released a report on SENSETIME-W (00020.HK)  -0.040 (-2.500%)    Short selling $70.12M; Ratio 10.542%   , which has a strong foundation in technology accumulation, positioning its large model capabilities in the top tier, which is rare. Meanwhile, the company is progressively achieving spin-off financing for its loss-making business lines, with its main generative AI business displaying promising growth. The broker forecast the company's total operating revenue to reach RMB4.872 billion, RMB6.279 billion, and RMB8.093 billion for 2025-27, respectively, representing a YoY growth of 29%.

The launch of SenseCore 2.0 promotes the efficient implementation and scalable application of large model technology with extreme cost-effectiveness, the report mentioned. The upgraded SenseNova V6 further enhances long-term thinking, reasoning, and multi-modal capabilities; it received the highest rating of 4+ in the first round of evaluations by the Trustworthy AI Multi-modal Large Model at the China Academy of Information and Communications Technology (CAICT) in June 2025. The broker initiated coverage on SENSETIME-W with an Overweight rating.
(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2025-08-01 16:25.)