You like it (06051): Revenue is growing at an accelerated pace, and various AI native products have been commercialized

The Zhitong Finance App learned that on August 13, Youzan (06051) announced the results for the first half of 2026. In the first half of 2026, Youzan achieved accelerated revenue growth. The Group's overall revenue was approximately RMB 770 million, an increase of approximately 8% over the previous year. The Group's adjusted EBITDA was approximately RMB 72.74 million, and the net cash inflow from operating activities was approximately RMB 47.15 million.

Youzan achieved GMV of approximately RMB 51.6 billion for merchants, an increase of about 4% year on year, and store business GMV increased by about 13% year on year, becoming a growth engine. The number of paying merchants in stock is 51,633, and there are already more than 20,000 merchants using approved AI products.

Youzan has built AI capabilities that cover the entire chain of merchant operations. With AI native agents (Agents) as the core, it runs through the four major stages of customer acquisition, transformation, repurchase, and operation, making AI a digital employee of the merchant, truly participating in management, carrying out tasks, and enhancing growth. Youzan has launched a variety of AI-native smart devices, including “Youzan Lobster,” an AI-native store management smart device for merchants, and “AI customer marketing” for digital employees in customer service and sales scenarios to help brands achieve “Add Me Referral Officer” for AI content marketing. You appreciate that through the FDE model, AI can truly enter the merchant's business process, participate in the merchant's business decisions, serve the merchant's business growth, and continuously improve the business efficiency and quality of the business.