Industrial AI Crosses From Demo to Repeatable Revenue

Zhongkong Technology (SUPCON) booked RMB 619 million of industrial AI revenue in the first nine months of 2026, roughly four times the year-ago level, split RMB 184 million, 201 million and 235 million across the three quarters — the third up 16.93% sequentially and equal to 12.55% of group revenue. Its TPT time-series model and UCS universal control system now drive an “autonomous operating plant” loop of identify, evaluate, decide and execute across 29 sub-sectors, with Sinopec Zhenhai, Wanhua Chemical, Jingbo Petrochemical and Xingfa moving from single-unit pilots to cross-plant and cross-group replication. Group revenue slipped 2.6% to RMB 5.51 billion and net profit fell 66.3% to RMB 146 million as downstream capex stayed weak and costs front-loaded; founder Chu Jian told the SSE international investor conference on 13 November that process industries would move from automatic control to autonomous operation within five to ten years, with the commercial model shifting toward model- and run-as-a-service subscriptions.