iFLYTEK just handed over a good report card. In the first half of 2025, the AI ​​company's revenue exceeded 10 billion yuan for the first time, reaching 10.911 billion yuan; sales collection reached 10.361 billion yuan, also exceeding 10 billion yuan for the first time; net profit attributable to shareholders decreased by more than 40% year-on-year. In the context of the general background of spending money on investment, this performance is particularly impressive.

What is more worth paying attention to is the story behind this financial report. When global technology giants such as Google and Meta launched a parameter "arms race" around a general model, iFLYTEK chose another path: taking the independent and controllable Spark model as the basis, it leverages the four key tracks of education, medical care, central state-owned enterprises and overseas, and embarked on a differentiated development path that is rooted in industries and serves national conditions.

From classroom to family, use big models to reshape the entire process of education and teaching

For a long time, most educational informatization has been stuck at the level of simple "tool replacement", while iFLYTEK relies on the Spark Education model to achieve the "reshaping" of the entire process of education and teaching.

After more than 20 years of deep cultivation in the smart education industry, iFLYTEK's "AI Education" footprints have spread across urban and rural areas. Whether it is classrooms in remote mountain villages or modern urban campuses, their products can be seen. Through technological innovation, iFlytek is breaking regional restrictions and allowing more students to enjoy high-quality educational resources.

Relying on the Spark's big model base, iFLYTEK has successfully built a Chinese education model. Through in-depth cooperation with top domestic education experts, it continuously optimizes the base model and deeply integrates it into the evaluation and assessment system to form a complete smart education solution.

After more than two years of development, the application scenarios of iFLYTEK's education model are very rich: it can not only provide personalized teaching management solutions for regional education managers, but also provide refined correction suggestions for students' homework in and out of class, helping to achieve teaching in accordance with their aptitude from different levels; it can not only deeply empower major national projects such as "Science Intelligent Tutors in Primary and Secondary Schools", but also become an intelligent learning partner in AI learning machines to help students overcome difficulties in general subject knowledge.

The market advantages brought by technological accumulation are intuitively reflected in the financial report. In the first half of 2025, iFLYTEK's revenue in AI education increased by 23%, and gross profit increased by 25% year-on-year, among which the AI ​​learning machine business doubled.

In the high-end learning machine track, iFlytek continues to dominate the list for many years. From the first AI precision learning in the industry to relying on the big model of Xinghuo Education, creating a series of large-scale auxiliary learning functions such as AI composition correction, AI spoken language training, and AI Q&A tutoring, iFLYTEK AI learning machine has long surpassed the scope of traditional educational hardware and evolved into a "new species" that integrates rich educational content, powerful model algorithms, and diversified application scenarios, and has built a "new paradigm" from school classrooms to independent learning in families.

From being useful to being easy to use, use AI to crack the pain points of primary medical level

In addition to education, the medical industry with massive data resources has become another key area for the implementation of AI. Especially in grassroots areas where high-quality medical resources are short of, AI technology has gradually been applied to multiple scenarios such as auxiliary diagnosis and chronic disease management.

In November 2024, multiple departments jointly issued the "Reference Guidelines for the Application Scenarios of Artificial Intelligence in the Health and Health Industry", which clarified 84 application scenarios in four categories, including intelligent decision-making by grassroots general practitioners. With years of deep cultivation in the field of smart medical care, iFLYTEK Smart Medical Assistant has long been deeply involved in the "capillaries" of primary medical care, achieving the upgrade from "usable" to "easy to use".

As of June 30, 2025, Zhiyi Assistant has covered more than 75,000 grassroots institutions in 697 districts and counties in 31 provinces and cities across the country, providing a total of 1.01 billion AI auxiliary consultation suggestions and a total of more than 110 million unreasonable prescriptions identified. This series of numbers is not only a hard power embodiment of iFLYTEK's medical model, but also a vivid practice of AI technology to solve the pain points of primary medical care and to tackle the deep waters of the medical field.

While broadening the coverage of grassroots, iFLYTEK has also reached in-depth cooperation with more than 20 top domestic medical institutions such as West China Hospital and Qilu Hospital to jointly create a large model of specialized diseases. From diabetes management to cerebral hemorrhage diagnosis and treatment, iFLYTEK Medical’s big model has become a doctor’s “scientific research partner” and promotes the implementation of medical AI in clinical scenarios.

For ordinary people, iFLYTEK Xiaoyi APP is like a "private doctor" in your pocket, which can provide users with personalized health consultation and advice. As of June 30, 2025, more than 140 million AI consultations have been completed, with a user praise rate of 98%, truly benefiting everyone.

The full stack is independent and controllable, helping the digital transformation of central state-owned enterprises

In addition to implementing in-depth artificial intelligence scenarios in the fields of people's livelihood such as education and medical care, iFLYTEK also demonstrates the strength of the "national team" in the industrial digital track.

According to the report "China Central State-owned Enterprise Large Model Solution Market Share, 2024: The Main Force of Large Model Investment" released by IDC, the market size of large model solutions in 2024 has reached 3.18 billion yuan, of which iFlytek ranked first in the market share.

Unlike the general enterprise market, central state-owned enterprises have extremely high requirements for data security and independent and controllable technology. The reason why iFLYTEK is favored by these companies is precisely because of its independent and controllable full-link domestic technology.

In recent years, the company has continued to carry out the research and development of general artificial intelligence technologies with independent control and controllable full stack, and has been at the industry-leading level for software and hardware adaptation and innovation such as domestic GPUs and operating systems in artificial intelligence algorithms, frameworks and platforms. This core advantage also makes iFlytek a "trusted AI partner" in the digital transformation process of central state-owned enterprises.

Since the beginning of this year, as the "AI " special actions of central enterprises continue to deepen, iFlytek has also continued to expand its territory in the central state-owned enterprise market. In May this year, the 300 billion parameter Kunlun model of China Petroleum supported by the construction was officially released. By deeply participating in the construction of 32 key scenarios including digital documents, scientific research intelligent assistants, natural gas market analysis, and intelligent equipment diagnosis, iFLYTEK has successfully embedded AI technology into the entire chain of exploration and development, production and operation, and market decision-making, helping to upgrade intelligently in the energy field.

Set sail and convey the "Chinese solution" of AI implementation to the world

With its independent and controllable technical strength and mature scenario implementation solutions, iFLYTEK's performance in the domestic market is obvious to all. At the same time, its competitiveness in the international market is becoming increasingly prominent.

According to the financial report, in the first half of the year, iFLYTEK's overseas revenue increased by 212.08% year-on-year, and a number of hardware products achieved rapid revenue growth in key countries such as China, Japan, South Korea and the United States. Especially iFlytek AI office book, in the Japanese and Korean markets

The crowdfunding platform has been ahead of the crowd, achieving the top 1 in the Japanese platform tablet category and the top 1 in the entire consumer electronic category in 2025 by the South Korean Wadiz platform.

iFlytek's overseas exploration goes beyond product exports. Relying on the technical foundation that supports more than 130 languages, the company actively responded to the "Belt and Road" initiative, cooperated with leading enterprises in many countries in the fields of government affairs, education, finance, telecommunications, etc., exported domestically proven solutions overseas, providing the world with the "second option" except for the European and American technology systems; signed a comprehensive strategic cooperation agreement with the Guangxi Zhuang Autonomous Region to jointly build a China-ASEAN Artificial Intelligence Innovation Cooperation Center, and build a bridge for artificial intelligence cooperation between China and ASEAN countries.

With the "east wind" of the "Belt and Road", iFlytek's overseas journey has moved from a single "product overseas" to a new stage of "technology output" and "ecological empowerment".

iFlytek's practice, a microcosm of China's AI development breakthrough

At present, artificial intelligence models have become the focus of the technological strategic game between major powers in the digital era, and in the global AI competition pattern, China and the United States have shown completely different development paths. The United States remains the leader in basic research and cutting-edge model development. Technology giants continue to increase investment, relying on their talents and capital advantages to promote continuous breakthroughs in big model technology. China's AI industry attaches more importance to the deep integration of technology and the real economy, and the application of large models is rapidly penetrated from a general field to a deep industry.

iFLYTEK's development path is a microcosm of the current development of China's AI industry: it is demand-oriented, driven by application scenarios, empowering thousands of industries with independent and controllable technological innovation, and promoting the digital transformation of the industry. This path not only conforms to China's national conditions, but also provides reference for the development of artificial intelligence industries in other countries.

With the accelerated iteration of artificial intelligence technology, China's artificial intelligence industry is gradually achieving a leap from "technical catch-up" to "application-leading". For iFLYTEK, this characteristic development path with the real economy as the soil, national strategy as the direction, and independence and control as the background will also become wider and wider. (Xiong Yingying)