---
title: "商湯集團股份有限公司 (80020.HK)"
type: "quote"
locale: "en"
url: "https://longbridge.com/en/quote/80020.HK.md"
symbol: "80020.HK"
name: "商湯集團股份有限公司"
industry: "應用軟件"
---

# 商湯集團股份有限公司 (80020.HK)

| Item | Detail |
|------|--------|
| Industry | 應用軟件 |
| Location | 港股市場 |
| Website | [www.sensetime.com](https://www.sensetime.com) |

## Company Profile

商湯集團股份有限公司是一家從事人工智能(AI)基礎設施和大模型研發及應用的中國公司。在AI基礎設施“大裝置SenseCore”與AI大模型體系“日日新SenseNova”的深度協同下,該公司的業務涵蓋叁個板塊:生成式AI、傳統AI和智能汽車。生成式AI業務主要以生成式AI技術和基礎設施資源,為客戶提供大模型訓練、微調和推理等服務。傳統AI業務主要以傳統計算機視覺等非生成式AI技術為客戶提供相關產品與服務。智能汽車業務主要為汽車廠商提供智能駕駛和智能座艙等產品及服務。

## Financial Score

> *Longbridge Financial Score™ — Proprietary multi-factor rating model by [Longbridge](https://longbridge.com). This score is independently calculated by Longbridge and is not affiliated with any third-party rating agency.*
> Updated: 2026-02-21T04:30:11.000Z

**Overall: C (0.53)**

**Industry**: Application Software

| Metric | Value |
|--------|-------|
| Industry Ranking | 12 / 40 |
| Industry Median | C |
| Industry Average | C |

- **Style**: Blend - Stocks in which the company has both growth and mature businesses.
- **Scale**: Mid - The company has stable operation of a large-cap stock and the high return of a small-cap stock.

### Score Analysis

**Style Score**: 

#### Growth Score: 

| Indicator | Value | Rating |
|-----------|-------|--------|
| Revenue YoY | 18.27% |  |
| Net Profit YoY | 42.86% |  |

#### Value Score: 

| Indicator | Value | Rating |
|-----------|-------|--------|
| P/B Ratio | 4.28 |  |
| Dividend Ratio | 0.00% |  |


**Size Score**: 

#### Market Cap Score: 

| Indicator | Value | Rating |
|-----------|-------|--------|
| Market Cap | 107.91B |  |

#### Revenue Score: 

| Indicator | Value | Rating |
|-----------|-------|--------|
| Revenue | 4.97B |  |


**Multi Score**: C

#### Profit Score: D

| Indicator | Value | Rating |
|-----------|-------|--------|
| ROE | -14.68% | E |
| Profit Margin | -75.15% | E |
| Gross Margin | 38.50% | B |

#### Growth Score: B

| Indicator | Value | Rating |
|-----------|-------|--------|
| Revenue YoY | 18.27% | B |
| Net Profit YoY | 42.86% | B |
| Total Assets YoY | 9.31% | B |
| Net Assets YoY | -1.03% | D |

#### Cash Score: C

| Indicator | Value | Rating |
|-----------|-------|--------|
| Cash Flow Margin | -133.07% | D |
| OCF YoY | 18.27% | B |

#### Operating Score: E

| Indicator | Value | Rating |
|-----------|-------|--------|
| Turnover | 0.13 | E |

#### Debt Score: B

| Indicator | Value | Rating |
|-----------|-------|--------|
| Gearing Ratio | 36.85% | B |


```chart-data:radar
{
  "title": "Longbridge Financial Score - 商湯集團股份有限公司",
  "chart_type": "radar",
  "dimensions": [
    {
      "name": "Profit",
      "grade": "D",
      "indicators": [
        {
          "name": "ROE",
          "value": "-14.68%",
          "rating": "E"
        },
        {
          "name": "Profit Margin",
          "value": "-75.15%",
          "rating": "E"
        },
        {
          "name": "Gross Margin",
          "value": "38.50%",
          "rating": "B"
        }
      ]
    },
    {
      "name": "Growth",
      "grade": "B",
      "indicators": [
        {
          "name": "Revenue YoY",
          "value": "18.27%",
          "rating": "B"
        },
        {
          "name": "Net Profit YoY",
          "value": "42.86%",
          "rating": "B"
        },
        {
          "name": "Total Assets YoY",
          "value": "9.31%",
          "rating": "B"
        },
        {
          "name": "Net Assets YoY",
          "value": "-1.03%",
          "rating": "D"
        }
      ]
    },
    {
      "name": "Cash",
      "grade": "C",
      "indicators": [
        {
          "name": "Cash Flow Margin",
          "value": "-133.07%",
          "rating": "D"
        },
        {
          "name": "OCF YoY",
          "value": "18.27%",
          "rating": "B"
        }
      ]
    },
    {
      "name": "Operating",
      "grade": "E",
      "indicators": [
        {
          "name": "Turnover",
          "value": "0.13",
          "rating": "E"
        }
      ]
    },
    {
      "name": "Security",
      "grade": "B",
      "indicators": [
        {
          "name": "Gearing Ratio",
          "value": "36.85%",
          "rating": "B"
        }
      ]
    }
  ]
}
```

### Peer Comparison

| Rank | Name | Profit | Growth | Operation | Security | Cash | Rating |
|------|------|--------|--------|-----------|----------|------|--------|
| 01 | 範式智能 (HK.6682) | D | A | B | A | C | B |
| 02 | 阜博集團 (HK.3738) | B | A | B | B | B | B |
| 03 | 塗鴉智能-W (HK.2391) | B | B | D | A | B | B |
| 04 | 多點數智 (HK.2586) | B | C | A | C | C | B |
| 05 | 浪潮數字企業 (HK.596) | B | B | A | D | B | B |

## Valuation Analysis

| Metric | Current | Industry Ranking | High | Median | Low |
|--------|---------|-----------------|------|--------|-----|
| PE (TTM) | -28.91 | 31/45 | - | - | - |
| PB | 4.28 | 29/45 | 3.88 | 2.90 | 2.15 |
| PS (TTM) | 21.73 | 38/45 | 19.70 | 16.35 | 13.34 |
| Dividend Yield | 0.00% | - | - | - | - |

## Institutional View

### Analyst Rating Distribution

> As of 2025-09-16T16:00:00.000Z

Total Analysts: **1**

| Rating | Count | Percentage |
|--------|-------|-----------|
| Buy | 0 | 0% |
| Overweight | 0 | 0% |
| Hold | 1 | 100% |
| Underweight | 0 | 0% |
| Sell | 0 | 0% |

### Target Price Forecast

| Metric | Price |
|--------|-------|
| Current Price | 2.36 |
| Highest Target | 2.80 |
| Lowest Target | 2.80 |

## References

- [Company Overview](https://longbridge.com/en/quote/80020.HK/overview.md) - Shareholders, executives, business segments
- [Financials](https://longbridge.com/en/quote/80020.HK/norm.md) - Income statement, balance sheet, cash flow, distribution plan
- [Topics & Discussions](https://longbridge.com/en/quote/80020.HK/topics.md) - Community topics and discussions

---

> **Disclaimer**: This article is for reference only and does not constitute any investment advice.