Bairong Intelligence AICC Revenue Jumps 52% with RaaS Model Roll-up

量子位 · wechat · 2026-09-02

Bairong Intelligence's interim report reveals a strategic pivot: while total revenue dropped 43% due to regulatory impacts, its AICC (AI Contact Center) business surged 52%, with new scenario revenue soaring 195%. The company is shifting from traditional AI decision-making to deploying enterprise-grade Agents, proposing a "Technology-Driven AI Roll-up" strategy to embed capabilities into real workflows via investment and partnerships.

Key Business Data

AICC Growth: Revenue reached 166 million RMB (+52%), with new scenarios contributing 11.26 million RMB (+195%).
Deployment Scale: Logistics project daily volume grew from <1,000 to 15,000 calls; a top broker's deployment expanded from 30 to 210 seats.
Financials: Total revenue was 914 million RMB (-43%); R&D investment increased 31% to 394 million RMB, with R&D staff comprising 61% of the workforce.

Business Model & Tech Stack

RaaS Model: Charges based on successful resolutions (calls/tickets) rather than tokens or seats. Unit processing cost in logistics is >50% lower than human labor.
Tech Differentiation: Uses proprietary vertical models (0.4B–30B) optimized for telephony (voice, latency, cost), contrasting with overseas peers relying on general APIs.
Data Flywheel: Iterates models using real-world feedback (transfer rates, task completion) via reinforcement learning.

Strategic Vision

Bairong defines itself as a "Technology-Driven AI Roll-up," first validating workflows in high-interaction sectors (finance, logistics) via AICC, then scaling through capital and industry resources. The CEO emphasizes that AICC is the ideal entry point for enterprise Agents due to its clear task boundaries and quantifiable outcomes.

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Bairong Intelligence AICC Revenue Jumps 52% with RaaS Model Roll-up

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