Yunji Technology Reports 2025 Revenue Growth and AI Agent Surge

Per a PR Newswire distribution of its 2025 annual results, Beijing Yunji Technology reported total revenue rose 23.1% year-on-year to RMB 301 million. The PR Newswire release states AI agent application revenue increased 194.1% to RMB 33.9 million, lifting that line from 4.7% to 11.3% of total revenue. The release reports HDOS (Hotel Digital Operating System) subscriptions jumped 925%, with Dealroom noting HDOS clients rose to 2,430. By vertical, the PR Newswire release lists hotel scenario revenue at RMB 244 million (+20.1%), technology scenario revenue at RMB 29.6 million (+160.4%), and factory scenario revenue at RMB 15.1 million (+393%). The release states overseas revenue rose 92.1% to RMB 19.1 million, representing 6.3% of total revenue. R&D spending was RMB 62.2 million, or 20.6% of revenue, and the company reported holding 997 patents and contributing to 11 national and industry standards. According to Frost & Sullivan, Yunji ranked first in China's hotel-scenario robot service agent market with a 13.9% revenue share. The PR Newswire distribution includes a direct quote from Founder, Chairman and President Zhi Tao: "We will continue to increase R&D investment, promote industry standards, and attract global talent."

The reported numbers show AI-driven agent applications and subscription software moving from a small share toward a larger portion of revenue. Companies that shift from hardware sales to recurring software or agent-driven services typically see faster revenue deferral and higher gross-margin leverage, but they also face increased dependency on software deployment, integration, and service operations. For practitioners, the jump in HDOS subscriptions implies increased operational scale for cloud or on-prem orchestration, multilingual NLU, and monitoring for deployed agents.

Dealroom's note in its summary places Yunji's performance against a broader hospitality robotics and service-agent market that Dealroom projects could grow materially by 2029. Reporting by PR Newswire and Frost & Sullivan highlights Yunji's market share in China's hotel-scenario robot service agent segment. Industry observers tracking this vertical will watch whether revenue growth in AI agent applications is primarily driven by new deployments, upsells to existing customers, or higher per-customer recurring fees.

Observers should follow:

• •HDOS client churn and average revenue per user to see if the subscription surge is sticky
• •gross margin trends as software and services scale relative to hardware
• •reported deployment counts and geography-specific uptake after the company cites Japan, Southeast Asia, and Hong Kong as priority markets
• •any third-party validation of field performance such as independent deployments or integrator partnerships. Company statements in the PR Newswire release provide the reported data; the release does not supply detailed unit economics or customer-level metrics in this distribution

The PR Newswire-distributed annual results show Yunji recording double-digit overall revenue growth with concentrated, high-percentage increases in AI agent application revenue and HDOS subscriptions. Industry patterns suggest the next practical indicators of sustainability will be subscription retention, margin progression, and execution in targeted overseas markets.