Chanjet's Q1 2026 revenue increased by 13% year-over-year, with cumulative cloud subscription enterprise users surpassing one million

On April 24, Chanjet released its Q1 2026 earnings report. During the reporting period, the company achieved revenue of 268 million yuan, representing a 13% increase compared to the same period last year; cloud subscription revenue reached 201 million yuan, up 17% year-over-year, accounting for 75% of total revenue; net profit was 19.1 million yuan, a 3% year-over-year increase.

Behind the steady growth in performance lies continuous breakthroughs in user scale. During the reporting period, Chanjet's cloud services business added over 61,000 new paying enterprise users, a 38% year-over-year increase; as of the end of the period, the cumulative number of paying enterprise users for cloud services reached 1.022 million, crossing the one-million mark, signifying that the company’s cloud services scaled development has entered a new phase.

The significant launch of 'Chanjet Lobster' AI Agent: AI-native architecture drives comprehensive product intelligence

During the reporting period, Changjie Tong comprehensively deepened the implementation of its 'AI First' strategy, accelerating the deep integration of artificial intelligence technology with its core businesses. At the product level, Changjie Tong officially launched an enterprise-grade AI Agent, specifically tailored for small and micro businesses, called 'Chang Lobster,' based on AI-native and agent technologies. Concurrently, a commercial system for the AI Power Center was established. This product will adopt a value-added service model with a comprehensive billing system of 'MCP+TOKEN,' allowing small and micro businesses to independently plan, invoke, and execute relevant financial and tax as well as business services according to their actual needs, thereby helping them achieve a full AI-driven upgrade in intelligent finance and business.

In relation to the application of 'Chang Lobster,' Changjie Tong will continue to deepen the integration of AI capabilities within its core product lines. In the field of intelligent finance and taxation, Yidailiao has released a new version, achieving upgrades in four core capabilities: intelligent bookkeeping, automated tax filing, intelligent compliance, and intelligent profit mining, effectively helping accounting firms enhance efficiency, control risks, and increase profits. In the area of intelligent commerce, core products such as T+Cloud, Haoye Cai, and Haoshengyi have integrated 'Chang Lobster.' Relying on its autonomous planning and rapid orchestration capabilities, these products significantly improve intelligence levels and user experience.

Diversified ecosystem collaboration drives efforts, deepening AI's end-to-end empowerment

During the reporting period, Changjie Tong continued to intensify its distribution channel layout, building a diversified dealer network at scale, and leveraging AI technology to advance digital marketing and fine-grained operations, enhancing the ability of value-added dealers and service providers to acquire and convert business opportunities. Meanwhile, the company deepened the implementation of AI-powered end-to-end solutions, improving business opportunity quality through multi-channel collaboration, promoting tiered customer operations and differentiated conversion paths, optimizing transaction efficiency, steadily increasing the proportion of high-value customers, and driving continuous optimization and robust growth in the business structure.

At the ecosystem co-sales level, Changjie Tong further deepened cooperation with strategic partners such as IaaS service providers, telecom operators, banks, and industrial internet platforms, accelerating the large-scale implementation of intelligent finance and taxation and intelligent commerce through joint solutions like product integration and capability embedding. Notably, the company simultaneously expanded the scale of low/no-code developers and ISV ecosystems and introduced a new CLI tool, encapsulating over 1,000 functional points of its entire product line into concise and intuitive CLI commands, further strengthening AI invocation capabilities and expanding the boundaries of the open ecosystem in the AI era.

Looking ahead, Changjie Tong will continue to firmly implement its 'AI First' strategy, evolving from application services towards an ecosystem platform service, accelerating global expansion, and deepening the commercial implementation of the Agentic-ERP new architecture. It will continuously enhance operational efficiency and profitability, creating long-term value for the digital transformation and upgrading of small and micro businesses.

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