Supcon Technology Q3 2025: Industrial AI Momentum with TPT2, Strong ARR and Global Expansion

Supcon Technology Drives Industrial AI Growth with TPT2 and Global Wins

Q3 Results and Business Highlights

Supcon Technology (688777) reported strong 2025 first nine months results: revenue of CNY 5.654 billion and net profit attributable to shareholders of CNY 432 million. Industrial AI is a clear growth vector. TPT business generated CNY 154 million and software annual recurring revenue (ARR) reached CNY 76.91 million.

Technology Leadership: TPT, TPT2 and Industrial Agents

Under the “All in AI” strategy, Supcon advanced its time-series large model TPT from proof-of-concept to production. In August it launched TPT2, the world’s first time-series hybrid expert large-model industrial Agent generation platform. TPT2 blends simulation, optimization, control, prediction and statistics, enabling natural-language driven generation of executable industrial Agents and applications.

Launch traction was rapid: 518 pre-orders on day one, 112 deals closed and 3,268 online registrations. TPT now powers real-world deployments across petrochemical and chemical plants, with customers including Sinopec and Wanhua Chemical. Coupled with UCS as the execution layer, Supcon is advancing “embodied industrial intelligence” to close the loop from perception to execution.

Data Advantage, R&D and Ecosystem

Supcon leverages over 30 years of process automation experience and a proprietary data footprint exceeding 100 EB across 50+ industry segments and 37,000+ customers. R&D spend for the first nine months reached CNY 653.55 million (11.56% of revenue), sustaining tech leadership in industrial AI and control systems.

The company is building an open ecosystem: toolified AI, academic partnerships, joint customer pilots and the Industrial AI Data Alliance to address data silos and unlock secure data flows.

International Expansion and Market Outlook

Supcon is accelerating globalization with project wins in Indonesia and Algeria and shortlist entries in Mexico and other markets. Active participation in Hannover Messe and ARC forums strengthens its international brand. With industrial software and automation markets expanding, Supcon’s combination of data scale, productized AI and global footprint positions it for further market share gains.

Keywords: Industrial AI, TPT, TPT2, industrial agent, process automation, ARR, embodied intelligence, Supcon, R&D, global expansion.

Discover how industrial AI can transform operations. Explore Supcon’s solutions and request a demo to evaluate TPT-powered industrial agents for your facility.