香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部份內容而產生或因倚 賴該等內容而引致的任何損失承擔任何責任。 iMotion Automotive Technology (Suzhou) Co., Ltd. 知行汽車科技（蘇州）股份有限公司 承董事會命 知行汽車科技（蘇州）股份有限公司 董事長兼執行董事 盈利預警 本公告乃知行汽車科技（蘇州）股份有限公司（「本公司」，連同其附屬公司統稱「本 集團」）根據香港聯合交易所有限公司（「聯交所」）證券上市規則（「上市規則」）第 13.09(2)(a)條及香港法例第571章證券及期貨條例第XIVA部之內幕消息條文（定義 見上市規則）而作出。 本公司董事（「董事」）會（「董事會」）謹此通知本公司股東（「股東」）及潛在投資 者，根據本集團截至二零二五年六月三十日止六個月（「報告期間」）之未經審核 綜合管理賬目以及董事會現有之資料，本集團預期報告期間將錄得除稅前虧損約 177.86百萬元人民幣，相較於截至二零二四年六月三十日止六個月的除稅前虧損 約98.60百萬元人民幣，增幅約 ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年7月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 知行汽車科技(蘇州)股份有限公司 呈交日期: 2025年8月4日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 01274 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 241,947,540 | RMB | | 1 RMB | | 241,947,540 | | 增加 / 減少 (-) | | | 15,495,000 | | | RMB | | 15,495,000 | | 本月底結存 | | | 257,442,540 | RMB | | 1 RMB | | 257,442,540 | 本月底法定/註冊股本 ...

Group 1 - The core viewpoint of the news is that Zhixing Technology (01274) has entered a strategic partnership with DiPingXian's Shenzhen Digua Robotics to develop the iRC100 robot controller based on the RDK S100P intelligent computing platform, marking a significant expansion into the field of embodied intelligence control systems [1][3]. - The iRC100 leverages Zhixing Technology's automotive-grade mass production experience and mature supply chain, integrating CPU, BPU, and MCU on a single SoC, which enhances real-time response and decision-making capabilities [3][4]. - The collaboration aims to provide a full-stack solution that includes hardware design, software, middleware, and AI model deployment, thus broadening customer reach for both companies [3][4]. Group 2 - The Chinese robotics market is projected to grow at an annual rate of 23%, potentially doubling in size within four years and capturing over 40% of the global market share [6][7]. - The iRC100 controller addresses critical technology pain points by replacing traditional multi-device architectures with a single SoC design, aligning with national policies promoting the development of intelligent robotics [7]. - The strategic focus on core components and the integration of automotive-grade verification systems into robotics is expected to enhance the adaptability and reliability of controllers while reducing costs, positioning Zhixing Technology as a key player in the "domestic substitution + technology export" narrative [7][9].

Core Insights - The collaboration between Zhixing Technology and Horizon Robotics aims to develop the iRC100 robot controller based on the RDK S100P intelligent computing platform, providing integrated hardware and software solutions for intelligent robots [1][2] - The iRC100 controller will support advanced algorithms and various interfaces, catering to the needs of different types of intelligent robots [2][3] - The RDK S100P integrates CPU, BPU, and MCU on a single SoC, offering high performance and low power consumption for both decision-making and control functions [3] Company Overview - Zhixing Technology is a leading provider of advanced driver assistance solutions in China and has recently entered the embodied intelligence sector by establishing a wholly-owned subsidiary, Aimosing Robotics [4] - Aimosing Robotics has developed core capabilities in intelligent integrated joints, main controllers, perception algorithms, and decision-making, serving both humanoid and non-humanoid robot industries [4] - Horizon Robotics is recognized as a leading provider of general-purpose hardware and software platforms for robotics, with a comprehensive product system covering various computing needs for different robot types [4]

Market Performance - Today, Hong Kong stocks showed significant movements with various companies experiencing notable gains, including Now Medical Technology (02225) which rose over 5% after a partnership with David Medical to develop "Minimally Invasive 5.0" technology [1] - Semiconductor stocks also saw an uptick, with Huahong Semiconductor (01347) increasing by 4.12%, and SMIC (01347) rising by 3.11% [1][2] - Hong Kong Travel (00308) surged over 14%, doubling its stock price in less than a month, driven by speculation in the tourism industry [1] - Meituan-W (03690) rose over 3% as it led an investment in Star Sea Map, furthering its focus on embodied intelligence [1] - The insurance sector saw broad gains, with China Pacific Insurance (02601) up 4.88% and China Life Insurance (02318) increasing by 3.19% [1] Company-Specific Developments - Alibaba-W (09988) increased over 3%, although its investment in instant retail and delivery services may impact profitability, according to HSBC [2] - Qian Shi International (00381) skyrocketed by over 55% due to a proposed digital economy collaboration involving a stablecoin mechanism [2] - Stablecoin-related stocks rose, with Guotai Junan International (01788) up 9.13% and China Everbright Holdings (00165) increasing by 4.83% [2] - Yadi Holdings (01585) gained over 4% following the announcement of a new electric vehicle replacement program [3] - WuXi AppTec (02359) opened nearly 5% higher after announcing expected revenue exceeding 20 billion yuan and a projected doubling of net profit [3] Industry Trends - The electric vehicle sector is expected to see growth due to a new replacement program, which could accelerate industry expansion [3] - The rare earth sector is also experiencing upward momentum, with Jinli Permanent Magnet (06680) rising over 5% after major players announced price increases [3] - The biotechnology sector is witnessing positive developments, with Xiansheng Pharmaceutical (02096) gaining over 3% after a collaboration with Conade Biopharmaceuticals [2][3]

Group 1 - The stock price of Zhixing Technology (01274.HK) surged by 23.31% on July 10, reaching a market capitalization of HKD 4.22 billion after two months of consolidation, driven by multiple positive factors [1] - Zhixing Technology announced on July 10 that it received a designated development notice from a leading domestic brand for five models, including mainstream passenger and commercial vehicles, to provide iDC assisted driving domain controllers and iFC front-view integrated machines [1] - Within 30 days, Zhixing Technology secured a total of 14 model designations, building on the nine commercial vehicle platform designations from early June, showcasing its technical strength and mass production capabilities [1] Group 2 - The new designated projects include ADAS solutions based on the Horizon J6M chip, which will enable advanced driving and parking capabilities, including urban lightweight functions [2] - Zhixing Technology has established a comprehensive service system that supports low, medium, and high-level driving and parking functions, facilitating flexible and cost-effective assisted driving solutions for automakers [1][2] - The company is also focusing on the development of its robotics business, with its subsidiary Aimosing Robotics acquiring a majority stake in Suzhou Xiaogongjian Robotics, enhancing its technological accumulation in key robotic components [2] Group 3 - Aimosing Robotics has completed the full-chain functional verification of its first embodied intelligent product, the "charging robot," which automates the entire charging process [3] - The company is accelerating the development of other core components for the charging robot, aiming to create a highly intelligent and cost-effective product that integrates deeply with Zhixing Technology's high-performance assisted driving product system [3] - Zhixing Technology plans to collaborate with Aimosing in areas such as investment, software and hardware design, supply chain, and manufacturing to expedite the industrialization of Xiaogongjian Robotics [3]

Core Viewpoint - The Hong Kong stock market is witnessing a surge in smart driving concept stocks, particularly driven by Tesla's recent launch of its Robotaxi pilot service in Austin, Texas, which has positively impacted related companies in the sector [1] Group 1: Stock Performance - Youjia Innovation (02431.HK) increased by 7.95% [1] - Horizon Robotics-W (09660.HK) rose by 4.40% [1] - Zhixing Technology (01274.HK) saw a gain of 3.10% [1] - Sutech Juchuang (02498.HK) experienced a rise of 1.59% [1] Group 2: Tesla's Robotaxi Service - Tesla initiated its Robotaxi pilot operation on June 22 in Austin, Texas, with an initial fleet of 10 Model Y vehicles [1] - Passengers are required to pay a fixed fee of $4.20 for the Robotaxi service [1]

Core Insights - The core strategy of the company is to build a business closed loop, focusing on the integration of robotics in the electric vehicle charging scene [1] - The company has successfully completed the full-chain functional verification of its first embodied intelligent product, the "charging robot," within three months of establishing its robotics subsidiary [1] Group 1 - The charging robot can reliably perform the entire automation process of plugging in, charging, and unplugging [1] - The automation task faces multiple challenges, including precise identification of the vehicle's charging port under varying lighting conditions and stable handling of the charging gun [1][2] - The successful operation of the robot relies on robust perception systems, precise motion planning algorithms, and advanced control technologies [1] Group 2 - Key technologies overcome during the full-chain functional verification include strong robust perception, precise motion control, and fine force control operations [2] - The perception model is trained using a data-driven approach to ensure rapid and accurate identification of the charging port in complex environments [2] - The company is accelerating the development of other core components of the charging robot, including a high-efficiency customized robotic arm and a central domain controller [2]

Group 1 - The Hong Kong Stock Automotive ETF (520600) has seen a strong performance, rising 2.42% recently, with a cumulative rebound of nearly 24% since its low on April 10 [1] - The index tracking the automotive industry, the CSI Hong Kong Stock Connect Automotive Industry Theme Index (931239), has increased by 1.69%, with significant gains from major stocks like BYD (01211) and others [1][2] - The ETF's trading volume was active, with a turnover of 6.88 billion and a turnover rate of 108.56%, indicating strong market participation [1] Group 2 - The CSI Hong Kong Stock Connect Automotive Industry Theme Index includes 50 listed companies involved in the automotive industry, with the top ten stocks accounting for 77.55% of the index [2] - BYD and Li Auto (02015) are the largest weight stocks in the index, together making up over 34% [2] - Major automotive companies, including BYD and Dongfeng Motor, have committed to reducing supplier payment terms to within 60 days, responding to government initiatives to support small and medium enterprises [3] Group 3 - Analysts predict that the automotive sector will enter a phase of high sales growth and favorable events, supported by policies like trade-in incentives [3] - Long-term price declines are expected to stimulate downstream demand, leading to increased sales and encouraging automakers to seek differentiated competitive advantages [3] - The commercialization of intelligent driving is anticipated to benefit both major manufacturers and component companies, particularly those with strong growth potential [3]

Market Performance - Jinli Permanent Magnet (06680) rose over 17% due to significant increases in overseas medium and heavy rare earth prices, which are expected to gradually transmit to the domestic market [1] - Zhixing Technology (01274) increased over 3% after securing a platform-based logistics vehicle contract with a leading domestic brand [1] - Weimeng Group (02013) surged over 9% as its upgraded Weimeng Guide Agent product is anticipated to benefit from the growth of WeChat e-commerce [1] - Zhaoke Ophthalmology-B (06622) gained over 8% following FDA approval for a new drug trial application for cyclosporine eye gel [1] - Zai Ding Pharmaceutical (09688) rose over 5% after reporting excellent data from the low-dose group of ZL-1310 [1] - Lianlian Digital (02598) saw a mid-session increase of over 5% as it partnered with BVNK to provide stablecoin payment solutions for its merchants [1] - Reading Group (00772) increased over 7% after acquiring a 26.67% stake in Yihua Kaitian, with its IP+AI strategy expected to unlock more value [1] - NIO opened nearly 4% higher, projecting a year-on-year revenue growth of 11.8%-15% for Q2 [1] - Kuaishou-W (01024) rose over 6% as its Kecing AI recently launched a new 2.1 series model, with institutions optimistic about its profitability [1] - Meituan (03690) surged over 3%, reaching a nearly two-month high, with southbound funds continuing to accumulate for 13 consecutive days [1] US Market Highlights - Applied Digital (APLD.US), a stock related to Nvidia, surged nearly 30%, with a 94% increase over three trading days, as long-term contracts are expected to generate $7 billion in revenue [2] - Tesla (TSLA.US) fell 3.55% due to declines in both the Chinese and European automotive markets, with a 15% year-on-year drop in China's May wholesale sales of new energy passenger vehicles [2] - MongoDB (MDB.US) saw a nearly 15% increase in after-hours trading following better-than-expected Q1 results and an $800 million stock buyback plan [2] - Broadcom (AVGO.US) rose over 3% before earnings, reaching a new historical high, with Morgan Stanley stating that AI is operating at full speed, expecting strong Q2 results [3] - Meta increased over 3% as it was reported to be accelerating the development of ultra-lightweight open-headset projects [3] - Guidewire Software (GWRE.US) surged over 16% after exceeding Q3 earnings expectations and raising its guidance [3] - Dollar Tree (DLTR.US) fell over 8% after warning of potential 50% declines in adjusted earnings due to tariffs and weak consumer spending [3] - STMicroelectronics (STM.US) rose nearly 11% amid reports that Italy and France are considering splitting its joint management rights [3]