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11月30日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 七牛智能科技有限公司 呈交日期: 2025年12月4日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02567 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 5,000,000,000 | USD | | 0.0001 | USD | | 500,000 | | 增加 / 減少 (-) | | | 0 | | | | USD | | | | 本月底結存 | | | 5,000,000,000 | USD | | 0.0001 | USD | | 500,000 | 本月底法定/註冊 ...

Core Viewpoint - Qiniu Intelligent (02567) has seen a 5% increase in stock price, reaching HKD 0.63, driven by strong revenue growth and advancements in AI-related services [1] Financial Performance - In the first half of the year, Qiniu Intelligent achieved a revenue of CNY 829 million, representing a year-on-year growth of 16.8% [1] - AI-related revenue reached CNY 184 million, contributing 22.2% to the total revenue [1] User Growth and Developer Community - As of August 2025, the number of developers on the Qiniu platform has exceeded 1.69 million, with a continuous increase in new registrations [1] - The demand for AI application development inference computing power is on the rise, with AI-related users growing rapidly to 15,000 [1] Product Development and Market Strategy - Qiniu Intelligent has established three major product lines: Media Cloud, AI Cloud, and LinX Cloud, focusing on audio and video services [1] - The launch of LinX AI in August this year marks a comprehensive layout from cloud to edge, aiming to explore new opportunities in the smart hardware AI market [1]

Core Viewpoint - Qiniu Intelligent (02567) has seen a 5% increase in stock price, reaching HKD 0.63, following the announcement of its financial performance for the first half of the year [1] Financial Performance - In the first half of the year, Qiniu Intelligent achieved a revenue of CNY 829 million, representing a year-on-year growth of 16.8% [1] - AI-related revenue reached CNY 184 million, contributing 22.2% to the total revenue [1] User Growth and Developer Community - As of August 2025, the number of developers on the Qiniu Intelligent platform has exceeded 1.69 million, with a continuous increase in new registrations [1] - The demand for AI application development inference computing power is rising, with AI-related users growing rapidly to 15,000 [1] Product Development and Market Strategy - Qiniu Intelligent has been active in the audio and video field for 14 years, currently offering three major product lines: Media Cloud, AI Cloud, and LinX Cloud [1] - The launch of LinX AI in August this year marks a comprehensive layout from cloud to edge, aiming to explore new opportunities in the smart hardware AI market [1]

Group 1 - Fubo Group (03738) increased by over 9% after launching AI music detection services on November 21 [1] - Hard Egg Innovation (00400) rose nearly 8% as it reported a revenue of approximately RMB 3.332 billion for Q3 2025, a year-on-year increase of about 22.1% [1] - ZTO Express (02057) saw a rise of over 4% following a report indicating a Q3 revenue and adjusted net profit growth of 11% and 7% year-on-year, respectively [1] - Qiniu Intelligent (02567) increased by 5% due to its core advantage in integrated MPaaS technology, supporting one-stop audio and video solutions [1] Group 2 - HAPO Pharmaceuticals-B (02142) rose nearly 5% after announcing an expanded collaboration with AstraZeneca for new generation biotherapies [2] - Junshi Biosciences (01877) increased by over 5% after achieving primary research endpoints in a clinical study for its drug JS001sc [2] - Dazhong Public Utilities (01635) rose over 8% following the announcement of the successful IPO of Moer Thread, marking a record high issuance price in the A-share market [2] Group 3 - Airline stocks faced declines, with China Eastern Airlines (00670) dropping nearly 6% and China Southern Airlines (01055) down nearly 3% due to a significant increase in flight cancellations to Japan [3] Group 4 - Alibaba-W (09988) increased by over 3% after its app surpassed 10 million downloads within a week of public testing [4] - Xiaomi Group-W (01810) rose over 5% as its founder invested over HKD 100 million to increase his stake to 23.26%, reflecting confidence in the company's growth potential [4] Group 5 - U.S. storage stocks saw collective gains, with SanDisk (SNDK.US) up 13.33% and Western Digital (WDC.US) up 8.43%, following a bullish outlook from Bank of America [5] - Qudian (QD.US) rose 10.3% after reporting a Q3 diluted earnings per ADS of RMB 2.47, exceeding last year's figure [5] - WeRide (WRD.US) surged 14.72% with a 144% year-on-year revenue growth to RMB 171 million for Q3, attributed to fleet expansion [5] Group 6 - Lotus (LOT.US) fell 1.57% after reporting a narrower loss of USD 0.10 per share for Q3, with sales declining to USD 137 million [6] - Chinese concept stocks mostly rose, with HSAI (HSAI.US) up 18.08% and Alibaba (BABA.US) up 5.1%, driven by significant partnerships in the ADAS sector [6] Group 7 - Major tech stocks in the U.S. saw gains, with Google A (GOOGL.US) up 6.31% and Tesla (TSLA.US) up 6.82%, following advancements in AI technology [7]

Core Viewpoint - Qiniu Intelligent (02567) has seen a 5% increase in stock price, reaching HKD 0.63, driven by its integrated MPaaS technology and focus on AI capabilities [1] Group 1: Company Strengths - The company possesses key technologies for one-stop scenario-based audio and video solutions, including audio and video technology, low-code platforms, and AI capabilities, due to years of technological accumulation [1] - With the integration of AIGC technology, the company aims to focus on multimodal large models and empower its APaaS business through scenario-based development to meet customer needs [1] Group 2: Financial Performance - In the first half of this year, Qiniu Intelligent's AI-related revenue reached CNY 184 million, accounting for 22.2% of total revenue, primarily from AI inference services and computing resource leasing [1] - By August 2025, the number of developers on the Qiniu Intelligent platform is expected to exceed 1.69 million, with a continuous increase in new registrations [1] Group 3: Market Expansion - The company plans to accelerate its overseas business expansion to enhance its market share in international markets [1] - The demand for AI application development's inference computing power is continuously rising, with the number of AI-related users quickly increasing to 15,000 [1]

Core Viewpoint - Qiniu Intelligent (02567) has seen a 5% increase in stock price, reaching HKD 0.63, driven by its integrated MPaaS technology and focus on AI capabilities [1] Group 1: Company Strengths - The company possesses key technologies for one-stop scenario-based audio and video solutions, including audio and video technology, low-code platforms, and AI capabilities, due to years of technical accumulation [1] - With the integration of AIGC technology, the company aims to focus on multimodal large models and enhance its APaaS business to meet customer needs [1] Group 2: Financial Performance - In the first half of this year, Qiniu Intelligent's AI-related revenue reached CNY 184 million, accounting for 22.2% of total revenue, primarily from AI inference services and computing resource leasing [1] - By August 2025, the developer community on the Qiniu Intelligent platform is expected to exceed 1.69 million, with a continuous increase in new registrations [1] Group 3: Market Expansion - The company plans to accelerate its overseas business expansion to increase its market share internationally [1] - The demand for AI application development's inference computing power is continuously rising, with AI-related users growing rapidly to 15,000 [1]

Core Viewpoint - Qiniu Intelligent (02567) has seen a stock price increase of over 6%, currently trading at 0.68 HKD, with a transaction volume of 1.4298 million HKD, reflecting strong market interest in the company's developments in the AI sector [1] Group 1: Company Performance - Qiniu Intelligent is a leading enterprise in audio and video cloud storage, actively expanding its presence in the multimodal AI field [1] - In the first half of this year, AI-related revenue reached 184 million CNY, accounting for 22.2% of total revenue, primarily driven by AI inference services and computing resource leasing [1] - As of August 2025, the number of developers on the Qiniu platform has exceeded 1.69 million, with a continuous increase in new registrations and a growing demand for AI application development inference computing [1] Group 2: Shareholder Commitment - In October, Qiniu announced that founder and CEO Xu Shiwei, along with non-executive director Lv Guihua, committed not to sell their shares for 12 months starting from October 16, 2025 [1] - Following this, cornerstone investor He Shun also extended a similar lock-up commitment, with the three parties collectively holding 25.13% of the shares [1] - This voluntary lock-up commitment signals confidence from the founders and executives in the company's future development prospects and long-term value, providing reassurance to investors [1]

Group 1 - Qiniu Intelligent (02567) saw a stock increase of over 6%, reaching 0.68 HKD with a trading volume of 1.4298 million HKD [1] - The company is a leading player in audio and video cloud storage, actively expanding in the multimodal AI sector [1] - In the first half of this year, Qiniu's AI-related revenue reached 184 million CNY, accounting for 22.2% of total revenue, primarily from AI inference services and computing resource leasing [1] Group 2 - As of August 2025, the number of developers on Qiniu's platform exceeded 1.69 million, with a continuous increase in new registrations [1] - The demand for AI application development inference computing power is rising, with AI-related users growing rapidly to 15,000 [1] - In October, Qiniu announced that its founder and CEO Xu Shiwei, along with non-executive director Lv Guihua, committed not to sell their shares for 12 months starting from October 16, 2025 [1] Group 3 - The cornerstone investor, He Shun, also extended a similar lock-up commitment, with the three parties collectively holding 25.13% of the shares [1] - This voluntary lock-up commitment reflects the confidence of the founder and executives in the company's future development and long-term value, providing reassurance to investors [1]

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10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: 七牛智能科技有限公司 呈交日期: 2025年11月6日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02567 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 5,000,000,000 | USD | | 0.0001 | USD | | 500,000 | | 增加 / 減少 (-) | | | 0 | | | | USD | | | | 本月底結存 | | | 5,000,000,000 | USD | | 0.0001 | USD | | 500,000 | 本月底法定/註冊 ...

Core Viewpoint - Qiniu Smart's management commitment to not sell shares for 12 months signals confidence in the company's long-term value and future prospects, which is crucial amid market volatility and uncertainties in the US-China trade relations [1][2]. Group 1: Management Commitment - The founder and CEO, Xu Shiwei, and non-executive director, Lv Guihua, have pledged not to sell their shares for 12 months starting from October 16, 2025, holding a combined 21.93% of the company's issued share capital [1]. - Qiniu Smart's cornerstone investor, He Shun, has also extended a similar lock-up commitment, bringing the total shareholding of the three parties to 25.13% [1]. Group 2: Financial Performance - In the first half of 2025, Qiniu Smart achieved revenue of 829 million yuan, representing a year-on-year growth of 16.8%, while adjusted EBITDA significantly narrowed to -3.5 million yuan, a decrease of 64.6% [2]. - The company has been focusing on three main product lines: Media Cloud, AI Cloud, and LinX Cloud, with a recent push into AI inference computing products [2]. Group 3: AI Development and Market Position - In the first half of 2025, AI-related revenue reached 184 million yuan, accounting for 22.2% of total revenue, primarily from AI inference services and computing resource leasing [3]. - As of August 2025, the developer community on Qiniu Smart's platform exceeded 1.69 million, with a growing number of AI application developers and a rapid increase in AI-related users to 15,000 [3]. - The company's advancements in multi-modal AI demonstrate its competitive advantages and potential for future growth, reinforcing its long-term value for investors [3].