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七牛智能发布中期业绩 毛利1.57亿元 同比增加3.3%
Zhi Tong Cai Jing· 2025-08-26 08:50
Core Insights - Qiniu Intelligent (02567) reported a mid-term performance for the six months ending June 30, 2025, with revenue of 829 million RMB, representing a year-on-year increase of 16.75% [1] - Gross profit for the same period was 157 million RMB, showing a year-on-year increase of 3.3% [1] Business Growth Drivers - The company's growth is attributed to its leading products and solutions that meet the increasing business demands of customers [1] - Additionally, the utilization of AI technology has empowered clients' business efficiency and intelligent upgrades [1] AI Revenue Contribution - For the six months ending June 30, 2025, AI-related revenue amounted to 184 million RMB, accounting for 22.2% of total revenue during the same period [1] - This growth is driven by the company's role as an enabler in the AI technology and developer ecosystem, offering comprehensive product capabilities and solutions that include AI computing resources, AI large model platforms, and audio-video AI applications [1]
七牛智能(02567.HK):上半年总收入达到8.29亿元 同比增长16.8%
Ge Long Hui· 2025-08-26 08:48
格隆汇8月26日丨七牛智能(02567.HK)发布公告,截至2025年6月30日止六个月,总收入为人民币8.29亿 元,同比增长16.8%。集团的业务增长,一方面得益于集团领先的产品和解决方案能够满足客户持续增 长的业务需求,另一方面源于集团利用AI技术为客户业务的效率提升和智能化升级赋能。截至2025年6 月30日止六个月,集团AI相关收入为人民币1.84亿元,占同期总收入比例为22.2%,这得益于集团作为 AI技术及开发者生态系统的赋能者,所构建的涵盖AI算力资源、AI大模型平台与音视频AI应用的全面 产品能力和解决方案,持续为业务增长注入新动能。 集团的收入乃基于三条主要业务线,即MPaaS、APaaS解决方案及其他服务。就MPaaS业务而言,集团 提供(1)融合QCDN产品;(2)Kodo;(3)互动直播产品;及(4)Dora,集团的云端智媒数据分析平台。公司 的技术是构成MPaaS产品竞争优势的基石。例如,集团通过全球广泛网络覆盖、全面节点监控及实时智 能分配等为客户提供低延时、高稳定性和高可用性的网络服务,集团能够以较低冗余率实现高可靠性的 存储服务。得益于上述技术和产品竞争优势,集团的MPaaS ...
七牛智能(02567)发布中期业绩 毛利1.57亿元 同比增加3.3%
智通财经网· 2025-08-26 08:48
截至2025年6月30日止六个月,集团AI相关收入为1.84亿元,占同期总收入比例为22.2%,这得益于集团 作为AI技术及开发者生态系统的赋能者,所构建的涵盖AI算力资源、AI大模型平台与音视频AI应用的 全面产品能力和解决方案,持续为业务增长注入新动能。 智通财经APP讯,七牛智能(02567)发布截至2025年6月30日止六个月中期业绩,收益8.29亿元(人民币, 下同),同比增加16.75%;毛利1.57亿元,同比增加3.3%。 公告称,集团的业务增长,一方面得益于集团领先的产品和解决方案能够满足客户持续增长的业务需 求,另一方面源于集团利用AI技术为客户业务的效率提升和智能化升级赋能。 ...
七牛智能(02567) - 2025 - 中期业绩
2025-08-26 08:32
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。 Qiniu Limited 七牛智能科技有限公司 (於英屬維爾京群島註冊成立並遷至開曼群島及於開曼群島存續的有限公司) (股份代號: 2567) 截 至2025年6月30日止六個月 中期業績公告 七 牛 智 能 科 技 有 限 公 司(「本公司」或「七 牛」)董 事(「董 事」)會(「董事會」)欣 然 宣 佈, 本 公 司、其 附 屬 公 司 及 合 併 聯 屬 實 體(統 稱 為「本集團」或「我 們」)截 至2025年6月 30日 止 六 個 月(「報告期間」)之 未 經 審 核 簡 明 合 併 中 期 業 績 連 同 截 至2024年6月30 日止六個月之比較數字如下: 財務業績摘要 本集團收益由截至2024年6月30日止六個月的人民幣710.4百萬元增至截至 2025年6月30日止六個月的人民幣829.4百萬元,同比增長16.8%。 我們於截至2025年6月30日止六個月錄得虧損人民幣33.4百 ...
七牛智能再涨超5% 公司明日将发中期业绩 七牛智能AI大模型用户量已突破万人
Zhi Tong Cai Jing· 2025-08-25 03:11
消息面上,七牛智能拟于8月26日举行董事会会议批准中期业绩。据悉,得益于在行业内较早上线MCP 功能和多模型能力,并针对用户需求提供多模型效果的对比,2025年8月初,七牛智能AI大模型用户量 突破10000人,验证了其技术路线的市场吸引力,也标志着公司换道AI战略布局迎来新里程(002219) 碑。 七牛智能(02567)再涨超5%,截至发稿,涨4.64%,报1.58港元,成交额349.76万港元。 ...
港股异动 | 七牛智能(02567)再涨超5% 公司明日将发中期业绩 七牛智能AI大模型用户量已突破万人
智通财经网· 2025-08-25 03:04
Core Viewpoint - Qiniu Intelligent (02567) has seen a stock price increase of over 5%, currently trading at 1.58 HKD with a transaction volume of 3.4976 million HKD, indicating positive market sentiment towards the company [1]. Group 1 - Qiniu Intelligent plans to hold a board meeting on August 26 to approve its interim results [1]. - The company has successfully launched its MCP feature and multi-model capabilities early in the industry, which has contributed to its growth [1]. - As of early August 2025, Qiniu Intelligent's AI large model user base has surpassed 10,000, demonstrating the market appeal of its technological approach and marking a significant milestone in its AI strategic layout [1].
“灵矽AI”打造具身智能“交流灵魂” 七牛云切入端侧AI万亿级生态
智通财经网· 2025-08-15 02:45
Group 1 - The core viewpoint of the article highlights the launch of Qiniu Cloud's new AI interaction platform "Lingxi AI," which aims to address the limitations of natural interaction capabilities in embodied AI, potentially reshaping its market valuation [1][6]. - Qiniu Cloud's stock price has increased by over 32% this month, indicating strong market response to its entry into the edge AI sector [1][6]. - The global personal smart audio device shipment is projected to reach 533 million units in 2024, driven by the trend of AI penetrating from the cloud to the edge and the demand for personalized, instant intelligent interaction [2]. Group 2 - "Lingxi AI" is an open interaction platform designed for hardware manufacturers and developers, aiming to simplify AI hardware development by providing end-to-end solutions and reducing the complexity of algorithms and computing power [2][3]. - The platform features a multi-model plug-and-play capability, allowing seamless switching between major models without committing to a single technology route [3]. - The MCP ecosystem enables modularization of capabilities like maps and weather queries, allowing for flexible billing based on usage and subscription models [3]. Group 3 - "Lingxi AI" advances from basic voice command responses to emotional communication and natural dialogue, incorporating subtle human interaction details such as breathing patterns and tone variations [4]. - The system utilizes voiceprint recognition and speech generation to create a complete voice interaction chain, enhancing user experience even in noisy environments [4]. - The platform achieves an ultra-low latency interaction experience of less than 600ms, significantly improving the fluidity of conversations [4]. Group 4 - "Lingxi AI" has high application potential in rapidly growing fields such as education, smart homes, and robotics, providing personalized interaction and emotional companionship [5]. - The global investment in embodied intelligence is surging, with Goldman Sachs predicting the humanoid robot market will exceed $150 billion by 2035 [5]. - The ability to achieve human-like natural interaction is becoming a critical factor for the commercialization of embodied intelligence [5]. Group 5 - Prior to "Lingxi AI," Qiniu Cloud primarily operated as a cloud and CDN service provider, but the new platform positions the company at the core of the interaction layer, enabling comprehensive industry chain collaboration [6]. - The strategic layout allows Qiniu Cloud to aggregate major models, enhance hardware adaptation efficiency, and create a positive business cycle through the MCP ecosystem [6]. - This shift in strategy is expected to transform Qiniu Cloud's valuation logic from a scale-driven cloud vendor model to a high-margin, ecosystem-driven AI platform model [6][7].
补齐具身智能“交流灵魂”,七牛云“灵矽AI”瞄准万亿级市场
Ge Long Hui· 2025-08-15 02:18
Core Viewpoint - The launch of Qiniu Cloud's "Lingxi AI" marks a significant advancement in the field of embodied AI, focusing on enhancing natural interaction capabilities, which are crucial for the practical application of embodied intelligence [1][8]. Group 1: Product Overview - "Lingxi AI" is an end-side AI interaction platform designed to address the limitations of current voice interaction systems, such as high latency and emotional absence, by providing a seamless and natural user experience [2][3]. - The platform allows hardware manufacturers and developers to integrate various mainstream models without being tied to a single technology route, thus promoting innovation [4][5]. Group 2: Technological Features - "Lingxi AI" incorporates advanced features such as multi-model plug-and-play capabilities, a modular ecosystem for various applications, and full chip compatibility, significantly reducing the adaptation period from six months to four weeks [4][5]. - The system achieves an ultra-low latency interaction experience of less than 600ms, enabling a conversational flow that closely resembles human interaction [5][6]. Group 3: Market Potential - The global market for personal smart audio devices is projected to reach 533 million units by 2024, indicating a strong demand for personalized and immediate intelligent interactions [2]. - "Lingxi AI" has high application potential in rapidly growing sectors such as education, smart home, and robotics, enhancing user engagement and emotional connection [6][7]. Group 4: Strategic Implications - The introduction of "Lingxi AI" positions Qiniu Cloud as a core player in the interaction layer of the AI ecosystem, transitioning from a cloud service provider to a key participant in the AI interaction space [8][9]. - This strategic shift is expected to reshape Qiniu Cloud's valuation logic, moving from a scale-driven cloud model to a high-margin, ecosystem-driven AI platform model, thereby enhancing its long-term growth prospects [8][9].
七牛智能(02567) - 董事会会议召开日期
2025-08-14 08:50
承董事會命 七牛智能科技有限公司 主席兼執行董事 許式偉 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。 Qiniu Limited 七牛智能科技有限公司 (於英屬維爾京群島註冊成立並遷至開曼群島及於開曼群島存續的有限公司) (股份代號: 2567) 董事會會議召開日期 七牛智能科技有限公司(「本公司」,連同其附屬公司及合併聯屬實體統稱「本集團」) 董 事(「董 事」)會(「董事會」)宣 佈 將 於2025年8月26日(星 期 二)舉 行 董 事 會 會 議,藉 以(其 中 包 括)考 慮 及 批 准 本 集 團 截 至2025年6月30日止六個月的綜合中期業績及 其發佈。 香港,2025年8月14日 於本公告日期,董事會包括主席兼執行董事許式偉先生;執行董事陳伊玲女士; 非執行董事呂桂華先生;及獨立非執行董事魏少俊先生、周正先生及史清博士。 ...
港股异动 | 七牛智能(02567)涨超5% 七牛云AI推理平台上新GPT-OSS 相关模型可通过控制台或API快速调用
智通财经网· 2025-08-11 02:53
Core Viewpoint - Qiniu Intelligent (02567) has seen a significant increase in stock price, rising over 5% and accumulating a gain of over 50% in the past month, attributed to the release of OpenAI's new open-source language model series, GPT-OSS [1] Company Summary - Qiniu Intelligent's stock price rose by 5.71%, reaching HKD 1.48, with a trading volume of HKD 2.0961 million [1] - The company has quickly deployed and optimized the newly released GPT-OSS models from OpenAI, integrating them into Qiniu Cloud's model marketplace [1] Industry Summary - OpenAI has launched the GPT-OSS series, which includes two models: GPT-OSS-120b and GPT-OSS-20b, marking its first open-source model release since GPT-2 in 2019 [1] - The GPT-OSS models are designed as community general-purpose large language models, featuring key capabilities such as function calling, tool invocation, and structured output, suitable for building agent architectures and knowledge Q&A [1]