Core Viewpoint - The release of NimbleOS by Ninebot represents a revolutionary advancement in the two-wheeled transportation industry, integrating various core modules for enhanced performance and user experience [1][2]. Group 1: Product Innovation - NimbleOS is the first comprehensive operating system designed specifically for short-distance two-wheeled travel in China, breaking the traditional hardware isolation model [1]. - The system integrates motor control, battery management, multi-sensor perception, and vehicle interaction, achieving system-level collaboration in hardware performance [1]. - Features such as seamless unlocking, mouse control, and hill assist provide millisecond-level response times, significantly improving vehicle stability in complex road conditions [1]. Group 2: Market Performance - Ninebot's stock price surged over 13% to 73.5 yuan, with a trading volume of 19.65 billion yuan and a turnover rate of 5.02% [1]. - The company reported a revenue of 11.742 billion yuan for the first half of 2025, a year-on-year increase of 76.14%, and a net profit of 1.242 billion yuan, up 108.45% year-on-year [2]. Group 3: Industry Impact - The launch of NimbleOS is seen as a milestone, addressing the fragmentation of underlying technologies in the two-wheeled vehicle sector and introducing a "software-defined hardware" model [2]. - Future functionalities such as vehicle-road collaboration, smart traffic light control, and AI adaptive riding scenarios are expected to evolve from this platform, promoting a collaborative and intelligent two-wheeled transportation ecosystem [2]. - The OTA upgrade capability allows all models to receive continuous updates, transforming the traditional notion of two-wheeled vehicles as fixed products upon delivery [2].
九号公司首发两轮电动车专属系统凌波OS，股价上涨超13%