Core Viewpoint - The company "出门问问" (02438) has seen a significant stock price increase of over 17%, with a current price of 0.73 HKD and a trading volume of 24.97 million HKD, driven by strong performance in its AI smart hardware business [1] Financial Performance - The AI smart hardware business reported revenue of 98.3 million CNY for the first half of the year, representing a year-on-year growth of 64.8% [1] - The growth is attributed to increased strategic market investments and brand promotion for the new product "TicNote" [1] Product Launch and Sales - "TicNote" is highlighted as the world's first AgenticAI integrated product, which gained significant attention upon its overseas launch [1] - Sales of "TicNote" quickly surpassed 10,000 units, ranking among the top in relevant categories on e-commerce platforms such as Tmall and JD [1] - As of August 20, global sales of "TicNote" have exceeded 30,000 units [1] Industry Developments - Reports indicate that the three major domestic telecom operators may fully restart the eSIM business, which had been paused for two years [1] - Apple has announced that these operators will provide eSIM support for the iPhone Air [1] - The first domestic eSIM-enabled smartwatch, "Ticwatch2," was launched in collaboration with 出门问问 and Shanghai Unicom back in 2017, enabling 3G communication [1]
出门问问再涨超17% AI智能硬件业务高增长 TicNote全球销量已突破3万台