Core Viewpoint - Qiniu Intelligent (2567.HK) announced a voluntary lock-up commitment from its founder and CEO Xu Shiwei, and non-executive director Lv Guihua, to not sell their shares for 12 months starting from October 16, 2025, which reflects confidence in the company's long-term value [1] Group 1: Management Commitments - The management's commitment to a voluntary lock-up is seen as a positive signal for investor confidence, especially in a volatile market environment [1][2] - The total shares held by Xu Shiwei and Lv Guihua, along with cornerstone investor He Shun, account for 25.13% of the company's issued share capital [1] Group 2: Financial Performance - In the first half of 2025, Qiniu Intelligent 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 [2] - AI-related revenue reached 184 million yuan, contributing 22.2% to total revenue, primarily from AI inference services and computing resource leasing [3] Group 3: Product Development and Market Position - Qiniu Intelligent has three main product lines: Media Cloud, AI Cloud, and LinX Cloud, with a focus on expanding into the AI hardware market [2] - As of August 2025, the developer community on Qiniu's platform exceeded 1.69 million, with a rapid increase in AI application developers, indicating strong demand for AI inference computing [3]
七牛智能管理层与基石投资者自愿延长禁售一年，AI用户激增预示增长新曲线