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].
七牛智能(02567)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