新股消息 | 诺比侃通过港交所聆讯 AI+数字孪生赛道迎上市新军

Core Insights - The article highlights Nobikang's focus on the industrial application of advanced technologies such as AI and digital twins in sectors like transportation, energy, and urban governance [4][5][6] - Nobikang has established itself as a significant player in the AI+ detection and monitoring systems market in China, particularly in the rail transportation and energy sectors [4][6] Company Overview - Nobikang provides integrated hardware and software solutions based on comprehensive AI industry models for monitoring, detection, and operation maintenance [4] - The company has expanded its business into various verticals, including urban transportation, airports, and chemicals, with commercialization at different stages as of November 9, 2025 [4] Market Position - According to Zhaoshang Consulting, Nobikang is the second-largest provider of AI+ power detection and monitoring systems in China, holding a market share of approximately 5.9% in 2024 [4] - In the rail transportation sector, Nobikang ranks third among companies providing AI+ detection and monitoring solutions, with a market share of about 1.8% [4] - The AI+ rail transportation detection and monitoring solutions market is expected to account for around 11.6% of the overall AI+ rail transportation solutions market in 2024 [4] Industry Growth - The market size for AI+ transportation solutions in China is projected to reach RMB 274.1 billion in 2024, with a compound annual growth rate (CAGR) of 16.1% expected from RMB 329.9 billion in 2025 to RMB 600 billion by 2029 [5] - The AI+ energy solutions market is anticipated to grow from RMB 600 billion in 2024 to RMB 1.3 trillion by 2029, with a CAGR of 16.7% [5] - The AI+ urban governance solutions market is expected to increase from RMB 700 billion in 2024 to RMB 1.3 trillion by 2029, with a CAGR of 12.9% [5] Financial Performance - Nobikang's revenue for the years 2022, 2023, and 2024, as well as for the six months ending June 30, 2025, were approximately RMB 253 million, RMB 364 million, RMB 404 million, and RMB 232 million respectively [6][7] - The company's profits for the same periods were approximately RMB 63.2 million, RMB 88.6 million, RMB 115.4 million, and RMB 40.1 million respectively [6][7]