诺比侃登陆港交所 锚定具身智能赛道

Core Insights - Nobikang AI Technology Co., Ltd. officially listed on the Hong Kong Stock Exchange on December 23, 2025, marking a significant milestone in the AI infrastructure sector [1] - The company has positioned itself as a key player in AI infrastructure by focusing on three major areas: transportation, energy, and urban governance, leveraging its technology for large-scale applications in critical infrastructure [1] Business Product Layout - Nobikang's core competitiveness is highlighted by its deep accumulation in the AI infrastructure field, supported by its self-developed NBK-INTARI AI platform, which boasts a defect identification accuracy of over 90% and a cross-scenario reuse rate exceeding 70% [2] - In the AI + transportation sector, the company ranks third in China for "rail transit AI + detection and monitoring solutions" based on projected 2024 revenue, addressing traditional operational efficiency and cost issues with its intelligent identification systems and precision inspection robots [2] - In the AI + energy sector, Nobikang is the second-largest provider of "AI + power supply detection and monitoring systems" in China, holding a market share of approximately 5.9%, with its intelligent inspection solutions achieving around 90% accuracy [2] Future Development and Fund Utilization - The funds raised from the listing will be allocated to four main areas: approximately 40% for continued research on core technologies, 40% for building a research and development center and new headquarters, 10% for seeking strategic investment and acquisition opportunities, and the remaining 10% for working capital and general corporate purposes [3] - The company aims to enhance the integration of embodied intelligence with infrastructure operations, focusing on upgrading the autonomous adaptability and interaction capabilities of intelligent inspection robots [3] - Industry analysts suggest that Nobikang is well-positioned to benefit from the ongoing demand in the AI infrastructure market and the accelerated commercialization of embodied intelligence technology, which will enhance its competitive advantage and provide long-term stable returns for investors [3]