Core Viewpoint - Thunder Technology is actively advancing its AI hardware and overseas market expansion, with a focus on high-performance computing hardware as a specialized enterprise in Shandong Province [1]. Stock Performance - On February 10, 2026, Thunder Technology's closing price was 27.45 CNY per share, with a single-day increase of 3.66% [2]. Financial Performance - For the third quarter of 2025, the company reported a revenue of 2.286 billion CNY, representing a year-on-year growth of 13.90%. The net profit was 20.0448 million CNY, an increase of 10.36% compared to the previous year. The inventory reached 734 million CNY, up 88.27% from the end of the previous year, indicating a proactive stocking strategy in response to rising memory prices [3]. Strategic Initiatives - Thunder Technology is accelerating its AI hardware and overseas market expansion. In the AI product line, the company has launched AI PCs, AI agents, and AI smart glasses, positioning itself to capitalize on the market opportunities in 2026, which is expected to be the year of AI PC penetration. For overseas expansion, the company is utilizing e-commerce platforms like Amazon and AliExpress to reach over 45 countries globally, with plans to increase the overseas revenue share to over 50% in the next 3-5 years. In January 2026, the company showcased its AI gaming products at CES 2026, further enhancing its global brand presence [4].
雷神科技AI硬件布局加速，海外市场拓展成战略重点