The Stock Exchange of Hong Kong Limited and the Securities and Futures Commission take no responsibility for the contents of this announcement, make no representation as to its accuracy or completeness and expressly disclaim any liability whatsoever for any loss howsoever arising from or in reliance upon the whole or any part of the contents of this announcement. COSMOPlat IoT Technology Co., Ltd. 卡 奥 斯 物 聯 科 技 股 份 有 限 公 司 (A joint stock company incorporated in the People's Republic of China with limited li ...

Company Overview - Samsara Inc. specializes in providing Internet of Things (IoT) solutions, focusing on connecting physical operations to the cloud to enhance operational efficiency and safety [1] Stock Performance - On February 11, 2026, Goldman Sachs set a price target of $36 for Samsara, indicating a potential increase of about 29.03% from the current stock price of $27.90, which reflects a 2.46% rise from the previous day [2][6] - Despite recent positive performance, Samsara's shares had previously declined by 18.62%, underperforming the Computer and Technology sector, which lost 1.09% [3] Market Dynamics - Samsara's market capitalization is approximately $15.9 billion, with a trading volume of 10,727,996 shares on the NYSE [5] - The stock has fluctuated between a low of $27.35 and a high of $28.21, indicating investor interest and market dynamics in the competitive IoT landscape [5] Earnings Expectations - Investors are anticipating Samsara's upcoming earnings report on March 5, 2026, with expected earnings of $0.13 per share, representing an 18.18% increase from the previous year [4] - The consensus estimate for quarterly revenue is $422.09 million, indicating a 21.89% rise compared to the same period last year, showcasing strong growth potential [4]

Core Insights - Jiangsu Province has emerged as the leading region in China with five cities in the trillion-yuan GDP club, surpassing Guangdong, which has only four cities [2][11] - Nanjing's per capita GDP has exceeded 200,000 yuan for the first time, while Wuxi ranks third nationally, surpassing Shenzhen [2][8] - The total GDP of the 29 trillion-yuan cities exceeds 59.6 trillion yuan, accounting for 42.5% of the national economy [2] Economic Performance - Nanjing's GDP reached 1.94 trillion yuan in 2025, marking a significant growth driven by the integrated circuit industry and the production of new energy vehicles [6] - Wuxi's per capita GDP reached 217,000 yuan, ranking third among Chinese cities, driven by its strong IoT and integrated circuit industries [8][9] - Suzhou, Changzhou, and Nantong also show strong economic performance with significant contributions from their respective industries [10] Industry Development - Nanjing's economic growth is supported by the explosive growth of the integrated circuit industry, with over 300 supporting enterprises clustered around TSMC's factory [6] - Wuxi's IoT industry has surpassed 650 billion yuan, accounting for 1/8 of the national total, while its integrated circuit industry contributes 1/10 of the national output [9] - Suzhou's biopharmaceutical industry park has achieved a production value of over 350 billion yuan, and Changzhou's new energy vehicle production is significant [10] Regional Dynamics - All 13 cities in Jiangsu have GDPs exceeding 400 billion yuan, showcasing a balanced economic development across the province [10] - Jiangsu's economic model contrasts with Guangdong's, where there is a significant disparity in GDP among cities [11] - The integration of the Yangtze River Delta region has facilitated Jiangsu's industrial supply chain, with Jiangsu providing 45% of the intermediate goods for the region [11] Innovation and Competitiveness - Jiangsu's high-tech industry accounts for 52% of its total industrial output, with a strong emphasis on R&D investment [13] - The province has cultivated a complete industrial ecosystem, from basic research to large-scale production, fostering numerous "hidden champion" enterprises [16] - Jiangsu's pragmatic approach to economic development focuses on quality and efficiency rather than merely pursuing GDP growth [16]

Company Overview - Samsara Inc. is a San Francisco-based Internet of Things company focused on telematics and data-driven insights for physical operations, serving customers across North America and Europe [4] - Founded in 2015, the company benefits from secular demand for digitization, automation, and AI-enabled efficiency in industries such as logistics, construction, and fleet management, supporting a durable long-term growth outlook despite near-term volatility [4] Financial Performance - In the third quarter of fiscal 2026, Samsara reported annual recurring revenue of $1.75 billion, representing a 29% year-over-year growth [3] - The company added a record 219 customers generating more than $100,000 in annual recurring revenue [3] Market Sentiment - BNP Paribas upgraded Samsara to Outperform from Neutral while maintaining its $40 price target, citing a more attractive risk/reward profile following a "tough year" for the stock [1] - The upgrade reflects growing confidence that recent share price pressure has better aligned valuation with the company's long-term fundamentals, setting the stage for improved performance as execution stabilizes [1] Product Innovation - Product innovation remains a key driver for Samsara, with new AI-powered coaching tools and the AI Multicam solution gaining traction by improving safety outcomes and deepening customer engagement across its platform [3]

Core Viewpoint - Sichuan Sound Technology has established a subsidiary focused on artificial intelligence and Internet of Things (IoT) services, indicating a strategic expansion into these high-growth sectors [1] Company Summary - Sichuan Sound Technology has founded a new subsidiary named Sichuan Sound Le Yi Information Technology Co., Ltd. with a registered capital of 20 million yuan [1] - The subsidiary's business scope includes sales of artificial intelligence hardware, an AI public data platform, general AI application systems, IoT application services, and IoT technology services [1] - The new company is wholly owned by Sichuan Sound Technology (02495.HK) [1]

Core Viewpoint - The company, Youfang Technology (688159.SH), primarily focuses on IoT communication modules, with upstream suppliers providing essential components like baseband, RF, and storage chips [1] Group 1 - The company's main products are IoT communication modules [1] - Chips such as baseband, RF, and storage are the raw materials for these modules [1] - Currently, the company does not have a chip business [1] Group 2 - The company's IoT business is progressing normally [1] - The overseas market revenue for IoT is expected to grow in 2025 [1]

Core Insights - The report from IoT Analytics predicts that the number of IoT device connections will reach 21.1 billion by 2025, 39 billion by 2030, and 50 billion by 2035, indicating a significant shift in the IoT landscape where data becomes a fundamental "digital raw material" rather than a scarce resource [1] - The core challenge for enterprises managing large-scale sensor devices is shifting from "how to connect" to "how to sustainably connect," with data transmission costs, battery life, and network expansion costs becoming critical economic constraints [1] ALEC's Innovations - ALEC (Adaptive Lazy Evolving Compression) is a Swiss IoT startup that has developed a codec specifically designed for IoT sensor data streams, claiming to reduce data transmission volume by up to 90%, which could significantly lower bandwidth costs and reshape device lifespan models [2][3] - ALEC's approach is based on the observation that most IoT data is predictable, allowing for a more efficient compression method that prioritizes the transmission of critical data while compressing routine data [3] Technical Features - ALEC introduces three key innovations: - Lazy Compression: Transmits encoding decisions first, preparing the receiver before data arrival [4] - Evolving Context: Shares a time-evolving dictionary between encoder and decoder to learn specific data patterns from each sensor [5] - Priority System: Classifies messages from P1 (critical) to P5 (routine) to ensure timely delivery of critical alerts [6] Industry Applications - In agriculture, ALEC has achieved an 83% compression rate for soil sensors, extending battery life from 6 months to over 3 years, significantly reducing operational costs [7] - In manufacturing, ALEC's technology has reached a 97% compression rate for vibration monitoring systems, enabling the deployment of up to 2000 sensors without network upgrades [7] - In smart city applications, ALEC has demonstrated an 86% reduction in data volume for parking sensors, air quality monitoring, and traffic management systems, providing a more sustainable data collection and analysis solution [7] Cost Savings - ALEC's technology can lead to substantial cost savings; for example, a user with 10,000 sensors transmitting 10 messages per hour could see monthly data transmission costs drop from approximately $500-2000 to $50-200, achieving savings of up to 90% [8] Targeted Use Cases - ALEC is particularly beneficial for LoRaWAN, battery-powered devices, and emerging satellite IoT scenarios, maximizing message compression to enhance network efficiency and device longevity [9] - In satellite IoT, where transmission costs can be 100 to 1000 times higher than cellular networks, ALEC's compression can reduce data transmission volume by up to 90%, making satellite IoT economically viable for broader applications [10] Business Strategy - ALEC employs a dual strategy of "open source + commercial licensing," allowing developers and startups to use the open-source version for free while offering a commercial version for enterprise applications, promoting widespread adoption and innovation in IoT compression technology [10]

The Stock Exchange of Hong Kong Limited and the Securities and Futures Commission take no responsibility for the contents of this announcement, make no representation as to its accuracy or completeness and expressly disclaim any liability whatsoever for any loss howsoever arising from or in reliance upon the whole or any part of the contents of this announcement. (f) if an offer or an invitation is made to the public in Hong Kong in due course, prospective investors are reminded to make their investment dec ...

Core Viewpoint - The Global X Internet of Things ETF (SNSR) is designed to capitalize on the growth of connected devices and infrastructure, targeting companies across various sectors including semiconductor design, sensors, and industrial automation [1] Group 1: Investment Strategy - SNSR employs a rules-based methodology that encompasses a wide range of sectors, allowing it to capture both upstream enablers and downstream adopters in the IoT space [1] - The fund is positioned to benefit from investment cycles as capacity increases, standards evolve, and deployments scale, providing a growth-oriented investment opportunity [1] Group 2: Portfolio Characteristics - Thematic breadth of SNSR may dilute pure-play exposure but reduces reliance on any single use case, making it a versatile investment option [1] - The fund is sensitive to capital-expenditure cycles, inventory corrections, and valuation multiples, with potential defensiveness increasing as recurring software and services become a larger part of the portfolio [1] Group 3: Target Investors - Suitable for long-horizon allocators looking to build structured thematic buckets and for tech-focused strategies seeking diversified participation in the IoT sector [1] Group 4: Risks - A specific risk associated with SNSR is technological obsolescence or changing standards, which can rapidly alter the competitive landscape within the IoT ecosystem [1]

Core Viewpoint - Samsara Inc (NYSE: IOT) shares are testing a critical support level of $32, which has previously held firm on three occasions, indicating potential for a rebound as the new year begins [2][3]. Price Action and Historical Context - The $32 price zone has been a significant support level, with previous bounces occurring in April and August of the last year, leading to rallies of up to 55% following each test [3]. - The stock's return to this level raises questions about whether historical patterns will repeat, as buyers have consistently stepped in at this price point [3]. Technical Analysis - A triple bottom pattern is forming, which occurs when a stock tests the same support level three times without breaking lower, suggesting a critical standoff between buyers and sellers [4]. - Despite the concerning drop back to $32, the stock's history of bouncing back from this level indicates strong demand from investors willing to accumulate shares [6]. Recent Performance and Market Sentiment - Following the latest earnings report, the stock attempted to rally but failed to maintain those gains, leading to a return to the $32 level [5]. - The relative strength index (RSI) is currently near oversold territory, indicating that selling pressure may be stretched, which could lead to a potential upward movement [6][7]. Investor Outlook - The overall technical backdrop appears supportive, with strong demand at the low $30s and oversold conditions suggesting a favorable risk-reward scenario for bullish investors [6][7].