Application Software

Intellifusion

Intellifusion released FY2026 Q1 earnings on April 29 After-Market BJT, actual revenue CNY 311.52 M, actual EPS CNY -0.37

Intellifusion to Release FY2026 Q1 Earnings on April 30 After-Market (BJT)

Intellifusion to Release FY2025 Earnings on April 30 Pre-Market (BJT), Forecast Revenue CNY 1.285 B, EPS CNY -0.73

Intellifusion released FY2025 earnings on February 27 Pre-Market (BJT), actual revenue CNY 1.339 B (forecast CNY 1.285 B), actual EPS CNY -1.18 (forecast CNY -0.73)

Intellifusion released FY2025 Q4 earnings on February 27 Pre-Market (BJT), actual revenue CNY 357.15 M, actual EPS CNY 1.9596

Yun Tian Liefei and Kingdee Build Deep Integration Plan

Intellifusion released FY2025 9 Months Earnings on October 30 After-Market (BJT), actual revenue CNY 950.75 M, actual EPS CNY -0.8404

Intellifusion released FY2025 Q3 earnings on October 30 After-Market BJT, actual revenue CNY 304.96 M, actual EPS CNY -0.2599

Intellifusion FY2025 Q3 Earnings Release on October 31 After-Market (BJT)

Intellifusion released FY2025 Q2 earnings on August 26 During-Market (BJT), actual revenue CNY 381.72 M, actual EPS CNY -0.3405

Intellifusion released FY2025 Semi-Annual earnings on August 26 During-Market BJT, actual revenue CNY 645.79 M, actual EPS CNY -0.58

Intellifusion FY2025 Semi-Annual Earnings Release on August 27, 2025 (BJT)

Robo Index Down, ETF Grows, World Robot Conference Concludes

Cloud Tianfei Responds to Investors on AI Products and Technology

Ayla.AI Obtains a New Patent for NPU Neural Network Model Deployment Based on TVM

CloudWalk Intelligence Responds to Large Shareholders' Sale of Shares

Yun Tian Liefeng Announces Focus on AI Chip Three Core Layouts

Yun Tian Lìfēi Releases New Inference Computing Card

Sci-tech Innovation Board Implements Guidelines for Institutional Investors

Yun Tian Lifei Plans to List in Hong Kong

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The A-share computing chip concept surged in the afternoon, with VeriSilicon rising over 10%, continuing to set a new historical high. ASR, FMSH, Intellifusion, Espressif Systems, Cambricon, Hygon Information Technology, and others followed suit

Wallstreetcn

Cambricon

Espressif Systems

Guotai CES Semiconductor Chip Industry ETF

Guotai CSI All Share Integrated Circuit ETF

GTJA Allianz SSE STAR Chip Design Thematic ETF

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

FMSH

Hygon Information Technology

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

VeriSilicon

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KINGDEE INT'L and Intellifusion announced a deep integration plan at the Global Innovators Conference, launching the country's first "autonomous reasoning chip computing power engine + enterprise-level software ecosystem" project, aimed at integrating the entire link of "computing power - software - scenarios" to promote the incorporation of AI reasoning capabilities into enterprise digital processes. The first batch of results includes the "KINGDEE INT'L + Intellifusion reasoning acceleration card" integrated suite, an intelligent computing native technology laboratory, and AI+ integrated solutions

36Kr

KINGDEE INT'L

KINGDEE INT'L and Intellifusion released a deep integration plan

HUAWEI

TCEHY

TCTZF

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The list of the top 100 innovative companies in China's artificial intelligence industry for 2025 was released in Shanghai on October 28, with 10 companies from Shenzhen making the list, showcasing Shenzhen's advantages in the field of artificial intelligence. These companies include Huawei, Tencent, Bit Intelligence, Huawei Ascend, Ping An Wealth Management, Beautiful Cube, UBTECH ROBOTICS, WeBank, Intellifusion, and ZTE

Zhitong

Huawei

Tencent

Tencent Holdings Limited

TENCENT

UBTECH ROBOTICS

"The Top 100 Innovative Enterprises in China's Artificial Intelligence Industry in 2025" released, with 10 Shenzhen companies making the list

Intellifusion plans to go public on the Hong Kong stock market, but the China Securities Regulatory Commission requires it to provide additional explanations regarding the business scope of the company and its subsidiaries, as well as compliance with foreign investment policies. The regulatory body pointed out in the announcement that Intellifusion needs to provide a detailed description of its business model and relevant legal opinions to ensure that its business activities comply with foreign shareholding ratios and policy requirements. This request for supplementary materials is aimed at the filing materials of 11 companies

New Stock News | Intellifusion plans to list on the Hong Kong Stock Exchange, and the China Securities Regulatory Commission requires supplementary explanations regarding business operations and other matters

At the 2025 Bay Area Semiconductor Industry Ecosystem Expo, Luo Yi, Vice President of Intellifusion, pointed out that the domestic AI industry is facing an explosion in computing power demand. It is expected that by 2026, the computing power demand for large model inference will exceed that for training, becoming the main consumption force, accounting for over 70%. Meanwhile, the usage ratio of domestic computing power chips will soon surpass that of overseas chips, with the current usage ratio of both being nearly fifty-fifty

Intellifusion's Luo Yi: The proportion of domestic computing power chips will soon exceed that of overseas chips

Intellifusion announced that the company received a notice from shareholders Donghai Intellifusion and Donghai Phase I regarding the "Notice of Stock Equity Change Triggering the 1% Scale." Donghai Intellifusion and Donghai Phase I reduced their holdings in the company by a total of 3.1702 million shares through centralized bidding and block trading from September 24, 2025, to October 10, 2025, decreasing their shareholding ratio from 7.8697% to 6.9862%

Intellifusion: Donghai Yuntian and Donghai Phase I reduced their holdings by a total of 3.1702 million shares from September 24 to October 10

Shenzhen Intellifusion Technology Co., Ltd. announced that shareholder Donghai Intellifusion reduced its holdings by 2.7598 million shares through block trading, with the shareholding ratio decreasing from 8.6388% to 7.8697%. This reduction is a normal activity, does not involve a tender offer, does not affect the company's governance and equity structure, and does not require the disclosure of a report on changes in equity. The company will disclose information in accordance with regulations and remind investors to pay attention to risks

Intellifusion's shareholders holding over 5% have reduced their holdings, and the equity change has reached the 1% threshold

Intellifusion stated at the performance briefing that the self-developed AI-driven product, Luka Doctor AI plush toy, is expected to be launched by the end of 2025. The company is developing a new generation of "brain" chips, the DeepXBot series, to accelerate reasoning tasks in perception, cognition, decision-making, and control in humanoid robots. Since its establishment, the company has completed the research and development of the fourth-generation NPU and is currently advancing the development of the next generation of high-performance NPU, which will be more suitable for AI reasoning applications. The company is currently developing multiple chips to adapt to diverse application scenarios

Intellifusion: Self-developed Luka Doctor AI plush toy expected to launch by the end of the year

At the 2025 Global AI Chip Summit held on September 17, Chen Ning, Chairman of Intellifusion, stated that in 2025, AI is fully transitioning from the learning and training phase to the application and reasoning era. The next 5 to 10 years will be an era where AI training and AI reasoning are equally important

Intellifusion's Chen Ning: AI is fully transitioning from the learning and training phase to the application and reasoning era

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As of September 8, there are 60 humanoid robot concept stocks that have been researched by institutions more than 5 times this year, among which Ampron has the highest research frequency, with a total of 102 research instances. The aforementioned 60 concept stocks have all had R&D expenses accounting for more than 1% of their revenue in the first half of this year, with an average of 8.59%. Companies with the highest R&D expense-to-revenue ratios include Suochen, Intellifusion, and Orbbec UW

Suochen

Ampron

EFORT

The concept stocks of humanoid robots for high-frequency institutional research have been released

Intellifusion(688343.SH)

Valuation analysis

Institutional View & Shareholder

Analyst Ratings

The A-share computing chip concept surged in the afternoon, with VeriSilicon rising over 10%, continuing to set a new historical high. ASR, FMSH, Intellifusion, Espressif Systems, Cambricon, Hygon Information Technology, and others followed suit

KINGDEE INT'L and Intellifusion released a deep integration plan

"The Top 100 Innovative Enterprises in China's Artificial Intelligence Industry in 2025" released, with 10 Shenzhen companies making the list

New Stock News | Intellifusion plans to list on the Hong Kong Stock Exchange, and the China Securities Regulatory Commission requires supplementary explanations regarding business operations and other matters

Intellifusion's Luo Yi: The proportion of domestic computing power chips will soon exceed that of overseas chips