Zhiwei Intelligence (001339.SZ): The revenue of the embedded intelligent controller business in the first half of 2026 accounted for less than 1% of the total revenue

Zhitongcaijing · 1d ago

Zhitong Finance App News, Zhiwei Intelligence (001339.SZ) announced abnormal stock trading fluctuations, stating that the subsidiary Tengyun Zhisan launched the HAT cloud platform in August 2025 and is still in the business development stage, with a revenue ratio of less than 1% for the first half of 2026. Currently, the market computing power service industry is fiercely competitive, and there is uncertainty about the computing power purchase budget for downstream customers and the capital expenditure cycle of the industry; if the speed of platform customer expansion, order size, and payment conversion rate fall short of expectations, it will adversely affect the revenue and profit growth of the subsidiary's computing power business.

The company's intelligent controller business had a small revenue volume in the first half of 2026, accounting for less than 1% of overall revenue. Technology in the intelligent industry is rapidly iterating, and there is uncertainty about whether the company's technology route can continue to lead and whether its products can be recognized by the market. The robotics business currently contributes very little to the company's overall revenue and profit, and will not have a significant impact on the company's business performance in the short term.