Turnover of Digital Energy Services and International Business Both Doubled

Data Center Orders Surge 153% as Computing Power and Electric Power Coordination Leads a New Chapter in Digital Energy in the AI Era

Financial Highlights

• Turnover of RMB5.39 billion (same below), representing a year-on-year ("YoY") increase of 23%
• Smart Grid Solutions business recorded a turnover of RMB1.99 billion, representing a YoY increase of 6%
• Digital Energy Services business recorded a turnover of RMB2.39 billion, representing a YoY increase of 98%
• International Markets business recorded a turnover of RMB2.39 billion, representing a YoY surge of 92%
• Net profit attributable to owners of the Company was RMB446 million, representing a YoY increase of 1%

HONG KONG, Aug. 27, 2026 /PRNewswire/ -- Wasion Holdings Limited ("Wasion" or the "Group"; stock code: 3393.HK), China's leading provider of energy measurement equipment and energy-saving solutions, today announced its unaudited consolidated results for the six months ended 30 June 2026 ("the period under review").

During the period under review, the Group recorded a turnover of RMB5.39 billion, representing a YoY increase of 23%; gross profit amounted to RMB1.69 billion, representing a YoY increase of 9%; overall gross profit margin was 31.28%; and net profit attributable to owners of the Company amounted to RMB446 million, representing a YoY increase of 1%.

Energy Efficiency Holds Ample Contracts on Hand, Digital Energy Orders Up 101%

The Smart Grid Solutions (formerly known as "Power Advanced Metering Infrastructure") business recorded a turnover of RMB1.99 billion, representing a YoY increase of 6%. During the period under review, in the centralized tenders organized by State Grid, the Group's subsidiary, Wasion Group Limited, secured contracts worth RMB309 million by virtue of its capabilities, ranking first in the industry in terms of market share; in the Inner Mongolia local power company's centralized procurement, it won contracts worth RMB84 million, also ranking first in the industry. In the non-power grid sector, leveraging its years of technological expertise in the R&D and manufacturing of power meters, the Group completed domestic trading contracts exceeding RMB300 million, achieving rapid growth in related business and contract value; underpinned by its R&D advantages in base station photovoltaic integration and power supply products, the communications business maintained a stable market share and continued to serve as a steady source of revenue for the Group.

The AI-Integrated Energy Efficiency Solutions (formerly known as "Communication and Fluid Advanced Metering Infrastructure") business recorded a turnover of RMB1.01 billion, representing a YoY decrease of 22%, with the total value of signed contracts on hand reaching RMB3.82 billion and the total value of newly signed contracts reaching RMB1.31 billion, providing strong support for the Group's future business development. During the period under review, according to recent tender results from State Grid and Southern Grid, the Group's core products ranked among the top, firmly maintaining a leading position in the industry; as a Vice-Chair Unit of the Power Industry AI Alliance, the Group participated deeply in the formulation of industry AI application standards. In the first half of the year, the Group achieved outstanding results in transformer area governance and transmission line online monitoring of the distribution network digitalization business, with cumulative contract awards exceeding RMB300 million, firmly maintaining a leading industry position. The Group's global expansion entered a harvest period, with its Indonesian factory continuing to serve as a core production base for the Southeast Asian market; its technology center in Saudi Arabia was positioned as a technology service and project hub for the Middle East region; and the newly established subsidiary in Morocco further refined the operational system in the Middle East region. During the period under review, overseas mass shipments of communication modules exceeded RMB50 million in value, representing a more than 18-fold YoY increase.

Smart Distribution Network Gains Market Share, Data Center and Energy Storage Make Significant Progress

During the period under review, the Digital Energy Services (formerly known as "Advanced Distribution Operations") business recorded a turnover of RMB2.39 billion, representing a significant YoY increase of 98%; orders secured amounted to RMB4.47 billion, representing a surge of 101% over the same period last year. Among these, the value of bids won for smart distribution networks exceeded RMB2.15 billion, representing a substantial increase of 96% over the same period last year, primarily attributable to the rapid growth of overseas distribution network equipment business; benefiting from the accelerated demand for data center construction driven by AI and the rapid development of overseas data center business, the value of bids won in relation to data centers exceeded RMB1.89 billion, representing a surge of 153% over the same period last year; orders related to new energy storage amounted to over RMB430 million, representing an increase of 11% over the same period last year.

During the period under review, the Group's core product categories in the smart distribution network sector, such as primary and secondary integration pole-mounted circuit breakers and transformer packages, recorded impressive growth, with brand value and market share steadily rising. In the data center business, while consolidating its position with the three major telecommunications operators in the domestic market, the Group deepened cooperation with leading internet enterprises and became a strategic partner to these companies, while completing benchmark projects for multiple third-party data centers; in international markets, leveraging core customer resources, the Group successfully expanded into several markets including Malaysia, Thailand and Indonesia, and was shortlisted in the supplier system of major overseas AIDC service providers. As for the new energy storage business, the Group focused on the charging and swapping segment in the domestic market and launched lithium-ion battery-swapping cabinet projects in multiple provinces, while continuing to deepen cooperation with leading telecommunications service providers; in international markets, the Group has successfully established a presence in North America, Australia, Europe and Africa, building a standardized and replicable development model for multiple scenarios.

International Orders More Than Double, with Broad-based Growth Across Multiple Markets

In the first half of 2026, the Group secured overseas orders worth approximately RMB4.44 billion, representing a YoY increase of 108%. During the period under review, the Group fully capitalized on market opportunities arising from the global energy transition and the accelerated modernization of power grids in various countries. With its power business as the driving force and leveraging its core competitive advantage in integrated "hardware + software + service" solutions, the Group continued to deepen its market presence across regions, achieving breakthrough growth in its international business.

In the South American market, the Group took Brazil as its core strategic pivot, with business coverage extending across South and Central America. Among these, the bid value for the Brazilian recloser project approached RMB260 million, driving a remarkable YoY surge of 287% in the overall contract value of the South American market. Driven by local grid assessment policies in Brazil, reclosers have shifted from optional purchases to rigid demand and established an exclusive supply barrier, becoming the core growth engine for the market; the Group's local factory achieved localized production, effectively avoiding the risks of cross-border tariffs and logistics delays. In the North American market, the Group took Mexico as its strategic core, with newly signed contracts increasing by 43% YoY; the value of bids won for power meters reached RMB690 million, while contracts and deliveries for reclosers and transformers both hit record highs, with high-margin power distribution products becoming the region's primary growth driver; new businesses including energy storage, water utility services and smart city solutions achieved breakthrough implementations during the period, while the Mexico factory established core competitive advantages in compliance, cost and delivery.

In the Asian market, the Group identified the Middle East and Southeast Asia as key markets, with newly signed contract value increasing by 578% YoY. Large-scale framework orders were secured in a concentrated manner, with ample order reserves for channel business, while the pulling effect of EPC new products and major projects was significant, with relevant orders expected to be delivered gradually over the next year. The channel foundation in the Middle East remained solid, while market shares in mature markets such as Malaysia, Singapore and Indonesia steadily increased; first orders were also achieved in emerging markets such as Myanmar and Fiji, with regional coverage and market penetration depth expanding simultaneously. In the African market, the Group relied on dual production bases in Tanzania and South Africa as core growth drivers, with newly signed contracts increasing by 52% YoY; in the South African market, the Group was successfully shortlisted by the national power utility, with local factory production capacity and market adaptability continuously improving; the emerging market in Kenya achieved initial results, while the Group is advancing projects in Côte d'Ivoire, Nigeria, Uganda and other West African and Central-East African regions in phases, with regional market coverage continuing to expand.

Domestic Focus on Digital & Intelligent Upgrades, International Emphasis on Localized Production, and Computing-Power-Electric-Power Coordination Driving Data Center and Energy Storage Globalization

Looking ahead, in the domestic market, as fixed-asset investment in the national power grid during the 15th Five-Year Plan period is expected to exceed RMB5 trillion, power grid upgrades and equipment renewal will bring a new round of opportunities for the Group. The Group will closely follow policy directions, seize the opportunities arising from the growth in the scale of centralized procurement of metering equipment, focus on infrastructure, new energy and key industry projects, and consolidate core markets including major customers and operators. At the technological level, leveraging its deep expertise in the power IoT sector, the Group will follow the development trend of "sensing-computing-communication" integrated chips and digital twin power grids, drive the transition of power grids from digitalization toward intelligent digitalization, and continuously refine its four business pillars of smart power grids, smart water management, AI-driven intelligent computing, and satellite communications. In international markets, the Group will comprehensively deepen its regional market presence: in the Americas, it will take Brazil as its core strategic pivot to deepen its presence in mature South American markets, while leveraging its manufacturing base in Mexico to penetrate incremental markets in North America; in Europe, it will take Hungary as its foundation and focus on developing high-end markets in Germany, Turkey and Northwest Europe; in Asia, it will promote the strategic shift from "broad coverage" to "deep localized rooting"; and in Africa, it will rely on the dual production bases in Tanzania and South Africa as growth drivers to vigorously expand into high-potential markets in West Africa and Central-East Africa. At the same time, the Group will seize the strategic opportunity of "computing power and electric power coordination", deepen the global layout of its data center business, leverage power modules and IT prefabricated cabins to drive rapid business growth, accelerate the R&D and mass production of new products such as liquid cooling CDUs, HVDC and solid-state transformers, and build an integrated "equipment supply + electromechanical general contracting" service system; as for the new energy storage business, the Group will focus on the charging and swapping segment in the domestic market and launch standardized energy storage products tailored to diverse scenarios according to the needs of different overseas regions, continuously consolidating its market and technological competitiveness and gradually building comprehensive service capabilities in smart energy and intelligent computing.

Mr. Ji Wei, Chairman of the Group, said: "During the period under review, the Group's core business orders delivered outstanding performance, with both the Digital Energy Services business and overseas market orders doubling, while the data center-related business recorded particularly strong growth of more than double, fully demonstrating the effectiveness of the Group's strategic layout in the field of computing power and electric power coordination. Facing the historic opportunity arising from the deep integration of the global energy transition and artificial intelligence technologies, the Group, leveraging its core strategy of 'IoT + Chips + AI', continued to consolidate its core technological innovation and leading market position, while its international business achieved breakthrough growth and its localized manufacturing and delivery system continued to improve. Meanwhile, the Group seized the development opportunities of the computing power economy, successfully expanded its data center business into multiple emerging overseas markets, and established a presence for its new energy storage products in regions including North America, Australia, Europe and Africa. Looking ahead, we will remain firmly committed to driving development through technological innovation and strive to become a leading Digital Energy Services provider in the AI era, creating sustainable value for our shareholders and society."

About Wasion Holdings Limited

Wasion Holdings is the leading provider of comprehensive smart metering, smart distribution and utilisation, and energy efficiency management solutions in the PRC. The Group focuses on delivering integrated solutions that span R&D, production, and sales, serving utility companies in the electricity, water, gas, and heat sectors, as well as major industrial and commercial users. Its business primarily encompasses three key areas: (I) Smart Grid Solutions, which includes a full range of electricity, water, gas, and heat metering products and systems, commanding over 20% share in the domestic high-end market; (II) Digital Energy Services, offering solutions for smart distribution grids, data centres, and new energy storage; and (III) AI-Integrated Energy Efficiency Solutions, provided through its subsidiary Wasion Information (listed on the STAR Market and recognised as a National Specialised and Sophisticated "Little Giant" Enterprise), integrating IoT, chips, and artificial intelligence technologies. Having cultivated overseas markets for over two decades, the Group has established production lines in Tanzania, Brazil, Mexico, Hungary, Indonesia, Saudi Arabia, and South Africa, achieving localised operations. It is actively expanding into areas such as power distribution, energy storage, photovoltaics, and battery swapping to advance its internationalisation strategy. Upholding its core value of "Sincerity Brings Excellence, Mutual Benefit Brings Prosperity", the Group strives to become a leading global supplier in the international smart metering sector and a world-renowned brand.

For more information, please visit: http://ir.wasion.com/tc/index.php 

OpenAI has launched its in-house Jalapeno chip, saying its performance in testing surpasses NVIDIA Corporation (NVDA.US)'s existing product lineup. NVIDIA CEO Jensen Huang appeared unfazed by the challenge from Jalapeno, saying that even as customers develop their own chips, he remains confident in NVIDIA Corporation's technology and its ability to supply the industry.

Asked about OpenAI developing chips that could challenge NVIDIA Corporation while also receiving billions of USD in investment from the company, Huang said he does not mind competition. He noted that the AI chip industry is full of uncertainty, with many projects being launched while many others are cancelled.
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AASTOCKS Financial News
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This morning (27th), the HSI opened up 121 pts before turning south, once fading 152 pts to a trough of 25,500. The index closed at 25,565, down 87 pts or 0.34%, with market turnover at HKD233.5 billion. The HSCEI finished at 8,490, down 43 pts or 0.51%. The HSTECH ended at 4,620, down 5 pts or 0.13%.

Among major techs, BIDU-SW (09888.HK) will convert to dual primary listing status on the Stock Exchange starting next Tuesday, with its share price mounting 5.34% for the day. TENCENT (00700.HK) added 0.54%; MEITUAN-W (03690.HK) fell 0.7%; and NTES (09999.HK) dropped more than 1%. XIAOMI-W (01810.HK) slid 3.44%, making it the worst-performing blue chip of the day.

NVIDIA Corporation (NVDA.US) reported quarterly results that beat expectations, with shares soaring nearly 5% in after-hours trading. Hong Kong-listed chip and AI hardware stocks followed higher. HUA HONG GRACE (01347.HK), which will become an HSI constituent, elevated 4.51% after logging a fourfold spike in interim profit. SMIC (00981.HK) jumped up 2.3%; ILUVATAR COREX (09903.HK) rallied 10.54%; MONTAGE TECH (06809.HK) proliferated 12.3%; and GIGADEVICE (03986.HK) shot up 7.05%.

Among AI large model stocks, MINIMAX-W (00100.HK) swelled 3.83% after Citi raised its TP following results, saying the company's annualized revenue in August exceeded USD800 million and beat expectations. Z.AI (02513.HK) jumped up 12.62% after its GLM-5.3-Flash model was launched and open-sourced.

Printed circuit board (PCB) and copper clad laminate (CCL) stocks ascended this morning alongside A-share peers. KB LAMINATES (01888.HK) mushroomed 10.51%; KINGBOARD HLDG (00148.HK) advanced 7.2%; CFMEE (09630.HK) ballooned 4.02%; HANS CNC (03200.HK) elevated 6.07%; and VGT (02476.HK) leapfrogged 6.93%.

Optical communication concept stocks also fared well. ZJ INNOLIGHT (03308.HK) climbed 3.05%; YOFC (06869.HK) rebounded sharply by 10.31%; CREALIGHTS (01191.HK) skyrocketed 5.49%; and CIG (06166.HK) escalated 5.22%.
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NVIDIA Corporation (NVDA.US) shares elevated in Thursday's (27th) pre-market session after the chip giant's revenue guidance convinced investors that AI demand will remain strong.

The stock was last up 5.95% in pre-market trading.

NVIDIA CFO Colette Kress said on Wednesday (26th) that the company estimated revenue to grow 70% in FY2028, which runs from February 2027 to January 2028. CEO Jensen Huang said demand is way above 70%, but the company is constrained by the volume of products it can supply.

TSMC (TSM.US), NVIDIA's main manufacturer, continues to face supply constraints, while memory chips, a key component in NVIDIA's systems, also remain in short supply.

Analysts on Thursday also pointed out that customized semiconductors recently announced by hyperscale cloud service providers and AI labs such as OpenAI pose a "threat" to NVIDIA's near-monopoly position in the most advanced AI chip market.

Huang said NVIDIA has never made forecasts one year in advance in the past, but the company now has greater visibility across the entire supply chain, enabling it to make such projections.

NVIDIA issued the forecast as investors remain concerned about capital expenditure by major tech companies, the cyclicality of financing deals, and returns on AI investments.

The tech giant's comments on AI demand appeared to ease some of those concerns. Jensen Huang said AI has reached an inflection point, with the number of companies requiring large GPU clusters having increased significantly.
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數字能源服務商及國際業務營業額雙雙倍增
數據中心訂單激增153% 算電協同引領AI時代數字能源新篇章

財務摘要

• 營業額53.89億元（人民幣‧下同），同比增長23%
• 智能電網解決方案業務錄得營業額19.95億元，同比增長6%
• 數字能源服務商業務營業額23.88億元，同比上升98%
• 國際市場業務營業額23.91億元，同比激增92%
• 公司擁有人應佔純利4.46億元，同比上升1%

香港2026年8月27日 /美通社/ -- 中國領先的能源計量及能效管理專家，威勝控股有限公司（簡稱「公司」或「威勝控股」或本「集團」，股份代號：3393.HK）欣然宣佈集團截至2026年6月30日止六個月（「回顧期」）之未經審核綜合業績。

回顧年內，集團錄得營業額為53.89億元（人民幣‧下同），同比增加23%；毛利錄得16.86億元，同比上升9%；整體毛利率為31.28%；2026年上半年公司擁有人應佔純利錄得4.46億元，同比上升1%。

數智能效在手合同充裕，數字能源訂單激增101%

智能電網解決方案（前稱「電智能計量解決方案」）業務營業收入為19.95億元，同比增長6%。回顧期內，在國家電網組織的統一招標中，集團附屬公司威勝集團有限公司憑藉實力獲得人民幣3.09億元的合約金額，市場份額排名位居行業之首；內蒙古地方電力集採中標人民幣8,400萬元合約，亦居行業第一。非電網領域，集團憑藉多年電能表研發和生產的技術優勢，完成國內貿易合同超過3億元，實現相關業務及合同額的快速增長；通信業務基於基站疊光及電源產品的研發優勢，保持穩健的市場份額，持續成為集團穩定的收入來源。

數智能效管理解決方案（前稱「通信及流體智能計量解決方案」）業務營業額為10.06億元，同比减少22%，在手合同總金額達38.23億元，新簽訂合同總金額達13.06億元，為集團未來業績發展提供有力支撐。回顧期內，根據國家電網和南方電網近期招標結果，集團核心產品名列前茅，穩固處於行業前列；集團作為電力行業人工智能聯盟副理事長單位，深度參與行業人工智能應用標準制定。上半年，集團配網數字化領域的台區治理及輸電線路在線監測業務發展成效突出，中標額累計超過3億元，穩居行業領先位置。全球化佈局進入收穫期，旗下印尼工廠持續發揮服務東南亞市場的核心產能基地作用；沙特技術中心定位為中東區域技術服務與項目樞紐；新設於摩洛哥的子公司進一步完善中東區域運營體系。期內海外通信模塊批量交付額突破5,000萬元，同比增長逾18倍。

配網份額提升，數據中心與儲能進展顯著

回顧期內，數字能源服務商（前稱「智能配用電系統及解決方案」）業務營業額23.88億元，錄得98%的同比大幅增長；所獲得的訂單金額44.69億元，較去年同期激增101%。其中，智能配電網的中標金額逾21.47億元，較去年大幅增長96%，主要得益於海外配網設備業務增長迅速；受惠於AI驅動下數據中心建設需求加速及海外數據中心業務迅速發展，數據中心相關部分的中標金額逾18.92億元，較去年激增153%；新型儲能相關部分的訂單金額逾4.3億元，較去年增長11%。

回顧期內，集團在智能配電網領域的一二次融合柱上斷路器、變壓器台套等核心品類增長亮眼，品牌價值與市場份額穩步提升。數據中心業務方面，國內市場鞏固三大基礎電信運營商賽道的同時，集團與領先互聯網企業進行深度合作並晉身成為戰略合作夥伴，同步完成多家第三方數據中心的標桿項目；國際市場藉核心客戶資源在馬來西亞、泰國、印度尼西亞等多個市場成功拓展，並入圍海外重要AIDC服務商供應商體系。新型儲能業務方面，集團於國內市場聚焦充換電賽道，落地多省份鋰電換電櫃項目，持續深化與頭部通信服務商合作；於國際市場亦已成功佈局北美、澳洲、歐洲、非洲等區域，構建多場景標準化可複製發展模式。

國際訂單倍增，多市場全線增長

2026年上半年，集團獲取的海外訂單金額約44.35億元，同比上升108%。回顧期內，集團充分把握全球能源轉型與各國電網現代化改造加速的市場機遇，以電力業務為牽引，依託「硬件+軟件+服務」一體化解決方案的核心競爭力，持續深化各區域市場佈局，國際業務實現跨越式增長。

在南美洲市場，集團以巴西為核心戰略支點，業務覆蓋南美及中美洲區域。其中，巴西重合器中標金額近2.6億元，帶動南美洲市場整體合同金額同比大幅增長287%，受巴西本地電網考核政策驅動，重合器產品已由可選採購轉為剛性需求，並形成獨家供貨壁壘，成為該市場的核心增長引擎；集團當地自有工廠實現屬地化生產，有效規避跨境關稅與物流延誤風險。北美洲市場方面，集團以墨西哥為戰略核心，新簽合同同比增長43%，電表中標金額達6.9億元，重合器及變壓器合同與出庫雙雙創下新高，高毛利配電產品已成為區域第一增長曲線；儲能、水務及智慧城市等新業務於期內實現落地突破，墨西哥工廠在合規、成本及交付三方面形成核心競爭優勢。

亞洲市場方面，集團以中東及東南亞為重點，新簽合同額同比增長578%。大型框架訂單集中落地，渠道業務訂單儲備充裕，EPC新產品及大項目拉動效應顯著，相關訂單預計在未來一年內陸續交付。中東渠道基礎穩固，馬來西亞、新加坡、印尼等成熟市場份額穩步提升；緬甸、斐濟等新興市場亦實現首單突破，區域覆蓋範圍與市場滲透深度同步擴大。非洲市場方面，集團以坦桑尼亞及南非雙生產基地為核心驅動，新簽合同同比增長52%；南非市場已成功入圍國家電力供應商短名單，本地工廠產能與市場適配性持續提升；肯尼亞新興市場已取得初步成效，集團正分階段推進科特迪瓦、尼日利亞、烏干達等西非及中東非區域項目，市場覆蓋範圍持續擴大。

國內聚焦數智化升級，國際強化本地化產能，算電協同驅動數據中心與儲能全球化

展望未來，國內市場方面，隨着「十五五」期間全國電網固定資產投資預計將達人民幣5萬億元以上，電網升級與設備更新將為集團帶來新一輪機遇。集團將緊跟政策方向，把握計量設備集採規模增長的契機，聚焦基建、新能源及重點產業項目，鞏固大客戶及運營商等核心市場。技術層面，集團將依託電力物聯網領域的深厚積累，順應「感算通」一體化芯片與數字孿生電網的發展趨勢，推動電網從數字化向數智化跨越，持續完善智能電網、智慧水務、人工智能智算、衛星通信四大業務佈局。國際市場上，集團將全面深化區域佈局：美洲以巴西為核心支點深耕南美成熟市場，以墨西哥製造基地突破北美增量市場；歐洲以匈牙利為根基，重點開發德國、土耳其及西北歐高端市場；亞洲推動從「廣度覆蓋」向「深度本地化扎根」轉型；非洲以坦桑尼亞及南非雙生產基地為驅動，大力拓展西非及中東非潛力市場。

與此同時，集團將緊抓「算電協同」戰略機遇，深化數據中心業務全球化佈局，依託電力模組及IT方艙帶動業務快速增長，加速液冷CDU、HVDC、固態變壓器等新產品研發與量產，構建「設備供應+機電總包」一體化服務體系；新型儲能業務方面，國內聚焦充換電賽道，海外針對不同區域需求推出適配多元場景的標準化儲能產品，持續鞏固市場與技術競爭力，逐步構建智慧能源與智能算力綜合服務能力。

集團主席吉為先生表示：「回顧期內，集團核心業務訂單表現亮眼，數字能源服務商業務及國際市場訂單均實現倍增，數據中心相關業務更錄得逾倍的強勁增幅，充分彰顯集團在算電協同領域的戰略佈局成效。面對全球能源轉型與人工智能技術深度融合的歷史性機遇，集團依託『物聯網+芯片+AI』核心戰略，核心技術創新與市場領先地位持續鞏固，國際業務實現跨越式增長，本地化製造與交付體系日趨完善。與此同時，集團緊抓算力經濟發展契機，數據中心業務成功拓展至海外多個新興市場，新型儲能產品已佈局北美、澳洲、歐洲及非洲等區域。未來，我們將堅定不移地以技術創新驅動發展，致力成為AI時代領先的數字能源服務商，為股東及社會創造可持續價值。」

關於威勝控股有限公司

集團是中國領先的智能計量、智能配用電與能效管理整體解決方案供應商，專注於為電力、水務、燃氣、熱力等公用事業及大型工商業用戶，提供涵蓋研發、生產、銷售於一體的能源計量與能效管理整體解決方案。業務主要涵蓋三大領域：(I) 先進智能計量，包括電、水、氣、熱各類計量產品及系統，於國內高端市場佔有率逾20%；(II) 數字能源，提供智能配電網、數據中心、新型儲能解決方案；(III) 數智能效管理，透過子公司威勝信息（科創板上市，國家級專精特新「小巨人」）提供，融合物聯網、芯片與人工智能技術。集團深耕海外市場二十餘年，在坦桑尼亞、巴西、墨西哥、匈牙利、印尼、沙特及南非設立生產線，實現本地化經營，並積極拓展配電、儲能、光伏、換電等領域，推動國際化戰略。堅守「至誠致精、義利共生」的核心價值，集團致力於成為國際智能計量領域的主要供應商與世界名牌。

如欲瞭解更多，可瀏覽：http://ir.wasion.com/tc/index.php 

Microsoft Corporation (MSFT.US) founder Bill Gates published an article issuing a stern warning over the risks posed by AI to employment and human survival. He said this could become one of the most turbulent periods in human history, adding that he has not seen leaders, experts or society adequately addressing these challenges.

He said AI will rapidly affect both white-collar and blue-collar jobs, with entry-level and mid-level positions facing the greatest risk of elimination. As unemployment spikes, demands for social welfare support will increase.

He also mentioned the risks of cyberattacks on power grids, hospitals and banks, while fraud and surveillance could become pervasive. At the same time, AI could have profound effects on children by providing frictionless companionship, which may weaken people's critical thinking abilities.
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In response to recent rumors that the launch of supervised Full Self-Driving (FSD) in China has no prospect of proceeding, Tesla (TSLA.US) said the information is false and that it reported the case to the Chinese public security authorities.

The company's data center is operating normally, while recruitment for assisted-driving operations is accelerating and related work is progressing steadily.

Earlier, market rumors suggested that Tesla's Shanghai data center, which was specifically prepared for the China rollout of FSD, had been vacated, with all related liaison teams withdrawn.
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• H1 2026 revenue increased 30.2% year over year to RMB 1.02 billion.
• Total LiDAR sales volume rose 169.6% year over year to 719,200 units.
• LiDAR sales volume for robotics and other applications increased 510.4% year over year to 282,600 units.
• RoboSense expanded its product matrix beyond LiDAR into three robotics component categories — "Eyes," "Skin," and "Muscles" — with the first commercial deliveries of new products beginning in Q3 2026.

HONG KONG, Aug. 27, 2026 /PRNewswire/ -- RoboSense Technology Co., Ltd. ("RoboSense" or the "Company"; stock code: 2498.HK), a pioneering robotics platform company for Physical AI, has officially released its 2026 interim results.

In the first half of 2026, the Company's growth momentum continued to build, with total revenue reaching approximately RMB 1.02 billion, a year-over-year increase of 30.2%. This momentum was primarily driven by the robotics business: total LiDAR shipments reached 719,200 units, up 169.6% YoY, with robotics LiDAR shipments alone climbing to 282,600 units, up 510.4% YoY, further cementing its position as the Company's core growth engine for Physical AI.

During the reporting period, the Company continued to advance its digital LiDAR platform in the first half of 2026, unveiling the EOCENE SPAD-SoC architecture alongside two new chipsets, Phoenix and Peacock. As RoboSense's first mass-production LiDAR model equipped with the self-developed Peacock chipset, E2 has officially launched full-scale volume production and customer delivery. At the same time, the Company is applying its capabilities to a broader range of core robotics components, broadening its portfolio from LiDAR into a wider range of core robotics components.

Mark Qiu, CEO of RoboSense, said: that "2026 marks a pivotal inflection point for RoboSense. Back in 2024, we articulated a new vision: to become a leading robotics-technology platform. Following two years of execution, our 'eye,' 'skin,' and 'muscle' product lines are now moving from development into commercialization, with initial commercial deliveries beginning this year. As this portfolio scales into 2027, it will drive broader growth and profitability for the Company. Historically, RoboSense has been defined by LiDAR. Today, we are re-defining the Company around robotics, focusing on the 'eyes' and critical components of 'hands' that let robots see clearly, sense precisely, and complete real-world tasks."

Three New Robotics Component Categories Enter Commercialization

The Company's H1 2026 results also marked commercialization progress across three new component categories for embodied robots — "eyes," "skin," and "muscles" — extending the Company's reach beyond LiDAR.

• Eyes. The Space Camera, publicly demonstrated at ICRA and WAIC in both head-mounted and wrist-mounted configurations, is also deployed in data-collection systems. Customer deliveries begin by the end of Q3 2026, ahead of full-scale production in 2027.
• Skin. Visual-tactile and MEMS tactile sensors have completed development, with the first enterprise-scale program entering commercial delivery by the end of September and reaching SOP in Q4 2026.
• Muscles. The Company's first joint module has likewise completed development, with volume deliveries set to begin in Q4 2026.

These products can be deployed directly on robots, and are equally used in data-collection systems to support hand-eye coordination during data capture.

Business Outlook

In the second half of 2026, the Company will continue to iterate and improve its SPAD-SoC chips built on the EOCENE architecture. Drawing on these, and ongoing chip-level upgrades, the Company will keep launching industry-leading digital LiDAR products to satisfy the market's rapidly rising demand for LiDAR solutions.

For its "eye" product line — the Space Camera — the Company will complete additional customer testing and drive further project conversions. Turning to its "skin" product line, visual-tactile and MEMS tactile sensors are scheduled to commence product deliveries in the third quarter of 2026. For its "muscles" product line, volume delivery will commence in the fourth quarter of 2026.

In 2027, the Company's growing suite of robotic products is expected to drive further customer wins and expanded product deliveries, which in turn will help fuel broader-based growth across the robotics business. As the robotics business scales, it will also serve as an ongoing driver for the Company's profitability.

Historically, RoboSense has been defined by its LiDAR offerings. Today, the Company is re-defining itself around robotics. While computing power and models enable robots to think, it is robotic eyes and hands that determine real-world task execution. RoboSense will not manufacture every single robot component. Instead, the Company will focus its resources on developing the most critical upper-body robotic building blocks: "eyes" and critical components of hands ("skin" and "muscles"). Its goal is to enable robots to see clearly, sense precisely, grip firmly, and complete real-world tasks.

Since June 30, 2026 and up to the date of this announcement, there has been no material adverse change in the Company's financial or trading position or prospects, and no event that would materially affect the information set out in the Group's consolidated financial statements in this announcement.

About RoboSense

RoboSense (HKEX: 02498) is a pioneering robotics platform company for Physical AI. Based on its in-house optoelectronic chips and perception algorithms, and supported by its scaled mass production capabilities, RoboSense provides robots with core components and infrastructure, including LiDAR and Space Camera. Its products have been deployed at scale across more than ten application areas, including smart vehicles, Robotaxi, robotic lawn mowers, autonomous logistics, embodied intelligence, and commercial cleaning robots. RoboSense serves more than 3,400 robotics clients worldwide and is ranked No. 1 globally in robotics LiDAR market share in 2025.

This morning (27th), the HSI opened 121 points higher before reversing lower. At midday, it closed at 25,544, down 108 points or 0.42%, with market turnover amounting to HKD125.318 billion. The HSCEI wrapped up at 8,481, down 52 points or 0.61%. The HSTECH outperformed the broader market at 4,634, up 8 points or 0.19%.

Leading techs were broadly higher. BIDU-SW (09888.HK) will convert to a primary listing on the Stock Exchange starting next Tuesday, with its share price soaring 6.66% by midday. TENCENT (00700.HK) gained nearly 1%, while MEITUAN-W (03690.HK) and NTES (09999.HK) fell more than 1%. XIAOMI-W (01810.HK) dropped more than 2%.

NVIDIA Corporation (NVDA.US) reported quarterly results that beat expectations, with shares spiking nearly 5% in after-hours trading. Hong Kong-listed chip and AI hardware stocks followed higher. HUA HONG GRACE (01347.HK), which will become an HSI constituent, elevated 4.51% after the company reported a fourfold increase in interim profit. SMIC (00981.HK) climbed 2.94%; ILUVATAR COREX (09903.HK) rallied 6.34%; MONTAGE TECH (06809.HK) surged 10.29%; GIGADEVICE (03986.HK) advanced 6.85%; and ZJ INNOLIGHT (03308.HK) swelled 5%.

Printed circuit board (PCB) and copper clad laminate (CCL) stocks ascended this morning alongside A-share peers. KB LAMINATES (01888.HK) leapfrogged 9.51%; KINGBOARD HLDG (00148.HK) spiked 7.3%; CFMEE (09630.HK) mushroomed 7.86%; HANS CNC (03200.HK) escalated 8.96%; and DELTON (01989.HK) advanced 5.5%. NVIDIA supplier VGT (02476.HK) skyrocketed 7.2%.
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Apple (AAPL.US)'s highly anticipated foldable iPhone is expected by IDC to achieve shipments of more than 10 million units in its first year after launch. Apple is set to hold a launch event in September, when the foldable iPhone is expected to be unveiled.

IDC Senior Research Director Nabila Popal said that although the foldable iPhone could be priced as high as USD2,500, it is still expected to be a huge success. The target customers for this phone are premium consumers, and they are expected to line up to buy it.
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