Kunlun Tech (300418)
- 43.62
- +1.45+3.44%
Kunlun Tech (300418) News
Huaxi Securities: FDE is poised for rapid growth, with overall demand for engineers surging sharply.
Demand for FDE engineers has surged overall.
IPO News | Kunlun Tech (300418.SZ) is planning a Hong Kong listing and will prioritize advancing its AGI and AIGC businesses going forward.
In order to accelerate the company's internationalization strategy and overseas business development, enhance its offshore financing capabilities, and further improve its overall competitiveness, the company intends to issue offshore-listed shares (H-shares) and list them on The Stock Exchange of Hong Kong Limited, in accordance with its overall strategic development and operational requirements.
0.0181%! The subscription lottery rate for the 'first humanoid robotics stock' is announced | Selected After-Hours Disclosures
The leading humanoid robotics company announced the final online subscription winning rate; the storage sector leader reported a 715-fold year-over-year surge in net profit for the first half of the year; and the heavily speculative stock that surged 11 times in 12 trading days will be suspended from trading starting tomorrow for regulatory review...
AVIC Securities: AI applications are transitioning from thematic speculation to realization, with content supply driving sector recovery.
It is recommended to prioritize companies with high certainty of earnings realization, focusing first on Token operations and AI-driven marketing, followed by multimodal content companies with strong IP and platform advantages, as well as media channels benefiting from concentrated user acquisition through AI applications.
How hot is the AI short drama market? Virtual actors are commanding higher commercial rates than real-life influencers, yet the hit rate remains below 0.5%, presenting a challenge that needs to be addressed.
① Fang Taozi, the lead character in the AI-powered short drama "The Laid-Off Girl," gained over 400,000 followers in two months, with commercial endorsement rates surpassing those of human influencers, establishing a new paradigm for virtual idol stardom through 'character-driven storytelling + social media engagement.' ② The domestic AI short drama market exceeded RMB 22 billion in size in the first half of the year, with both production capacity and investment rising simultaneously; however, fewer than 0.5% of released titles achieved over 100 million views, highlighting real-world challenges in content quality, technology, and monetization.
[Data Snapshot] Institutional and foreign investors jointly accumulated shares in multiple AI application-related stocks, while nearly RMB 1 billion in funds sold out of Demingli.
① AI application-related stocks surged collectively today. Kunlun Tech was bought by three institutional investors for RMB 458 million and by Shenzhen-Hong Kong Stock Connect for RMB 454 million; BlueFocus was bought by two institutional investors for RMB 321 million and by Shenzhen-Hong Kong Stock Connect for RMB 273 million; ChineseAll was bought by three institutional investors for RMB 134 million and by Shenzhen-Hong Kong Stock Connect for RMB 83 million. ② Demingli, a storage chip concept stock, reversed from its limit-up to close in negative territory, with two institutional investors selling RMB 444 million and Shenzhen-Hong Kong Stock Connect selling RMB 553 million.
A-Share Market Close: Tech Stocks Rally Strongly! ChiNext Index Surges 3.06%, Nearly 4,700 Stocks Advance, Led by AI Application Sector
Technology stocks staged a strong rebound, with major A-share indices rising collectively. As of the market close, the Shanghai Composite Index gained 0.72% to close at 3,832.26 points, the Shenzhen Component Index rose 2.21%, the ChiNext Price Index climbed 3.06%, the Beijing Stock Exchange 50 Index surged 3.26%, and the STAR Market 50 Index advanced 2.99%. Total trading volume across the three markets reached RMB 2.5601 trillion, an increase of RMB 201.4 billion from the previous day, with nearly 4,700 listed stocks advancing. On the sector front, AI application-related stocks led the rally, with Zhongwen Online, Kunlun Wanyuan, and Bluefocus Group all hitting the 20% daily trading limit. CPO concept stocks rebounded broadly, with Anfu Technology, Taijing Technology, and Huilv Ecology reaching their daily limits. YouShu Technology's IPO entered the book-building phase.
A-Share Midday Update | Tech Sector Stages Broad Rally, ChiNext Index Surges 5.04%
As of the midday close, the Shanghai Composite Index stood at 3,833.65 points, up 0.76%; the Shenzhen Component Index closed at 13,705.42 points, up 3.16%; and the ChiNext Price Index was at 3,408.15 points, up 5.04%.
Express News | AI application stocks surged again, with Kunlun Tech and over 20 other stocks hitting the daily trading limit.
AI application stocks surged again during the trading session, with Kunlun Tech, China Literature & Education, Rongxin Culture, Bluefocus Group, Yidiantianxia, and multiple other stocks hitting the 20% daily trading limit. Guozi Software and Liujin Technology rose more than 20%, while Wondershare Technology, Mioe Expo, Digiwin Smart, and over 30 other stocks gained more than 10%.
Kunlun Wanwei (300418): Kunlun Embraces the Clouds, Peaks Are About to See Dawn
At the strategic level, the company is highly focused on building a full-stack AI ecosystem and is committed to redefining the AI-native platform paradigm. Kunlun Wanwei began with overseas expansion in the gaming sector and subsequently expanded through external investments and acquisitions of Opera, Star Group, and others.
From Content Generation to Physical Understanding: Witnessing the Next Stage of AIGC at WAIC
① At this year’s WAIC, AI is transcending the boundary of 'generating images' and beginning to understand the dynamic logic of the physical world. Multimodal vendors are all investing in world models, while physical AI companies are exploring content-driven scenarios to test their model capabilities; ② Fang Han, Chairman of Kunlun Tech, has designated 2026 as the 'inaugural year of world models,' arguing that AI’s core challenge is shifting toward understanding and interaction.
As robots enter the era of world models, how does Riemann-1.0 address the challenge of generalization?
At the 2026 World Artificial Intelligence Conference (WAIC), robots were undoubtedly the highlight of this year’s event. A particularly representative trend was the significant increase in embodied intelligence companies exhibiting at the conference—one entire exhibition hall was almost entirely occupied by various robotics firms. New developments also emerged: with a focus on real-world deployment, industry discussions have shifted from 'enabling robots to perform actions' to 'enabling robots to operate in the real world,' and the competitive focus has moved from hardware platforms to model capabilities. The benchmark for evaluating model capabilities is no longer about topping leaderboards; instead, the industry is paying closer attention to whether these models can genuinely enter homes, factories, and service environments to address the complexities of the real world.
WAIC Insights | While physical simulation remains confined to the lab, causal reasoning has already entered oil fields and power plants?
Express News | The Cyberspace Administration of China released the eighteenth batch of algorithmic filing information for deep synthesis services. Included in the list are Kuaishou's Ketu large model generative synthesis algorithm and Kunlun Tech's Tiangong large model video generation algorithm-1. (CAC)
Express News | The 2026 World Artificial Intelligence Conference opened today, with Sinan Investment Advisory, a subsidiary of Nanfang Fund Management, focusing on technological breakthroughs and allocation opportunities in the AI industry.
On July 17, the 2026 World Artificial Intelligence Conference opened in Shanghai, with total exhibition space exceeding 100,000 square meters for the first time. Over 1,100 companies participated, showcasing more than 3,000 exhibits, including over 300 products making their global debut. Graviti unveiled its Vision Intelligence Workshop VE2S; Guanglun Intelligence launched infrastructure for physical AI data and evaluation; Kunlun Tech released three core models, including the Matrix-3.5 World Model; and Moore Threads debuted the world’s first 5D world model, “Peking University EvoPhys-World.” Zhonghao Xinying introduced its fully in-house developed TPU AI product “Xuyu”; H3C showcased the Turing Pilot Platform; China Telecom unveiled its Token Security Router for the first time; and Kingsoft Office demonstrated Lingxi Professional Edition and WPS Comate. Industry players are collaborating to reduce token usage costs and accelerate the deployment of AI applications. In light of the accelerating pace of technological breakthroughs and real-world adoption in the AI sector, Sinan Investment Advisory, a subsidiary of Nanfang Fund Management, is closely monitoring the industrial upgrading directions highlighted at the World Artificial Intelligence Conference, assessing the strategic allocation value behind emerging AI trends, and placing greater emphasis on capturing growth opportunities through diversified portfolios—seeking a more robust balance between thematic exposure and portfolio volatility.
Express News | The gaming sector rebounded with volatility, with Xinghui Entertainment rising over 10%.
The gaming sector rebounded with volatility, with Xinghui Entertainment rising over 10%, followed by Youzu Interactive, Kunlun Tech, Giant Network, and Kaiying Network. On the news front, the National Press and Publication Administration released the approval list for domestically produced and imported online games for June 2026. A total of 171 online games received publishing licenses in June, up from 158 in the previous month.
Express News | The gaming sector rebounded amid volatility, with Perfect World hitting its daily trading limit.
The gaming sector rebounded amid volatility, with Perfect World hitting its daily trading limit, Shenzhou Taiyue rising over 10%, and Xinghui Entertainment, Kunlun Tech, Xunyou Technology, and Glacier Network following with gains. On the news front, the 2026 China Digital Entertainment Expo (ChinaJoy) is scheduled to take place from July 31 to August 3 at the Shanghai New International Expo Center, under the theme “Gaming with AI,” further fueling expectations for the practical implementation of AI-integrated gaming applications.
Kunlun Tech Co., Ltd. (300418.SZ): Elected Lü Jie as Employee Representative Director to the Sixth Board of Directors
Gelonghui, June 24 — Kunlun Tech Co., Ltd. (300418.SZ) announced that, in accordance with the relevant provisions of the Company Law and the Articles of Association, the company convened a staff congress on June 24, 2026, and elected Ms. Lü Jie as the employee representative director to the company’s Sixth Board of Directors, with a term concurrent with that of the Sixth Board of Directors.
Express News | AI application segment sees localized volatility; Huakai Yibai hits the 20% daily trading limit.
In early trading, the AI application segment experienced localized volatility, with Huakai Yibai hitting the 20% daily trading limit. Earlier, Tianyu Shuke and Zhenghe Ecology reached their daily trading limits, followed by gains in Suzhou Keda, Zhongke Jinchai, Fantop Digital Creation, and Kunlun Tech. On the news front, Zhipu AI’s Hong Kong-listed shares surged over 40% intraday, pushing its market capitalization above HK$1.3 trillion.
Express News | HSBC upgraded Kunlun Tech to "Hold".