New product launches + domestic computing power adaptability, SenseTime Technology (00020) stock price rose 8.5% in early trading.

On the morning of December 22, the stock price of SENSETIME-W (00020) experienced a significant rise, with the highest increase exceeding 8.5% in the morning session, reaching 2.04 Hong Kong dollars. This increase in stock price is mainly attributed to the recent intensive landing of SenseTime's technological innovations, which demonstrates the business logic of driving product experience upgrade through bottom-up innovation and making pragmatism the foundation for AI applications. During the product release cycle, SenseTime successively launched several new products based on AI technological innovations, including the industry's first creative integrated multi-series smart body "Seko 2.0", the country's first native AI office smart body "Xiao Huanxiong 3.0", the new generation e-commerce AI growth engine "Ruying" marketing smart body, and the acceleration of the application of smart ecology in China "Great Xia Siasun Robot & Automation" and new generation AI financial assistant "Kapi Accounting", as well as the AI photo assistant "Kapi Camera" that has repeatedly topped multiple countries' APP Store charts. It is worth mentioning that SenseTime Technology has also achieved breakthroughs in domestic chip adaptation. On December 15, on the same day SenseTime Technology released the industry's first multi-series smart body Seko 2.0, Cambricon Technologies announced the completion of the adaptation of SenseTime's independently developed Seko series models. In addition, SenseTime Technology has officially reached strategic cooperation with Dawning Information Industry and Great Xia, achieving deep adaptation of SenseTime's large models with Dawning Information Industry scaleX tens of thousands of card super-cluster products etc. Currently, SenseTime's large-scale device SenseCore has completed comprehensive adaptation with mainstream domestic AI chips, including Huawei Ascend, Cambricon, Muxi, Mowlay, and Biren. At the same time, SenseTime has established a joint optimization mechanism with chip manufacturers, significantly improving operational efficiency on domestic chips. In the future, with the further implementation of company products and the release of industry demand, its valuation repair potential is expected to continue to be released.