On September 11, QUANTGROUP rose 25% in regular trading, trading at HK$5.58/share, with turnover of HK$302 million. The stock extended its recent rally as the Physical AI sector continues to attract market attention.

On the catalyst front, JD.com officially launched its Physical AI Acceleration Plan at the JDD Global Technology Conference on September 9, announcing plans to build the world's largest physical-world operations center and pursue six global firsts in embodied intelligence. JD Cloud disclosed plans to build a 100,000-card domestic GPU cluster and released its Super AI Supply Chain framework integrating computing power, data, models, and industrial scenarios. Separately, QUANTGROUP co-founder Li Yan attended the Hong Kong Pavilion launch ceremony at the China International Fair for Trade in Services, reinforcing the company's Physical AI strategic positioning.

QUANTGROUP has established a dual-engine strategy of consumer business base plus Physical AI new business. The company completed a share placement in July raising approximately HK$59.7 million in net proceeds, allocating 40% toward smart hardware procurement and commercialization and 30% toward Physical AI foundation model R&D. In its interim report, the company posted revenue of RMB 437 million and net profit of RMB 29.5 million, maintaining profitability during its business transition period.

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