HK Stock Market Move | GBA AI COMP (01396) rose by more than 5%. The company has completed its comprehensive transformation in the smart computing track, and new contracts are being signed one after another.

15:38 09/07/2026

Yuegangwan Intelligence (01396) rose more than 5% again, up 3.34% to HKD 11.75 as of the time of publication, with a turnover of HKD 23.1911 million.

GBA AI COMP (01396) rose by more than 5%, up 3.34% as of press time, reaching 11.75 Hong Kong dollars, with a trading volume of 231.911 million Hong Kong dollars. In recent news, GBA AI COMP disclosed the latest developments in the group's AI business. In the first half of 2026, the group has accumulated new AI computing power cloud service intention orders exceeding 15 billion yuan. Thanks to the vigorous development of the group's AI business, the group expects to achieve a net profit of not less than 240 million yuan in the first half of 2026. Guotou Securities International believes that GBA AI COMP is a rare AI computing power operation service provider in Hong Kong stocks, completing a comprehensive transformation of the intelligent computing track through the acquisition of Tian Dun Data. Due to the continued high prosperity of the industry, the company's computing power scale and orders are still growing rapidly in 2026. In the article "New orders of 15 billion, net profit is expected to exceed 2.4 billion: From the announcement of GBA AI COMP (01396), looking at the true quality of the computing power track", it is pointed out that a key detail in the announcement of GBA AI COMP is particularly important: new orders are gradually being implemented. While many companies are still using "framework agreements" to outline blueprints, GBA AI COMP's voluntary announcement is based on projects that have actually been implemented. As of June 30, the 20 billion yuan orders have been actually delivered, and 6,000P computing power has been put into operation - this delivery schedule is itself a scarce quality in the current market environment. It is precisely because of this that the market is willing to offer a higher price, willing to sign a five-year long-term contract - behind the price increase is the premium pricing of customers for delivery certainty.

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