On June 17, Minieye (02431.HK) rose 10.33% in regular trading, trading at HKD 10.41/share, with turnover of HKD 67.18 million. The rally was driven by the company's announcement on June 16 of a long-term procurement agreement with an independent third-party enterprise in Wuxi for 1,000 unmanned logistics vehicles and supporting software systems.

The agreement covers models including T5, T8, and other products launched during the cooperation period, with applications spanning urban distribution, county-level supply chains, and last-mile logistics across fresh food, pharmaceuticals, supermarkets, and building materials sectors. The partner will coordinate road-access permits and license approvals in relevant regions.

This latest deal adds to a series of recent catalysts: a RMB 130 million-plus unmanned bus order signed on June 9, a strategic equity partnership with ZTO Express, and a physical AI cooperation agreement with Ledong Robot on June 11. Multiple positive developments have prompted the market to reprice the company's L4 autonomous vehicle commercialization trajectory, with trading volume significantly elevated.

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