MOBVOI (02438) surged over 17% again, and as of press time, the stock was up 15.87% to HK$0.73, with a turnover of HK$24.97 million.

According to news developments, MOBVOI's interim report showed that AI intelligent hardware business revenue reached 98.3 million yuan in the first half, representing a 64.8% year-on-year increase. This growth was primarily driven by the company's increased strategic market investment and brand investment in the new product "TicNote" during the first half.

MOBVOI stated that TicNote is the world's first Agentic AI hardware-software integrated product. The product gained immediate attention upon its overseas launch, with TicNote sales quickly surpassing 10,000 units, ranking among the top sellers in relevant categories on e-commerce platforms such as Tmall and JD.com. During the subsequent earnings conference, MOBVOI further disclosed that as of August 20, TicNote's global sales had exceeded 30,000 units.

It is worth noting that previous reports indicated that China's three major telecom operators may fully restart eSIM services that have been suspended for two years. Apple has stated that the three major operators will provide eSIM support for iPhone Air.

Notably, as early as 2017, Shanghai Unicom partnered with MOBVOI to jointly launch China's first eSIM-enabled smartwatch, the Ticwatch2, which could achieve 3G communication capabilities.