Qiniu's Intelligence Surges Over 25%, Recently Launched Enterprise-grade Token Plan

Qiniu Intelligence (02567) nearly saw a 30% increase in the morning session, and as of press time, it has risen by 25% with a transaction value of 14.526 million Hong Kong dollars.

The direct catalyst for this market wave is the official launch of the enterprise-level Token Plan under Qiniu Cloud platform owned by Qiniu Intelligence. The product was launched to cover DeepSeek-V4-Pro/Flash, Kimi K2.6, and other domestic large models that currently have the highest market heat, and has aggregated the four mainstream model series of DeepSeek, Moonshot AI, ZhiPu AI, and MiniMax, with continuous expansion planned for the future.

This move marks a key step from a pure computing power service provider to a multi-model unified scheduling inference entry platform for Qiniu Cloud.

Qiniu Cloud's recently launched AI Agent Sandbox uses a Serverless elastic architecture, allocating computing power instantly and releasing it immediately after the completion of smart entity tasks, thereby significantly reducing enterprise idle costs in high-concurrency inference scenarios.

MCP (Model Context Protocol) hosting services act as a unified intermediate layer between the platform and large models, allowing developers to call multiple models and external tools through standardized interfaces without the need for individual adaptation for each model, thus significantly reducing the development complexity of intelligent entity applications. With the addition of ZhiPu AI's latest flagship model GLM-5, Qiniu Cloud's pool of callable models is further expanded, and the platform's one-stop service appeal to enterprise developers continues to strengthen.

On the fundamental front, Qiniu Intelligence's latest annual report provides strong support to the market. The company's annual revenue reached 1.768 billion yuan, a year-on-year increase of 23.1%; AI-related income is 437 million yuan, contributing 24.7% to total income this year, up from 22.2% in the first half of the year; more importantly, adjusted EBITDA turned positive for the first time, marking the company's first profit since its listing, indicating the sustainability of its business model has been preliminarily validated.

At the same time, Qiniu Cloud has renewed a three-year cloud service framework agreement with Alibaba Cloud to secure upstream computing power; and reached a strategic cooperation with Runjian Shares' Wu Xiang Cloud Valley Smart Computing Center to jointly enter the AI inference computing market. Facing developers, the company has entered the intelligent entity development ecosystem with resource packages as low as 39 yuan/25 million tokens and lightweight cloud hosts starting from 66 yuan/year, building a user base barrier with price advantage.

As AI applications enter the key window period of accelerating migration from "technical verification" to "commercial scaling" by 2026, this infrastructure attribute is expected to gain continuous revaluation by the market.