Emdoor Information Co. Ltd. A

Emdoor Information released its 2026 semi-annual report, with first-half operating revenue reaching 2.746 billion yuan, up 80.68% year on year, and net profit attributable to the parent company of 196 million yuan, a year-on-year surge of 1,614.80%. The sharp growth in performance stemmed mainly from the effective implementation of the company's AI+ strategy. The company focused on five core business segments: AI smart wearables, AIoT, domestic substitution, rugged smart terminals, and smart hardware, driving parallel growth across multiple tracks. As of June 30, 2026, the company's orders on hand reached 1.449 billion yuan, up 42.68% year on year, and the Emdoor Intelligent Hub project was officially launched in the first quarter. Smart hardware revenue reached 1.718 billion yuan, up 59.23% year on year, with AI PC shipment value up 36.13% year on year, and innovative computing products such as AI servers and AI workstations successfully shipped. Revenue from the rugged smart industry terminal business grew 67.23% year on year, while domestic substitution business revenue rose 51.72% year on year.

ONERugged has launched four AI rugged tablets based on Intel's Lunar Lake platform, delivering up to 115 TOPS of AI performance for edge computing. The new lineup includes the EM-I10L, EM-I20L, M10L, and M20L, all running Windows 11 and powered by Intel Core Ultra 5 Processor 226V as standard, with optional Core Ultra 7 256V and 258V configurations. The platform combines an Intel Arc GPU with up to 64 TOPS, an Intel AI Boost NPU with 47 TOPS, and a CPU with 4 TOPS, while reducing SoC power consumption by approximately 40% and boosting CPU performance by up to 40% compared with Alder Lake. The tablets feature 16 GB or 32 GB LPDDR5x memory, up to 1 TB PCIe NVMe SSD storage, and a dual-battery architecture with a hot-swappable design that provides up to 11 hours of battery life on the larger models. Built to IP65 and MIL-STD-810H standards, the devices offer Intel Wi-Fi 6E, Bluetooth 5.4, integrated 4G LTE with optional 5G, and a range of industrial data-capture options including barcode scanners and NFC.

Emdoor Information officially launched its self-developed AI hub, Emdoor AI, at the 2026 World Artificial Intelligence Conference, and showcased solutions covering four major scenarios: personal, home, enterprise, and industrial. The company previously disclosed an earnings forecast indicating that for the first half of 2026, it expects to achieve a net profit attributable to shareholders of 176 million to 216 million yuan, a year-on-year increase of 1,442.02 percent to 1,792.48 percent, with non-recurring net profit of 88.6 million to 119.4 million yuan, up 634.15 percent to 889.37 percent year-on-year. The strong performance is driven by the deepening of its AI Plus strategy, with a focus on three major product lines: AI PCs, AIoT, and rugged smart terminals, as the acceleration of on-device AI commercialization brings structural opportunities. During the conference, Emdoor Information also signed a strategic cooperation agreement with Tuya Smart to promote device-cloud collaborative innovation in smart home and AIoT scenarios.

Emdoor Information has released its earnings forecast, expecting attributable net profit for the first half of 2026 to be between 176 million and 216 million yuan, representing a year-on-year increase of 1,442.02% to 1,792.48%. Deducted non-recurring net profit is expected to be between 88.6 million and 119 million yuan, up 634.15% to 889.37% year-on-year, with basic earnings per share of 1.24 to 1.53 yuan. The company stated that the rising penetration of AI technology in scenarios such as smart industry and smart office is driving downstream demand. The company continues to advance its AI Plus strategy, focusing on product lines including AIPC, AIOT, and rugged smart terminals, which has significantly expanded sales scale and led to rapid revenue growth. In addition, gains from external investment projects in the first half of 2026 increased by approximately 86 million yuan after tax in total, which is classified as non-recurring profit and loss, further boosting overall profitability.