Leading domestic high-performance computing hardware company Thunder Technology (BSE: 920190) is entering a new growth cycle through the dual drivers of "AI + globalization". On February 10, 2026, the company's stock price rose by 3.66% against the trend, closing at 27.45 yuan, driven by positive factors such as accelerated AI hardware layout.

Steady Performance: Achieving High-quality Growth in Challenging Times

According to the latest financial report released by Thunder Technology, the company continues to maintain strong competitiveness in the high-performance computing field:

Revenue Scale: Revenue reached 2.286 billion yuan in the third quarter of 2025, an increase of 13.90% year-on-year.

Profitability: Net profit reached 20.0448 million yuan, up 10.36% year-on-year.

Strategic Reserve: In response to global memory price fluctuations, the company proactively increased its inventory to 734 million yuan, ensuring the security of the core supply chain.

AI Hardware Explosion: Full-scenario Layout for the 2026 AI Market

At the recently concluded CES2026, Thunder Technology showcased several impressive new AI terminal products, officially declaring the arrival of the "AI Hardware Era":

Core Matrix: The company is fully advancing the R&D and mass production of AI PCs, intelligent agents (Agents), and smart glasses, aiming to capture the high ground in consumer-grade hardware in the AI era.

Gaming Ecosystem: By empowering gaming peripherals with AI technology, the company enhances players' real-time interactive experience and competitive performance.

Global Expansion: Overseas Revenue to Exceed 50% in the Next 3-5 Years

Thunder Technology is accelerating its transition from "China Thunder" to "Global Thunder":

Channel Coverage: Through international e-commerce platforms such as Amazon and AliExpress, the business has reached 45 countries around the world.

Ambitious Goals: The company has set a clear timetable, aiming to have overseas revenue account for half of the company's total revenue within the next 3-5 years.

Industry Insights:

As a leading high-performance hardware company on the BSE, Qingdao Thunder Technology Co., Ltd.