Under the Era of Agentic AI, Mininglamp Technology-W (2718.HK)'s Agentic Services Business Exhibits Accelerated Development

At the NVIDIA GTC conference, CEO Jensen Huang spent hours sketching the architecture map of the next-generation AI industry. Huang pointed out that the global AI industry is accelerating its evolution from traditional conversational chatbots toward intelligent agent systems equipped with self-reasoning, tool invocation, and complex workflow execution capabilities.

Huang stated that tokens are now units of profit, AI is a GDP "generator," and the number of software engineers is rising. The next wave of AI is Agent AI; it can be said that the era of Agent AI has officially arrived.

It is understood that Mininglamp Technology-W (2718.HK), a prominent large model concept stock, is also referred to by the market as the "first Agentic AI stock on HKEX." It was officially listed on the Main Board of the Stock Exchange of Hong Kong on November 3, 2025, making it the first listed company on the Hong Kong stock market to possess a complete technology stack for Agentic AI autonomous intelligent agents.

Mininglamp Technology has currently formed a comprehensive Agentic AI product matrix spanning from models to platforms and then to hardware. In May 2026, the company officially launched Octic, its first AI Native hardware tailored for meeting scenarios, which seamlessly integrates high-precision real-time voice recognition and in-meeting AI assistance features into its self-developed multi-Agent collaboration platform, Octo.

Furthermore, Mininglamp Technology's self-developed open-source multi-Agent collaboration platform, Octo, has been deployed and implemented internally among approximately 1,400 employees, with over 2,900 AI Agents running efficiently within actual workflows. In the field of AI models, the newly introduced edge-side GUI-VLA (Vision-Language-Action) agent model, Mano-P, has captured leading scores across multiple public benchmarks. Currently, the invocation Skills and edge-side models of Mano-P have both been open-sourced and released.

As a pioneering enterprise in the domestic Agentic AI field, Mininglamp Technology is progressively constructing a complete "Model→Platform→Hardware" Agentic AI product matrix following its recent major advancements across its product, business, and ecosystem fronts.

According to Mininglamp Technology's 2025 annual report disclosures, the revenue from its Agentic Services segment surpassed RMB 100 million in 2025, accounting for approximately 7% of the company's total revenue.

CITIC Securities pointed out that the AI industry is still in its early stages where opportunities outweigh challenges, with new directions such as video generation models, world models, and physical AI continuously emerging, and the model iteration cycle will continue to shorten. Guoyuan Securities also judged that the investment logic of the AI industry is shifting from "technical narratives" to "commercial value," and the market places greater emphasis on core indicators such as an enterprise's revenue growth rate, gross margin, and renewal rate.

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