Large Model Concept Stocks Watch | Edge AI Positions in In-Vehicle Application Scenarios; Mininglamp Technology (2718.HK) Records a 5-Day Share Price Gain of Over 35%

NewTimeSpace (newtimespace.com) News, On June 16, 2026, large model concept stocks such as Zhipu (2513.HK) and Mininglamp Technology (2718.HK) strengthened during morning trading. As of 10:08 AM, Mininglamp Technology (2718.HK) was quoted at HK$247.600, up 2.91%. Choice data shows that Mininglamp Technology's share price has recently delivered a strong rally, with its cumulative gain over the past five days exceeding 35% as of now.

On the news front, Mininglamp Technology (2718.HK) and PATEO (2889.HK) recently signed a strategic cooperation framework agreement. The two parties will integrate Mininglamp Technology's core technical capabilities in enterprise-grade trustworthy AI large models, AI Agent suites, and precision marketing withPATEO's core technical and resource advantages in edge-side hardware entry points, AI computing power infrastructure, and in-vehicle application scenarios. Together, they will build an "AI × Vehicle × User Demand" chain platform. Utilizing token economics as the underlying commercial logic, the platform aims to open up a complete closed loop of "brand marketing budget — vehicle-side AI computing power consumption — user scenario-based consumption," exploring an innovative business paradigm where "the smart cockpit serves as the traffic entry point."

China Galaxy Securities stated that global AI Agent competition has further intensified. Apple's driving of a comprehensive upgrade of Siri toward an AI Agent at WWDC 2026 resonates with the recent intensive releases or updates of Agent products by tech giants such as Microsoft, Google, and Meta. This reflects that global AI industrial competition is progressively shifting from "large model capability competition" to "intelligent agent ecosystem competition." As inference capabilities, multimodal technologies, tool invocation, and multi-agent collaboration continue to mature, AI is evolving from a content generation tool into a "digital employee" endowed with autonomous planning and task execution capabilities. The key to future competition will no longer merely be model performance, but rather who can take the lead in constructing an Agent ecosystem encompassing models, tools, data, and scenarios, while driving the deep embedding of AI into real-world production and daily life scenarios.

Hong Kong-listed Large Model Concept Stocks:
MININGLAMP-W (02718.HK)

As an LLM concept stock, the company fully underpins its Agentic AI positioning with its self-developed edge models—Mano, Cito, and Mano-P—alongside the Cider inference framework. Its business architecture utilizes the DeepMiner LLM as the underlying engine and Octo as the collaborative hub, uniformly delivering various AI products and industry solutions in the form of Agentic Services. Mininglamp pursues a differentiated technological route, bypassing the parameter expansion of general models in favor of a "Scaling Out" approach that coordinates multiple specialized small models. Its core moats do not rely on parameter scale, but rather on granular scenario data, specialized models, and continuous learning. This enables it to achieve a level of precision in vertical scenarios that general models cannot match, as it remains committed to building an open-source, privately deployable, and white-box auditable Private AI infrastructure.

KNOWLEDGE ATLAS (02513.HK)

Knowledge Atlas Technology Joint Stock Company Limited (02513.HK; commercially known as Zhipu AI) is a leading player in China's independent large language model (LLM) sector (recognized for its capabilities and market position by Frost & Sullivan). The company has released its next-generation flagship model, GLM-5, achieving open-source State-of-the-Art (SOTA) performance in coding and agentic capabilities. It has also open-sourced the multimodal image generation model GLM-Image in collaboration with Huawei. Focusing on novel model architecture design, generalized reinforcement learning paradigms, and autonomous model evolution, its business layout closely aligns with the trend of enterprise-level AI productivity transformation.

MINIMAX-W (00100.HK)

A top-tier player dedicated to omni-modal Artificial General Intelligence (AGI). The company continuously iterates its video generation model matrix and has partnered with mainstream domestic and overseas chip manufacturers and inference platforms to complete underlying adaptations. The total monthly active users (MAU) of its B2C and B2B LLM applications, along with multimodal API call volumes, maintain rapid growth, further broadening its computing power ecological layout.

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