On September 10, QUANTGROUP rose 8.64% in regular trading, reaching HK$4.15 per share, with turnover of approximately HK$195 million.

The rally was driven by continued momentum in the Physical AI sector following JD.com's Global Technology Explorer Conference held on September 9. At the event, JD.com unveiled its Physical AI Acceleration Plan, announcing plans to deploy 80 RoboBase robot industrial bases nationwide, procure 3 million robots, 1 million unmanned vehicles, and 100,000 drones over five years, and build a 100,000-card domestic GPU computing cluster with Moore Threads to support embodied intelligence and large model training.

QUANTGROUP has established a dual-engine strategy of consumer business base plus Physical AI new business. In July, the company completed a share placement raising net proceeds of approximately HK$59.7 million, allocating 40% toward smart hardware procurement and commercialization, and 30% toward Physical AI foundation model R&D, positioning itself to ride the sector tailwind.

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