お知らせ • Jan 08

Thundersoft Showcases Aios Platforms for Vehicles, Aiot, and Robotics At Ces 2026

ThunderSoft showcased AIOS Platforms for Vehicles, AIoT, and Robotics. A broad portfolio of products and solutions built on the AIOS (AI-native Operating System) architecture were presented: spanning from intelligent vehicles, AIoT product /edge AI devices (smart home, smart wearables - AI glass, VR/AR headsets, etc.), smart retail, to robotics. It well demonstrated how to brings the AI revolution into the physical world from the OS level. In the automotive zone, ThunderSoft unveiled AquaDrive OS 2.0 Pre, its next-generation AIOS platform for intelligent cockpits. Designed on mass-production-ready architectures, AquaDrive OS 2.0 Pre brings AI-native capabilities into the vehicle OS layer. It combines large-model intelligence with multi-agent interaction to support context-aware experiences – It not only guarantees millisecond-level response times (=500 ms) for core functions—meeting the strict requirements for accurate, precise real-time interaction during vehicle operation—but also extends the boundaries of AI's ability to handle complex, diverse driving scenarios. By leveraging cloud computing power, it achieves seamless synergy between "efficient edge response" and "intelligent cloud extension", laying a robust AIOS foundation for full-scenario intelligence. Furthermore, it simultaneously meeting the stringent automotive industry requirements for stability, safety, and real-time performance. Key capabilities showcased at CES include: Unified real–digital driving visualization; single, integrated view that combines navigation maps, Surround Reality (SR) real-time rendering, and AVM panoramic imaging, helping drivers better understand complex driving environments. Multi-agent, scenario-based interaction; Intelligent agents operating across start-up, driving, and parking scenarios, enabling proactive and more natural in-cabin interaction. Scalable AI compute through AIOS architecture; Support for on-device model deployment and flexible AI compute expansion via AIBOX, balancing latency, privacy, and performance. Production-proven platform with global ecosystem support; A stable OS baseline with standardized interfaces and deep integration of global software and content ecosystems, helping OEMs reduce integration effort and accelerate global launches. With AquaDrive OS 2.0 Pre, ThunderSoft demonstrated how AIOS can serve as a practical foundation for AI-native vehicles. AquaDrive OS 2.0 Pre represents a significant upgrade to AquaDrive OS 1.0 - the first of its kind, co-developed and continuously refined in close collaboration with leading global automotive brands. Furthermore, its successful deployment and active real-world application across a diverse range of electric vehicles worldwide has laid the robust foundation for this 2.0 Pre iteration. In the AIoT zone, ThunderSoft showcased a portfolio of AIOS-based edge AI solutions spanning from smart home, smart wearables (AI glasses, VR/AR headsets), smart retail, to intelligent imaging devices. Together, they demonstrate the key value of AIOS: enabling consistent edge AI performance across diverse types of edge devices, and seamlessly bringing AI technology into the physical world. Smart Home: AI Home Hub - AIOS-Powered System Brain; Centered on AI Home Hub, ThunderSoft demonstrated an AIOS-driven smart home system that coordinates multiple devices, including AI refrigerators and AI glasses. By running AI workloads locally and managing device collaboration at the OS level, the system delivers personalized services such as health management, home security, and intelligent interaction—while keeping data processing close to the user. AI Glasses: First-Person AI enabled by AIOS; ThunderSoft's AI Glasses solution combines lightweight hardware with a deeply customized AIOS, integrating first-person vision, voice interaction, and on-device AI assistance from the OS level. It provides a hands-free, always-available interface for capturing and understanding the real world. Action Cameras and Imaging Devices powered by AIOS; ThunderSoft also presented AI-enabled action camera solutions optimized through system-level design. It is also another form of vivid representation of edge AI: By coordinating imaging algorithms, power management, and real-time processing within the OS, these devices deliver stable, high-quality AI features in compact, production-ready form factors. Robotics: AIOS Extending Into the Physical World; In the robotics area, ThunderSoft demonstrated how AIOS platforms support real-world physical interaction. Robots built on ThunderSoft's AIOS architecture use the operating system to coordinate AI models, compute resources, and multi-sensor inputs. This enables natural language interaction, autonomous navigation, and precise motion control—showing how AIOS helps bridge digital intelligence and physical execution. ThunderSoft's subsidiary KNEWBOTS also showcased its logistics robot solutions for warehouse and intralogistics environments. Designed for high reliability and scalable deployment, KNEWBOTS robots combine autonomous navigation, perception, and task scheduling to support efficient, large-scale logistics operations—highlighting the role of AIOS in industrial automation. To support faster robotics innovation, ThunderSoft also highlighted RUBIK Pi 3, a compact edge AI development platform well suited for robot application development. With rich I/O, strong on-device AI performance, and a developer-friendly software stack, RUBIK Pi 3 enables developers and innovators to rapidly prototype and deploy AI-powered robotics solutions.

CEO給与比率	n/a
CEO在任期間	8.2yrs
CEOの所有権	26.5%
経営陣の平均在職期間	データなし
取締役会の平均在任期間	6.1yrs

名称	ポジション	在職期間	報酬	所有権
Hongfei Zhao	Co-Founder	14yrs	CN¥1.18m	26.5% CN¥ 6.8b
Huan Xin Wang	Vice Chairman	7.8yrs	CN¥1.34m	0.093% CN¥ 24.0m
Lei Yang	Independent Director	3yrs	CN¥100.00k	データなし
Liang Xu	Director	8.2yrs	CN¥100.00k	データなし
Xuehui Liu	Chairman of the Supervisory Board	13.6yrs	データなし	データなし
Zilin Wang	Non Independent Director	6.1yrs	CN¥100.00k	データなし
Linlin Tang	Non Independent Director	5.2yrs	CN¥100.00k	データなし
Ning Ye	Non-Employee Supervisor	6.5yrs	データなし	データなし
Dan Hu	Employee Representative Director	1yr	CN¥489.40k	0.00093% CN¥ 238.9k
Feng Huang	Independent Director	2.3yrs	CN¥100.00k	データなし
Shuo Liu	Independent Director	2.3yrs	CN¥100.00k	データなし

データ	最終更新日（UTC時間）
企業分析	2026/09/21 16:50
終値	2026/09/21 00:00
収益	2026/06/30
年間収益	2025/12/31

パッケージ	データ	タイムフレーム	米国ソース例
会社財務	10年	損益計算書キャッシュ・フロー計算書貸借対照表	SECフォーム10-K SECフォーム10-Q
アナリストのコンセンサス予想	+プラス3年	予想財務アナリストの目標株価	アナリストリサーチレポート Blue Matrix
市場価格	30年	株価配当、分割、措置	ICEマーケットデータ SECフォームS-1
所有権	10年	トップ株主インサイダー取引	SECフォーム4 SECフォーム13D
マネジメント	10年	リーダーシップ・チーム取締役会	SECフォーム10-K SECフォームDEF 14A
主な進展	10年	会社からのお知らせ	SECフォーム8-K

アナリスト	機関
Huiqun Li	BofA Global Research
Yan Jing Wu	China Galaxy Securities Co., Ltd.
Kai Xiao	China International Capital Corporation Limited

Thunder Software TechnologyLtd マネジメント

マネジメント 基準チェック /24

主要情報

経営陣の近況

Thunder Software Technology Co.,Ltd., Annual General Meeting, May 12, 2026

Thunder Software Technology Co.,Ltd., Annual General Meeting, May 20, 2025

High number of new directors

Thunder Software Technology Co.,Ltd., Annual General Meeting, Apr 09, 2024

High number of new and inexperienced directors

High number of new and inexperienced directors

Recent updates

Second quarter 2026 earnings released: EPS: CN¥0.31 (vs CN¥0.14 in 2Q 2025)

Thunder Software Technology Co.,Ltd. to Report First Half, 2026 Results on Aug 26, 2026

Dividend of CN¥0.18 announced

ThunderSoft Unveils AquaDrive AIOS 2.1

Thunder Software Technology Co.,Ltd., Annual General Meeting, May 12, 2026

Thunder Software Technology Co.,Ltd. to Report Q1, 2026 Results on Apr 27, 2026

ThunderSoft Showcases Edge AI Innovations At Embedded World

Thundersoft Showcases Aios Platforms for Vehicles, Aiot, and Robotics At Ces 2026

Thunder Software Technology Co.,Ltd. to Report Fiscal Year 2025 Results on Apr 22, 2026

Thunder Software Technology Co.,Ltd. to Report Q3, 2025 Results on Oct 29, 2025

ThunderSoft and Geely in Collaboration with NVIDIA Debut AIBOX at IAA 2025 for Scalable AI in Vehicles

ThunderSoft Showcases AI-Defined Vehicle Innovations at IAA Mobility 2025

Thunder Software Technology Co.,Ltd. to Report First Half, 2025 Results on Aug 27, 2025

Thunder Software Technology Co.,Ltd. Approves Cash Dividend for the Year 2024

Thunder Software Technology Co.,Ltd. Proposes Final Cash Dividend for the Year 2024

Thunder Software Technology Co.,Ltd., Annual General Meeting, May 20, 2025

Thunder Software Technology Co.,Ltd. (SZSE:300496) announces an Equity Buyback for CNY 100 million worth of its shares.

Thunder Software Technology Co.,Ltd. to Report Q1, 2025 Results on Apr 29, 2025

Thunder Software Technology Co.,Ltd. to Report Fiscal Year 2024 Results on Apr 23, 2025

Third quarter 2024 earnings released: EPS: CN¥0.10 (vs CN¥0.48 in 3Q 2023)

New major risk - Share price stability

Thunder Software Technology Co.,Ltd. to Report Q3, 2024 Results on Oct 29, 2024

Thunder Software Technology Co.,Ltd. Approves Interim Cash Dividend for the Year 2024

Thunder Software Technology Co.,Ltd. Proposes Dividend for the First Half of 2024

Second quarter 2024 earnings released: EPS: CN¥0.03 (vs CN¥0.48 in 2Q 2023)

New minor risk - Share price stability

Investor sentiment improves as stock rises 15%

High number of new directors

Thunder Software Technology Co.,Ltd. to Report First Half, 2024 Results on Aug 27, 2024

Investor sentiment deteriorates as stock falls 18%

Investor sentiment improves as stock rises 16%

First quarter 2024 earnings released: EPS: CN¥0.20 (vs CN¥0.37 in 1Q 2023)

Thunder Software Technology Co.,Ltd. Implements Final Dividend of A Shares for 2023, Payable on 19 April 2024

Thunder Software Technology Co.,Ltd. to Report Q1, 2024 Results on Apr 25, 2024

Investor sentiment deteriorates as stock falls 17%

New minor risk - Earnings quality

Thunder Software Technology Co.,Ltd., Annual General Meeting, Apr 09, 2024

Full year 2023 earnings released: EPS: CN¥1.02 (vs CN¥1.78 in FY 2022)

Now 22% overvalued

Investor sentiment deteriorates as stock falls 15%

Now 20% undervalued after recent price drop

Thunder Software Technology Co.,Ltd. to Report Fiscal Year 2023 Results on Mar 20, 2024

Investor sentiment improves as stock rises 16%

New minor risk - Earnings quality

Third quarter 2023 earnings released: EPS: CN¥0.48 (vs CN¥0.58 in 3Q 2022)

Thunder Software Technology Co.,Ltd. to Report Q3, 2023 Results on Oct 21, 2023

Thunder Software Technology Co.,Ltd. (SZSE:300496) announces an Equity Buyback for CNY 50 million worth of its shares.

Second quarter 2023 earnings released: EPS: CN¥0.48 (vs CN¥0.56 in 2Q 2022)

Thunder Software Technology Co.,Ltd. to Report First Half, 2023 Results on Aug 16, 2023

Investor sentiment improves as stock rises 16%

First quarter 2023 earnings released: EPS: CN¥0.37 (vs CN¥0.37 in 1Q 2022)

Investor sentiment deteriorates as stock falls 16%

Full year 2022 earnings released: EPS: CN¥1.78 (vs CN¥1.53 in FY 2021)

High number of new and inexperienced directors

Investor sentiment improved over the past week

Third quarter 2022 earnings released: EPS: CN¥0.58 (vs CN¥0.41 in 3Q 2021)

Second quarter 2022 earnings released: EPS: CN¥0.56 (vs CN¥0.38 in 2Q 2021)

First quarter 2022 earnings released: EPS: CN¥0.37 (vs CN¥0.27 in 1Q 2021)

High number of new and inexperienced directors

Investor sentiment deteriorated over the past week

Full year 2021 earnings: EPS in line with analyst expectations despite revenue beat

Third quarter 2021 earnings released: EPS CN¥0.41 (vs CN¥0.28 in 3Q 2020)

Second quarter 2021 earnings released: EPS CN¥0.38 (vs CN¥0.27 in 2Q 2020)

First quarter 2021 earnings released: EPS CN¥0.27 (vs CN¥0.17 in 1Q 2020)

Full year 2020 earnings released: EPS CN¥1.08 (vs CN¥0.59 in FY 2019)

Full year 2020 earnings released: EPS CN¥1.08 (vs CN¥0.59 in FY 2019)

Revenue beats expectations

Thunder Software Technology Co.,Ltd. to Report Fiscal Year 2020 Results on Mar 25, 2021

New 90-day high: CN¥154

マネジメント基準チェック /24