속보 • Jun 16
Knowledge Atlas Technology Shares Jump as US Curbs Anthropic AI Access Knowledge Atlas Technology shares surged after the Trump administration ordered Anthropic to cut off access to its flagship AI models for all foreign nationals.
In response, Zhipu announced plans to release its newest open-source large model, GLM-5.2, with an emphasis on open access for developers worldwide.
Several Wall Street banks raised their ratings on Knowledge Atlas Technology, citing a perceived advantage for Chinese AI developers in the global market following the U.S. restrictions on Anthropic.
The core development is that U.S. restrictions on Anthropic’s AI models appear to be shifting attention and demand toward alternative AI platforms such as Knowledge Atlas Technology and its partner Zhipu.
Investors may want to watch how quickly GLM-5.2 gains adoption, as well as any future regulatory actions that could affect cross-border access to AI models and developer ecosystems. 공시 • Jun 02
Knowledge Atlas Technology Joint Stock Company Limited, Annual General Meeting, Jun 22, 2026 Knowledge Atlas Technology Joint Stock Company Limited, Annual General Meeting, Jun 22, 2026, at 14:00 China Standard Time. Location: conference room-turing, 10th floor, building 9, yard 1, zhongguancun east road, haidian district, beijing China Reported Earnings • Apr 02
Full year 2025 earnings: EPS and revenues miss analyst expectations Full year 2025 results: CN¥12.03 loss per share. Revenue: CN¥724.3m (up 132% from FY 2024). Net loss: CN¥4.70b (loss widened 237% from FY 2024). Revenue missed analyst estimates by 3.3%. Earnings per share (EPS) also missed analyst estimates by 74%. Revenue is forecast to grow 64% p.a. on average during the next 3 years, compared to a 24% growth forecast for the Software industry in Hong Kong. 공시 • Mar 18
Knowledge Atlas Technology Joint Stock Company Limited to Report Fiscal Year 2025 Results on Mar 31, 2026 Knowledge Atlas Technology Joint Stock Company Limited announced that they will report fiscal year 2025 results on Mar 31, 2026 New Risk • Jan 19
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 25% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-CN¥2.6b free cash flow). Shares are highly illiquid. Negative equity (-CN¥6.2b). Earnings are forecast to decline by an average of 25% per year for the foreseeable future. Minor Risk Currently unprofitable and not forecast to become profitable over next 2 years (CN¥4.2b net loss in 2 years). 공시 • Jan 08
Knowledge Atlas Technology Joint Stock Company Limited has completed an IPO in the amount of HKD 4.348146 billion. Knowledge Atlas Technology Joint Stock Company Limited has completed an IPO in the amount of HKD 4.348146 billion.
Security Name: H Shares
Security Type: Common Stock
Securities Offered: 7,483,900
Price\Range: HKD 116.2
Discount Per Security: HKD 2.324
Security Name: H Shares
Security Type: Common Stock
Securities Offered: 4,254,000
Price\Range: HKD 116.2
Discount Per Security: HKD 2.324
Security Name: H Shares
Security Type: Common Stock
Securities Offered: 25,681,600
Price\Range: HKD 116.2
Discount Per Security: HKD 2.324
Transaction Features: Regulation S; Sponsor Backed Offering Board Change • Jan 07
Less than half of directors are independent There are 10 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 10 new directors. No experienced directors. No highly experienced directors. 3 independent directors (6 non-independent directors). Supervisor Bo Pei is the most experienced director on the board, commencing their role in 2025. Independent Non-Executive Director Ying Tang was the last independent director to join the board, commencing their role in 2025. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.