View ValuationZ.AI 향후 성장Future 기준 점검 2/6Z.AI (는) 각각 연간 23% 및 42.7% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 35.2% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 -29.7% 로 예상됩니다.핵심 정보23.0%이익 성장률35.23%EPS 성장률Software 이익 성장82.3%매출 성장률42.7%향후 자기자본이익률-29.68%애널리스트 커버리지Good마지막 업데이트15 Jul 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updates공고 • Jul 11Knowledge Atlas Technology Joint Stock Company Limited has filed a Follow-on Equity Offering in the amount of HKD 31.41064 billion.Knowledge Atlas Technology Joint Stock Company Limited has filed a Follow-on Equity Offering in the amount of HKD 31.41064 billion. Security Name: H Shares Security Type: Common Stock Securities Offered: 19,780,000 Price\Range: HKD 1588 Transaction Features: Regulation S; Rule 144A; Subsequent Direct Listing실시간 뉴스 • Jul 08Zhipu AI Pursues Custom ASIC Processor as GLM Model Usage Surges 27xKnowledge Atlas Technology’s Zhipu AI unit is in early talks with domestic chip design firms to develop a custom ASIC processor tailored to its GLM model family, after reported GLM‑5.2 usage rose 27x and as U.S. export rules on high-end semiconductors tighten. Moving to a bespoke AI chip could reduce Zhipu AI’s dependence on foreign GPU suppliers such as NVIDIA, but the article notes the design, testing and software work may take more than two years before any processor is ready. Knowledge Atlas Technology’s stock trades at HK$1,825.00, with a very large year-to-date gain of about 13x, while the share price has risen 38.9% over the past 30 days. Custom ASIC development introduces execution and timing risk for Knowledge Atlas Technology. If the effort succeeds, it could reshape its cost base and access to compute, with implications for both margins and how quickly it can scale GLM usage inside China.공고 • Jun 23Knowledge Atlas Technology Joint Stock Company Limited Approves Appointment of Xu Wenming as Independent Non-Executive Director and Chairperson of the Remuneration Committee of the Board and a Member of the Nomination Committee of the Board, Effective June 22, 2026Knowledge Atlas Technology Joint Stock Company Limited at its AGM held on June 22, 2026 approved that Mr. Xu Wenming has been appointed as an independent non-executive Director of the Company, with effect from the close of the Annual General Meeting on June 22, 2026 until the expiration of the term of the first session of the Board. Further to the appointment of Mr. Xu, the Board is also announced that with effect from the close of the Annual General Meeting on June 22, 2026, Mr. Xu also has been appointed as the chairperson of the remuneration committee of the Board and a member of the nomination committee of the Board.실시간 뉴스 • Jun 16Knowledge Atlas Technology Shares Jump as US Curbs Anthropic AI AccessKnowledge 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.공고 • Jun 02Knowledge Atlas Technology Joint Stock Company Limited, Annual General Meeting, Jun 22, 2026Knowledge 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 ChinaReported Earnings • Apr 02Full year 2025 earnings: EPS and revenues miss analyst expectationsFull 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.공고 • Mar 18Knowledge Atlas Technology Joint Stock Company Limited to Report Fiscal Year 2025 Results on Mar 31, 2026Knowledge Atlas Technology Joint Stock Company Limited announced that they will report fiscal year 2025 results on Mar 31, 2026New Risk • Jan 19New major risk - Revenue and earnings growthEarnings 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).공고 • Jan 08Knowledge 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 OfferingBoard Change • Jan 07Less than half of directors are independentThere 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.이익 및 매출 성장 예측SEHK:2513 - 애널리스트 향후 추정치 및 과거 재무 데이터 (CNY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202818,899-4,0842,143-2,5751312/31/20278,953-5,019-2,188-4,1731512/31/20263,668-4,825-4,374-3,8921712/31/2025724-1,918-2,269-2,246N/A9/30/2025591-1,859-2,449-2,412N/A6/30/2025458-1,800-2,630-2,577N/A3/31/2025385-1,597-2,504-2,411N/A12/31/2024312-1,394-2,378-2,245N/A12/31/2023125-445-1,157-648N/A12/31/202257-104-100-68N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 2513 향후 3년 동안 수익성이 없을 것으로 예상됩니다.수익 vs 시장: 2513 향후 3년 동안 수익성이 없을 것으로 예상됩니다.고성장 수익: 2513 향후 3년 동안 수익성이 없을 것으로 예상됩니다.수익 대 시장: 2513 의 수익(연간 42.7%)이 Hong Kong 시장(연간 8.9%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: 2513 의 수익(연간 42.7%)은 연간 20%보다 빠르게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 2513는 3년 뒤에도 수익성이 없을 것으로 전망됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YSoftware 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/16 09:19종가2026/07/16 00:00수익2025/12/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Z.AI Co., Ltd.는 19명의 분석가가 다루고 있습니다. 이 중 17명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Tianli WenAletheia Analyst Network LimitedAlex LiuBofA Global ResearchWing Han ChanCCB International Securities Limited16명의 분석가 더 보기
공고 • Jul 11Knowledge Atlas Technology Joint Stock Company Limited has filed a Follow-on Equity Offering in the amount of HKD 31.41064 billion.Knowledge Atlas Technology Joint Stock Company Limited has filed a Follow-on Equity Offering in the amount of HKD 31.41064 billion. Security Name: H Shares Security Type: Common Stock Securities Offered: 19,780,000 Price\Range: HKD 1588 Transaction Features: Regulation S; Rule 144A; Subsequent Direct Listing
실시간 뉴스 • Jul 08Zhipu AI Pursues Custom ASIC Processor as GLM Model Usage Surges 27xKnowledge Atlas Technology’s Zhipu AI unit is in early talks with domestic chip design firms to develop a custom ASIC processor tailored to its GLM model family, after reported GLM‑5.2 usage rose 27x and as U.S. export rules on high-end semiconductors tighten. Moving to a bespoke AI chip could reduce Zhipu AI’s dependence on foreign GPU suppliers such as NVIDIA, but the article notes the design, testing and software work may take more than two years before any processor is ready. Knowledge Atlas Technology’s stock trades at HK$1,825.00, with a very large year-to-date gain of about 13x, while the share price has risen 38.9% over the past 30 days. Custom ASIC development introduces execution and timing risk for Knowledge Atlas Technology. If the effort succeeds, it could reshape its cost base and access to compute, with implications for both margins and how quickly it can scale GLM usage inside China.
공고 • Jun 23Knowledge Atlas Technology Joint Stock Company Limited Approves Appointment of Xu Wenming as Independent Non-Executive Director and Chairperson of the Remuneration Committee of the Board and a Member of the Nomination Committee of the Board, Effective June 22, 2026Knowledge Atlas Technology Joint Stock Company Limited at its AGM held on June 22, 2026 approved that Mr. Xu Wenming has been appointed as an independent non-executive Director of the Company, with effect from the close of the Annual General Meeting on June 22, 2026 until the expiration of the term of the first session of the Board. Further to the appointment of Mr. Xu, the Board is also announced that with effect from the close of the Annual General Meeting on June 22, 2026, Mr. Xu also has been appointed as the chairperson of the remuneration committee of the Board and a member of the nomination committee of the Board.
실시간 뉴스 • Jun 16Knowledge Atlas Technology Shares Jump as US Curbs Anthropic AI AccessKnowledge 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.
공고 • Jun 02Knowledge Atlas Technology Joint Stock Company Limited, Annual General Meeting, Jun 22, 2026Knowledge 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 02Full year 2025 earnings: EPS and revenues miss analyst expectationsFull 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.
공고 • Mar 18Knowledge Atlas Technology Joint Stock Company Limited to Report Fiscal Year 2025 Results on Mar 31, 2026Knowledge Atlas Technology Joint Stock Company Limited announced that they will report fiscal year 2025 results on Mar 31, 2026
New Risk • Jan 19New major risk - Revenue and earnings growthEarnings 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).
공고 • Jan 08Knowledge 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 07Less than half of directors are independentThere 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.