--- title: "Inside Hong Kong's Earnings Season: China Mobile's AI Pivot and RoboSense's Quality Test" type: "News" locale: "en" url: "https://longbridge.com/en/news/296337683.md" description: "As the interim earnings season unfolds, traditional heavyweights and emerging tech players are undergoing significant shifts. I'm told computing services are becoming the new growth engine for telecoms, while autonomous driving suppliers face rigorous quality checks amid scaling hardware deliveries." datetime: "2026-08-19T10:12:24.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/296337683.md) - [en](https://longbridge.com/en/news/296337683.md) - [zh-HK](https://longbridge.com/zh-HK/news/296337683.md) generator: "portal-rs" --- # Inside Hong Kong's Earnings Season: China Mobile's AI Pivot and RoboSense's Quality Test The latest flurry of earnings and corporate updates in Hong Kong is sending a clear message: established giants and emerging tech firms are navigating very different business realities. I'm told that as the interim reporting season deepens, traditional telecom heavyweights are desperately trying to pivot, while newly public tech suppliers are facing grueling market tests over product quality. ### 中国移动 (0941.HK) According to people familiar with the matter, China Mobile is accelerating its overhaul into a tech services company as its legacy communications business faces pressure. Even though its net income for the first half of 2026 dropped 6.29% year-over-year to RMB 78.9 billion, intelligent computing services surged by a staggering 130.1% to RMB 5.3 billion. That specific segment now accounts for nearly half of its incremental computing revenue growth. The company is set to host a major event later this week to double down on its digital transition. ### 速腾聚创 (2498.HK) The global LiDAR supplier is having a highly turbulent month. On one hand, BYD's newly unveiled Qin MAX is equipped with RoboSense's digital LiDAR, following a strong Q2 where it sold nearly 390,000 units. But I'm told the company is now facing intense quality control scrutiny after reports of widespread LiDAR failures in multiple Lynk & Co models. With the board set to review interim results in late August, expect investors to grill management on hardware reliability and margins. ### 中国铁塔 (0788.HK) & 中国石油 (0857.HK) Infrastructure and energy stalwarts are also recalibrating. China Tower recently posted a 30% jump in interim profit, but its shares slumped after revenue declined and cash flow turned negative. Meanwhile, the company is quietly expanding its energy footprint, recently securing approval for a heavy truck charging station project in Guangdong. Separately, PetroChina has been trading higher on the back of resilient global oil prices; its board will meet next week to approve H1 2026 results and its dividend payout. ### Also - **恒隆地产 (0101.HK)**: Its flagship Plaza 66 in Shanghai just launched a massive upgrade, bringing in 27 new brands to revitalize high-end retail traffic. - **东岳集团 (0189.HK)**: The fluorosilicone materials giant is getting a short-term boost from peak refrigerant season, while positioning itself for long-term demand from data center liquid cooling tech. - **群核科技 (0068.HK)**: Since its high-profile Hong Kong debut in April 2026, the cloud-native design software provider has seen its shares pull back significantly as the market questions its premium valuation. - **新明中国 (2699.HK)** and **万维智能科技 (0209.HK)**: Both penny stocks have seen unusual large block trades and position shifts recently. Xinming just raised HKD 101 million via a rights issue, while Mega Expo completed a share consolidation and executive reshuffle. - **Global X Asia Semiconductor ETF (3119.HK)**: The exchange-traded fund continues to track the wild swings of the Asian chip supply chain amid broader tech volatility. *This article does not constitute investment advice.* ### Related Stocks - [02498.HK](https://longbridge.com/en/quote/02498.HK.md) - [02699.HK](https://longbridge.com/en/quote/02699.HK.md) ## Related News & Research - [Xinming China Completes HK$106 Million Rights Issue and Placing](https://longbridge.com/en/news/294549778.md) - [How Investors Are Reacting To Robosense Technology (SEHK:2498) Surging First-Half 2026 LiDAR Unit Volumes](https://longbridge.com/en/news/293371119.md) - [Geely Recalls Nearly 93,000 Vehicles; Report Says Affected Lynk & Co Models Equipped With ROBOSENSE LiDAR](https://longbridge.com/en/news/296725768.md) - [Guosheng Securities Sticks to Its Buy Rating for RoboSense Technology Company., Ltd (2498)](https://longbridge.com/en/news/297734776.md) - [CICC Remains a Buy on RoboSense Technology Company., Ltd (2498)](https://longbridge.com/en/news/297417282.md) --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**