12 October 2026 | 2:32PM HKT Equity Research Thundersoft (300496.SZ): In-house AIOS to empower smart automotive and AI devices; Sell Thundersoft continues to enhance its AIOS and AI agent technology to empower the automotive, IoT and smartphones segments, meanwhile expanding to the Embodied AI solution. The company delivered strong 2Q26 revenues growth at 40% YoY to Rmb2.6bn, supported by IoT revenues growth at 47% YoY in 1H26, followed by smart automotive at 14% and smart software at 22% YoY. Due to the pr ...