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Haitong Intl Cuts Z.AI TP to HKD2,200; 1H Rev. Misses; Strong API Biz Growth
2026-09-02 12:48:42
Haitong International issued a research report on Z.AI (02513.HK), of which revenue for 1H reached RMB954 million, up 399.7% YoY, and 24.2% below market expectations, owing to the contraction in private deployment business.

Revenue from the open platform and API business skyrocketed 2,735.7% YoY to RMB825 million, accounting for 86.5% of total revenue, reflecting the company's accelerated transition toward a cloud-based monetization model.

The broker raised its 2026 and 2027 revenue forecasts by 36% and 41% respectively. However, in response to the worsening competitive landscape over the next six to 12 months, it trimmed the TP from HKD2,300 to HKD2,200, while reiterating the Outperform rating.
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AASTOCKS Financial News
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