Major Strategic Move by Moore Threads in Embodied AI

Deep News05-17

Moore Threads has entered into a strategic partnership with the National Artificial Intelligence Application Pilot Base (Embodied Intelligence).

According to an announcement from the company, on May 16th, during the Hangzhou Embodied Intelligence Innovation and Development Conference, the National AI Application Pilot Base (Embodied Intelligence) was officially inaugurated. Moore Threads has become a co-construction partner for the base and will serve as a member of its Industrial Committee.

To further deepen this collaboration, Moore Threads and the National Embodied Intelligence Application Pilot Base have signed a strategic cooperation agreement and jointly established the "Embodied Intelligence Computing Power and Simulation Joint Laboratory." Both parties aim to leverage their respective strengths in "full-feature GPU computing power infrastructure" and "national-level strategic platform" to accelerate the large-scale implementation of embodied intelligence through full-chain independent innovation.

The strategic cooperation will focus on tackling key technologies for independent control, promoting the implementation of pilot application scenarios, and empowering ecosystem partners. The goal is to build a comprehensive, self-reliant innovation system encompassing "computing power, simulation, models, and scenarios."

Moore Threads was listed on the STAR Market on December 5, 2025. Its latest stock price was reported at 664.36 yuan per share, with a total market capitalization exceeding 310 billion yuan.

In 2025, Moore Threads achieved operating revenue of 1.505 billion yuan, a year-on-year increase of 243.37%. The net profit attributable to the parent company's shareholders and the net profit attributable to the parent company's shareholders after deducting non-recurring gains and losses were -1.001 billion yuan and -1.088 billion yuan, respectively. These figures represent a narrowing of losses by 618 million yuan and 545 million yuan compared to the previous year, with reduction rates of 38.16% and 33.38%, respectively. Excluding the impact of share-based payments, the company's net loss for 2025 was 648 million yuan, an improvement of 847 million yuan or 56.65% compared to the same adjusted figure from the prior year.

For the first quarter of this year, Moore Threads reported operating revenue of 738 million yuan, a year-on-year increase of 155.35%. It achieved a net profit attributable to the parent company's shareholders of 29.3592 million yuan, turning a profit compared to a loss in the same period last year. After deducting non-recurring items, the net loss attributable to the parent company's shareholders was 54 million yuan, representing a 60.1% year-on-year reduction in losses.

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