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CiDi (3881 HK) Company Visit: A Leading Physical AI Player

31 Aug 2026 By Ke Yan, CFA
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Abstract: We spoke to the management of CiDi, a leading China-based physical player. Revenue and gross profit both accelerated sharply in 1H2026, extending several years of triple-digit growth, with management citing an approaching first adjusted-breakeven period. Domestic demand is policy-driven while overseas market is still in early stage of development.

CIDI (3881 HK)

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