Cloud Side Collaboratively Launches Ecological Card to Upgrade Huaxida (00901) from AI Home Practice to Family Physical AI
The Zhitong Finance App learned that at the historic inflection point of edge AI moving from a technical concept to large-scale commercial use, the home scenario is becoming a core position for reshaping the intelligent ecological value chain. From September 11th to 14th, IBC, the global broadcasting and media industry's annual event, was held in Amsterdam, the Netherlands. Huaxida (00901), with “cloud-side collaborative intelligence, edge AI terminals, ecological cooperation, and cutting-edge exploration of physical AI” as the core, comprehensively demonstrated the practical path of AI innovation transformation from underlying technical capabilities to deployable AI home services. This is not only an impressive exhibition questionnaire, but also marks that Huaxida is completing a key transition from a traditional terminal product provider to a home physical AI ecosystem builder with “cloud-edge-end” collaboration capabilities. Its multi-dimensional breakthroughs in product launch, ecological cards, and capital market perception switching are outlining a clear blueprint for the industry to commercialize the next generation of smart homes.
IBC2026's “Landing Questionnaire”: Cloud-side Collaboration Empowers AI Home to Enter Carrier-Level Product Practice
According to the Zhitong Finance App, this year's IBC 2026 marks that the global home terminal industry is undergoing a profound revaluation: AI is leaping from a simple “technical selling point” to a “core infrastructure” that reconstructs operators' business models. In the context of Agentic AI TV and on-device AI Agent becoming an industry consensus, home-side computing power and edge intelligence are no longer the icing on the cake options, but the key to building competitive barriers to differentiation. Whoever can take the lead in completing the closed loop of “cloud-edge-end” collaboration can control the pricing power for the commercialization of the next generation of smart homes.
Huaxida's breakthrough at this exhibition was based on this precise implementation of macro-logic. The AI Station home-side shared computing power platform on display is based on the NVIDIA Jetson T5000 and provides up to 2,070 TFLOPS (Sparse FP4) of AI computing power, equipped with 128GB LPDDR5X memory, which integrates the computing power requirements originally scattered across terminals into unified pooled resources, providing a sufficient computing power foundation for multi-model parallel and complex AI workloads.
The preview version of Cedar's multi-modal model technology running on this platform is based on Google Gemma and can integrate voice, text, vision, device status and environmental information to form a unified understanding of the family context; Cedar Agent is responsible for task coordination and execution across devices and services, and Gemini complements edge intelligence formation capabilities on the cloud side for more complex reasoning requirements. This architecture successfully opens up a complete closed loop of “cloud inference, edge orchestration, and terminal execution”.
At the terminal level, Huaxida and Jingchen Semiconductor combine chip and NPU capabilities with system integration and AI application adaptation. The AI smart screen integrates environmental perception, AI assistants and multi-device voice coordination capabilities, and upgraded from a traditional control interface to a more natural AI Home interaction portal; the AI TV box enhances the video and entertainment experience based on NPU computing power, and supports collaboration between local AI services and home devices.
From the computing power base to the intelligent center to the figurative terminal carrier, Huaxida's “computing power base+smart body hub+terminal carrier” system meets the industry's needs for home scenario infrastructure to a certain extent. At the same time, it presents a set of operator-level AI Home product systems that can be delivered, commercialized, and can be scaled, rather than technical demonstrations at the conceptual level. It is an important vehicle for operators to extend from “connected monetization” to “intelligent monetization.”
GCP's “Ecological Endorsement” of “Smart Everything”: Why is China Xida an irreplaceable partner in the Physical AI Wave
2026 is becoming a watershed moment for AI to cross digital boundaries and reshape the physical world. The core barrier of physical AI has been upgraded from a single model parameter competition to a system engineering game of “model+tool+scenario deployment+commercialization”. In this competition, the family scene became the most challenging and commercially valuable litmus test due to the vague nature of instructions and the high fragmentation of devices.
Huaxida was selected for Google Cloud's “Smart Everything” active Physical AI acceleration program. Its deep logic is not a simple technical alliance, but rather a strategic recognition of its “scene implementation and engineering delivery capabilities” by industry giants. In the past nine years, from the world's first Android TV certification, xMediaTV cloud service to the cloud, to the world's first Google TV projection product certification, to now being selected for the Physical AI core acceleration program, Huaxida's ecological evolution was not a single point breakthrough, but a systematic closed loop from hardware terminals and cloud platforms to the commercialization of AI agents. As the Cedar model was developed based on Google Gemma, the Cedar agent was connected to Gemini to enhance cloud reasoning capabilities, and the two sides have formed a deep connection with the underlying technology. This long-term “ecological co-creation” model not only reduces the trial and error costs of cutting-edge technology, but also continuously strengthens Huaxida's own system integration capabilities and AI Home commercialization capabilities.
At this IBC, Huaxida further demonstrated the exploration direction of physical AI in the home scene. From smart home control, device collaboration, and autonomous cleaning, to emerging application scenarios with more physical interaction capabilities, such as robotic arms. Relying on the existing cloud-side collaborative AI Home technology system, AI capabilities are extended from “understanding and decision making” to “action and execution” in the real world. This also means that the company is rapidly completing a key transition from a traditional terminal product provider to a home physical AI ecosystem builder with a global perspective.
“Value Resonance” between Access and Performance: Capital Markets Begin Repricing
When industry trends resonate with fundamentals, capital markets often take the lead in pricing. Huaxida was recently officially included in the Hong Kong Stock Exchange. This major breakthrough at the liquidity level not only broadens investment channels, but also provides a window to re-examine Huaxida: it is in a critical transition period to become a “home physical AI ecosystem builder.”
Judging from financial data, Huaxida achieved revenue of 2,095 billion yuan in the first half of 2026, an increase of 36.3%; profit during the realized period was RMB 181 million, up 75.9% year on year; and gross margin increased 3.5 percentage points year on year to 21.1% year on year. This growth is a natural extension achieved through regional demand release and product portfolio optimization on the basis of existing operator channels and existing terminals. To a certain extent, it confirms the commercial logic of “extracting increments from stock”. As the world's largest Android TV smart terminal supplier, Huaxida does not need to build an ecosystem from scratch. With the deep penetration of physical AI into more complex scenarios such as home security, support, and energy saving, and the continuous improvement of cloud-side collaborative architectures, it can unleash AI value on a huge inventory of devices.
The Zhitong Finance App believes that whether it is the cloud-side collaborative product matrix presented at IBC 2026, the ecological scarcity brought about by the GCP acceleration plan, or the improvement in liquidity after the launch of Hong Kong Stock Connect, it means that Huaxida is experiencing a reshaping of value from a terminal hardware manufacturer to a builder of home physical AI ecosystems. In the physical AI industry trend, Huaxida is not only a practitioner of technology implementation, but may also become an observation target for the capital market with both growth certainty and valuation flexibility in the AI Home circuit.