The Zhitong Finance App learned that Macquarie released a research report saying that it covered Dipu Technology (01384) for the first time, giving it a “outperforming the market” rating, with a target price of HK$62. The bank pointed out that DeepExiOS has become the company's growth engine, and the company is evolving from a project-based solution provider to a large-scale enterprise AI operating system and intelligent infrastructure platform. DeepExiOS's revenue increased 209 percent year-on-year in the first half of this year, accounting for nearly 80% of the group's revenue.

Macquarie predicts that Dipu Technology's revenue will grow at a compound annual rate of 79% from 2026 to 2028, and is expected to achieve break-even in 2026. The compound annual growth rate of earnings per share from 2026 to 2028 is expected to reach 261%, and the company's gross margin will increase from 55.1% for the full year of 2025 to 56.5% in the first half of this year. Furthermore, after the IPO and subsequent financing, the bank expects the company's net cash to be around RMB 2.5 billion by the end of 2026, with limited liquidity and leverage risks in the near future.

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