Shares of SENASIC (06675) jumped more than 11% during Tuesday's trading session, last up 6.96% at HK$28.24 with turnover reaching HK$14.96 million. The rally comes after the Shanghai Stock Exchange announced on September 4th that the company would be officially added to the list of eligible stocks under the Stock Connect scheme, with the adjustment taking effect from September 7, 2026.

As the first listed "Physical AI edge-side sensing and computing chip" company to debut on the Main Board of the Hong Kong Stock Exchange on June 17, 2026, SENASIC secured its Stock Connect inclusion just two and a half months after listing. This swift recognition underscores the market's appreciation of the company's scarce value within the Physical AI edge-side sensing and computing sector.

In its interim results for the six months ended June 30, 2026, SENASIC reported revenue of RMB 214 million, representing a year-on-year increase of 36.5%. Gross profit reached RMB 69.4 million, up 63.1% compared to the same period last year.

The revenue growth of approximately 36.5% during the reported period is primarily attributed to the expanding overall demand for intelligent sensing and control chips, driven by the ongoing digitalization of the physical world. Additionally, the company's core product lines have seen steady shipment volume growth, while an optimized product mix with a higher proportion of high-value-added chips has contributed to the overall revenue scale expansion. Furthermore, key customer projects have gradually entered the mass production ramp-up phase, maintaining a stable shipment pace.