Beijing Yunji Technology Co., Ltd. (Yunji Technology or the Company, together with its subsidiaries, the Group; HKG: 2670) published a voluntary announcement recently. Ms. Zhi Tao, chairwoman of the Board, executive Director and president of the Company, and Mr. Li Quanyin, executive Director and chief executive officer of the Company, have each voluntarily undertaken to extend the lock-up period applicable to the Shares directly held by them to October 15, 2027. Against intensifying industry competition, market focus increasingly shifts toward companies with long-term sustainability. The decision of core management to extend the lock-up voluntarily at the expiry date fully demonstrates their confidence in the Group’s long-term growth prospects and their commitment to growing alongside the Group.Concurrently with the lock-up undertakings, Yunji Technology also voluntarily disclosed business progress during the nine months ended September 30, 2026: the Group’s robot operations continued to grow steadily, with the products covering over 45,000 hotels on a cumulative basis. The average daily number of concurrently online robots increased by approximately 20% to 25% year-on-year, while the number of tasks completed during the period rose by approximately 25% to 30%. The newly launched noodle-cooking robot has been included in the new-opening procurement list of a major hotel group customer, extending in-stay services into dining. At the same time, as a supplier of core mobility technology and modules, Yunji Technology is extending its reach into healthcare, manufacturing and property services through ecosystem partners’ products. Deliveries are underway on the Group’s 1,000-robot order under the cooperation with Ye Niao. Meanwhile, the Runyi project involves an order for 100 robots, with deployment across multiple hospitals now underway.
As the robot network expands, penetration of the HDOS AI agent assistant into hotels’ daily operations has further deepened. In the first nine months of 2026, total HDOS subscribers exceeded 5,000, up approximately 230% year-on-year, while the number of paying subscribers increased by approximately 220%. The announcement states these day-to-day improvements in service efficiency and quality support further integration of HDOS into hotels’ workflows, with subscriptions and renewals generating recurring service revenue for the Group.
In the AI agent ecosystem, the related services cover approximately 400 apartment properties, with the busiest property handling approximately 650 orders per day. Recently, Yunji Technology has signed strategic cooperation agreements with Taobao Instant Commerce and Meituan to connect platform orders to its robot delivery network, rapidly expanding its service coverage.
In overseas markets, Yunji Technology continues to expand the distributor network and has recently entered Central Asia and Norway. It expects to sign robot sales orders with distributors in Norway, Greece, Germany and France within the next month, broadening the European sales network.
By voluntarily extending the lock-up period, the core managements have closely aligned the interests of management with the Company’s long-term operating performance. Together with the steady expansion of the multiple business lines, Yunji Technology’s commercial closed loop continues to improve.
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