Detailed Overview for Investors

1. Strong Contract Wins and Market Expansion

BII Railway Transportation Technology Holdings Company Limited (“the Company”), together with its subsidiaries (“the Group”), reported that for the three months ended 31 March 2026, the Group’s cumulative newly contracted and bid-winning projects amounted to approximately RMB437 million. This robust performance demonstrates continued momentum in both domestic and international markets.

Domestic Success: The Group won a major contract in the first quarter for the communication integrated equipment procurement project for the Branch Line of Beijing Metro Line 1, valued at approximately RMB225 million. The scope of this project includes construction services for communication, office automation, passenger information, and AFC (Automatic Fare Collection) systems. This win cements BII’s position as a key multi-disciplinary and multi-unit collaborator in Beijing’s railway sector, following previous successes with Beijing Metro Line 13 and Line 22. Such large-scale contracts are crucial for revenue growth and market positioning, and may be considered price sensitive due to their significant impact on the Group’s project pipeline and future earnings.

International Expansion: The Group has also strengthened its international footprint, especially in India. Two notable contracts have been secured:

• Supply and operation & maintenance project for ancillary systems for Mumbai Metro Line 4, valued at RMB45.44 million.
• On-board passenger information systems for Mumbai Metro Line 5 and Line 6, with a contract value of RMB43.24 million.

These wins reinforce BII’s leadership in the niche market of on-board passenger information systems in Mumbai and India at large. The contracts are a strong endorsement of the Company’s international competitiveness and may positively influence investor sentiment regarding BII’s global strategy and growth potential.

2. Breakthrough in Artificial Intelligence and Technological Innovation

The Group continues to prioritize scientific and technological innovation, closely aligning with the global shift towards intelligent railway transportation. The Company has developed the “Ruishu” large model for railway transportation, which uses a “1+2+1+N” open architecture to enable efficient development and collaboration among multiple intelligent agents. This model supports over ten types of industry-specific AI agents, spanning passenger services, equipment maintenance, operations, and enterprise management.

During Q1 2026, the Group made substantial progress in optimizing and upgrading this AI product and preparing for its industrial application. Crucially, BII has become the first company in Beijing’s railway transportation industry to receive official registration for a generative artificial intelligence service. This pioneering achievement marks a milestone in the deep integration of AI and railway transportation, potentially opening up new commercial opportunities and signaling BII’s leadership in digital transformation. Such technological breakthroughs are likely to be viewed as highly price sensitive, as they can drive future revenue streams and enhance the Company’s competitive edge.

3. Shareholder Considerations and Forward-Looking Statements

It is important to note that the financial data and statistics in this announcement are preliminary and have not been audited or reviewed by external auditors. Investors are advised that these figures may be subject to change in subsequent periodic reports. The Company’s management, led by CEO Liu Yu, remains focused on leveraging its technological and market strengths to deliver long-term value for shareholders.

Potential Impact on Share Price

The combination of strong contract wins—particularly the large Beijing Metro Line 1 project and key international contracts in India—and the successful registration of a cutting-edge generative AI product, positions BII Railway Transportation Technology Holdings for accelerated growth and market leadership. These developments are likely to be price sensitive as they directly impact future revenues, margins, and the Company’s innovation-driven reputation in the industry.

Disclaimer: This article is based on the latest unaudited business update from BII Railway Transportation Technology Holdings Company Limited. The information is provided for reference purposes only and should not be construed as investment advice. Investors should refer to official company filings and consult with financial advisors before making investment decisions.

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