UTime Subsidiary Lands US$50 Million Smart Server Intent Agreement, Powering Next-Gen Computing Infrastructure
Rhea-AI Summary
UTime (Nasdaq: WTO) reported that its Shenzhen subsidiary, Shenzhen Liandai, entered an Intentional Order Cooperation Agreement with Shenzhen Yunwei Digital for the potential supply of 500,000 GM800 smart servers, representing an estimated contract value of approximately US$50 million.
The GM800 is configured with an RK3566 chipset, 4GB RAM and 128GB storage. The agreement targets formal contract signing by mid-February 2026 and initial deliveries beginning by mid-February 2026, with performance continuing through 2027.
Positive
- Potential $50 million order for 500,000 GM800 servers
- Targeted contract signing by mid-February 2026
- Initial deliveries expected to begin mid-February 2026 through 2027
Negative
- Cooperation Agreement reflects intent to procure, not a definitive binding purchase order
- Order outcome remains contingent on final contract terms and execution
News Market Reaction
On the day this news was published, WTO gained 83.18%, reflecting a significant positive market reaction. Argus tracked a peak move of +57.9% during that session. Our momentum scanner triggered 8 alerts that day, indicating moderate trading interest and price volatility. This price movement added approximately $3M to the company's valuation, bringing the market cap to $8M at that time.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Market Reality Check
Peers on Argus
Sector peers show mixed moves, with some up and others down. Momentum scanner only flagged GPRO with an intraday rise of about 5.96%, suggesting this UTime order news is more stock-specific than part of a broad consumer electronics rotation.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Dec 31 | Large device order | Positive | +61.1% | Nearly $10M, 50,000-unit smart health device order into North America. |
| Nov 12 | Reverse stock split | Negative | -5.3% | 1-for-100 reverse split to regain Nasdaq minimum bid compliance. |
| Nov 05 | Market expansion | Positive | -0.2% | Expansion of health-focused smart wearables into additional international markets. |
| Nov 03 | AI R&D update | Positive | +14.5% | AI models for hypertension risk and cardiovascular trend assessment from wearables. |
| Oct 30 | Product launch | Positive | -10.7% | Launch of smart ring for continuous sleep and health monitoring metrics. |
Positive commercial and product news has produced mixed reactions: some strong rallies on large orders and AI updates, but notable selloffs or flat trading on other product launches and expansion headlines.
Over the last few months, UTime has focused on health wearables and capital structure. On Oct 30, 2025 it launched a smart ring, followed by an AI health‑data R&D update on Nov 3, 2025 and an international wearables expansion release on Nov 5, 2025. A reverse stock split was announced on Nov 12, 2025. Most recently, on Dec 31, 2025, a nearly $10 million 50,000‑unit smart health device order drove a strong positive move. Today’s potential $50 million server order extends that pivot toward larger-scale commercial deals.
Regulatory & Risk Context
The company has an active F-3 shelf registration dated 2025-07-03, currently shown as not effective, with a recorded usage event via a 424B5 prospectus on 2025-10-17. Specific capacity amounts are not provided in the available data.
Market Pulse Summary
The stock surged +83.2% in the session following this news. A strong positive reaction aligns with prior responses to large commercial wins, such as the 61.09% move after the nearly $10 million wearables order on Dec 31, 2025. The potential $50 million, 500,000‑unit smart server agreement would mark another step-change in scale for a microcap trading near its 52‑week low. However, past divergence on some product launches suggests enthusiasm has not always been sustained.
AI-generated analysis. Not financial advice.
SHENZHEN, China, Feb. 03, 2026 (GLOBE NEWSWIRE) -- UTime Limited (Nasdaq: WTO), a global technology company engaged in the design, development, and manufacturing of mobile devices and smart hardware products, today announced that its Shenzhen-based subsidiary, Shenzhen Liandai Technology Co., Ltd. (“Shenzhen Liandai”), has entered into a strategic Intentional Order Cooperation Agreement (the “Cooperation Agreement”) with Shenzhen Yunwei Digital Technology Co., Ltd. (“Shenzhen Yunwei Digital”) for the potential supply of 500,000 units of smart servers, representing an estimated contract value of approximately
Under the Cooperation Agreement, Shenzhen Yunwei Digital has expressed an intent to procure 500,000 units of Shenzhen Liandai’s advanced GM800 model smart servers. These high-performance devices are powered by the RK3566 chipset and configured with 4GB of RAM and 128GB of storage, designed to meet the growing demands of modern computing infrastructure.
This Cooperation Agreement marks UTime’s strategic expansion into the high-value enterprise and cloud infrastructure sector, representing one of the company’s most significant commercial developments in recent years. The company believes that the US
“The scale and value of this Cooperation Agreement reflect the growing confidence in our ability to deliver sophisticated computing solutions,” stated Mr. Hengcong Qiu, CEO of UTime Limited. “This potential US
A senior executive from Shenzhen Yunwei Digital Technology commented: “After thorough evaluation, we have identified UTime’s technical expertise and production capacity as ideal for our infrastructure expansion plans. The GM800 server platform offers the perfect balance of performance and reliability we require. This agreement for 500,000 units forms the foundation of what we anticipate will be a long-term strategic partnership in building next-generation computing solutions.”
The Cooperation Agreement establishes a clear pathway for both parties to finalize comprehensive contract terms within the coming weeks, with targeted completion of formal contract signing by mid-February 2026. Initial deliveries under the Cooperation Agreement are expected to commence by mid-February 2026, with performance continuing through conclusion in 2027.
About UTime Limited
Trading under the NASDAQ ticker WTO, UTime Limited is engaged in the design, development, production, sales and brand operation of mobile devices in China and globally. The company aims to provide cost-effective products and serves a broad customer base.
Safe Harbor Statement
This press release contains forward-looking statements within the meaning of Section 21E of the Securities Exchange Act of 1934, as amended. All statements other than statements of historical fact are forward-looking statements. The statements regarding the Cooperation Agreement itself, the initiation, negotiation and signing of any subsequent definitive contracts, and the anticipated delivery schedule and quantity of 500,000 GM800 servers (with an estimated total contract value of approximately US
Contact:
qhengcong@utimemobile.com
UTime Limited
7th Floor, Building 5A
Shenzhen Software Industry Base, Nanshan District
Shenzhen, People’s Republic of China 518061
Tel: (86) 755 86512266
FAQ
What did UTime (WTO) announce about the US$50 million server order?
Is the 500,000-unit GM800 order for WTO finalized or only an intent?
When will UTime (WTO) begin deliveries for the potential server order?
What are the technical specifications of the GM800 servers in the WTO order?
How does the US$50 million intent agreement affect UTime's (WTO) business strategy?
