Xingyun Technology raises supplementary agreement value to 8.848B yuan

The upward revision signals that Client V is expanding the scope or scale of its equipment leasing beyond the original plan, which matters for Xingyun's revenue visibility over the five-year term. The carve-out preserving first-batch pricing suggests the change reflects new volumes or terms rather than a repricing of existing commitments. The company's own caveat that the figure is a static estimate, not a performance commitment, is the key qualifier: the headline number is indicative, not contracted revenue. Whether later batches actually materialize at this scale, and how the lease terms are structured, is the open question.