Core Viewpoint - The company, Digital China Holdings Limited, has demonstrated strong performance and operational efficiency through its "Data x AI" strategy, capitalizing on the favorable policies for artificial intelligence in the coming decade [1][6]. Financial Performance - The company reported a 12% year-on-year increase in overall revenue, reaching 7.865 billion RMB, with gross profit rising 8% to 1.033 billion RMB [2]. - Net profit attributable to the parent company surged by 41% year-on-year, totaling 15.21 million RMB [2]. - The big data products and solutions segment served as a growth engine, with revenue increasing 12% to 1.43 billion RMB [2]. - The software and operation services segment generated 2.448 billion RMB, up 13% year-on-year [2]. - The traditional services segment maintained stable growth, with revenue of 3.987 billion RMB, reflecting an 11% increase [2]. - New contract signings soared by 98% year-on-year, amounting to 9.476 billion RMB, with a backlog of 10.441 billion RMB [2]. Technological Advancements - The company has strengthened its AI full-stack data intelligence technology base centered around the "Yanyun Infinity" platform, creating three major platforms: AI Infra, AI-ready Data, and Agentic AI [3]. - The AI Infra platform enhances computing power management, while the AI-ready Data platform integrates diverse data sources and automates data processing [3]. - The Agentic AI platform focuses on process orchestration and decision-making, providing standardized tools for efficient task execution [3]. - Research and development investment reached approximately 305 million RMB, with 3,290 intellectual property rights accumulated [3]. Industry Applications - The company's core value scenarios have significantly enhanced the practical application of its technologies, particularly in the smart supply chain sector [4]. - The logistics model "KingKoo-Zhichain" and the "Xiao Jin" series agents have improved operational efficiency, reducing warehouse operation costs by over 20% and overall efficiency by over 30% [4]. - The self-developed "Xiao Jin" agent has improved query efficiency by 90% and data analysis efficiency by 50% [4]. - The company has successfully expanded its capabilities from the hotel industry to IDC computing services and automotive service sectors [4]. Ecosystem Collaboration - The company is actively building an open innovation ecosystem, collaborating with institutions like Peking University and Tencent Cloud to enhance its AI capabilities [5]. - In the supply chain sector, partnerships with logistics giants such as SF Express and Yunda have been deepened, focusing on smart supply chain innovations [5]. - The company leverages government resources to empower enterprises and facilitate digital transformation for traditional businesses [5]. Overall Outlook - The company is well-positioned to capitalize on the opportunities presented by the "Artificial Intelligence +" initiative, with its strategic advantages expected to drive further advancements in digital and intelligent transformations across industries [6].

Core Insights - Shenzhou Holdings (00861.HK) reported a 12% year-on-year increase in overall revenue for the first half of the year, reaching 7.865 billion yuan, with a net profit growth of 41% to 15.21 million yuan [1] - The company continues to deepen its "Data x AI" strategy, focusing on core technology breakthroughs and industry applications, which has led to improved operational efficiency and performance [1][2] Financial Performance - Revenue from big data products and solutions grew by 12% year-on-year to 1.43 billion yuan, while software and operational services revenue increased by 13% to 2.448 billion yuan [1] - The traditional services segment also showed stable growth, with revenue reaching 3.987 billion yuan, up 11% year-on-year [1] - New contract signings surged by 98% to 9.476 billion yuan, with a backlog of 10.441 billion yuan, indicating a solid foundation for future growth [1] Technological Advancements - The company has strengthened its AI data intelligence technology base centered around the "Yanyun Infinity" platform, creating three major platforms: "AI Infra," "AI-ready Data," and "Agentic AI" [2] - In the core smart supply chain scenario, the logistics model "KingKoo-Zhichain" and the "Xiao Jin" series agents have significantly improved operational efficiency, with warehouse operation costs down over 20% and overall efficiency up over 30% [2] Ecosystem Development - Shenzhou Holdings is actively building an open innovation ecosystem, collaborating with institutions like Peking University, Tencent Cloud, and Huawei to enhance its AI capabilities [3] - The company aims to transition clients from digitalization to intelligence across the entire supply chain, contributing to both enterprise and societal value growth [3] Industry Context - The recent issuance of the State Council's opinion on implementing the "Artificial Intelligence +" action plan outlines development goals for the next decade, which is expected to benefit companies like Shenzhou Holdings with a first-mover advantage in the AI sector [3]

Core Insights - Shenzhou Holdings reported a revenue of 7.865 billion yuan for the first half of 2025, marking a year-on-year growth of 12% [1] - The net profit attributable to the parent company reached 15.21 million yuan, reflecting a significant year-on-year increase of 41% [1] Revenue Breakdown - Revenue from big data products and solutions amounted to 1.43 billion yuan, also showing a year-on-year growth of 12%, positioning it as one of the main growth drivers [1] Operational Efficiency - The company achieved a reduction in warehouse operation costs by over 20% and an overall efficiency improvement of over 30% through the application of self-developed large models and intelligent agent systems in the logistics sector [1] Technological Advancements - Utilizing the Yanyun Infinity platform, the company has empowered smart governance and urban intelligence sectors, with the AI assistant developed through DeepSeek achieving an accuracy rate of over 95% in government responses and an online processing rate of 62% [1]

Core Insights - Shenzhou Holdings (00861) reported a revenue of RMB 7.865 billion for the six months ending June 30, 2025, representing a year-on-year growth of 12.13% [1] - The profit attributable to shareholders increased to RMB 15.207 million, marking a 40.70% year-on-year rise, with basic earnings per share at RMB 0.0103 [1] Business Strategy - The company is leveraging its first-mover advantage in big data and artificial intelligence to enhance its "Data x AI" strategy, focusing on the "Yanyun Infinity platform" as the core data intelligence technology foundation [1] - Shenzhou Holdings is accelerating the provision of comprehensive data intelligence solutions across various sectors, including consumer electronics, telecommunications, fast-moving consumer goods, apparel, financial institutions, and chain hotels, in line with the national "Artificial Intelligence+" strategy [1] Order Book and Growth - The company has a robust order book, with new contracts signed amounting to RMB 9.476 billion during the reporting period, a significant increase of 98% compared to the same period last year [1] - The total amount of signed but unfulfilled contracts reached RMB 10.441 billion, reflecting a 27% year-on-year growth, establishing a solid foundation for long-term and stable business growth [1]

Core Viewpoint - Shenzhou Holdings (00861) reported a mid-term performance for the six months ending June 30, 2025, showcasing significant revenue growth and profitability improvements driven by its "Data x AI" strategy and strong order intake [1] Financial Performance - The company's revenue reached RMB 7.865 billion, representing a year-on-year increase of 12.13% [1] - Profit attributable to shareholders was RMB 15.207 million, marking a year-on-year growth of 40.70% [1] - Basic earnings per share stood at RMB 0.0103 [1] Strategic Initiatives - In 2025, the company is leveraging its first-mover advantage in big data and artificial intelligence to enhance its "Data x AI" strategy [1] - The "Yanyun Infinity platform" serves as the core data intelligence technology foundation, empowering key business scenarios [1] - The company is accelerating the provision of comprehensive data intelligence solutions across various industries, including consumer electronics, telecommunications, fast-moving consumer goods, apparel, financial institutions, and chain hotels [1] Order Intake and Future Outlook - The company secured new contracts worth RMB 9.476 billion during the reporting period, a substantial increase of 98% compared to the same period last year [1] - The total amount of signed but unfulfilled contracts reached RMB 10.441 billion, reflecting a year-on-year growth of 27% [1] - These figures establish a solid foundation for long-term and stable business growth [1]

格隆汇8月27日丨神州控股(00861.HK)公告，截至2025年6月30日止六个月，受益于"Data x AI"战略的深 化落地，公司展现出强大的增长动能。报告期内，整体营业收入78.65亿元人民币，较去年同期增长 12%；毛利10.33亿元人民币，较去年同期增长8%；归母净利润1,521万元人民币，较去年同期增长 41%。 公司在手订单充足，报告期内新签约 94.76亿元人民币，较去年同期增长98%；已签未销104.41亿元人 民币，较去年同期增长27%，为业务长期、稳定的增长打下坚实基础。 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性或完 整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部分內容而產生或因倚賴該等內 容而引致的任何損失承擔任何責任。 截至二零二五年六月三十日止六個月之 中期業績公告 Digital China Holdings Limited（神州數碼控股有限公司* ）（「本公司」）或「神州控股」）之董 事會（「董事」或「董事會」）欣然公佈本公司及其附屬公司（統稱「本集團」）截至二零二五年 六月三十日止六個月之未經審核簡明綜合中期業績，連同二零二四年財年同期比較數字如下： | 財務摘要 | 截至六月三十日止六個月 | | | | --- | --- | --- | --- | | | (未經審核) | | | | | 二零二五年 | 二零二四年 | 同比 | | | 人民幣千元 | 人民幣千元 | 變化 | | 收入 | 7,865,449 | 7,014,343 | 12.13% | | 其中︰大數據產品及方案收入 | 1,430,144 | 1,277,132 | 11.98% | | 大數據產品及方案分部收入佔比 | 18% ...

神州控股(00861)近年来，持续加大在大数据和人工智能领域的投入，尤其重视以领先数据智能科技赋 能核心价值场景，促进产业数智化转型发展，公司以涵盖AI全栈数据智能技术的"燕云Infinity平台"为核 心技术底座，为消费电子、通信服务、快消零售、服装等行业提供全域数据智能解决方案。在算力方 面，可通过软硬协同能力提供算力调度与算力性能提升服务；在数据方面，可提供数据接入、数据集 成、数据编排、语义建模及MCP服务等产品工具；在决策支持方面，以多种调度规划策略，聚焦Agent 流程编排、自主规划推理、多Agent推演决策执行等核心能力构建；在智能应用层面，公司在通用技术 平台基础上，自研物流垂类大模型和覆盖"研产供销服"全链条智能体，加速为产业智能化发展提供全方 位服务。由于多年来公司在相关技术和场景领域形成了突出的先发优势，随着国家"人工智能+"行动的 加速发展，公司也将获得巨大的发展机遇。 日前，国务院印发《关于深入实施"人工智能+"行动的意见》，《意见》明确了未来十年的发展目标， 到2027年，实现人工智能与重点领域广泛深度融合，智能终端、智能体等应用普及率超70%:到2030 年，全面赋能高质量发展， ...

Group 1 - The State Council has issued an opinion on the implementation of the "Artificial Intelligence +" action plan, outlining development goals for the next decade, including achieving over 70% application penetration of AI in key areas by 2027 and over 90% by 2030 [1] - By 2035, the country aims to fully enter a new stage of intelligent economy and society development, with a focus on six key actions and eight foundational support capabilities [1] - The foundational support capabilities include enhancing model capabilities, innovating data supply, strengthening computing power coordination, optimizing application development environments, promoting open-source ecosystems, building talent teams, reinforcing policy and legal guarantees, and improving security capabilities [1] Group 2 - Shenzhou Holdings has been increasing investments in big data and artificial intelligence, focusing on empowering core value scenarios with leading data intelligence technology [2] - The company utilizes its "Yanyun Infinity platform" as a core technology base to provide comprehensive data intelligence solutions across various industries, including consumer electronics, communication services, fast-moving consumer goods, and apparel [2] - With a strong first-mover advantage in relevant technologies and scenarios, the company is expected to benefit significantly from the accelerated development of the national "Artificial Intelligence +" action plan [2]

更改香港股份過戶登記分處 Digital China Holdings Limited（神州數碼控股有限公司* ）（「本公司」） 之董事會（「董事會」）謹此宣佈自二零二五年八月三十一日起, 本公司 之香港股份過戶登記分處將更改為: - 卓佳證券登記有限公司 香港夏慤道 16 號 遠東金融中心 17 樓 香港交易及結算所有限公司及香港聯合交易所有限公司對本公佈的內容概不負責，對其準確性或完整性 亦不發表任何聲明，並明確表示概不就因本公佈全部或任何部分內容而產生或因倚賴該等內容而引致的 任何損失承擔任何責任。 電話 : (852) 2980 1333 傳真 : (852) 2810 8185 由二零二五年八月三十一日起, 有關本公司之股份過戶及登記手續將由卓 佳證券登記有限公司辦理。 於二零二五年八月二十九日下午四時三十分 後仍未領取之股票, 可於二零二五年九月一日起從卓佳證券登記有限公司 領取。 獨立非執行董事：劉允博士、金昌衛先生、郭嵩博士、陳惠康先生及李靜博 士 網址： www.dcholdings.com * 僅供識別 於本公告刊發時，本公司之董事會由九名董事組成，包括： 執行董事：郭為先生（主席兼首席執 ...