Group 1 - The core viewpoint of the report is that the company is optimistic about the long-term development of Shenzhou Holdings, upgrading its rating to "Buy" [1] - Shenzhou Holdings has been focusing on the "Big Data + AI" strategy, optimizing its revenue and gross profit structure, with big data business becoming the main driver of revenue and profit growth [1] - The company is transitioning its business model from "resource-driven" to "technology-enabled," which is crucial in the digital economy era where demand for data applications in vertical fields is expected to grow rapidly [1] Group 2 - Shenzhou Holdings is expanding its global market presence alongside major Chinese enterprises like Huawei and BYD, with overseas business revenue reaching 929 million RMB in 2024, reflecting a compound annual growth rate of 41% from 2022 to 2024 [2] - The company continues to invest in the "Big Data + AI" field, launching the "Yanyun Infinity Platform" and securing large client orders, indicating a positive cycle of "technology validation - scenario implementation - commercial closure" [2] - Future performance and valuation improvements are anticipated as the company capitalizes on the dual benefits of the digital economy and industrial globalization [2]

Group 1 - The core viewpoint of the report is that the company is optimistic about the long-term development of Shenzhou Holdings, upgrading its rating to "Buy" due to its transformation results and growth trends driven by the "Big Data + AI" strategy [1] - Shenzhou Holdings has been focusing on the "Big Data + AI" strategy, optimizing its revenue and gross profit structure, with big data business becoming the core driver of revenue and profit growth, indicating a shift from a "resource-driven" to a "technology-enabled" business model [1] - The report highlights that the demand for data applications in vertical fields will continue to grow rapidly in the digital economy era, and the company's development framework will enhance its ability to empower industrial digital transformation through comprehensive data capabilities [1] Group 2 - The company is accelerating its global market layout alongside major domestic enterprises going overseas, with overseas business revenue reaching 929 million RMB in 2024, reflecting a compound annual growth rate of 41% from 2022 to 2024 [2] - In the first half of 2025, Shenzhou Holdings will continue to focus on the "Big Data + AI" field, launching the "Yanyun Infinity Platform" and signing multiple large client orders, indicating a positive cycle of "technology validation - scenario implementation - commercial closure" [2] - The company is expected to achieve dual enhancements in performance and valuation under the dual dividends of digital economy and industrial globalization [2]

格隆汇8月15日丨神州控股(00861.HK)宣布，本公司将于2025年8月27日（星期三）举行董事会会议，藉 以考虑及批准（其中包括）本公司及其附属公司截至2025年6月30日止六个月的未经审核综合中期业绩 及考虑派付中期股息（如有）。 ...

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份內容而產生或 因倚賴該等內容而引致的任何損失承擔任何責任。 董事會會議通知 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，本公司將於二零二五年八月二十七日（星期三）舉行董事會會議，藉以考 慮及批准（其中包括）本公司及其附屬公司截至二零二五年六月三十日止六個月之未經審核 綜合中期業績及考慮派付中期股息（如有）。 承董事會命 Digital China Holdings Limited (神州數碼控股有限公司* ) 郭為 主席兼首席執行官 香港，二零二五年八月十五日 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（主席兼首席執行官）及林楊先生（副主席） * 僅供識別 非執行董事：叢珊女士及劉軍強先生 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 ...

Group 1 - The core viewpoint of the article emphasizes the company's focus on the "big data + AI" strategy, which has led to significant improvements in performance driven by the rapid growth of big data products and solutions [1][3] - The company is building a robust core technology system to meet the increasing demand for data applications in the digital economy, focusing on scenario-based applications and driving innovation in big data and AI [1][2] - The company has established a global market presence, achieving a revenue of 929 million RMB from overseas operations in 2024, with a compound annual growth rate of 41% from 2022 to 2024 [2] Group 2 - The company is committed to advancing its "big data + AI" strategy amid favorable policies for digital transformation in manufacturing and smart cities, leading to accelerated business development and improved revenue and profit structure [3] - The company forecasts revenues of 18.376 billion RMB, 20.681 billion RMB, and 22.664 billion RMB for 2025-2027, with net profits of 231 million RMB, 442 million RMB, and 511 million RMB respectively, indicating strong future growth potential [3]

Investment Rating - The report upgrades the investment rating to "Buy" for the company [4] Core Views - The company focuses on the "Big Data + AI" strategy, with significant breakthroughs in its big data business driving performance improvement [3][12] - The demand for data applications continues to grow, and the company is building a core technology system to support this [2][38] - The company is expanding its global presence, achieving notable results in overseas markets [3][4] Financial Summary - Revenue is projected to grow from 18.277 billion RMB in 2023 to 22.664 billion RMB in 2027, with a compound annual growth rate (CAGR) of approximately 9.6% [1] - The net profit attributable to shareholders is expected to turn positive by 2025, reaching 231 million RMB, and further increasing to 511 million RMB by 2027 [1] - The company's return on equity (ROE) is forecasted to improve from -29.1% in 2023 to 7.3% in 2027 [1] Business Strategy - The company is leveraging its advantages in public data operations and self-developed platforms to penetrate various industries such as transportation, water conservancy, and manufacturing [2][3] - The focus on scenario-based applications is driving innovation in the "Big Data + AI" business, enabling digital transformation across industries [2][12] - The company is committed to enhancing its research and development capabilities, with significant investments in technology to maintain a competitive edge [51][62] Market Outlook - The domestic big data industry is expected to grow significantly, with projections indicating a market size of approximately 2.4 trillion RMB by 2024, reflecting a CAGR of 22% [38][42] - The demand for digital supply chain services is also anticipated to rise, with a projected revenue of around 3.6 trillion RMB in 2023, growing at a rate of 11% [67][72] - The company is well-positioned to capitalize on the increasing importance of data as a key production factor in the digital economy [41][42]

承董事會命 Digital China Holdings Limited (神州數碼控股有限公司*) 郭為 主席兼首席執行官 香港，二零二五年八月六日 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。 海外監管公告 本公告是由Digital China Holdings Limited (神州數碼控股有限公司* )（「本公司」）根據 香港聯合交易所有限公司證券上市規則第 13.10B條而作出。 以下附件是本公司依臺灣相關證券法律的規定於二零二五年八月六日在臺灣證券交易所 股份有限公司網頁刊發的公告。 * 僅供識別 附表三十九 神州數碼控股有限公司 臺灣存託憑證流通及兌回情形月報表 中華民國 114 年 7 月份 於本公告刊發時，董事會由九名董事組成，包括： 執行董事：郭為先生（主席兼首席執行官）及林楊先生（副主席） 非執行董事：叢珊女士及劉軍強先生 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.dcholding ...

截至月份: 2025年7月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 神州數碼控股有限公司 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 呈交日期: 2025年8月6日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00861 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 2,500,000,000 | HKD | | 0.1 | HKD | | 250,000,000 | | 增加 / 減少 (-) | | | | | | | HKD | | | | 本月底結存 | | | 2,500,000,000 | HKD | | 0.1 | HKD | | 250,000,000 | 本月底法定/註冊股本 ...

根据中国政府网公告，《政务数据共享条例》将于2025年8月1日起施行。 该条例旨在推动政务数据安全、有序、高效共享，提升政府数字化治理能力和政务服务效能，全面推进 数字政府建设，填补了我国在政务数据共享领域的立法空白。 海通证券指出，《条例》首次从国家层面以行政法规形式明确了政务数据共享的体制、路径、规则、保 障措施、法律责任等，并且带来了以下利好：明确管理体制，破解"数据孤岛"难题；构建共享机制，畅 通数据共享通路；优化共享流程，提升数据供给效率，这对政务数据市场的发展将会带来重大利好。 长城证券表示，该条例对政务数据的目录管理、共享使用、平台支撑等工作进行部署，将更好推进政务 数据安全高效共享利用，进一步提升政府数字化治理能力和政务服务效能。在国家对政务数据共享的支 持下，各地先行先试将加快政务数据授权运营的商业跑通，看好该行业发展。 公共数据授权运营：中国移动、中国电信、中国联通、深桑达A、易华录、太极股份、广电运通； 金融服务：恒生电子、中科软；商贸流通：上海钢联； 医疗健康：中科江南、创业慧康、久远银海、万达信息； 交通运输：神州控股、中远海科。 此外财通证券表示，从"互联网+"到"AI+"，政务I ...

Core Insights - The beauty industry is entering a competitive phase focused on supply chain efficiency, with KJ Logistics opening a flagship warehouse in Guangzhou Baiyun District, enhancing logistics capabilities for domestic beauty brands [1][2] Group 1: Supply Chain Efficiency - KJ Logistics' new warehouse reduces inbound time from 4 hours to 30 minutes, significantly improving logistics efficiency for beauty brands during peak sales periods [2][3] - The warehouse is strategically located near production bases and distribution centers, allowing for lower logistics costs and faster delivery times [2][3] Group 2: Dynamic Inventory Management - KJ Logistics has implemented a system that connects directly with brand systems to manage inventory dynamically, addressing the challenges of unpredictable sales for "hot products" [3][4] - The warehouse features dedicated production lines for "hot products," utilizing automated packing and sealing technologies to enhance efficiency [3][4] Group 3: Market Positioning and Capacity - KJ Logistics has developed semi-automated packing systems and full-chain expiration management systems tailored to the beauty industry's specific needs [4][6] - The warehouse can handle up to 60,000 orders daily, with the capacity to expand to 200,000 orders during peak times, providing flexible production capabilities [6][7] Group 4: Economic Impact - The operation of the new warehouse is expected to create numerous job opportunities and stimulate growth in related industries such as packaging and transportation [7] - KJ Logistics aims to upgrade its technology continuously, positioning the Baiyun warehouse as a national model for "technology logistics empowering industrial zones" [7][8]