Core Insights - The traditional supply chain faces significant challenges due to the penetration of the digital economy and diversified consumer demands, including inventory imbalances from demand forecasting errors, data silos, high human dependency in core processes, and high barriers to AI technology implementation [1] - Shenzhou Holdings has developed an enterprise-level supply chain AI product named "Xiao Jin" to address these challenges, focusing on "full-link perception, intelligent decision-making, and scenario adaptation" [1] - "Xiao Jin" utilizes a unique "3+N" intelligent agent architecture, which includes three core agents (data assistant, decision assistant, customer assistant) and multiple specialized agents for specific work scenarios, enhancing efficiency and meeting specialized needs [1] Performance Metrics - In the peak order processing during the 2025 "Double 11" event, "Xiao Jin" achieved a 96% accuracy rate in order forecasting, a 280% increase in peak order processing speed, and a threefold increase in order creation efficiency [1] - Warehouse operations saw a 20% overall improvement in complex document picking efficiency and a 15% increase in packing efficiency, while the time for outbound handover was reduced by 1.4 hours [1] - Daily operations benefited significantly, with the data assistant improving data query efficiency by 90%, the decision assistant enhancing complex data analysis efficiency by 50%-70%, and the customer assistant reducing customer service workload by 50% [1] Strategic Vision - The successful implementation of "Xiao Jin" not only resolves the challenges of AI technology in the supply chain but also establishes a new model of full-link intelligent collaboration, transforming the supply chain from a "cost center" to a "value center" [2] - Shenzhou Holdings aims to deepen its "AI full-stack technology + value scenario empowerment" model, building a large-scale cluster of vertical intelligent agents and expanding the intelligent agent ecosystem in collaboration with partners [2] - The company is committed to integrating AI with the real economy, driving industrial upgrades, and providing end-to-end data intelligence solutions across various industries, thereby becoming a core enabler in the digital economy era [2]

12 月 29 日，在智通财经第八届投资年会暨科大硅谷硬科技投资生态大会上，神州控股（00861）凭借深厚的技术积淀、完整的 AI 全栈能力与丰富的行业落 地成果，成功入选 "新势力人工智能企业" 榜单。这一荣誉既是行业对其 "Data×AI" 战略深化落地的高度认可，更是对其以技术创新赋能供应链产业数智化 升级的充分肯定。 02 行业智能体落地释放实践价值 依托全栈技术能力，神州控股将 AI 深度融入垂直领域，打造了一系列可复制、高实效的智能体应用，让技术真正服务于产业升级。在智慧供应链领域，神 州控股深耕物流供应链领域 20 余年，以 "Data x AI" 战略为核心，构建起覆盖供应链全链路的智能解决方案。今年，公司基于 "AI for Process" 理念重磅推出 企业级供应链智能体 "小金"，将 AI 深度融入履约决策全流程，打造从数据洞察到智能执行的智慧供应链闭环，为客户提供高质量、高效率的履约服务。 数据中台层依托 "燕云" 产品，构建起覆盖数据采集、清洗、建模、运维与安全的多模态大数据治理能力。无缝整合数百种多源异构数据，同时借助数据标 注、数字化建模等技术，生成高质量、标准化的数据资源，为 ...

感知层作为与物理世界交互的基础，整合了神州控股自有 IT/OT 系统、客户系统、物联网平台及自动化设备等资源，通过无侵入式数据采集技术，精准获 取销售、运输、库存、商品等多模态实时数据，为数字化建模和 AI 应用提供全面的原始数据支撑，实现对物理世界作业操作的快速准确捕捉。 数据中台层依托 "燕云" 产品，构建起覆盖数据采集、清洗、建模、运维与安全的多模态大数据治理能力。无缝整合数百种多源异构数据，同时借助数据标 注、数字化建模等技术，生成高质量、标准化的数据资源，为 AI 模型训练和业务决策提供可靠的数据保障，实现秒级业务态势呈现。 智通财经APP获悉，12 月 29 日，在智通财经第八届投资年会暨科大硅谷硬科技投资生态大会上，神州控股（00861）凭借深厚的技术积淀、完整的 AI 全栈 能力与丰富的行业落地成果，成功入选 "新势力人工智能企业" 榜单。这一荣誉既是行业对其 "Data×AI" 战略深化落地的高度认可，更是对其以技术创新赋 能供应链产业数智化升级的充分肯定。 01 全栈技术架构筑牢AI核心根基 神州控股构建了从底层感知到顶层解决方案的全栈技术体系，形成 "感知 - 数据 - AI 能力 - ...

Core Insights - Tencent Holdings (00700), Alibaba-W (09988), and Hong Kong Exchanges (00388) led the market in net inflows, with amounts of 1.115 billion, 1.055 billion, and 309 million respectively [1] - China Mobile (00941), Luoyang Molybdenum (03993), and CICC (03908) experienced the highest net outflows, with amounts of -1.053 billion, -184 million, and -181 million respectively [1] - In terms of net inflow ratios, China Telecom Services (00552), Yihua Tong (02402), and Sunshine Insurance (06963) topped the list with ratios of 167.31%, 126.18%, and 118.17% respectively [1] Net Inflow Rankings - Tencent Holdings (00700) had a net inflow of 1.115 billion, representing a 13.09% increase, closing at 614.500 [2] - Alibaba-W (09988) saw a net inflow of 1.055 billion, with a 12.23% increase, closing at 146.400 [2] - Hong Kong Exchanges (00388) recorded a net inflow of 309 million, with a 24.77% increase, closing at 407.000 [2] Net Outflow Rankings - China Mobile (00941) faced a net outflow of -1.053 billion, a decrease of -54.21%, closing at 83.700 [2] - Luoyang Molybdenum (03993) had a net outflow of -184 million, down by -29.82%, closing at 19.100 [2] - CICC (03908) experienced a net outflow of -181 million, a decrease of -30.22%, closing at 20.540 [2] Net Inflow Ratio Rankings - China Telecom Services (00552) achieved a net inflow ratio of 167.31%, with a net inflow of 26.5926 million, closing at 4.520 [3] - Yihua Tong (02402) had a net inflow ratio of 126.18%, with a net inflow of 26.5481 million, closing at 23.980 [3] - Sunshine Insurance (06963) recorded a net inflow ratio of 118.17%, with a net inflow of 31.5558 million, closing at 3.940 [3]

Group 1 - The core viewpoint of the news is that Digital China Holdings Limited's subsidiary, Shenzhou Yinuo, has successfully secured a multi-million data center relocation integration service project with Shanghai Yidian, marking a significant collaboration following a previous contract in June 2023 [1][2] - The project encompasses the entire process of data center relocation and integration services, aiming for zero data loss, zero network interruption, zero business downtime, and zero customer awareness during the transition [2] - Shenzhou Yinuo has established a comprehensive service system for computing power relocation, which includes capabilities for resource optimization, energy efficiency, hardware upgrades, equipment recycling, and dynamic resource scheduling [1][2] Group 2 - Shenzhou Yinuo's advantages in the computing power relocation sector include a robust resource support network with over 2,600 technical service points nationwide, a professional team of over 20 project managers and 100 technical experts, and standardized service processes that adhere to industry standards [2] - The collaboration between Shenzhou Yinuo and Shanghai Yidian reflects a deepening partnership that showcases the potential for cooperation between state-owned enterprises and technology firms in driving digital transformation and promoting high-quality development of the digital economy [3] - Shanghai Yidian, a long-established state-owned enterprise, focuses on new-generation information technology and artificial intelligence, actively contributing to national strategies and major projects in the digital economy [3]

Core Viewpoint - Shenzhou Holdings plans to sell up to 28.8273 million shares of its subsidiary Shenzhou Information, representing approximately 2.9543% of its total share capital, to support its business development and general working capital, while maintaining its subsidiary status post-transaction [1][2] Group 1: Company Strategy and Operations - The company aims to become a leader in AI solutions centered around supply chains, showcasing its strategic ambition in the "AI + Supply Chain" sector [2] - Shenzhou Holdings operates through three business segments: traditional services including system integration and e-commerce supply chain services, software and operations services, and big data products and solutions [2] - The company is advancing its "Data × AI" strategy, focusing on high-quality industry data and leveraging its "Yanyun Infinity" platform to enhance its capabilities and create a closed-loop ecosystem [2] Group 2: Financial and Market Position - As of the announcement, Shenzhou Holdings holds 39.9211% of Shenzhou Information, indicating a significant stake in its subsidiary [1] - The proceeds from the share sale will be utilized for business development and to bolster working capital, reflecting the company's focus on enhancing its operational capacity [1]

Core Viewpoint - Shenzhou Digital Holdings plans to sell up to 28.8273 million shares of its subsidiary, Shenzhou Information, representing approximately 2.9543% of its total share capital, to optimize capital allocation and focus on core AI and supply chain sectors [1] Group 1: Company Strategy - The company aims to become a leader in AI solutions centered around supply chains, emphasizing its strategic direction in the "AI + Supply Chain" sector [2] - Shenzhou Digital is enhancing its high-quality supply chain services while extending its service boundaries to offer comprehensive solutions for AI capability development [2] - The company has adopted a "Data × AI" strategy to create a competitive edge by focusing on high-quality industry data, addressing a significant market pain point [2] Group 2: Product Development - Shenzhou Digital launched the "Yanyun Infinity" platform in collaboration with Peking University, which integrates data processing capabilities for intelligent decision-making [3] - The company has over 20 years of experience in the supply chain sector, particularly in consumer electronics and fast-moving consumer goods, which supports its AI technology applications [3] Group 3: Ecosystem Collaboration - Shenzhou Digital has formed strategic partnerships with 15 companies this year, including leading firms in the embodied intelligence and logistics sectors, to enhance its ecosystem [3] - The company initiated a logistics data open interconnection initiative with Beijing Jiaotong University to broaden its industry data sources [3] Group 4: Financial Implications - The cash inflow from the share sale is expected to accelerate the company's progress towards its goal of becoming a leader in AI solutions centered around supply chains [4] - The company is committed to integrating AI technology into key sectors of the real economy, promoting AI as a core productivity driver [4]

Core Viewpoint - Shenzhou Holdings plans to sell up to 28.83 million shares of its subsidiary Shenzhou Information, representing approximately 2.95% of its total share capital, to optimize capital allocation and focus on core AI and supply chain strategies [1][2] Group 1: Share Sale Announcement - The sale will occur within three months after the announcement date, with proceeds aimed at supporting business development and general working capital [1] - Post-transaction, Shenzhou Holdings will retain a 39.92% stake in Shenzhou Information, which will continue to be classified as a subsidiary [1] Group 2: AI Strategy and Product Development - Shenzhou Holdings is enhancing its focus on AI, particularly through a "Data×AI" strategy that emphasizes high-quality industry data to create a competitive edge [2] - The company launched the "Yanyun Infinity" platform, which integrates data processing capabilities for intelligent decision-making, based on award-winning technology [2] - An enterprise-level supply chain intelligent agent cluster named "Xiao Jin" was introduced, improving query efficiency by 90% and data analysis efficiency by 70% [2] Group 3: Ecosystem Development - Shenzhou Holdings is building a positive ecosystem by empowering partners with its technology while also integrating high-quality resources to address its own shortcomings [3] - The company has formed strategic partnerships with 15 entities this year, including leading firms in embodied intelligence and logistics [3] - The combination of the "Yanyun Infinity" platform, the "Xiao Jin" solution, and ecosystem collaborations aims to solidify Shenzhou Holdings' position as a leader in AI solutions centered around supply chains [3]

Core Viewpoint - Shenzhou Holdings plans to sell up to 28,827,300 shares of Shenzhou Information, representing approximately 2.9543% of its total share capital, to fund business development and general operating expenses, while maintaining its status as a subsidiary [1] Group 1: Business Strategy and AI Focus - The company aims to become a leader in AI solutions centered around supply chain management, showcasing its strategic ambition in the "AI + Supply Chain" sector [1] - Shenzhou Holdings is enhancing its foundational AI technology research and expanding the application of AI in supply chain management [1] - The company has launched a comprehensive AI capability-building solution, emphasizing a dual-driven strategy of "Customer + Ecosystem" to increase customer engagement and broaden its client base [1] Group 2: Data and Technology Development - Shenzhou Holdings is advancing its "Data × AI" strategy, focusing on high-quality industry data as a critical factor for successful AI commercialization [2] - The company has developed the "Yanyun Infinity" platform in collaboration with Peking University, which integrates data collection, cleaning, modeling, operation, and security to support intelligent decision-making [2] - Shenzhou Holdings has over 20 years of experience in the supply chain sector, accumulating valuable know-how and data to support AI applications [2] Group 3: Intelligent Solutions and Ecosystem Collaboration - The company has introduced the enterprise-level supply chain intelligent agent cluster "Xiao Jin," which standardizes knowledge and experience across supply chain management roles to enhance organizational efficiency [3] - Shenzhou Holdings has signed strategic cooperation agreements with 15 partners across various industries, including leading companies in embodied intelligence and logistics [4] - The company is actively promoting an open logistics data initiative with academic and industry organizations to expand its data sources and service capabilities [4] Group 4: Market Position and Future Outlook - Shenzhou Holdings is embedding AI deeply into key sectors of the real economy, transforming AI into a core productivity driver for enterprises [5] - The company is positioned to facilitate the intelligent transformation of industries by leveraging funds, logistics, and data flows [5]

Core Viewpoint - Shenzhou Holdings (00861.HK) announced plans for its indirect non-wholly owned subsidiary, DCITS (000034), to sell up to 28,827,300 shares, representing approximately 2.9543% of DCITS's total share capital, within three months after a pre-disclosure announcement [1] Group 1 - The sale will be conducted through centralized bidding or block trading methods [1] - The decision is based on the operational and developmental needs of the controlling shareholder, Shenma Software [1]