Core Viewpoint - The company, Zall Smart Commerce Group (2098.HK), reported a strong financial performance for the first half of 2025, achieving revenue of 90.92 billion yuan, a year-on-year increase of 33.16%, and a net profit of 69.97 million yuan, up 71.67% despite challenging external conditions [1] Group 1: Revenue Growth Drivers - The agricultural products and overseas bulk commodities segments significantly contributed to revenue growth, with Zhongnongwang achieving revenue of 24.5 billion yuan, a 47.59% increase, and the World Commodity Intelligent Trading Center (CIC) reaching 32.2 billion yuan, a 161.79% increase [2] - CIC, based in Singapore, expanded its business in Southeast Asia, focusing on new energy segments and enhancing cross-border trade collaboration, resulting in a cumulative transaction volume exceeding 37.5 billion USD [2] Group 2: Strategic Initiatives - Zhongnongwang optimized its resource allocation and customer structure, enhancing its core competitiveness by establishing direct connections with quality sugar producers and expanding its global supply of high-quality coffee beans [3] - The company established a spice processing center in Xinjiang, adopting an innovative model that integrates smart agriculture and deep processing, thereby increasing product value and enhancing supply chain efficiency [3] Group 3: Business Transformation - Zhaogang Chain and Huashu Hui are actively transforming their business models, focusing on high-end manufacturing and green production, with Zhaogang Chain achieving breakthroughs in steel product exports to Taiwan [4] - In the plastics sector, Huashu Hui doubled its overall sales volume by expanding distribution and consignment businesses, while optimizing its trading categories and customer structure [4] Group 4: Integrated Service Capabilities - The company is advancing a new model that integrates industrial services, experiential consumption, digital trade, and supply chain services, with Han Kou Bei International Trade City becoming a key hub for national commodity supply chain integration [5] - Han Kou Bei is enhancing its logistics capabilities through smart warehousing and transportation systems, achieving seamless management of the entire logistics process [6] Group 5: Digital Transformation - The company is leveraging AI and IoT technologies to enhance operational efficiency, with Zhongnongwang launching a digital management platform for sugarcane cultivation that covers the entire supply chain [8] - The establishment of cloud factories and smart logistics systems is improving supply chain efficiency, enabling same-day delivery services in multiple regions [9] Group 6: Future Outlook - The company aims to strengthen its industry advantages and digital innovations to enhance the resilience and efficiency of its supply chain, positioning itself as a key player in the ongoing industrial transformation [9]
营收利润韧性双增，卓尔智联(2098.HK)2025上半年交出亮眼成绩单