拟收购认知边界 汇通达网络(09878)谋定零售行业全栈式赋能“头把交椅”
智通财经网·2025-11-21 05:48

Core Insights - The acquisition of "Cognitive Boundary" by Huitongda Network is a strategic move to enhance its "industry empowerment" capabilities, particularly in the "5+ empowerment" system and "BI+AI" integration, expected to create significant synergistic value [1][6] Group 1: Acquisition Details - Huitongda Network signed a share acquisition agreement with Cognitive Boundary, which will become a subsidiary, integrating its financial statements into the listed company [1] - The acquisition is valued at 456 million yuan for a 57% stake in Cognitive Boundary, with performance commitments ensuring net profits of no less than 85 million, 100 million, and 115 million yuan over the next three years [6] Group 2: Empowerment Model - The "5+ empowerment" model includes technology, data, training, products, and marketing, which will be enhanced by the acquisition [2] - The integration of Cognitive Boundary's AI and BI systems with Huitongda's existing AI model is expected to significantly improve operational efficiency for 251,000 member stores [2][3] Group 3: Strategic Benefits - The acquisition will provide Huitongda with a comprehensive AI empowerment system, enhancing its competitive edge in the retail industry [4] - The collaboration is anticipated to deepen the competitive barriers, making it difficult for competitors to challenge Huitongda's market position [4] Group 4: Future Growth Potential - The acquisition aligns with Huitongda's strategic focus on empowering member stores and upstream partners, showcasing strong execution capabilities [5] - The integration is expected to accelerate the commercialization of AI products, capitalizing on growth opportunities in the lower-tier market [6]