Core Viewpoint - Huitongda Network (09878.HK) has signed an equity acquisition agreement to acquire 57% of Cognitive Boundary for 456 million RMB, aiming to enhance its AI product matrix in retail scenarios [1] Group 1: Acquisition Details - The acquisition will allow Cognitive Boundary to become a subsidiary of Huitongda, with its financial statements incorporated into the listed company [1] - Cognitive Boundary is expected to achieve net profits of no less than 85 million, 100 million, and 115 million RMB over the next three years [1] Group 2: Strategic Implications - This acquisition is seen as a significant capital operation to strengthen Huitongda's "industry empowerment" capabilities, enhancing its "5+ empowerment" model [1] - The integration of Cognitive Boundary's AI technology with Huitongda's existing systems is expected to improve operational efficiency for 251,000 member stores [1] Group 3: Data Integration - Cognitive Boundary manages over 16,000 e-commerce stores with an annual sales control exceeding 140 billion RMB, which will be integrated with Huitongda's offline market data [2] - This integration aims to create a unique "online + offline + community" data platform for precise decision-making support [2] Group 4: Training and Support - Cognitive Boundary's team of over 150 e-commerce experts will provide practical training for over 250,000 small-town stores and 1,000 brand factories [2] - The focus will be on enhancing grassroots selling capabilities through scenario-based training [2] Group 5: Product and Marketing Enhancement - The collaboration will enhance the supply of quality products in the lower-tier market by integrating Cognitive Boundary's brand resources with Huitongda's supply chain [2] - The use of Cognitive Boundary's AIGC content tools and marketing automation is expected to improve digital marketing efficiency across various platforms [2] Group 6: Strategic Execution - Huitongda's recent steps, including the development of SaaS products and partnerships with major cloud services, align with its strategy to empower member stores and upstream partners [3]
汇通达网络拟收购认知边界57%股权 围绕零售场景打造全栈式AI产品矩阵