PallasAI成立于 2025 年 5 月，创始人谭译泽，毕业于厦门大学软件工程专业，曾担任蚂蚁大模型首席架 构师，拥有 10 年营销算法经验。本次融资，公司将重点用于技术升级、垂直行业解决方案落地，以及 招募更多优秀人才。公司已与多个行业头部企业开展深度合作，企业内部的营销人员通过 PallasAI 的产 品协作，在不了解 AEO （答案引擎优化）底层知识的情况下，完成了自有产品品牌的可见性平均 50% 以上的提升，且验证了 AI 平台的高效线索渠道收集。 北京商报讯（记者 魏蔚）2月6日，AI Agent （智能体）平台 PallasAI 宣布，已完成数千万元融资，由 有赞独家投资，此前PallasAI 曾获得极客公园旗下变量资本和 Founder Park 联合发起的社区早期基金的 孵化投资。 ...

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 | | | 致：香港交易及結算所有限公司 公司名稱: 有贊科技有限公司 呈交日期: 2026年2月5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) | 08083 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | 50,000,000,000 | HKD | | 0.01 | HKD | | 500,000,000 | | 增加 / 減少 (-) | | | 0 | | | HKD | | 0 | | 本月底結存 | | 50,000,000,000 | HKD | | 0.01 | HKD | | 500,000,000 | 本月底法定/註冊股本總額： HKD 500,000,000 第 1 頁 共 10 ...

Industry Overview - Discount card and membership card systems have become popular tools for local life services and light asset entrepreneurship, helping businesses quickly acquire and retain customers while creating new profit points [1] - The importance of "technical source" is highlighted, as a robust technical integration capability is essential for stable connections with numerous external service providers, ensuring real-time and accurate discount information [2] Company Comparisons 1. Jingtian Technology - Focuses on providing customized software development services tailored to the actual operational needs of small and medium-sized businesses, particularly in the discount card system sector [4] - Operates a fully self-developed technology model with a complete technical team, allowing for rapid response to customer customization requests [4] - Offers flexible deployment options including SaaS, independent deployment, and OEM branding, catering to various stages of business needs [4] - Integrates over 200 daily consumption scenarios into its discount card system, aiming to meet diverse user needs through a single entry point [4] - Suitable for entrepreneurs or physical businesses that require customization and prioritize long-term stable operations and technical support [4] 2. Youzan - A leading retail technology SaaS service provider offering comprehensive e-commerce store, customer management, and marketing solutions, with discount card functionality as part of its extensive SaaS ecosystem [5][7] - Based on a mature standardized SaaS platform, it provides rich functional modules that integrate seamlessly with various tools [7] - Known for its brand recognition and stability as a publicly listed company, ensuring high acceptance among merchants and consumers [7] - Best suited for brands that require a complete SaaS toolset for managing their online retail business without extreme customization needs [7] 3. Weimeng - Similar to Youzan, it is a significant SaaS provider focusing on smart business solutions across various industries, offering digital overall solutions [9] - Primarily utilizes standardized SaaS products with some industry-specific customization options, excelling in marketing digitization and private domain operations [9][11] - Emphasizes resource integration and offers general life service discounts, but its core advantage lies in commercial ecosystem integration rather than deep resource connections in the discount card sector [12] - Ideal for medium to large enterprises focusing on building brand private traffic and requiring advanced membership marketing and data analysis capabilities [12] Practical Advice for Entrepreneurs - Entrepreneurs should clarify their core needs and avoid paying for unnecessary features when selecting a supplier [13] - It is crucial to consider the supplier's after-sales response capabilities, ensuring quick resolution of system issues and smooth scalability as business grows [14] - Verifying the technical strength of suppliers through evidence such as software copyright certificates and telecommunications business licenses is recommended [15][19] - Entrepreneurs should calculate long-term costs, including annual service fees and maintenance costs, to avoid hidden expenses [21]

Market Performance - The Hong Kong stock market indices strengthened collectively, with the Hang Seng Index rising by 1.44% to 26,608.48 points, the Tech Index increasing by 3.10% to 5,863.20 points, and the National Enterprises Index up by 1.90% to 9,220.08 points [2]. Sector Highlights - The leading sectors included internet technology, AI applications, SaaS concepts, AI healthcare, paper industry, film and entertainment, and commercial aerospace, while pharmaceutical research services and lithium battery sectors experienced a pullback [5]. AI and Technology Sector - Major internet companies showed strong performance, with Alibaba Health rising by 10.23%, Kuaishou by 7.43%, and Meituan by 6.60% [6]. - The rise in AI applications was notable, with stocks like Zhiyun (31.40% increase) and Weimeng Group (21.39% increase) leading the charge [8]. Paper Industry - The paper sector saw gains due to improved supply-demand dynamics and favorable exchange rates, with Nine Dragons Paper up by 10.06% and Lee & Man Paper by 5.81% [12]. Film and Entertainment Sector - The film sector benefited from rising expectations for the upcoming Spring Festival box office, with stocks like Damai Entertainment increasing by 6.98% and Maoyan Entertainment by 3.86% [14]. Commercial Aerospace - Stocks in the commercial aerospace sector rose due to policy benefits, with Asia Pacific Satellite increasing by 18.16% [16]. Pharmaceutical Sector - The pharmaceutical sector showed mixed results, with stocks like Zhaoyan New Drug down by 4.29% while the healthcare index overall rose by 10.3% in the first week of 2026 [18]. Lithium Battery Sector - The lithium battery sector faced pressure from policy adjustments, with stocks like CATL down by 2.45% following the announcement of changes to export tax rates [20]. Individual Stock Movements - Tongcheng Travel saw a rise of 5.61% due to increased demand for off-peak travel as students enter their winter break [22]. - Bilibili increased by 6.54% as AI technology improved marketing material production efficiency and advertising effectiveness [23].

Group 1 - The Hong Kong stock market's application software sector is experiencing significant growth, with notable increases in stock prices for several companies [1] - Weimob Group (02013.HK) has seen a nearly 17% rise in its stock price [1] - China Youzan (08083.HK) has increased by over 10% [1] Group 2 - Other companies in the sector, such as Kingdee International (00268.HK) and Inspur Digital Enterprise (00596.HK), are also witnessing upward trends in their stock prices [1]

Core Insights - The article emphasizes the importance of staying updated with the latest trends and developments in the baking industry, including supplier product information, service provider movements, training dynamics, and industry events [1] Equipment - Jin Cheng Refrigeration offers customized cylindrical display cabinets that fit pillar dimensions perfectly, enhancing store aesthetics and customer experience [8] - Hanbake Technology provides a BRESSO® solution designed for 90㎡ spaces, featuring a 3-layer 6-tray European oven, 5-tray hot air oven, 32-tray fermentation box, and 36-tray freezer [10] - San Neng's fermentation box features a rounded design and transparent visibility, making it convenient for storage [16] - Shanghai Taixin's Bertrand Puma fermentation machine can complete the entire cycle from mixing to cooling in as little as 4 hours [19] - Swiss Longdu's 5000 Basic multifunctional computer dough press machine is user-friendly and meets various bakery requirements [21] Raw Materials - Cargill's Bafou® fermented butter offers a rich aroma and balanced flavor profile, suitable for various applications [30] - Weiyi's mascarpone-flavored cream is a cost-effective alternative to traditional mascarpone cheese [32] - Nanshun's Yiweiduo butter is known for its pure flavor and high acceptance among consumers [35] - Ston’s clean-label bread improver enhances dough fermentation and volume without chemical additives [38] - Komei's strawberry jam contains over 56% fruit content, ideal for various baked goods [41] Packaging - Haihui Water provides a comprehensive food safety packaging solution for various baked goods [99] - Puluo's integrated cake box is made from food-grade white cardboard [101] - Blue View Packaging emphasizes the advantages of paper packaging in terms of protection and aesthetics [106] Service Provider Dynamics - Youzan's Xiaohongshu membership program enhances customer experience and operational efficiency across channels [110] Education and Training - Wang Sen Education offers a 24-day dessert course designed for beginners to successfully open their own stores [112] - Blue Ribbon's winter camp and weekend short courses focus on French pastry skills [115] - Shanghai Modern Food Vocational Skills Training Center is launching a beginner's course for Western pastry chefs [119] Industry Events/Activities - The Kiri Asian Cup Baking Competition has commenced, with the China selection officially recruiting participants [126] - The 11th World Bread Competition's China selection has officially started, aiming to showcase Chinese baking talent on a global stage [128]

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 截至月份: 2025年12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: 有贊科技有限公司 呈交日期: 2026年1月2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) | 08083 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 50,000,000,000 | HKD | | 0.01 | HKD | | 500,000,000 | | 增加 / 減少 (-) | | | | 0 | | | HKD | | 0 | | 本月底結存 | | | 50,000,000,000 | HKD | | 0.01 | HKD | | 500,000,000 | 本月底 ...

（於百慕達註冊成立之有限公司） （股份代號：8083） 提名委員會的職權範圍 （本公司於二零一二年三月二十八日通過董事會決議案採納， 最新修訂本自二零二五年十二月三十一日起生效） 1. 組成 有贊科技有限公司（「本公司」，連同其附屬公司統稱「本集團」）之董事（「董事」）會（「董事 會」）已議決成立提名委員會（「提名委員會」），其權力、職責及詳盡責任載述如下。提名委 員會的組成應遵守香港聯合交易所有限公司（「聯交所」）GEM證券上市規則（「GEM上市 規則」）不時的規定。 2. 成員 1 5. 出席會議 6. 股東周年大會 6.1 提名委員會之主席或（如其缺席）提名委員會之另一名成員（此成員必須為獨立非執 行董事）須出席本公司之股東周年大會，並應準備回應股東就提名委員會之活動及 彼等之責任作出之提問。 7. 責任、職責、權力及職能 3 2.1 提名委員會成員須由本公司董事會委任。 2.2 提名委員會的大多數成員應為本公司獨立非執行董事，且提名委員會須至少包括一 名不同性別的成員。 2.3 提名委員會之主席應由董事會委任，並須由董事會主席或提名委員會中由董事會委 任之獨立非執行董事擔任。 2.4 提名委員會成員的 ...

Core Insights - The report from China Merchants Securities highlights the integration of open-source GPT models into e-commerce, creating a closed-loop conversion from intent to transaction, significantly shortening the user decision-making path [1] - ChatGPT has partnered with major retailers like Etsy, Shopify, Walmart, and Target to pilot AI-driven direct payment, contextual recommendations, and local fulfillment services, marking a new entry point for online traffic for traditional retail giants [1] Group 1: E-commerce Transformation - Open-source GPT models are driving e-commerce from "self-search" to "intelligent agents," enhancing user experience and operational efficiency for small and medium-sized businesses [1] - Walmart saw approximately 15% of its total referral traffic come from ChatGPT in September, up from 9.5% in August, indicating a significant increase in AI-driven traffic [2] - Target has innovatively integrated fresh and local inventory with DriveUp fulfillment, providing a personalized and one-stop shopping experience [2] Group 2: Competitive Responses - Amazon has opted for a closed-source self-developed Rufus model to control platform traffic and data, focusing on personalized memory, scene recognition, and multimodal search capabilities [3] - Rufus is expected to see a 140% year-over-year increase in monthly active users and a 210% increase in interaction volume by 2025, enhancing user conversion rates [3] - Amazon is also developing AI chips, Trainium and Inferentia, to support Rufus, ensuring cost-effective AI service operations [3] Group 3: AI Integration in Chinese Market - Alibaba's "Qwen" project, centered around the Qwen model, aims to create an intelligent assistant app that facilitates AI-driven shopping experiences [4] - The "豆包" service has integrated with Douyin Mall, achieving over 10 million downloads in its first week, showcasing strong user engagement and ecosystem integration [4] - The Qwen3 model ranks among the top globally, enhancing Alibaba's competitive edge in AI and content innovation [4] Group 4: Investment Opportunities - The acceleration of AI in e-commerce is reshaping the industry chain and monetization models, presenting investment opportunities in related companies [5] - Companies like "什么值得买" and SaaS firms such as 光云科技 are rapidly advancing AI product integration, enhancing the entire process from recommendation to customer service [5] - Other notable companies include 淘宝系生态 companies like 若羽臣, 青木科技, and marketing agencies like 易点天下 and 蓝色光标, which are also positioned for growth in this evolving landscape [5]

Core Viewpoint - The article emphasizes the importance of staying updated with the latest trends and developments in the baking industry, including equipment, raw materials, service providers, education, and events, to foster industry growth and innovation [2]. Equipment - Jin Cheng Refrigeration offers a one-stop equipment solution for supermarket baking areas, focusing on customized services and energy-efficient upgrades [7][26]. - The BRESSO European oven features a digital controller and an independent steam system, significantly reducing baking time by 20-30% [10][11]. - The MIWE econo hot air convection oven provides 360-degree air circulation and precise steam control, enhancing energy efficiency [16]. - The semi-automatic dough dividing and rounding machine by Heng Lian can divide and round 30 pieces of dough at once, improving production efficiency [20]. - The full-automatic mousse cake production line by Hao Ding covers the entire process from whipping to packaging [22]. Raw Materials - Cargill's Bafou® fermented butter enhances flavor with a rich aroma and balanced taste, suitable for various applications [28]. - Wei Yi's cream tart base is a clean-label product that simplifies the preparation of tarts and desserts [30]. - South Shun's pre-mixed flour for barley bread is designed for easy baking [32]. - Ston’s clean-label bread improver improves dough handling and bread texture [34]. - Organic matcha powder from Ke Mai is suitable for various baking applications, especially in cold processing [39]. Service Provider Dynamics - The successful launch of Cargill's new butter product was supported by the comprehensive service capabilities of Bei Rong [96]. - Youzan received dual awards at Tencent's annual partner conference for its contributions to retail digitalization [98]. - Qimai has integrated WeChat Pay into its ecosystem, enhancing its service offerings for chain brands [100]. Education and Training - Wang Sen Education has opened enrollment for its 2026 spring preparatory class, catering to students with various culinary interests [104]. - Blue Ribbon is offering winter camps and weekend short courses for culinary exploration [107]. - The Shanghai Modern Food Vocational Skills Training Center is launching its tenth session for pastry and bread baking certification [113]. - The Peng Cheng pastry comprehensive class introduces a new curriculum aimed at building professional skills [117]. Industry Events/Competitions - The seventh Louis Lesaffre Cup China preliminary registration is ongoing, with submissions closing on January 20, 2026 [122]. - The 26th National Baking Vocational Skills Competition is set to commence, featuring a new coffee-making competition [124]. - Jin Cheng Refrigeration celebrated its 50th anniversary with a grand event attended by industry leaders [126].