未来，神州信息将坚定推进金融科技战略，以技术研发为核心驱动，加速推进"AIforProcess"深度转 型，通过AI技术全面赋能金融解决方案体系，实现高质量、高效能、精细化发展，努力成为行业领先 的金融数智化转型合作伙伴。 根据预告，归属于神州信息股东的业绩预期扭亏为盈，主要元因是积极开拓市场，营业收入同比提升， 推动利润实现增长;加强应收款项管理，回款情况整体改善，应收款项减值损失同比减少;及基于当前情 况初步测算，商誉减值损失较上年同期显著下降。 神州控股(00861)发布公告，于2026年1月30日，公司间接非全资附属公司神州数码（000034）信息服务 集团股份有限公司(神州信息（000555）)(一家在深圳证券交易所上市(000555.SZ)的公司)公布了其截至 2025年12月31日止的年度业绩预告，据此，神州信息预期将取得该期间归属于神州信息股东的净利润人 民币4600万元至人民币6900万元(2024年:亏损约人民币5.24亿元)。 ...

根据预告，归属于神州信息股东的业绩预期扭亏为盈，主要元因是积极开拓市场，营业收入同比提升， 推动利润实现增长;加强应收款项管理，回款情况整体改善，应收款项减值损失同比减少;及基于当前情 况初步测算，商誉减值损失较上年同期显著下降。 未来，神州信息将坚定推进金融科技战略，以技术研发为核心驱动，加速推进"AIforProcess"深度转 型，通过AI技术全面赋能金融解决方案体系，实现高质量、高效能、精细化发展，努力成为行业领先 的金融数智化转型合作伙伴。 智通财经APP讯，神州控股(00861)发布公告，于2026年1月30日，公司间接非全资附属公司神州数码信 息服务集团股份有限公司(神州信息)(一家在深圳证券交易所上市(000555.SZ)的公司)公布了其截至2025 年12月31日止的年度业绩预告，据此，神州信息预期将取得该期间归属于神州信息股东的净利润人民币 4600万元至人民币6900万元(2024年:亏损约人民币5.24亿元)。 ...

格隆汇1月30日丨神州控股(00861.HK)发布公告，2026年1月30日，公司间接非全资附属公司神州信息 (000555.SZ)公布了其截至2025年12月31日止的年度业绩预告，据此，神州信息预期将录得该期间归属 于神州信息股东的净利润人民币4600万元至人民币6900万元(2024年:亏损约人民币5.24亿元)。 根据预告，归属于神州信息股东的业绩预期扭亏为盈，主要原因是(i)积极开拓市场，营业收入同比提 升，推动利润实现增长；(ii)加强应收款项管理，回款情况整体改善，应收款项减值损失同比减少；及 (iii)基于当前情况初步测算，商誉减值损失较上年同期显著下降。 如预告中所披露，未来，神州信息将坚定推进金融科技战略，以技术研发为核心驱动，加速推进""AI for Process"深度转型，通过AI技术全面赋能金融解决方案体系，实现高质量、高效能、精细化发展，努 力成为行业领先的金融数智化转型合作伙伴。 ...

Group 1 - The core idea of the event is the "AI for Process" concept proposed by Digital China, emphasizing the integration of AI into business processes within the automotive industry [1][3] - The event featured discussions on the practical paths and value of AI applications in key areas such as automotive research and development, marketing, and overseas expansion [1][6] Group 2 - Digital China has identified the automotive industry as a key area for digital transformation, focusing on deep AI empowerment of business processes to build core competitiveness [3] - In the context of "AI + R&D," the automotive industry is shifting from a seller's market to a buyer's market, making lean R&D essential for enhancing product competitiveness [5] - AI's role in marketing is highlighted as a means to transition from experience-driven to data and intelligence-driven strategies, improving efficiency and knowledge retention [6] - The challenges of digitalization in overseas markets are discussed, emphasizing the need for understanding business logic differences and creating a digital closed loop for customer acquisition, conversion, and operation [7] - The workshop showcased the evolution of AI in the automotive industry from a "technical tool" to a "process capability," with a commitment from Digital China to continue promoting AI integration into business processes for the automotive sector [7]

Core Insights - The article emphasizes the transformative impact of AI technology on the financial industry, positioning it as a "capability equalizer" that enhances service experiences through precision and efficiency [1][2]. Group 1: AI Integration in Banking - The "AI for Process" concept aims to bridge the resource and technology gap between large state-owned banks and smaller institutions, advocating for deep integration of AI into business processes rather than merely pursuing large-scale models [3]. - Shenzhou Information has developed a comprehensive digital framework that simplifies AI capabilities into user-friendly tools, enabling banks to implement AI solutions with lower costs and reduced operational complexity [5][6]. Group 2: Phased AI Implementation Strategy - The strategy for AI deployment in financial institutions involves a gradual approach, starting with small, high-frequency applications to build familiarity and acceptance among staff [7]. - The second phase focuses on integrating AI into core business processes, demonstrating tangible benefits such as a 40% increase in initial approval rates for credit reports generated within 10 minutes [7]. - The final phase aims to create a "value closed-loop mechanism," ensuring that AI applications are standardized and continuously optimized, transforming AI from isolated projects into integral organizational capabilities [7]. Group 3: Enhancing Customer Experience - AI is shifting the focus of financial services from resource consumption to value creation, enabling banks to optimize resource allocation and improve customer engagement through personalized offerings [8][9]. - By leveraging AI for precise customer targeting and service standardization, banks can enhance operational efficiency and customer satisfaction, ultimately creating a more personalized service experience [9]. Group 4: Future of Financial Services - The future of financial services is envisioned as a deeply personalized experience, where AI partners provide tailored advice and support, enhancing both customer engagement and employee productivity [10][11]. - Shenzhou Information's "Shenzhou Wenshu" platform is positioned as a foundational support for banks' intelligent transformation, facilitating the integration of AI into various business lines [11].

Core Insights - Shenzhou Holdings' subsidiary KJ signed a strategic cooperation agreement with the new stationery brand Kasimir to enhance supply chain management and e-commerce operations [1][3] Group 1: Strategic Cooperation - The partnership aims to leverage KJ's supply chain services, including warehouse management and digital system support, to drive growth and innovation for the Kasimir brand in the stationery market [1][3] - KJ will utilize its proprietary supply chain control tower system and data platforms to improve operational efficiency for Kasimir [3][4] Group 2: Technological Integration - KJ's AI-driven solutions, including the Yanyun Infinity platform, will enable the development of a specialized supply chain model to enhance digital collaboration across inventory management, order processing, and delivery [3][4] - The collaboration will also utilize KJ's extensive logistics network, covering over 300 cities domestically and 40+ international e-commerce platforms, to support Kasimir's market expansion [3][4] Group 3: Performance Metrics - Since the initial contact in March 2025, KJ has demonstrated efficient execution, achieving a 228% increase in order volume from May to October [4] - KJ maintained a 99.99% timely outbound rate during this period, ensuring successful promotional activities for Kasimir [4] Group 4: Brand Overview - Kasimir, a stationery brand under Hangzhou Aini Cultural Technology Co., has experienced consistent growth since its establishment in 2021 and aims to enhance user experience through innovative product design [5] - The brand focuses on merging aesthetics with functionality to become a preferred choice for consumers in the stationery market [5] Group 5: KJ's Industry Position - KJ has over 20 years of experience in the supply chain sector, establishing expertise across various industries, including fast-moving consumer goods [6] - The company is committed to developing customized solutions that meet client needs while enhancing supply chain service capabilities [6]

Core Viewpoints - The company reported a significant increase in operating performance for the first half of 2025, with revenue reaching 7.865 billion yuan, a year-on-year growth of 12%, and a net profit attributable to shareholders of 15.21 million yuan, up 41% year-on-year [1] - The company launched the supply chain AI agent "Xiao Jin" and initiated the "Supply Chain + AI Ecosystem Alliance" to enhance its dual strategy of customer and ecosystem development, which is expected to benefit from the accelerated penetration of AI in the supply chain sector [1][2] - The company has a robust order backlog with new signed orders amounting to 9.476 billion yuan, representing a 98% year-on-year increase, laying a solid foundation for sustained business growth [1][2] Event Highlights - On September 25, the company released its mid-term report for 2025 [1] - On September 17, the company held the "Intelligent Chain Shenzhou.NextChain 2025 Smart Supply Chain Innovation Conference" in Kunshan [1] - On August 27, the company published its interim performance announcement for the six months ending June 30, 2025 [1] Business Performance - The company achieved a notable improvement in business performance, with a breakdown of revenue sources: big data products and solutions generated 1.43 billion yuan (18% of total revenue, up 12% year-on-year), software and operational services contributed 2.448 billion yuan (31%, up 13%), and traditional services accounted for 3.987 billion yuan (51%, up 11%) [1] - The company has established a comprehensive data intelligence solution, covering the entire business chain of "research, production, supply, sales, and service" through the "KingKoo Intelligent Chain" logistics model [1] Strategic Initiatives - The company is focusing on its "Customer Strategy + Ecosystem Strategy" to drive the acceleration of "AI for Process" [2] - The "Baby Plan" targets existing customers in key industries such as consumer electronics and retail, while the "Star Plan" aims to attract new clients, with strategic partnerships signed with four companies during the reporting period [2] - The company officially launched the "Supply Chain + AI Ecosystem Alliance" to foster an open and win-win smart supply chain ecosystem [2] Financial Projections - Revenue projections for 2025-2027 are estimated at 18.632 billion yuan, 20.687 billion yuan, and 22.889 billion yuan, with year-on-year growth rates of 11.86%, 11.03%, and 10.64% respectively [2] - Net profit attributable to shareholders is projected to reach 200 million yuan, 340 million yuan, and 472 million yuan for the same period, reflecting significant growth rates of 178.92%, 69.40%, and 39.12% respectively [2]

Core Viewpoint - CITIC Construction Investment initiates coverage on Shenzhou Holdings with a "Buy" rating, highlighting strong operational performance driven by a "Customer Strategy + Ecosystem Strategy" that is expected to accelerate the penetration of "AI for Process" [1] Group 1: Operational Performance - In H1 2025, the company achieved a net profit attributable to shareholders of 15.21 million, a year-on-year increase of 41%, and new signed orders reached 9.476 billion, up 98% year-on-year, laying a solid foundation for sustained business growth [1][2] - The company reported operating revenue of 7.865 billion, a year-on-year growth of 12%, with significant contributions from various business segments: big data products and solutions at 1.43 billion (18% of total revenue, +12% YoY), software and operation services at 2.448 billion (31% of total revenue, +13% YoY), and traditional services at 3.987 billion (51% of total revenue, +11% YoY) [2] Group 2: AI and Supply Chain Innovations - The company launched the supply chain intelligent agent "Xiao Jin," which is expected to enhance the "Customer Strategy + Ecosystem Strategy" and drive AI's accelerated penetration in the supply chain sector [1][2] - "Xiao Jin" is designed as an enterprise-level intelligent agent suite with a "3+N" architecture, improving efficiency in various tasks such as data querying (90% efficiency increase), data analysis (70% efficiency increase), and customer service workload reduction (50% decrease) [2] Group 3: Strategic Initiatives - The company is focusing its smart supply chain business on key industries such as consumer electronics, communication services, fast-moving consumer goods, and apparel, launching initiatives like the "Baby Plan" for existing customers and the "Star Picking Plan" for new clients [3] - Strategic partnerships have been established with four companies, with expectations to exceed ten supply chain value cooperation clients by year-end [3] - The company initiated the "Supply Chain + AI Ecosystem Alliance" to foster innovation and collaboration with industry leaders, aiming to create an open and win-win smart supply chain ecosystem [3]

Core Insights - The article highlights the strategic brand and operational upgrades of KJ, a subsidiary of Shenzhou Holdings, aiming to position itself as a technology-driven industry supply chain expert [1][2][4] Group 1: Brand Positioning and Strategy - KJ has introduced a new brand positioning focused on becoming a technology-driven industry supply chain expert, emphasizing deep understanding of customer needs and industry pain points [1] - The company aims to enhance its supply chain service capabilities through an AI-driven core engine and a "customer + ecosystem" dual-drive model [1][2] Group 2: Technological Innovations - KJ has developed innovative technologies such as "full tracking management" to address industry challenges and has successfully penetrated the telecommunications market [2] - The company has implemented "micro-innovations" like order forecasting and pre-sale strategies to support major fast-moving consumer goods (FMCG) companies during high-demand events like "Double 11" [2] Group 3: Service Offerings and Ecosystem Development - KJ provides end-to-end lifecycle services, leveraging digital analysis capabilities and timely customer response to reduce costs and enhance efficiency for clients [1][2] - The company has established a comprehensive knowledge base across various industries, enabling the creation of customized solutions that meet specific client needs [2] Group 4: AI Integration and Future Plans - KJ is leveraging Shenzhou Holdings' "Data x AI" strategy to combine industry knowledge with fulfillment data, resulting in the development of a supply chain-specific large model [4] - The introduction of the "3+N" architecture for AI-driven intelligent agents aims to bridge the gap between large models and practical enterprise applications [4][6] Group 5: Leadership and Vision - The President and COO of Shenzhou Holdings emphasized the importance of integrating AI capabilities with industry knowledge to drive growth in the AI era [6] - KJ is positioned to be a key player in advancing smart supply chain development in China as it continues to enhance its intelligent service offerings [6]

Core Insights - The launch of the supply chain intelligent agent "Xiao Jin" by KJ Technology aims to address the pain points of enterprise-level applications of general large models, focusing on enhancing efficiency across the entire supply chain process [1][3][11] - "Xiao Jin" is part of Shenzhou Holdings' strategy to elevate its "Data x AI" approach, leveraging the "Yanyun Infinity" platform to empower core business scenarios in supply chain management [1][5] Group 1: AI Application Challenges - A report by MIT indicates that while 90% of employees frequently use general large models, only 5% of enterprises achieve quantifiable business returns, with 95% of investments yielding no results, a phenomenon termed "shadow AI" [3][10] - The disconnect between general large models and actual business needs is identified as a core issue, as these models fail to convert insights into actionable solutions [3][5] Group 2: Features of "Xiao Jin" - "Xiao Jin" is designed with a "3+N" architecture, which includes three core intelligent agents that address common enterprise needs: a data assistant, a decision assistant, and a customer assistant, significantly improving efficiency in data queries and decision-making processes [6][10] - The intelligent agents can enhance data query efficiency by 90%, improve decision analysis efficiency by 70%, and reduce customer service workload by 50% [6][8] Group 3: Future Development and Commercialization - KJ Technology plans to implement a pilot program for "Xiao Jin" in 2025, targeting benchmark clients in retail, 3C, and fast-moving consumer goods sectors, with a focus on providing customized AI services [10][12] - The company aims to build a large-scale cluster of vertical intelligent agents covering various supply chain scenarios, transforming traditional processes into AI-driven operations [9][10] Group 4: Industry Impact - The global generative AI market is projected to reach $10 trillion, highlighting the urgent demand for intelligent transformation across industries, particularly in supply chain management [10][12] - The introduction of "Xiao Jin" is expected to shift the supply chain from a reactive to a proactive model, enabling smarter inventory management and operational efficiency [12]