Core Viewpoint - The company is launching a new AI-driven "International Supply Chain Technology Platform" aimed at supporting small and medium enterprises globally, with a focus on enhancing supply chain services and digital empowerment [1] Group 1: Company Developments - The company’s stock rose over 7% in the afternoon trading session, currently up 4.88% at HKD 13.11, with a trading volume of HKD 193 million [1] - The company announced the establishment of its international headquarters in Singapore, set to officially launch its global strategy on August 21, 2025 [1] Group 2: Strategic Focus - The new platform will provide a one-stop solution that includes flexible supply chain services, financial connectivity, currency management, and digital empowerment [1] - The mission is to "reshape the global supply chain with small and medium enterprises," aiming to create a new era of global development [1] Group 3: Financial Outlook - Guojin Securities expresses optimism about the company's strategic positioning in e-commerce, AI, and robotics, predicting continued expansion of the supply chain technology platform [1] - The company is expected to achieve a total dividend payout of approximately RMB 950 million in 2025, corresponding to a projected dividend yield of 8.6% [1] - The forecast for the company's net profit attributable to shareholders in 2025 is RMB 512 million, representing a year-on-year growth of 35% [1]

Core Viewpoint - The company Shengye (06069) is launching a new global supply chain technology platform driven by AI, aimed at supporting small and medium enterprises in the global supply chain, with a mission to reshape the world supply chain [1] Group 1: Company Developments - Shengye's stock rose over 7% in the afternoon, currently trading at HKD 13.11 with a transaction volume of HKD 193 million [1] - The company announced the establishment of its international headquarters in Singapore, set to officially launch its global layout on August 21, 2025 [1] - The new platform will offer a one-stop solution including flexible supply chain services, financial support, currency management, and digital empowerment [1] Group 2: Strategic Outlook - Guojin Securities remains optimistic about Shengye's strategic positioning in e-commerce, AI, and robotics, expecting these sectors to drive the expansion of the supply chain technology platform [1] - The company is anticipated to see an increase in high-value revenue contributions, which will optimize its overall fee structure and enhance profitability [1] Group 3: Financial Projections - Shengye is projected to distribute a total dividend of approximately RMB 950 million in 2025, corresponding to an expected dividend yield of 8.6% [1] - The company's net profit attributable to shareholders is expected to reach RMB 512 million in 2025, representing a year-on-year growth of 35% [1]

Group 1 - The core viewpoint of the article emphasizes the importance of continuous employment services for college graduates and youth, highlighting the record high of 12.22 million college graduates in China this year [2] - The Human Resources and Social Security departments are implementing targeted actions to enhance employment services for college graduates, including job recommendations, training, and support for those facing difficulties [2][4] - Various local governments have established digital platforms to assist unemployed graduates, with significant outreach efforts resulting in nearly 2,000 graduates finding employment in one district alone [3][4] Group 2 - Companies are actively participating in job creation, with Huawei planning to hire over 10,000 graduates this year, reflecting a double-digit growth compared to the previous year [5] - The Guangdong government has introduced a one-time employment subsidy policy, distributing 19.16 million yuan to support job creation, which has helped over 19,000 graduates and unemployed youth find jobs [5] - Financial support measures, including one-time employment subsidies and loans for small businesses, are being implemented to encourage companies to stabilize and expand their workforce [5][6] Group 3 - The article discusses various initiatives to support entrepreneurship among college graduates, including government-backed loans of up to 300,000 yuan and subsidies for first-time entrepreneurs [6][7] - Local governments are also providing low-cost venue support for startups and promoting entrepreneurship training programs to foster a conducive environment for young entrepreneurs [7] Group 4 - A large-scale vocational skills enhancement training initiative is being launched, focusing on improving the employability of college graduates through targeted training programs [8][9] - Specific training projects are being developed in various provinces, addressing emerging industries and enhancing job readiness through practical skills training [8][9]

Core Viewpoint - The recent mid-term performance report of Shengye (6069.HK) has attracted market attention, showcasing high growth trends and promising developments in AI and other cutting-edge fields [1][2]. Financial Performance - Shengye achieved a total revenue of approximately 405 million RMB and a net profit of about 203 million RMB for the first half of the year, reflecting a year-on-year growth of approximately 23% [3][5]. - The revenue from technology services surpassed 50% for the first time, reaching 52%, with a scale of approximately 211 million RMB, marking a year-on-year increase of 37% [3][5]. Business Model and Efficiency - The company is transitioning towards a technology-driven business model, which is expected to enhance profit margins and lead to a potential revaluation in the capital market [5]. - Shengye's operational efficiency has improved significantly, with the platform helping clients resolve approximately 278 billion RMB in capital turnover, a year-on-year increase of about 29% [7]. - The average profit per employee increased by 21% to 550,000 RMB, indicating ongoing operational efficiency breakthroughs [7]. AI Integration and Global Expansion - AI technologies, such as AI Agent, have been instrumental in enhancing operational efficiency and customer satisfaction, leading to new business opportunities [7]. - Shengye has initiated a global expansion strategy, establishing partnerships with over 30 international financial institutions and positioning its Singapore subsidiary as the group's international headquarters [8]. Value Anchors in Bull Market - The company possesses core asset attributes, particularly in the "AI + industrial supply chain" layout, which provides high visibility and a unique market position [9][11]. - Shengye's high growth potential is evident, especially in new sectors like e-commerce and robotics, with the e-commerce supply chain service scale exceeding 2.8 billion RMB, an eightfold increase year-on-year [12]. - The company maintains a high dividend policy, announcing a special dividend of 600 million RMB for 2025, which provides a safety margin for investors [13][14]. - The light asset model has begun to take shape, reducing financial risks and allowing for a potential revaluation towards technology platform companies [19]. Conclusion - Despite some stock price fluctuations post-earnings announcement, Shengye is expected to continue attracting market interest due to its core asset attributes, high growth potential, and safety measures [20]. - Long-term prospects remain strong as AI technology continues to innovate and expand into various applications, solidifying Shengye's leading position in the supply chain technology sector [20].

Core Viewpoint - The recent mid-term financial report of Shengye (6069.HK) has attracted market attention, showcasing strong growth and significant potential in AI and other cutting-edge fields [1][3]. Group 1: Financial Performance - Shengye achieved total revenue of approximately 4.05 billion RMB and a net profit of about 2.03 billion RMB for the first half of the year, reflecting a year-on-year growth of approximately 23% [6]. - The revenue from technology services surpassed 50% for the first time, reaching 52%, with a revenue scale of about 2.11 billion RMB, marking a 37% increase year-on-year [6][8]. - The company helped clients resolve approximately 278 billion RMB in capital turnover, a year-on-year increase of about 29%, with over 19,100 clients served, up over 14% [11]. Group 2: Operational Efficiency - The average profit per employee increased by 21% to 550,000 RMB, indicating continuous improvement in operational efficiency [11]. - The integration of AI technologies, such as AI Agent, has significantly enhanced operational efficiency, reduced costs, and improved customer satisfaction [11][12]. Group 3: Global Expansion - Shengye has established partnerships with over 30 international financial institutions and is actively expanding its business in Southeast Asia [12]. - The company announced the launch of a new AI-driven international supply chain technology platform aimed at serving small and medium-sized enterprises globally [12]. Group 4: Value Anchors - The company's core asset attributes, particularly its "AI + industrial supply chain" strategy, provide high visibility and a unique market position [13][15]. - Shengye's high growth potential is evident, especially in the e-commerce sector, where the capital matching scale exceeded 2.8 billion RMB, an increase of 800% year-on-year [15]. - The company maintains a high dividend policy, announcing a special dividend of 600 million RMB for 2025, with a commitment to a payout ratio of no less than 90% for 2025-2026 [18][21]. Group 5: Business Model Transformation - Shengye's light asset model has begun to take shape, leading to rapid growth in technology service revenue while maintaining a relatively low financial risk [23]. - As the proportion of light asset business revenue continues to rise, the company is expected to undergo a valuation reassessment, aligning more closely with technology platform companies [24].

Core Insights - The company announced the launch of an AI-driven international supply chain technology platform, marking the official start of its globalization strategy [1] - The platform aims to serve small and medium-sized enterprises in the global supply chain, providing flexible supply chain services, financial solutions, currency management, and digital empowerment [1] - The Singapore subsidiary has been established as the group's international headquarters, with plans to strategically increase resource investment to expand global market operations [1] Operational Analysis - The company has formed partnerships with over 30 international financial institutions and has collaborated with several leading regional and industry players to expand its business in Southeast Asia [1] - Notable collaborations include providing cross-border supply chain services for Carro, assisting Chinese merchants on Shopee, and working with Shein's core suppliers to explore markets in Vietnam and Morocco [1][2] - The platform will incorporate blockchain technology and promote RWA tokenization to convert quality international supply chain assets into standardized, traceable digital assets, enhancing capital turnover efficiency [2] Profit Forecast, Valuation, and Rating - The company is expected to see continued growth in its e-commerce, AI, and robotics sectors, driving the expansion of its supply chain technology platform [2] - With an increasing proportion of high-value revenue, the overall fee structure is expected to optimize, enhancing profitability [2] - The projected total dividend payout for 2025 is approximately RMB 950 million, with a forecasted dividend yield of 8.3% [2] - Expected net profits for 2025-2027 are RMB 512 million, 705 million, and 1.014 billion, reflecting year-on-year growth rates of 35%, 38%, and 44% respectively [2] - The current stock price corresponds to a 2025 PE ratio of 22.3 times, maintaining a "buy" rating [2]

Core Viewpoint - The company is launching a global strategy to establish an AI-driven international supply chain technology platform aimed at supporting small and medium-sized enterprises (SMEs) in expanding their global market presence by providing comprehensive solutions including flexible supply chain services, financial support, currency management, and digital empowerment [1][6] Group 1: Globalization Strategy - The company will officially start its globalization layout on August 21, 2025, after establishing its international headquarters in Singapore [1] - The platform will leverage cutting-edge technologies such as AI models and AI Agents to optimize resource allocation and enhance the efficiency of global supply chain operations [1][3] Group 2: Existing Partnerships and Collaborations - The company has already formed partnerships with over 30 international financial institutions and various influential regional or industry partners, particularly in Southeast Asia [2] - Collaborations include providing cross-border supply chain services for major platforms like Carro and Shopee, and expanding into markets like Vietnam and Morocco with partners such as Sinbada [2] Group 3: Technology and Innovation - The technology platform will utilize AI Agent technology to connect with leading international companies, enabling real-time data analysis and enhancing operational efficiency [3] - The company plans to adopt blockchain technology and explore Web3.0 applications to improve cross-border payment efficiency and create standardized digital assets from quality international supply chain assets [4] Group 4: Strategic Partnerships and Talent Acquisition - The company aims to attract strategic partners with global resources to support its international headquarters and accelerate business expansion [5] - A global team with international vision and local industry insights will be established to integrate local resources and enhance operational capabilities [5] Group 5: Market Context and Future Outlook - The company is positioned to support the development of global supply chains and SMEs amidst deep adjustments in the industry and rapid digital transformation [6]

Core Viewpoint - The company is launching a global strategy to establish an AI-driven international supply chain technology platform aimed at supporting small and medium-sized enterprises (SMEs) in expanding their global market presence by providing comprehensive solutions including flexible supply chain services, financial support, currency management, and digital empowerment [1][6] Group 1: Globalization Strategy - The company will officially start its globalization layout on August 21, 2025, after establishing its international headquarters in Singapore [1] - The global strategy is built on an existing foundation of partnerships with over 30 international financial institutions and collaborations with influential regional partners in Southeast Asia [2] Group 2: AI-Driven Technology Platform - The technology platform will utilize AI Agent technology to connect with leading international enterprises, enabling real-time data capture and analysis to enhance operational efficiency and market competitiveness [3] - The platform aims to efficiently match verified supply chain funding needs with international funding sources, leveraging multi-dimensional data for better assessment models [3] Group 3: Web 3.0 Innovations - The company plans to integrate stablecoin applications for cross-border payments, significantly improving transaction speed and reducing costs compared to traditional wire transfer systems [4] - The exploration of Real World Asset (RWA) tokenization will convert quality international supply chain assets into standardized, traceable digital assets, enhancing their appeal to global institutional investors [4] Group 4: Strategic Partnerships and Talent Development - The company intends to introduce strategic partners with global resources to strengthen core ecosystem links and accelerate business expansion [5] - A global team with international vision, local industry insights, and technological research capabilities will be established to support the globalization strategy [5] Group 5: Industry Context - The company is positioned to provide robust support for the development of global supply chains and SMEs amidst deep adjustments in the supply chain and accelerated digital transformation [6]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責， 對 其 準 確 性 或 完 整 性 亦 不 發 表 任 何 聲 明，並 明 確 表 示 概 不 就 因 本 公 告 全 部 或 任 何 部分內容而產生或因依賴該等內容而引致的任何損失承擔任何責任。 SY HOLDINGS GROUP LIMITED 盛業控股集團有限公司 （於開曼群島註冊成立之有限公司） （股份代號：6069） 自願性公告 啟動全球化戰略佈局－打造AI+國際供應鏈科技平台 本 公 告 乃 由 盛 業 控 股 集 團 有 限 公 司（「本公司」，連 同 其 附 屬 公 司 統 稱「本集團」或「盛 業」）自 願 作 出。 茲提述本公司於2025年7月29日 及2025年8月8日 就設立新加坡國際總部及探索 Web3.0生 態 和 穩 定 幣 創 新 應 用 場 景 刊 發 的 自 願 性 公 告。本 公 司 董 事 會（「董事會」） 進 一 步 欣 然 宣 佈，隨 著 全 球 產 業 供 應 鏈 深 度 調 整 及 數 字 化 浪 潮 席 捲 全 球 貿 易，本 集 團 在 設 立 新 加 坡 國 際 總 部 後，於2025 ...

Core Viewpoint - Shengye (06069) reported a mixed performance in its interim results, with a decline in revenue but a significant increase in net profit, reflecting the impact of its strategic transformation and innovation initiatives [1] Financial Performance - The company achieved a revenue of 405 million yuan in the first half of the year, representing a year-on-year decrease of 7.1% [1] - The net profit attributable to shareholders was 200 million yuan, showing a year-on-year increase of 28.7% [1] Strategic Initiatives - The decline in revenue is attributed to the company's ongoing shift towards a light-asset strategy, which has led to reduced interest income from self-owned capital investments and a continuous decrease in income from supply chain asset refinancing [1] - The successful implementation of the platformization strategy has partially offset the negative impact on revenue [1] Future Outlook - Guojin Securities remains optimistic about the company's strategic positioning in e-commerce, AI, and robotics, anticipating that these sectors will continue to drive the expansion of its supply chain technology platform [1] - The company is expected to enhance its overall profitability as the proportion of high-value-added income increases, indicating further optimization of its fee structure [1] - The projected total dividend payout for 2025 is approximately 950 million yuan, corresponding to an expected dividend yield of 8.6%, providing substantial returns to shareholders [1] - The forecast for the company's net profit attributable to shareholders for 2025 is 512 million yuan, reflecting a year-on-year growth of 35% [1]