Group 1 - CP AXTRA and Cainiao have formed a strategic partnership to develop intelligent retail technology solutions, aiming to drive digital transformation in Southeast Asia's retail industry [1][2] - This collaboration signifies a shift for Charoen Pokphand Group (CP Group) from being a "technology exporter" to a "technology importer" from China, highlighting the evolution of foreign investment in China [1] - The intelligent warehouse management system (iWMS) developed by CP AXTRA and Cainiao has significantly improved picking and packing efficiency by over 140% in Thai Makro stores [1] Group 2 - The daily order delivery capacity for supermarket deliveries has increased from 15,000 to 100,000 orders due to the integration of a self-owned transportation fleet and intelligent scheduling system [1] - Cainiao's digital solutions have been implemented in 27 countries and regions, positioning it as a key driver of global retail digital transformation [2] - CP AXTRA's digital upgrade across its 2,700 stores will serve as an important testing ground for Chinese technology going abroad [2]

Group 1 - SAS Institute has completely withdrawn from the Chinese market after 25 years, laying off all 400 employees and will continue operations through third-party partners [1] - Leap Motor responded to rumors of FAW Group acquiring its shares, stating that the news is untrue [1] - The Chinese government announced a 9-day holiday for the 2026 Spring Festival, leading to a 63% increase in flight bookings compared to the same period in 2025 [2] Group 2 - The AI model competition "Alpha Arena" concluded with Alibaba's Qwen winning, achieving a 22.32% return, while other models, including GPT-5, suffered significant losses [8][9] - Nokia plans to delist from the Paris Stock Exchange, citing trading volume and administrative costs as reasons [9] - The global AI glasses market is rapidly growing, with shipments expected to reach 4 million units by 2029, driven by major tech companies like Google and Apple [22] Group 3 - The Indian online brokerage Groww's parent company is set to launch an IPO, potentially valuing the company at $7 billion [10] - Beta Technologies, an electric aircraft manufacturer, raised over $1 billion in its IPO, pricing shares at $34 [10] - The robotics industry saw a revenue increase of 29.5% year-on-year in the first three quarters, with significant production growth in both industrial and service robots [22][23]

Core Viewpoint - Lanjian Intelligent has signed a contract worth 138 million yuan (including tax) with Ninebot (Zhuhai) Technology Co., Ltd, which is expected to positively impact the company's performance in 2026 [1][2] Group 1: Company Performance - In the first three quarters of 2025, Lanjian Intelligent achieved a revenue of 1.131 billion yuan, representing a year-on-year growth of 35.68%, and a net profit attributable to shareholders of 93.75 million yuan, up 47.54% [4] - The company's revenue in the third quarter alone reached 508 million yuan, with a year-on-year growth rate of 62.62%, and a net profit of 52.39 million yuan, increasing by 97.12% [4] - As of June 30, 2025, Lanjian Intelligent had an order backlog of 2.06 billion yuan, reflecting a year-on-year increase of 56.89% [3] Group 2: Market Demand and Growth - The demand for intelligent robots has been increasing, leading to continuous growth in orders for Lanjian Intelligent, particularly in emerging strategic industries such as electric vehicles and new energy [3][4] - The company has also seen sustained growth in key sectors including food and beverage, pharmaceuticals, petrochemicals, and tires [3] Group 3: International Expansion - In the first half of 2025, Lanjian Intelligent generated overseas revenue of 56.28 million yuan, a significant increase of 164.1% compared to the same period last year [5] - The company secured new overseas project orders totaling 140 million yuan in the same period [5] - Lanjian Intelligent is actively pursuing a global strategy, participating in logistics industry exhibitions in multiple countries to enhance brand recognition and market influence [4]

Core Insights - The 25th CeMAT ASIA exhibition in Shanghai showcased over 900 exhibitors and introduced the concept of "embodied logistics" solutions for the first time globally [1] Group 1: Technology and Innovation - The collaboration between ROBOTERA and Beizhi Technology demonstrated a humanoid robot, "Xingdong L7," capable of performing a full range of intelligent operations in pharmaceutical warehousing, including sorting, scanning, and supplying [4] - The core of this operation is the self-developed end-to-end VLA embodied model ERA-42, which enables real-time closed-loop processes for visual recognition, action planning, and task execution, showcasing strong adaptability to dynamic environments [4][5] - The ERA-42 model is one of only four globally that supports precise control of a five-finger dexterous hand, providing significant operational capabilities in complex logistics scenarios [5] Group 2: Performance and Flexibility - The Xingdong L7 robot features a high-performance bionic 7-axis robotic arm and a unique fully direct-drive dexterous hand, allowing for efficient and flexible operations in various logistics tasks [5] - The integration of diverse data sources enables the robot to train effectively and adapt to various operational challenges, enhancing its ability to handle different shapes and designs of pharmaceutical packaging [6] - The embodied intelligence solution addresses the limitations of traditional automation, which often relies on fixed tracks and preset programs, by offering a flexible approach that can quickly adapt to changing SKU requirements [7] Group 3: Market Potential and Applications - The flexibility of the Xingdong L7 allows for rapid learning of new material characteristics, significantly reducing adaptation time compared to traditional automated sorting equipment [7] - This technology has the potential to expand into various industries, including e-commerce, pharmaceuticals, automotive parts, and retail, paving the way for a transition from "point automation" to "full-process intelligence" in logistics [7]

Core Insights - The 25th CeMAT ASIA exhibition showcased the first global demonstration of "embodied logistics" solutions, featuring the collaboration between ROBOTERA and Beizhi Technology [1] - The star of the exhibition was the full-size bipedal humanoid robot "ROBOTERA L7," which autonomously completed typical pharmaceutical warehousing tasks, demonstrating advanced capabilities in material handling and barcode scanning [1][2] - The core technology behind these operations is the self-developed end-to-end VLA embodied model ERA-42, which enables real-time closed-loop operations, showcasing adaptability in dynamic environments [1][2] Group 1: ROBOTERA's Competitive Edge - ROBOTERA's solution is driven by a "model-body-field data" evolutionary cycle, featuring three main characteristics: high-degree control of the bipedal robot and dexterous hand, self-developed core components, and efficient utilization of diverse data [2] - The ERA-42 model is unique in China and one of only four globally that supports precise control of a dexterous hand, providing significant operational support in complex logistics scenarios [2] - The ROBOTERA L7 is equipped with a bionic 7-axis robotic arm and a novel fully direct-drive dexterous hand, enhancing its operational capabilities and efficiency in material handling [2] Group 2: Integration with Beizhi Technology - Beizhi Technology's deep understanding of logistics scenarios provides essential support for integrating embodied intelligence technology throughout the logistics chain, enhancing its practical application value [3] - Traditional automated logistics equipment often relies on fixed tracks or preset programs, making it costly to adapt to frequently changing SKUs and dynamic environments; ROBOTERA's solution addresses this gap [3] - The flexibility of the ROBOTERA L7 allows for rapid learning of new material characteristics, significantly reducing adaptation time compared to traditional automated sorting equipment, with potential applications across various industries [3]

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倚 賴該等內容而引致的任何損失承擔任何責任。 自願性公告 有關與UQI優奇簽署 戰略合作協議 本公告乃 Digital China Holdings Limited（神州數碼控股有限公司* ）（「本公司」, 連同 其附屬公司統稱「本集團」）的自願性公告。 本公司董事會（「董事會」）欣然通知本公司股東（「股東」）及潛在投資者，當前 本集團正以供應鏈場景為核心戰略立足點，深度依託大數據與 AI 技術構建業務賦能體 系，並積極踐行「客戶 + 生態」雙輪驅動戰略。在這一戰略指引下，2025 年內本集團 已成功與 12 家核心客戶及生態夥伴達成戰略共識並簽署戰略合作協議，持續夯實供應 鏈領域生態佈局。與此同時，本集團聚焦 「Data x AI 」戰略升維，將高質量數據作為 核心生產要素，以 AI 技術為驅動引擎，持續推動供應鏈領域的技術融合與業務創新， 實現供應鏈運營全鏈路的智能化升級。 基於上述戰略佈局與業務基礎，本公司旗下智慧供應鏈子公司北京科捷物流有限 ...

Core Insights - CP AXTRA, a subsidiary of CP Group, has partnered with Alibaba's Cainiao to develop advanced digital solutions for smart retail technology in Thailand and Southeast Asia [2][3] - The collaboration aims to enhance retail operations through the implementation of an intelligent Warehouse Management System (iWMS), significantly improving picking and packing efficiency in stores [2][3] - The partnership draws on China's advanced e-commerce ecosystem, adapting innovations to meet the unique needs of the Thai and ASEAN markets [2] Group 1 - CP AXTRA operates leading wholesale and retail brands "Makro" and "Lotus's" across 10 countries, with headquarters in Thailand [3] - The iWMS developed in collaboration with Cainiao has increased operational efficiency, with a reported 140% improvement in picking and packing efficiency after its full rollout in Makro stores [3] - An AI-based shelf display solution is also being developed to optimize in-store product visibility and accessibility for customers and pickers [3] Group 2 - CP AXTRA's CEO emphasized the importance of digital transformation and the decision to partner with Cainiao, stating that the best solutions should be prioritized regardless of origin [2] - Future plans include expanding digital logistics development into Malaysia and the Philippines, further enhancing the digital infrastructure in Southeast Asia [2]

Core Insights - Shenzhou Holdings' subsidiary KJ and UBTECH's subsidiary UQI signed a strategic cooperation agreement at CeMAT ASIA 2025 to enhance logistics automation and intelligence [1][4] - The collaboration focuses on three levels: technology, scenario, and ecosystem, aiming to address key challenges in logistics such as labor shortages and operational efficiency [2][3] Technology Collaboration - The partnership will establish a "Logistics Embodied Intelligence Laboratory" to tackle critical technologies like multimodal cargo recognition [1][2] - KJ will provide a "smart brain" through its proprietary "KingKoo Intelligent Chain" logistics supply chain model and "Xiao Jin" intelligent agent cluster, leveraging over 20 years of industry experience [3] Scenario Development - The focus will be on creating unmanned logistics operation scenarios in sectors such as fast-moving consumer goods, beauty, IT, and 3C, aiming to overcome the "last 10 meters" bottleneck in warehousing [1][2] Ecosystem Building - The companies will jointly develop an open protocol for logistics intelligent agent communication and scheduling, and publish an industry white paper to foster a developer ecosystem [1][3] Strategic Alignment - This collaboration aligns with the Chinese government's 14th Five-Year Plan, emphasizing the development of future industries like embodied intelligence [4] - Shenzhou Holdings aims to integrate big data and AI technologies into its supply chain strategy, having formed strategic partnerships with 12 core clients and ecosystem partners by 2025 [3]

Core Insights - The logistics industry is transitioning into a deeper phase of AI application, moving from initial excitement to practical implementation [1] - G7 Yiliu's CEO, Zhai Xuehun, emphasizes the importance of hardware development over creating large-scale AI models due to the industry's lack of foundational infrastructure for AI [1][5] - The logistics sector is expected to see significant growth and structural changes, with a projected increase in road freight volume by over 5% by 2025 [2][3] Group 1: AI Strategy and Hardware Focus - G7 Yiliu has chosen to focus on hardware development as a foundational step for AI integration in logistics, rather than pursuing flashy AI models [1][5] - The company aims to address the data collection challenges in logistics operations, which are essential for effective AI implementation [6][7] - Zhai Xuehun highlights that AI will not homogenize companies but will instead amplify their differences, enhancing competitive advantages for those with industry knowledge [7][9] Group 2: Market Trends and Growth Areas - The "Road Freight Index" has shown its first increase in five years, indicating a positive trend in China's logistics market [2] - Four key growth areas identified for the logistics sector include instant retail, agriculture and livestock, regional bulk transport, and combined rail and road transport [3][4] - The logistics market share from these new scenarios is expected to exceed 30%, indicating a shift from traditional e-commerce-driven growth [3] Group 3: Future Predictions and Industry Dynamics - The logistics industry is predicted to see the emergence of hundreds of successful platform companies in the next 3 to 5 years, driven by more complex and specialized operational scenarios [7][8] - Zhai Xuehun's previous belief in a few dominant platform companies has shifted due to the advent of large model technologies, suggesting a more diverse ecosystem [8][9] - The collaboration between platform companies and operational firms is expected to create a richer and healthier ecosystem in the logistics industry [9]

Core Viewpoint - The company plans to invest up to 150,000 USD through its wholly-owned subsidiary in Hong Kong to establish a new company in Brazil focused on logistics technology and e-commerce technology development [1] Group 1 - The investment will be made by Today International Logistics Technology Co., Ltd., a wholly-owned subsidiary of the company [1] - The new Brazilian company will primarily engage in logistics technology, e-commerce technology development, and automated logistics systems [1] - The board of directors has approved the relevant proposal, but the company still needs to complete the business registration and other related formalities in Brazil [1]