2)平台科技服务收入占比提升：集团通过自主研发的AI Agent"盛易通云平台"，以产业生态和数据的深 度链接为支撑，推动平台科技服务能力在新赛道快速复用，助力更多链上的中小微企业降本增效、开拓 市场。截至2025年12月31日，"盛易通云平台"已与17家核心企业建立系统链接，集团平台科技撮合业务 占比超87%，平台科技服务收入增长超35%，"轻资产、平台化"发展模式已成为业绩加速增长的关键。 盛业(06069)发布公告，预计公司截至2025年12月31日止年度的溢利较截至2024年12月31日止年度增加 超过20%。预期增加主要由于： 1.平台科技业务加速增长 1)平台业务规模增长：随着业务实践的深入与数据资产的积累，集团不断优化以数据驱动的"重交易、 轻主体"风控模型，在运营效率、成本控制、客户体验等方面成效显著，不仅增强了客户粘性与企业竞 争壁垒，而且促进了自身的产业资源与数据获取能力提升。在这一良性循环推动下，集团实现了持续成 长，并保持行业领先地位。截至2025年12月31日，集团累计服务客户数量超23,000家，较去年同期增长 超27%。集团累计智能撮合的业务规模超3320亿元人民币，较去年同期增 ...

格隆汇1月30日丨盛业(06069.HK)公告，根据公司目前可得资料及对公司截至2025年12月31日止年度未 经审核综合管理账目的初步评估，预计公司截至2025年12月31日止年度的溢利较截至2024年12月31日止 年度增加超过20%。预期增加主要由于： AI服务加速商业化落地：「盛易通云平台」深度融合DeepSeek、通义千问、豆包等主流开源大模型， 结合自身在算法、算力、数据等方面的资源优势，在供应链管理的各关键环节形成专业的AI服务能 力，从而为客户匹配最优的解决方案。例如，集团依托与多个电商平台的数据链接，通过AI应用有效 分析市场及消费者数据，为电商卖家在选品、销售、库存、备货等环节提供精准的决策支持。截至2025 年12月31日，集团不仅借助AI技术将人均处理的业务规模提高超40%，而且已实现AI服务合同收入超 1,700万元。 平台业务规模增长：随着业务实践的深入与数据资产的积累，集团不断优化以数据驱动的「重交易、轻 主体」风控模型，在运营效率、成本控制、客户体验等方面成效显着，不仅增强了客户粘性与企业竞争 壁垒，而且促进了自身的产业资源与数据获取能力提升。在这一良性循环推动下，集团实现了持 ...

Core Insights - The traditional supply chain faces significant challenges due to the penetration of the digital economy and diversified consumer demands, including inventory imbalances from demand forecasting errors, data silos, high human dependency in core processes, and high barriers to AI technology implementation [1] - Shenzhou Holdings has developed an enterprise-level supply chain AI product named "Xiao Jin" to address these challenges, focusing on "full-link perception, intelligent decision-making, and scenario adaptation" [1] - "Xiao Jin" utilizes a unique "3+N" intelligent agent architecture, which includes three core agents (data assistant, decision assistant, customer assistant) and multiple specialized agents for specific work scenarios, enhancing efficiency and meeting specialized needs [1] Performance Metrics - In the peak order processing during the 2025 "Double 11" event, "Xiao Jin" achieved a 96% accuracy rate in order forecasting, a 280% increase in peak order processing speed, and a threefold increase in order creation efficiency [1] - Warehouse operations saw a 20% overall improvement in complex document picking efficiency and a 15% increase in packing efficiency, while the time for outbound handover was reduced by 1.4 hours [1] - Daily operations benefited significantly, with the data assistant improving data query efficiency by 90%, the decision assistant enhancing complex data analysis efficiency by 50%-70%, and the customer assistant reducing customer service workload by 50% [1] Strategic Vision - The successful implementation of "Xiao Jin" not only resolves the challenges of AI technology in the supply chain but also establishes a new model of full-link intelligent collaboration, transforming the supply chain from a "cost center" to a "value center" [2] - Shenzhou Holdings aims to deepen its "AI full-stack technology + value scenario empowerment" model, building a large-scale cluster of vertical intelligent agents and expanding the intelligent agent ecosystem in collaboration with partners [2] - The company is committed to integrating AI with the real economy, driving industrial upgrades, and providing end-to-end data intelligence solutions across various industries, thereby becoming a core enabler in the digital economy era [2]

Core Insights - The 2025 New Procurement Summit, hosted by Endpoint Technology, focused on the theme "AI Driven, Intelligent Procurement Journey," gathering hundreds of large enterprises and supply chain managers to explore the practical pathways for AI in supply chains [1] Group 1: Key Presentations - Dr. Cai Hongliang from Shanghai Jiao Tong University emphasized that AI is transforming supply chains from process-driven to ecosystem collaboration, urging companies to build next-generation intelligent supply chain systems with a strategic vision [2] - Jiang Hongfeng, a renowned supply chain management consultant, highlighted the importance of strategic procurement as a process of resource acquisition and value creation, advocating for a shift from basic supply assurance to strategic value enhancement [4] - Deloitte's expert discussed the transition of AI from pilot applications to deep integration within core business processes, stressing the need for a shift from "point intelligence" to "system intelligence" [6] Group 2: AI in Procurement - Endpoint Technology's senior vice president presented a vision for automating transactional procurement and enhancing strategic procurement through AI, aiming to transform procurement departments from cost centers to value creation centers [9] - The summit featured insights on how AI can enhance decision-making in procurement, positioning AI as a "decision augmentation" tool that collaborates with human experts [12] - The transformation of procurement processes through digitalization was discussed, showcasing how companies can achieve significant efficiency improvements by standardizing and automating workflows [16] Group 3: Strategic Partnerships and Innovations - Six companies signed strategic cooperation agreements with Endpoint Technology during the summit, indicating a commitment to collaborative innovation in the supply chain ecosystem [19] - The launch of the Daqi Hui Industrial Products Mall was announced, aimed at providing a one-stop intelligent procurement experience for large enterprises by integrating high-quality supply chain resources [22] - The release of the AI Collaborative Supply Chain Platform was highlighted, designed to facilitate end-to-end digital solutions for businesses, enhancing operational efficiency and responsiveness [26] Group 4: Industry Trends and Future Outlook - The summit marked a significant step towards the systematic advancement of intelligent procurement and supply chain transformation, reflecting a consensus on the evolution of AI from a conceptual trend to a business engine [32] - The publication of the book "Smart Procurement 2.0" provided authoritative guidance on the theoretical and practical pathways for digital transformation in procurement [30] - The event showcased a collaborative ecosystem among industry partners, aiming to drive sustainable competitive advantages and high-quality development in the future [32]

Core Viewpoint - Sichuan Xinda Hongtu Supply Chain Technology Co., Ltd. has been established with a registered capital of 200,000 RMB, focusing on various business activities including food sales, agricultural product sales, and technology services [1] Company Overview - The company is legally represented by Li Lin and has a registered capital of 200,000 RMB [1] - The business scope includes general projects such as food sales (only pre-packaged food), agricultural product sales, and internet sales [1] Business Activities - The company engages in a wide range of activities including: - Food sales (pre-packaged only) - Agricultural product sales - Internet sales (excluding licensed goods) - Daily necessities sales - Technical services, development, consulting, and promotion [1] - Additional services include IoT application services, software development, and market marketing planning [1] Licensing and Regulatory Compliance - The company is involved in licensed projects such as urban delivery transportation services (excluding hazardous goods), tobacco retail, and liquor business [1] - Operations are subject to approval from relevant authorities, and specific business activities will depend on the approval documents or licenses obtained [1]

Core Insights - Guangzhou Jingwen Supply Chain Technology Co., Ltd. has been established with a registered capital of 1 million RMB [1] - The company is involved in a wide range of activities including the sale of construction materials, metal materials, and various manufacturing processes related to construction [1] Company Overview - The legal representative of the company is Zheng Jianwen [1] - The business scope includes sales of construction materials, metal materials, and manufacturing of waterproof materials, building blocks, and lightweight construction materials [1] - The company also engages in domestic cargo transportation, domestic trade agency, and internet sales excluding licensed goods [1] Services Offered - The company provides various services such as engineering contracting, leasing services (excluding licensed leasing), and labor services (excluding labor dispatch) [1] - It also offers technical services, development, consulting, and project construction [1] - Additional services include landscaping engineering construction and interior decoration [1]

Core Viewpoint - Hefei Huizhi Supply Chain Technology Co., Ltd. has been established with a registered capital of 1 million RMB, focusing on various technology services and sales in the recycling and manufacturing sectors [1] Group 1: Company Overview - The legal representative of Hefei Huizhi Supply Chain Technology Co., Ltd. is Yang Hongyong [1] - The company has a registered capital of 1 million RMB [1] Group 2: Business Scope - The business scope includes technology services, development, consulting, exchange, transfer, and promotion [1] - The company is involved in the sales of furnaces, recycled resources, pulp, paper products, agricultural machinery services, and various manufacturing activities including plastic and glass products [1] - The company also engages in urban household waste management services, subject to relevant approvals [1]

Core Insights - Guangdong Jiuzhoutong International Supply Chain Technology Co., Ltd. has been established with a registered capital of 6.88 million RMB [1] - The company is involved in various sectors including new material technology research and development, leather products manufacturing, and non-medical mask production [1] Company Overview - The legal representative of the company is Guo Aidong [1] - The business scope includes general projects such as plastic products manufacturing, medical packaging materials manufacturing, and sales of packaging materials and products [1] - The company is also engaged in import and export activities, as well as technology import and export [1] Licensing and Regulatory Compliance - The company has specific licensed projects including the production of plastic packaging containers for food and printing of packaging decoration and printing products [1] - Operations in licensed projects require approval from relevant authorities before commencement [1]

Group 1 - The intelligent agent "Xiao Jin" launched by Shenzhou Holdings' KJ aims to enhance supply chain efficiency through natural language interaction, automated report generation, and 24/7 online service [3] - The intelligent agent has completed a pilot in the flagship warehouse in Kunshan, resulting in improved order punctuality and reduced customer complaints [3] - The global generative AI market is projected to reach $10 trillion by 2025, driven by the urgent demand for intelligent transformation across various industries, particularly in the supply chain sector [1] Group 2 - The "3+N" architecture of the intelligent agent includes three general agents that cover 80% of query scenarios, improving daily data retrieval efficiency by 90% [1] - The N-specific agents target roles such as product design and operational analysis, compressing processes like demand breakdown, data collection, and document writing by over 50% [1] - Despite the market potential, the transition from "technical prototype to industrial application" remains a common challenge across industries [1]

Core Points - Chengdu Haike Ruixin Supply Chain Technology Co., Ltd. has been established with a registered capital of 5 million RMB [1] - The legal representative of the company is Yang Jie [1] - The company's business scope includes technology services, environmental consulting, sales of pulp and paper products, packaging services, import and export of goods, and supply chain management services [1] Business Scope - General projects include technology services, technology development, technology consulting, technology exchange, technology transfer, technology promotion, environmental consulting, pulp sales, paper product sales, packaging materials and products sales, packaging services, import and export of goods, technology import and export, supply chain management services, and IoT application services [1] - Licensed projects include printing of packaging decoration printed matter and road cargo transportation (excluding hazardous goods) [1] - The company will operate independently based on its business license, except for projects that require approval from relevant authorities [1]