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汇通达网络(09878):拟并购电商AI SaaS领先企业——认知边界,加速构建全栈式AI能力,抢占商业智能新高地
智通财经网· 2025-11-18 13:28
Core Insights - The acquisition of Cognitive Boundary by Huitongda is a strategic move to deepen the company's capabilities in digital transformation and supply chain management for retail clients [2][3] - The merger is expected to create a synergistic effect, enhancing Huitongda's service offerings and operational efficiency through the integration of AI and data solutions [2][3] - Financially, the acquisition is projected to positively impact Huitongda's performance, with specific profit commitments from Cognitive Boundary for the years 2026 to 2028 [4] Group 1: Acquisition Overview - Huitongda is a leading industrial internet company in China, focusing on empowering rural retail stores with supply chain capabilities and digital technology, covering 21 provinces and serving over 251,000 member stores [1] - Cognitive Boundary specializes in intelligent technology solutions for e-commerce and retail, managing over 16,000 stores with an annual sales management volume exceeding 140 billion [1] Group 2: Strategic Implications - The merger is seen as a significant step in Huitongda's strategy to enhance its full-chain digital empowerment, leveraging both companies' expertise in serving retail clients and upstream brands [2] - The integration of Cognitive Boundary's BI systems and AI capabilities with Huitongda's existing technologies is expected to improve operational efficiency and decision-making for member stores [2][3] Group 3: Financial Impact - The acquisition is anticipated to contribute directly to Huitongda's revenue growth, with Cognitive Boundary's net profit commitments of at least 85 million RMB, 100 million RMB, and 115 million RMB for the years 2026 to 2028 [4] - The inclusion of Cognitive Boundary's revenue in Huitongda's service income is expected to enhance the overall gross margin and optimize the revenue structure [4]