跨境物流旺季，国际货代小王需要在有限的跨太平洋航线舱位中协调多家客户的货物。面对屏幕上的一长串订 单，他在键盘上敲下了一行指令。 通过自动抓取最新舱位数据、动态调整各航线配舱策略、基于历史和实时因素提前预测，一款聪明的Bot Agent在 几分钟的时间里，为心急如焚的小王安排好了一切。 而在传统供应链中，这种人工调配以往高度依赖Excel和邮件的来回沟通，稍有不慎就会"爆仓"或者"空舱浪费"， 轻则被投诉，重则直接造成大量收益流失。 诸如此类，在跨境领域，人的工作被AI"拯救"的案例，已经不再是"未来的可能性"。 智能体，正在逐渐成为跨境供应链中辅助决策和资源调优的常态。通关、物流、单证处理这些典型的依赖人力传 递信息的环节中，一批"懂行"又"懂事"的应用迅速积累起了口碑。 出海问问和鸭梨匠，就是其中备受关注的两款Bot Agent产品。 它们背后的公司奥格跨境，则是一家"非典型"的跨境供应链供应商：高校科研算法背景，立足于跨境行业积淀， 扎根于供应链技术的实战。 AI进入"流程化应用时代"，精密的齿轮开始有条不紊地自主运转。但与此同时，大多数人仍然摸不透Agent在跨境 行业模糊的技术边界：它在跨境供应链中 ...

Group 1 - The China Securities Regulatory Commission (CSRC) has issued supplementary material requirements for seven companies, including Hope Sea Inc. (华富洋), regarding their overseas listing application [1] - Hope Sea Inc. submitted its listing application to the Hong Kong Stock Exchange on June 16, 2025, with Agricultural Bank of China International as the sole sponsor [1] - The CSRC requires Hope Sea to clarify the compliance of its cross-border fund arrangements, including the types, scale, sources, and usage of data collected during its domestic operations [1][2] Group 2 - The company is required to provide details on its capital increase and reduction processes, including pricing basis, fairness, payment of consideration, and tax implications, ensuring compliance with regulations on foreign investment in domestic enterprises [1] - Hope Sea's cross-border fund arrangement services include currency exchange and structured trade settlement, necessitating clarification on the service model, pricing basis, and net income composition [2] - The company must disclose the types, scale, sources, and usage of data collected during its operations, including any implications for personal user information protection and data security measures [3] Group 3 - Hope Sea was registered in the Cayman Islands on April 22, 2025, and is backed by Shenzhen Huafu Yang Supply Chain Co., Ltd., a major provider of electronic product import supply chain solutions in China [3] - The company has over 20 years of experience in cross-border supply services, focusing on importing electronic products, particularly integrated circuits, with a GMV of approximately RMB 34.8 billion in 2024 [3]

Group 1 - The European business community remains optimistic about Vietnam's long-term growth potential despite global uncertainties, with a Business Confidence Index (BCI) of 61.1 for Q2 2025, slightly down from the previous quarter but still indicating an overall positive trend [1] - European companies are increasingly cautious due to the complexities of global markets and the impact of tariff policies, particularly the U.S. tariffs, which are seen as a key factor affecting current market conditions [1] - 70% of surveyed companies reported no specific financial impact from tariff negotiations, while 5% indicated profitability, and only 15% experienced negative financial effects such as penalties or order delays [1] Group 2 - The Chairman of the European Chamber of Commerce in Vietnam emphasized the importance of clear and traceable products in the context of geopolitical uncertainties and global supply chain restructuring, with Certificates of Origin (C/O) serving as a "passport" for enjoying preferential tariffs and symbolizing trust [2] - Digital transformation of C/O processes is expected to accelerate trade flows, reduce barriers, and create a more transparent and resilient trade ecosystem, benefiting businesses and the economy [2] - 56% of surveyed European companies, primarily large enterprises, submit C/O documents monthly, viewing them as a critical tool for maintaining resilience in a complex global trade environment [2]

Core Viewpoint - Hope Sea Inc. is pursuing an IPO on the Hong Kong Stock Exchange, positioning itself as a leading provider of cross-border supply chain solutions for electronic products, particularly in the semiconductor sector, amid a recovering industry environment [1][2]. Company Overview - Hope Sea Inc. specializes in comprehensive supply chain solutions for electronic products, focusing on importing from international suppliers to China, with a projected GMV of approximately RMB 34.8 billion in 2024 [2][3]. - The company serves over 40 vertical industries, including IoT communication, semiconductors, and renewable energy [2]. Financial Performance - The company's total revenue for the fiscal years 2022, 2023, and 2024 was RMB 252.8 million, RMB 220.5 million, and RMB 234.9 million, respectively, with annual profits of RMB 86.9 million, RMB 83.6 million, and RMB 85.5 million [2][3]. - Revenue from supply chain solutions decreased from RMB 135.7 million in 2022 to RMB 116.5 million in 2023, before recovering to RMB 123.0 million in 2024 [4]. Business Strategy - Hope Sea employs a "four flows integration" strategy, which includes the integration of goods flow, capital flow, information flow, and business flow to enhance operational efficiency [3]. - The company has adopted a pricing strategy to increase customer GMV, resulting in a rise from approximately RMB 20.2 million in 2023 to RMB 25.6 million in 2024, despite a decrease in average fee rates [4][5]. Market Environment - The semiconductor industry is experiencing a recovery, with China's integrated circuit exports reaching USD 159.55 billion in 2024, a 17.4% increase year-on-year [6][8]. - The company’s performance is closely tied to the semiconductor import and export dynamics, with integrated circuits accounting for about 70.1%, 65.2%, and 68.5% of its GMV from 2022 to 2024 [8][10]. Customer Base - The average business relationship with the top 20 clients exceeds nine years, with eight clients contributing over RMB 1 billion in GMV in 2024 [8]. - The customer composition has shifted, with IoT communication clients increasing their GMV share from 30% to 37.3% from 2022 to 2024, while the semiconductor sector's share has declined [11]. Challenges and Outlook - The company faces rising costs, particularly in transportation, which increased from 9.9% of total revenue in 2023 to 13.0% in 2024 [4]. - The ongoing price competition strategy may raise concerns about the sustainability of revenue growth and the company's bargaining power within the supply chain [5][12]. - Despite challenges, the semiconductor industry's high demand is expected to provide a favorable environment for Hope Sea's growth, especially as it prepares for its IPO [12].