本报讯(记者陈潇)近日，神州数码（000034）控股有限公司(以下简称"神州控股")旗下智慧供应链企业 科捷供应链有限公司(以下简称"科捷")与新一代的新文具品牌卡西米尔(Kasimir)在杭州正式签署战略合 作协议。 科捷首席运营官王政与卡西米尔品牌创始人叶子桢出席签约仪式并进行了深入交流。双方将以此次合作 为契机，围绕供应链管理、电商运营、智能仓储解决方案等领域展开全面协作，共同推动卡西米尔品牌 在文具市场的持续增长与创新突破。 未来，双方将以此次战略合作为起点，持续深化供应链数字化、物流效率优化等方面的合作，共同探索 快消供应链升级新路径，为消费者带来更优质的产品与物流体验。 根据协议内容，科捷将为卡西米尔提供涵盖仓储管理、电商运营及数智化系统支持在内的全链条供应链 服务。科捷自主研发的供应链控制塔系统、KingKoo Data供应链大数据平台及OMS、WMS、TMS、 BMS等专业化技术系统，可有效提升企业供应链运作效率。此外，科捷还将发挥其在全国300余个城市 的仓配网络覆盖优势，以及海外覆盖超过40个主流电商平台、20余个仓储节点的国际供应链能力，支持 卡西米尔在国内及跨境市场的业务拓展，为其提供 ...

智通财经APP获悉，11月20日，神州控股(00861)智慧供应链子公司科捷与新一代的新文具品牌卡西米尔 在杭州正式签署战略合作协议。科捷首席运营官王政与卡西米尔品牌创始人叶子桢出席签约仪式并进行 了深入交流。双方将以此次合作为契机，围绕供应链管理、电商运营、智能仓储解决方案等领域展开全 面协作，共同推动卡西米尔品牌在文具市场的持续增长与创新突破。 科捷作为国家5A级物流企业，深耕供应链领域二十余年，经过多年积累，科捷已在消费电子、通信、 快消、美妆、服装等行业建立起深厚的专业知识库，形成可拼装、可组合的原子化标准能力矩阵。在此 基础上，结合客户个性化需求与行业Know-how，能快速打造柔性化、具行业特色的定制解决方案。目 前，科捷正通过AI全栈技术核心引擎，结合"客户+生态"双轮驱动模式，持续强化项目方案建设，打 造"看得见、管得了、说得清、能进化"的仓储管理体系和完善的客户管理体系，做行业内的仓储管理专 家和商家的货物管理专家，将解决方案产品化、客户价值可视化、市场驱动数据化，持续深化行业供应 链服务能力。 未来，双方将以此次战略合作为起点，持续深化供应链数字化、物流效率优化等方面的合作，共同探索 快消 ...

Core Viewpoint - The collaboration between Yili and Lenovo is enhancing the dairy industry's supply chain through digital transformation, aiming to improve product quality and consumer satisfaction while establishing a new AI-driven business framework [1][3][4]. Group 1: Digital Transformation in Supply Chain - Yili and Lenovo have developed a supply chain control tower system that integrates over 80 supply indicators and 140 promotional product indicators across five key areas [3]. - The implementation of a consumer-centric management platform has significantly improved stability and supports over 20 mini-programs for purchasing, after-sales, and health consultations [3][4]. - Yili is utilizing a consumer satisfaction system to analyze data from various sources, enabling a closed-loop management process that enhances product and service quality [3][4]. Group 2: AI and Technological Integration - Yili is exploring new technologies, particularly AI, to enhance production management and consumer services, aligning with its strategic goal of improving product and service quality [4]. - The establishment of the "Global Smart Chain Ecosystem" aims to drive digital upgrades in the dairy industry, providing replicable solutions for global dairy development [5]. - Lenovo's AI initiatives are positioned to enhance productivity across personal, enterprise, and urban sectors, contributing to innovation and smart decision-making [5][6]. Group 3: Future Outlook and Industry Impact - The "Artificial Intelligence+" initiative aims for widespread integration of AI across six key sectors by 2027, with a target of over 70% application penetration [6]. - By 2030, AI is expected to significantly contribute to high-quality economic development, with new AI applications achieving over 90% penetration [6]. - The ongoing digital transformation is anticipated to propel the Chinese manufacturing industry towards smart, green, and high-end development, injecting new momentum into economic growth [6].

Core Insights - Yili's modern smart health valley showcases a fully automated production line capable of processing over 7,000 tons of fresh milk daily and packaging 40,000 bags of milk per hour, making it the fastest milk production line globally [1] - The integration of AI and automation in Yili's supply chain significantly reduces risks related to raw material expiration, excess inventory, and stockouts [1][2] - Yili has developed a comprehensive consumer digital platform that enhances product quality and service diversity, leveraging data-driven insights to improve customer satisfaction [2] Group 1: Smart Factory and Supply Chain - Yili's smart factory utilizes advanced technologies such as AI and robotics to achieve efficient automated production [2] - The supply chain control tower system, developed in collaboration with Lenovo, integrates over 80 supply indicators and 140 promotional product indicators, optimizing production planning and procurement processes [1] Group 2: Consumer Engagement and Digitalization - Yili's consumer digital platform supports over 20 mini-programs on WeChat, providing integrated services for purchasing, after-sales, new product co-creation, and health consultations [1] - The introduction of a unified VOC intelligent mining management platform enhances the ability to understand consumer trends and implement business improvements, thereby increasing NPS and customer satisfaction [1] Group 3: AI and Industry Transformation - Lenovo emphasizes that AI is transitioning from a standalone technology to a critical productivity driver for businesses, necessitating its internal application and promotion [3] - The collaboration between Lenovo and Yili reflects a broader trend of AI integration across various industries, aiming to create new possibilities and drive industry transformation [2][3]

Investment Rating - The report upgrades the investment rating to "Buy" for the company [4] Core Views - The company focuses on the "Big Data + AI" strategy, with significant breakthroughs in its big data business driving performance improvement [3][12] - The demand for data applications continues to grow, and the company is building a core technology system to support this [2][38] - The company is expanding its global presence, achieving notable results in overseas markets [3][4] Financial Summary - Revenue is projected to grow from 18.277 billion RMB in 2023 to 22.664 billion RMB in 2027, with a compound annual growth rate (CAGR) of approximately 9.6% [1] - The net profit attributable to shareholders is expected to turn positive by 2025, reaching 231 million RMB, and further increasing to 511 million RMB by 2027 [1] - The company's return on equity (ROE) is forecasted to improve from -29.1% in 2023 to 7.3% in 2027 [1] Business Strategy - The company is leveraging its advantages in public data operations and self-developed platforms to penetrate various industries such as transportation, water conservancy, and manufacturing [2][3] - The focus on scenario-based applications is driving innovation in the "Big Data + AI" business, enabling digital transformation across industries [2][12] - The company is committed to enhancing its research and development capabilities, with significant investments in technology to maintain a competitive edge [51][62] Market Outlook - The domestic big data industry is expected to grow significantly, with projections indicating a market size of approximately 2.4 trillion RMB by 2024, reflecting a CAGR of 22% [38][42] - The demand for digital supply chain services is also anticipated to rise, with a projected revenue of around 3.6 trillion RMB in 2023, growing at a rate of 11% [67][72] - The company is well-positioned to capitalize on the increasing importance of data as a key production factor in the digital economy [41][42]

Core Insights - The core viewpoint of the articles emphasizes the transformation of China's manufacturing industry through AI, particularly illustrated by the collaboration between Yili and Lenovo, which aims to create a new architecture for AI integration in manufacturing [1][2][4] Group 1: AI Transformation in Manufacturing - Traditional manufacturing faces challenges in integrating advanced technologies while ensuring data security and business continuity, leading to the development of a hybrid AI architecture [2] - Yili's proactive approach in digital transformation includes smart manufacturing, supply chain optimization, and comprehensive marketing, supported by Lenovo's hybrid AI capabilities [2][3] - The collaboration has resulted in the creation of over 600 algorithm models, reshaping the entire production chain from farm management to consumer services [2][3] Group 2: Breakthroughs Achieved - Three major breakthroughs were achieved: redefining "human-machine collaboration" to enhance intelligence rather than speed, creating a consumer-centric business model connecting over 60 million consumers, and establishing an intelligent supply chain that significantly reduces transportation costs and improves delivery efficiency [3] - The integration of digital twin technology and MES systems allows real-time visibility of equipment operation, production line status, and energy consumption data, enhancing production control accuracy [3] Group 3: Practical Implications and Global Relevance - Lenovo's global data indicates a nearly 40% year-on-year increase in AI application within organizations, with some companies experiencing a 31% boost in employee efficiency and operational effectiveness [4] - The partnership between Yili and Lenovo exemplifies a unique path for AI transformation in Chinese manufacturing, balancing the adoption of advanced AI technologies with the need for core capabilities to remain autonomous and controllable [4] - This approach not only addresses the immediate needs of Chinese manufacturing but also offers valuable insights for global manufacturing AI transformations by focusing on architectural restructuring rather than mere acceleration [4]