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科技、产业、资本“三驾马车”并驾齐驱 汇通达网络(09878)蓄力并发
智通财经网· 2025-06-27 03:20
Core Viewpoint - The article highlights the strategic advancements and growth potential of Hui Tong Da Network in the context of the macroeconomic environment favoring technology, industry, and capital expansion [1][2][7] Group 1: Strategic Development - Hui Tong Da Network has demonstrated a clear and stable strategic layout in 2023, focusing on the "technology," "industry," and "capital" triad, with tangible results emerging [2] - The company has launched its "Qian Cheng Cloud AI" industry vertical model, which was approved by the National Cyberspace Administration in May, marking it as one of the early adopters of self-developed AI integrated with mainstream large models [2] - The "AI+ strategy" is being implemented across three main areas: "AI+ industry platform," "AI+ SaaS," and "AI+ smart terminals," providing numerous Agent applications to clients, covering the entire process of goods circulation [2][3] Group 2: Industry Deepening - Since the announcement of the "three major supply chain projects" in February, Hui Tong Da Network has rapidly implemented various initiatives, including the establishment of a brand ecosystem covering nine brands across four industries [3] - The "Brand Express" initiative has created direct channels to rural member stores in collaboration with major brands like Apple, enhancing sales and profitability for member stores [3] - The "Open Supply Chain Project" integrates more supply chain merchants and utilizes AI procurement assistants to help member stores match local consumer demands accurately [3] Group 3: Capital Empowerment - Hui Tong Da Network has recently undertaken significant capital actions, including a share buyback plan with a maximum amount of RMB 500 million, reflecting management's confidence in future business prospects [4] - The company has applied for the conversion of approximately 91.48% of its domestic shares into H-shares, which is expected to increase the proportion of H-shares from 32.04% to 94.21%, enhancing market liquidity and attracting more investors [4] Group 4: Undervalued Potential - The term "underrated" is frequently used in the capital market, indicating that Hui Tong Da Network's current value is not fully recognized, despite its significant growth potential [5] - The company possesses key advantages such as the integration of technology and consumption, a vast market development space, and a strong platform that is replicable [5] - Hui Tong Da Network is positioned in the "first tier" of companies effectively integrating AI applications in the consumer sector, leveraging its extensive network of nearly 250,000 member stores [5] Group 5: Internal Growth and Strategic Expansion - Hui Tong Da Network shows strong internal growth momentum, with opportunities for expansion in product categories, procurement ratios, and high-margin private label products [6] - The company's "one main, two auxiliary" strategy indicates a focus on strengthening its B2B services while actively exploring overseas and B2C business opportunities [6] - The significant growth in sales of its self-branded air conditioning product "Alti Sha" by four times year-on-year in the first quarter demonstrates the company's capability to support broader market coverage [6] Group 6: Market Reassessment - The current market perception of Hui Tong Da Network does not adequately reflect its true value and future growth potential [7] - The company exhibits strong competitiveness and resilience in AI technology application, internal growth dynamics, and strategic expansion [7] - Hui Tong Da Network's unique growth logic and forward-looking strategic layout warrant a reassessment and evaluation by the market, with potential for value reappraisal in the future [7]
同步服务品牌与零售店 汇通达(09878)即时零售+AI助力销量倍增
智通财经网· 2025-06-20 03:33
智通财经APP获悉,叠加价格与市场的多重利好,二季度以来,汇通达网络(09878)在多地下沉市场的手机通讯会员店销售实现"倍增"。 服务江苏区域会员店的汇通达达人铁军张宇介绍:"我们会教会员店老板用AI员工一键采购高质价比的数据线等周边配件,也会教老板一键生成抽奖活动、 做社群营销,来帮助到店率、成交率和经营利润的多重提升。" 一边是即时零售项目带来的经营模式升级,另一边是AI赋能下的经营效率提升,汇通达对手机通讯门店的"双管齐下"成效明显。 双战略落地,汇通达打造数智化的"AI产业路由器" 一方面得益于汇通达与行业头部品牌共推的门店即时零售项目,为会员店接入电商和本地生活平台的流量;另一方面在汇通达持续迭代的AI工具赋能下, 会员店在经营商品和粉丝社群的效率显著提升,助力销售转化。 10 the 1 FIFA. 即时零售+AI,让下沉市场会员店"卖好"大牌尖货 河南济源、江苏丹阳、广东佛山等地,不少门店在加入汇通达旗下公司居家运通的 Apple 乡镇授权项目之后,二季度销量环比提升达到100%以上。 "加入即时零售项目后,门店的经营变化很大。"佛山石湾镇的陈老板说,首先是官方货源直发到店,比过去从渠道拿货更 ...
汇通达网络(09878)宣布5亿元股份回购计划 坚定未来发展信心
智通财经网· 2025-06-10 13:01
汇通达网络作为中国领先的利用数字化技术和供应链能力赋能服务乡镇夫妻店的产业互联网平台,2025 年以来,持续推进"AI+战略"深化落地,未来将在"AI+产业平台""AI+SaaS""AI+智能终端"三大方向持 续深耕,构建工厂到会员店全链路的数智化升级,激活下沉市场海量数据资产,推动创新供应链模式高 效落地,进一步扩大内需、畅通国内经济循环。 今年2月,汇通达网络在行业内率先接入DeepSeek等主流大模型,部署上线"AI员工"等智能体;4月,正 式发布AI+战略及产品矩阵,推出自主研发的"千橙云AI智能大模型""千橙AI超级店长"APP等;5月,大 模型通过国家备案。6月5日,发布在会员店零售客户端的"千橙AI超级店长"新版本,强化AI能力,在首 页增加"千橙AI"入口的同时,还全面支持对话式交互,让会员店能更高效便捷地使用AI功能、为门店经 营管理提效。 智通财经APP获悉,6月10日,汇通达网络(09878)宣布股票回购计划。公告称,基于对公司未来前景的 坚定信心及长期投资价值的充分认可,汇通达网络董事会拟行使股东大会授予的回购H股授权,根据市 场情况于公开市场不定期回购H股,回购总金额最高达人民币5亿 ...
汇通达网络(9878.HK)“AI+供应链”双端发力,助力小店“赢战”618
Cai Fu Zai Xian· 2025-06-04 01:47
Core Insights - The company is enhancing its retail operations through the introduction of smart delivery lockers in its mobile digital member stores, improving delivery efficiency and customer satisfaction [1] - The implementation of AI tools, such as the "Qiancheng Cloud AI Intelligent Model," is streamlining inventory management and marketing strategies for member store owners, significantly increasing operational efficiency [3] - The company is deepening partnerships with leading brands like Apple and Oulin, resulting in increased customer traffic and sales during promotional events, with a notable 20% increase in store repurchase rates compared to the previous year [4] Group 1: AI Integration - The company launched the "Qiancheng Cloud AI Intelligent Model" in April, which has been actively utilized in various operational aspects, including intelligent product selection and marketing [3] - Member store owners are now using AI as a daily operational tool, allowing for streamlined ordering processes based on specific requirements [3] - The average service volume for member stores has exceeded 2000 interactions per day since the AI model's release [3] Group 2: Supply Chain and Partnerships - The company is enhancing its supply chain by collaborating with top brands, which has positively impacted customer engagement and sales performance [4] - The integration of online, offline, and community-based strategies has led to significant improvements in customer traffic and sales during major promotional events [4] - The company plans to deploy over 10,000 member stores across 15 key provinces, focusing on smart home products and promotional activities [4]
解锁AI营销增长新范式:第九届社交媒体风向大会干货解析
Jiang Nan Shi Bao· 2025-05-16 05:07
2025年,AI正以颠覆性力量重写营销底层逻辑,开启"人机协同"的增长新纪元。5月15日,由微播易主办的第九届社交媒体风向大会"AI+营销 增长新范 式"在南京金鹰世界G酒店盛大启幕。本次大会汇聚20+位AI技术先锋、营销翘楚、品牌领袖、媒体平台、内容创作者,围绕AI驱动的产业生态重构、战略布 局转型、商业运营提效、营销范式革新,展开可落地的增长方法论。 南京市建邺区副区长孔南钢、南京市商务局电子商务和信息化处处长徐雪峰、南京市建邺区商务局副局长高云霄等南京市相关领导莅临现场指导支持。建邺 区副区长孔南钢致开场辞:"非常高兴第九届社交媒体风向大会在建邺举办,首先代表建邺区热烈欢迎大家的到来,一起共探AI数字时代的商业未来。南京 市建邺区,这座'未来之城',正以开放包容的姿态、蓬勃发展的电商生态,期待与各位携手共创社交电商新篇章。" 大会重磅发布《2025 AI营销新范式应用指南》与《2025社交媒体与KOL营销趋势报告》,为企业把握AI时代机遇、构建差异化竞争力提供实战方法建议, 共享营销增长新范式。 以下是专家们对营销增长新范式的核心观点集锦: 未来的时代属于那些懂得如何与AI共舞、如何实现高效人机协同、如 ...
如何匹配制造大省?江苏大模型期待“突围”
Ren Min Wang· 2025-05-13 23:33
原题:28款大模型通过国家备案,但在数量和质量上仍有较大提升空间—— 如何匹配制造大省?江苏大模型期待"突围" 今年1月完成备案的"长干大模型",是全国首个文博大模型,由南京市文化投资控股集团有限责任公司 下属文都云(南京)数字科技有限公司研发。文都云公司副总经理刘海庆介绍,"长干大模型"依托4000万 条南京历史文化语料,通过精调算法优化文博知识检索的精准度,具备强大的语义理解和上下文生成能 力。全国首个城市级博物馆综合服务云平台"揽博南京"应用"长干大模型"后,入驻特色数字博物馆40 个,浏览量突破3500万,注册用户突破85万人。 DeepSeek R1大模型发布后,文都云公司先后本地化部署相关模型,并融合文旅领域的专家能力,对"长 干大模型"进行升级,在"五一"假期推出基于这款大模型的"AI南京"智能文旅平台。"研发团队对全市 800个文旅点位及活动资源进行数据治理,将碎片化信息转化为结构化、可关联的高质量数据集,形成 南京'五一'假日文旅服务的智能语料库,增强大模型的能力。"刘海庆说。输入"想看演出""求露营点", 平台实时生成专属行程,帮游客告别"堵堵堵";从演出门票到周边游优惠,1万份惠民福利通 ...