Core Viewpoint - EDA Group Holdings reported a 23.2% year-on-year increase in revenue for the first half of 2025, driven by accelerated global AI logistics technology deployment, despite a decline in net profit due to rising operational costs and decreased gross margins [2][3]. Financial Performance - The company achieved a revenue of RMB 918.661 million for the six months ending June 30, 2025, compared to RMB 745.396 million in the same period last year [2]. - Net profit for the period was RMB 19.303 million, reflecting a decrease from the previous year, primarily due to increased operational costs related to the amortization of overseas warehouse usage rights [2]. Strategic Expansion - EDA Group has expanded its overseas warehouse network by adding five self-operated warehouses in the US, Canada, and the UK, increasing total warehouse area by approximately 110,000 square meters [3]. - As of June 30, 2025, the company operates 61 overseas warehouses across three continents and over 40 cities, aiming to reduce fulfillment costs and improve delivery efficiency [3]. - The number of core customers contributing over RMB 1.5 million in revenue increased by 49.3% to 109, with sales from core customers reaching RMB 774.561 million, a growth of 17.8% [3]. Multi-Channel Strategy - The company is implementing a multi-channel strategy focusing on deepening industry engagement, collaborating with e-commerce platforms, and managing private traffic to enhance customer reach [4]. - Offline, EDA Group is investing in key industrial zones in Suzhou, Ningbo, and Chongqing to facilitate the transition of businesses from "OEM export" to "brand export" [4]. - Online, the company maintains close partnerships with major platforms like Amazon, eBay, and TikTok Shop to enhance service penetration [4]. Technological Innovation - EDA Group has entered into a comprehensive partnership with Huawei Cloud to explore AI and big data applications in overseas warehouses [4]. - The company has integrated the DeepSeek large model to promote AI implementation in business scenarios and has been recognized as a global service case by Amazon Web Services (AWS) [4]. Industry Outlook - The cross-border e-commerce sector is experiencing robust growth, with a reported 5.7% year-on-year increase in cross-border e-commerce imports and exports, amounting to RMB 1.32 trillion in the first half of 2025 [5][6]. - The demand for overseas warehouses is highlighted as a key factor in enhancing fulfillment efficiency and reducing customs uncertainties, indicating a shift towards scale, automation, and digitalization in the industry [5][6]. Company Vision - EDA Group aims to strengthen its technology research and development, deepen its overseas warehouse layout, and enhance product capabilities and customer service to achieve sustainable high-quality growth and maximize shareholder returns [5].