12 月 29 日，在智通财经第八届投资年会暨科大硅谷硬科技投资生态大会上，神州控股（00861）凭借深厚的技术积淀、完整的 AI 全栈能力与丰富的行业落 地成果，成功入选 "新势力人工智能企业" 榜单。这一荣誉既是行业对其 "Data×AI" 战略深化落地的高度认可，更是对其以技术创新赋能供应链产业数智化 升级的充分肯定。 02 行业智能体落地释放实践价值 依托全栈技术能力，神州控股将 AI 深度融入垂直领域，打造了一系列可复制、高实效的智能体应用，让技术真正服务于产业升级。在智慧供应链领域，神 州控股深耕物流供应链领域 20 余年，以 "Data x AI" 战略为核心，构建起覆盖供应链全链路的智能解决方案。今年，公司基于 "AI for Process" 理念重磅推出 企业级供应链智能体 "小金"，将 AI 深度融入履约决策全流程，打造从数据洞察到智能执行的智慧供应链闭环，为客户提供高质量、高效率的履约服务。 数据中台层依托 "燕云" 产品，构建起覆盖数据采集、清洗、建模、运维与安全的多模态大数据治理能力。无缝整合数百种多源异构数据，同时借助数据标 注、数字化建模等技术，生成高质量、标准化的数据资源，为 ...

Core Insights - Shenzhou Holdings' subsidiary KJ has entered a strategic partnership with Chiwan Orient, a subsidiary of China Nanshan Group, to create an integrated supply chain solution combining smart warehousing, green logistics, and inclusive finance [1][5] Group 1: Strategic Collaboration - The partnership aims to leverage KJ's strengths in various industry scenarios, integrating resources such as networks, parks, transportation capacity, and finance to enhance high-quality development for upstream and downstream clients [1][5] - The collaboration signifies a deep synergy between two 5A-level logistics companies in their digital and green transformation efforts, injecting new momentum into the industry [1][3] Group 2: Resource Optimization - The agreement will strengthen KJ's resource capabilities in transportation, creating favorable conditions for building a complete ecological closed loop [3] - Both companies will optimize domestic transportation networks and focus on green energy logistics, actively investing in new energy transportation to support clients in achieving ESG goals [3] Group 3: Technological Integration - The partnership will facilitate the integration of warehousing and transportation information systems, enhancing operational efficiency and service quality through online and automated processes [3] - KJ is leveraging AI technology as a core engine in its development strategy, aiming to create end-to-end integrated supply chain solutions [4] Group 4: Company Profiles - KJ has over 20 years of experience in the supply chain sector, offering a comprehensive service system that includes warehousing, transportation, e-commerce operations, cross-border trade, and supply chain digitalization [4] - Chiwan Orient, also a 5A-level logistics company, operates over 40 branches nationwide and possesses extensive logistics qualifications and operational experience [4]

Core Insights - Shenzhou Holdings' subsidiary KJ has entered a strategic partnership with Nanshan Group's subsidiary Chiwan Dongfang to create an integrated supply chain solution combining smart warehousing, green logistics, and inclusive finance [1][5] Group 1: Strategic Collaboration - The partnership aims to leverage KJ's industry expertise and resources in network, park, transportation, and finance to enhance high-quality development for upstream and downstream clients [1][5] - The collaboration signifies a deep synergy between two 5A-level logistics companies in their digital and green transformation efforts, injecting new momentum into the industry [1][5] Group 2: Resource Optimization - The agreement strengthens KJ's resource capabilities in transportation, creating favorable conditions for building a complete ecological closed loop [3] - Both companies will optimize domestic transportation networks and focus on green energy logistics, including investments in new energy transportation to support clients' ESG goals [3] Group 3: Technological Integration - The partnership will facilitate the integration of warehousing and transportation information systems, enhancing operational efficiency and service quality through online and automated processes [3] - KJ is leveraging AI technology as a core engine in its development strategy, aiming to create end-to-end integrated supply chain solutions [4] Group 4: Company Profiles - KJ has over 20 years of experience in the supply chain sector, offering a comprehensive service system that includes warehousing, transportation, e-commerce operations, and cross-border trade [4] - Chiwan Dongfang, a subsidiary of Nanshan Group, operates over 40 branches nationwide and possesses extensive logistics qualifications and operational experience [4]

Core Insights - The article discusses the perceived simplicity and low technical barrier of the buying volume industry, comparing it to stock trading, where both require minimal actions to potentially earn significant returns [1][6][12] - It highlights the common misconception that roles in finance and buying volume lack complexity, leading to a public perception that anyone can perform these jobs successfully [13][14][15] - The article draws parallels between fund managers and buying volume personnel, emphasizing that both manage large sums of money and face similar public scrutiny regarding their performance [12][24] Industry Analysis - The entry barrier for both finance and buying volume roles has significantly decreased, allowing many individuals to enter these fields quickly [13][14] - The performance of fund managers has fluctuated, with notable figures experiencing both acclaim and criticism based on market conditions, reflecting the volatile nature of investment success [18][20][28] - The article notes that the success rate of professional investors is often below 50%, with some top fund managers achieving only a 40% success rate in stock selection [25][27] Professional Development - Continuous learning in financial knowledge and buying volume strategies is essential to reduce decision-making errors, although it may not guarantee wealth [30][36] - Building trust and credibility within the industry is crucial for market professionals, as they often face skepticism and pressure from others who may not understand the market dynamics [39][40] - The article suggests that market workers should negotiate higher salaries to compensate for the high likelihood of facing criticism and doubt in their roles [34]

Investment Rating - The report indicates a positive investment outlook for the gaming sector, highlighting its strong performance compared to other sub-industries within the media and internet sectors [3][5]. Core Insights - The gaming industry is experiencing significant growth, with mobile game market size increasing by 16% year-on-year in the first half of 2025, while PC games show a 5% increase [3][14]. - The report emphasizes the high demand for entertainment consumption, particularly in gaming, music, and trendy toys, while long-form video content has reached a low point [3][8]. - Cloud computing and AI applications are accelerating, with notable revenue growth in cloud services, particularly from Alibaba Cloud and Kingsoft Cloud, which reported year-on-year growth of 26% and 24% respectively [3][8]. - The advertising sector shows resilience, particularly in short video platforms and elevator advertising, with initial signs of AI integration [3][8]. - The internet healthcare sector is witnessing an uplift in market conditions, indicating a positive trend [3][8]. Summary by Sections 1. Overview - The report summarizes the performance of the media and internet sectors, noting the standout performance of the gaming industry [3][4]. 2. Entertainment Consumption - The gaming, music, and trendy toy IPs are thriving, while long-form video content is struggling [3][4]. - The gaming sector's revenue growth is driven by regulatory easing, increased demand from younger users, and innovative overseas strategies [3][14]. 3. Cloud Computing and AI Applications - Cloud services are experiencing accelerated growth, with significant investments from major players like Alibaba and Tencent [3][8]. - AI applications are beginning to monetize effectively, particularly in emotional consumption and productivity tools [3][8]. 4. Advertising - The advertising sector remains robust, with short video platforms and elevator ads showing resilience [3][8]. 5. Internet Healthcare - The report notes an improvement in the internet healthcare sector's market conditions [3][8]. 6. Publishing - The publishing sector is experiencing flat revenue growth, but tax exemptions are helping to restore profit margins [3][8].