基于"小金AI"，科捷打造了三大核心智能体应用： ●数据助手： 赋能员工高效获取数据，支持各类数据范围、各类统计维度、各类数据关联的查询，日常 查询效率提升90%； 值服装物流与供应链行业深度变革之际，由中国物流与采购联合会主办的第八届服装物流与供应链行业 年会于2025年7月24日在上海盛大召开。本届年会汇集行业精英，聚焦前沿趋势，共谋发展新篇。神州 控股（00861）旗下智慧供应链品牌企业科捷受邀参加活动。会议期间，中国物流与采购联合会总经济 师崔忠付、中国物流与采购联合会服装物流分会执行副会长左新宇、中国纺织工业企业管理协会常务副 会长杨金纯等协会领导莅临科捷展区参观指导，并与公司相关负责人进行交流。 在24日下午进行的"AI方案+平行论坛"中，科捷软件及智能化部副总经理田申做了题为《AI重塑鞋服供 应链运作流程》的主题演讲，围绕科捷建设大模型应用体系展开，详述了从0到1搭建的思路、效果、经 验及实践案例，旨在为企业级大模型应用提供方向和借鉴，引起现场热烈反响。 田申在演讲中指出，鞋服行业亟需私有化大模型应用。鞋服行业因海量 SKU、强季节性、多渠道运营 等特性，长期受困于传统难题。海量 SKU 致使款 ...

Core Insights - The company has gained market attention due to its recent business expansion in smart supply chain and data intelligence, particularly through a strategic partnership with YTO Express to build a "warehouse and distribution integration" ecosystem [1] - The company has made significant breakthroughs in the automotive industry's digitalization, winning projects with major car manufacturers such as Shanghai Yidian, FAW Group, and SAIC-GM-Wuling [1] Group 1: Technology-Driven Developments - The company has made notable progress in artificial intelligence and data intelligence, with the upgraded "Yanyun Infinity" covering the entire process from AI infrastructure to data resource integration and intelligent applications [2] - A partnership with Shanghai Yidian marks an important breakthrough in AI computing power, while collaborations with institutions like Beijing Jiaotong University aim to promote data flow and sharing in the logistics sector [2] - The company has developed targeted intelligent solutions across various fields, including research, production, supply, and sales [2] Group 2: Scene Innovation - The company has created differentiated solutions tailored to vertical industry needs, achieving significant business breakthroughs in the automotive sector with contracts signed with Changchun FAW and SAIC-GM-Wuling [3] - In the chain service industry, the company has developed a comprehensive solution for the hotel sector, which has been successfully replicated in other industries [3] - The company has also addressed pain points in cross-border e-commerce and industrial transformation by creating a digital solution that encompasses e-commerce operations and full-process supply chain management [3] Group 3: Ecological Collaboration - The company is actively aggregating industry resources to build a mutually beneficial industrial ecosystem, exemplified by a strategic agreement with YTO Express focusing on business collaboration, resource integration, and technological innovation [4] - The "Kejie Partner" initiative is being promoted to establish strategic alliances with more ecological partners, creating a collaborative approach to market challenges [4] Group 4: Future Outlook - The company is accelerating the implementation of its strategic execution plan established at the beginning of the year, with expectations for greater breakthroughs in the second half of the year [5] - Industry analysts believe that technology companies with independent R&D capabilities and industrial collaboration will play a crucial role in the new round of industrial transformation, positioning the company favorably for growth in the smart industry sector [5]

Group 1 - The Trusted Data Space Development Alliance was established on April 29, 2025, to promote the construction of a national integrated data market and accelerate the practical promotion of trusted data space [1] - Digital China Holdings Limited and its subsidiary, Shenqi Digital Co., Ltd., were approved as members of the alliance, recognizing their achievements in data security, trusted circulation, and digital transformation [1][2] - The alliance aims to focus on industry pain points and practical needs, promoting the development of key results and cultivating significant benchmarks in trusted data space [1] Group 2 - Digital China Holdings has a unique first-mover advantage in the data element field, with its Yanyun DaaS product covering the entire data lifecycle [2] - The company has launched Yanyun Infinity in collaboration with Peking University, creating a value loop from "Data for AI" to "AI for Process" [2] - The company's trusted data space solutions have been applied in various sectors, including government, supply chain, and finance, and are actively promoting the establishment of trusted data space standards [2] Group 3 - The company initiated a logistics data open interconnection initiative with Beijing Jiaotong University and China Data Union Logistics to accelerate the release of data element value in the logistics sector [3] - Trusted data space is seen as a key lever for the marketization and valuation of data elements, providing a safer and more efficient infrastructure for market allocation [3] - Membership in the Trusted Data Space Development Alliance offers opportunities for expanding the data element market, enhancing ecological cooperation, and promoting industry standard formulation [3]

Group 1 - Shenzhou Holdings (00861.HK) signed a cooperation agreement with Beijing Jiaotong University to promote green supply chain initiatives, focusing on talent cultivation, research collaboration, and sustainable development in the transportation and logistics sector [1] - The new generation Yanyun Infinity, introduced by Shenzhou Holdings, is an AI and data-driven decision-making platform designed to enhance supply chain efficiency through collaborative decision-making between humans and AI [1] - Shenzhou Holdings' subsidiary, KJ Logistics, has over 20 years of experience in the smart supply chain sector, providing a comprehensive service system that includes warehousing, transportation, e-commerce operations, and supply chain digitalization [2] Group 2 - Shenzhou Holdings has recently signed contracts with major automotive companies such as Changchun FAW and SAIC-GM-Wuling, leveraging its extensive network of over 2,600 integrated service points to enhance operational efficiency and reduce costs [2][3] - The company's standardized service and solution replication model across regions and industries has been validated by recent contracts, indicating strong market acceptance [3] - With the acceleration of digital transformation in China and the promotion of AI applications, Shenzhou Holdings is positioned to capitalize on market opportunities by focusing on data value release and AI scenario applications [3]

Group 1 - The forum emphasized the importance of logistics data openness and interconnectivity, with 16 pilot cities and various organizations jointly launching an initiative to create a new mechanism for data circulation and a digital logistics ecosystem [3][10] - A cooperation agreement was signed between Beijing Jiaotong University and Digital China Holdings, focusing on talent cultivation, research collaboration, and the establishment of a green supply chain [5][10] - The forum highlighted the role of Shenzhou Holdings in leveraging its unique advantages in data collection and technology to enhance supply chain efficiency through its AI-driven platform, Yanyun Infinity [7][10] Group 2 - Shenzhou Holdings' subsidiary, KJ Logistics, has developed a comprehensive service system covering warehousing, transportation, e-commerce operations, and supply chain digitalization, significantly improving logistics efficiency [8] - The company achieved notable results in green supply chain practices, with a 37.86% reduction in greenhouse gas emissions and a 14.75% decrease in packaging material usage in 2024 [9] - The forum served as a significant platform for collaboration among universities, leading tech companies, and industry organizations, promoting the digital transformation of the logistics sector [10]

Group 1: Performance and Financials - The company reported a total revenue of 16.657 billion RMB for the year 2024, demonstrating stable business development and strong asset strength [2] - As of the end of 2024, total assets amounted to 22.307 billion RMB, with net assets of 9.507 billion RMB, and operating cash flow of 600 million RMB during the reporting period [2] - The company secured new contracts worth 11.377 billion RMB, with unfulfilled signed contracts totaling 6.944 billion RMB, laying a solid foundation for long-term and stable growth [2] Group 2: Strategic Focus and Innovation - The company is focusing on the integration of AI technology with smart supply chains and financial technology, continuously increasing investment in core technology areas [2] - In 2024, the company invested 732 million RMB in R&D, added 390 new patents, and led the formulation of 184 national and industry standards, establishing a strong foundation for long-term development in the digital field [2] Group 3: Technological Integration and Market Positioning - The company employs a "technology + scenario + ecosystem" model to seize opportunities in the AI technology revolution, creating replicable case studies across multiple business areas [3] - The upgraded Yanyun Infinity, based on the first-class national technology invention award, serves as a core engine driving business development and a tool for releasing the value of data elements [3] - Recent contracts with major automotive companies have enabled the company to establish a data-driven intelligent chain service model, significantly improving operational efficiency and cost savings [3] Group 4: Governance and Talent Development - The company has established a robust compliance management system with three lines of defense, ensuring effective risk control and a zero-tolerance culture towards fraud [4] - A comprehensive human resource management system has been developed over 20 years, resulting in a skilled management team and a culture of excellence [4] - The workforce increased to 19,268 employees in 2024, reflecting ongoing investment in business expansion and team building [4] Group 5: Future Outlook - The government has emphasized accelerating the construction of a digital China and promoting AI initiatives, presenting new historical opportunities for the company [4] - The company is positioned to leverage its unique data intelligence technology and supply chain expertise to navigate the evolving market landscape and achieve stronger growth [4]