DC Holdings (00861) releases fourth-quarter business brief.

On January 7, DC Holdings (00861) officially released the company's fourth quarter business briefing for 2025, showcasing the achievements the company made in the fourth quarter of 2025. With "Data x AI" as its core strategy, DC Holdings focused on building intelligent solutions covering the entire supply chain, deeply integrating AI into the entire fulfillment decision-making process, creating a smart supply chain closed loop from data insights to intelligent execution, and driving with a "customer + ecosystem" dual-wheel drive. The company successfully completed its 16th Double 11 event, won contracts and delivered multiple computing power cooperation projects, and reached strategic cooperation agreements with multiple leading enterprises, continuously expanding its ecosystem. At the same time, the company's technological innovation and ESG innovation practices have been repeatedly recognized by authorities, demonstrating the company's professional strength in intelligent transformation and continuous supply chain fields. It is worth mentioning that the company held its 2025 annual work meeting, clarifying the strategic vision of becoming the leader in AI solutions centered around the supply chain and outlining a clear path for high-quality development in the next stage. The full briefing is as follows: Business Progress Successful delivery of the first phase of the Suzhou Artificial Intelligence Industrial Base project The total amount of the Suzhou Artificial Intelligence Industrial Base project (Phase One) exceeded 400 million RMB. Our company successfully won the bid for this project in July 2025, and after six months of intense and speedy progress, successfully completed all the work and delivered the project. The project construction covers "hardware + software + services" in all dimensions, aiming to build a 450 PFlops@FP16-scale AI computing platform to help Suzhou in achieving the goal of a "billion-level computing power industry cluster" and provide key computing power support for the high-quality development of the digital economy in the Yangtze River Delta. Official launch of the Zhangzhou AI Government Services project In October 2025, the Zhangzhou AI Government Services project, undertaken by our company, was officially launched! Fujian's first AI intelligent assistant "Hou Xi" made a stunning appearance, leading the way in intelligent consultation, on-the-spot inquiries, assisted approval functions coverage. As a government AI body with independent intellectual property rights, "Hou Xi" is on the cutting edge nationally, serving as a vivid example of the implementation of the "Guide for the Deployment and Application of Large Models in the Government AI Field." Successful bid for the Changchun Big Model Innovative Application Public Service Platform project On December 31, the company successfully won the bid for the first section of the Changchun Big Model Innovative Application Public Service Platform project, with a total amount exceeding tens of millions of RMB. This project is an important infrastructure for promoting breakthrough development in the digital economy and promoting the deep integration of artificial intelligence with the real economy in Changchun. The tender content covers the procurement of finished software for the "Intelligent Entity Development Service Platform" and related technology services, primarily including public cloud large model invocation services and intelligent entity development services. Sixteen years of Double 11 escort, AI innovation yields real results As a company that has escorted the Double 11 promotion for 16 consecutive years, we have not only maintained a consistent spirit and culture but also built on our advanced technological capabilities and solution capacity. In 2025, leveraging the intelligent scheduling strategy of "Xiaojin" intelligent body, the treasury system, and the innovation of automated equipment, we once again delivered an impressive performance: a signing and timely delivery rate exceeding 99.7% and an increase in shipping efficiency by over 20%! Strategic Partnerships In 2025, the company has fully promoted the "customer + ecosystem" strategic cooperation layout. In the field of the supply chain, we have reached deep strategic cooperation agreements with 17 important customers and partners throughout the year, covering the upstream and downstream of the supply chain and multiple industries such as electronics, fast-moving consumer goods, beauty, and clothing. By aggregating leading companies in various fields, we have built a cooperative network of collaborative wins, strengthened the overall service and solution capabilities of the company, and laid a solid foundation for establishing a leading advantage in the "AI+Supply Chain" solution field. In the fourth quarter, we successfully signed contracts with partners UQI, Kashimir, Chiwan Dongfang, and Siasun Robot&Automation. The specific situations are as follows: Signed with UBTECH ROBOTICS subsidiary UQI On October 29, Kejie signed a strategic cooperation agreement with UQI at the Shanghai CeMAT ASIA 2025 Asia Logistics Exhibition. The two parties will rely on their respective core strengths to jointly innovate in the field of circulation logistics with a model of "technology co-construction + scenario co-creation + ecological sharing", jointly build a body intelligent application ecology, create a fully unmanned operation system throughout the process, drive the supply chain operation efficiency, accuracy, and flexibility to achieve a significant improvement, setting a benchmark example of the "new productive forces" landing in the industry. Signed with the new stationery brand Kashimir On November 5, Kejie signed a strategic cooperation agreement with the new-generation stationery brand Kashimir in Hangzhou. Taking this cooperation as an opportunity, both parties will fully collaborate in areas such as supply chain management, e-commerce operations, and intelligent warehousing solutions to jointly promote the continuous growth and innovative breakthroughs of the Kashimir brand in the stationery market. Signed with the China Nanshan Group subsidiary Chiwan Dongfang On November 13, Kejie officially signed a strategic cooperation agreement with Chiwan Dongfang, a subsidiary of China Nanshan Group, in Beijing. The two 5A logistics companies will combine their advantages in industry scenarios, pool resources such as networks, parks, transport capacity, and finance, and jointly create an integrated supply chain solution of "intelligent warehousing + green logistics + inclusive finance", helping upstream and downstream customers and ecological resources achieve high-quality development. Signed with the service leader brand Siasun Robot&Automation's subsidiary Purdue Technology On November 21, Kejie and Purdue Technology, a leading brand in the Siasun Robot&Automation field, officially signed a strategic cooperation agreement in Shenzhen. This strong alliance is not only an important practice for Kejie to deepen its global supply chain layout and leverage its core advantages in overseas services, but also a key layout for Purdue Technology to expand application scenarios relying on top-notch Siasun Robot&Automation technology. It is also a new exploration by both parties in the Siasun Robot&Automation track, integrating innovative practices. Industry Exchanges Invited to attend the China Shulian Technology Innovation and Ecological Partner Conference On December 19, on the occasion of the first anniversary of the establishment of China Shulian Logistics Information Co., Ltd., the China Shulian Technology Innovation and Ecological Partner Conference was grandly held at the Shanghai International Conference Center. DC Holdings, with its smart supply chain brand Kejie, was invited to attend. The jointly compiled "China Logistics Data Development White Paper" by China Shulian and other industry leaders was officially released. As a representative of private enterprises, the company is deeply involved in the national-level logistics data ecological construction, contributing to the high-quality development of the industry through practical actions. At the technical open-sharing sub-forum of the conference, Kejie and industry partners jointly witnessed the logistics industry's open-source, open innovation, and co-creation space initiative initiated by China Shulian. High-level Perspectives Guo Wei attends the 2025 Sinbay Annual Seminar and delivers a keynote speech On November 15, the 2025 Sinbay Annual Seminar was successfully held in Shanghai. This event, themed "AI+ Navigation Chart: From Technological Blue Ocean to Industrial Deep Sea," brought together wisdom from various industries, academia, and research institutions, serving as an exchange forum for the future development of AI. DC Holdings Chairman Guo Wei was invited to attend and delivered a keynote speech titled "From Intelligent Enterprise to Intelligent Ecosystem," systematically explaining the cutting-edge perspectives on how AI truly empowers intelligent enterprises. Guo Wei attends the 23rd Annual Management Conference and delivers a keynote speech The 23rd Annual Management Conference on "Connectors in the Intelligent Era" concluded successfully in Beijing. As a highly influential annual event in China's business community, this conference focused on the deep integration and collaborative innovation of the three core elements of AI computing power, algorithms, and data, sparking enthusiastic sharing and in-depth discussions. DC Holdings Chairman Guo Wei was invited to attend the conference and delivered a keynote speech. Guo Wei shares the "AI for Process" theme course at Hong Kong Business School DC Holdings Chairman and Ph.D. supervisor at the Hong Kong Business School, Guo Wei, brought the theme course "AI for Process - Technological Innovation and Process Redesign" to the Doctoral students of the Hong Kong Business School - West City International University, focusing on core topics such as how artificial intelligence can reconstruct enterprise processes and improve operational productivity. He engaged in a systematic and forward-looking discussion with the students, delving into the fundamental significance of "process" in enterprise operations and how artificial intelligence can transform into tangible operational productivity by embedding it into processes. Social Responsibility Supporting the Henan Province Logistics Vocational Skills Competition for three consecutive sessions From December 13 to 15, the third Henan Province Logistics Industry Vocational Skills Competition, jointly organized by the Henan Provincial Development and Reform Commission and the Henan Provincial Department of Human Resources and Social Security, successfully concluded. Our company, as the technical support unit for the competition, provided its independently developed Shenzhou Treasury system, which was designated as the unique competition-specific system for the third consecutive session. This is another successful practice of the company's integrated mode of "production, education, research, and use." Practice makes perfect, the DC HOLDINGS fire drill successfully concludes At two o'clock on December 19, the DC HOLDINGS 2025 fire drill started punctually, with all employees enthusiastically participating and fully engaging in the "real fire situation simulation + fun checkpoint experience" dual-mode. The drill not only witnessed the professional emergency response procedures but also provided all participants with valuable fire safety skills, injecting fresh energy into the company's ESG safety dimension through practical actions. Awards and Qualifications AI innovation strength receives industry accolades On December 4, the 2025 IDC China Ecological Summit and Awards Ceremony was grandly held in Beijing. Based on the company's deep layout and technological breakthroughs in the smart supply chain field, the innovative Smart Supply Chain Control Tower created by DC HOLDINGS won the IDC Innovation Application Award, a high recognition of the company's technological innovation strength by authoritative institutions. On December 29, at the eighth annual investment conference of Caishilain Society and the GMTEight Silicon Valley Hard Technology Investment Ecological Conference, the company, with its profound technological accumulation, complete AI full-stack capabilities, and rich industry achievements, successfully entered the list of "New Power Artificial Intelligence Enterprises." ESG management level wins social acclaim In 2025, the company achieved fruitful results in the areas of environmental, social, and governance. By deeply integrating the concept of sustainable development into its strategy and operations, the company not only performed excellently in third-party ratings, winning multiple authoritative awards, but also demonstrated the company's sense of responsibility and long-term value creation capabilities. In the fourth quarter, the company won the 2024 Caishilain Society Pathfinder Award for "Social Responsibility Pioneer Enterprise." At the 10th GMTEight Capital Market Annual Conference and Listed Companies Awards Ceremony, it was awarded the "Best ESG Company Award." On December 30, at the Hong Kong Business Daily's "Hong Kong Global ESG Investment Annual Conference and Annual Excellent ESG Value List" conference, it once again won the 2025 "Excellent ESG Sustainable Development Enterprise" award. Brand building earns market recognition In addition, the company has been awarded the 2025 New Fortune Magazine "Best IR Award for Hong Kong Stocks," the 2025 LuanluCaishilain Society "Best HK-American IR Team Award," the Securities Star "2025 Capital Power Annual Excellent Brand Promotion Team Award," and the GMTEight "Best PR Team Award," continuing to enhance information disclosure transparency and capital market communication efficiency. Corporate Culture DC HOLDINGS 2025 Annual Work Conference held From November 18 to 19, the DC HOLDINGS 2025 Annual Work Conference was held in Kunshan, reviewing and summarizing the work of 2025 and deploying key tasks for 2026. The conference clearly articulated the vision of becoming the leader in AI solutions centered around the supply chain and outlined the development plan for the next three years. More than 80 people including department heads, functional department heads, and core staff from various business departments of the company attended the meeting. DC HOLDINGS Chairman Guo Wei attended the conference and delivered an important speech. Based on the solid achievements in the fourth quarter and throughout the year 2025, DC HOLDINGS has clearly anchored its strategic direction of becoming the leader in AI solutions centered around the supply chain. Looking ahead, the company will continue to deepen its "Data+AI" technology core, infuse the power of intelligence more deeply into every link of the industrial chain through collaborative innovation with ecosystem partners. While pursuing business value, DC HOLDINGS will actively fulfill corporate social responsibility, dedicating itself to driving industry digital transformation with technological innovation, opening a new chapter of high-quality and sustainable development.