Anchor AI supply chain main channel, DC Holdings (00861) delivers a high-quality performance in the first half of the year.

Year 2026 marks the beginning of the "15th Five-Year Plan." The country is vigorously promoting the action of "Artificial Intelligence +" and accelerating the construction of a modern intelligent supply chain system. DC HOLDINGS (00861) has anchored its new vision as a leader in AI solutions with the supply chain at its core, fully implementing the "Data x AI" strategy. Building on the solid performance and ESG ratings leadership in 2025, the company focuses on breakthroughs in underlying technology, industry implementation, and industrial ecology in the first half of 2026. Through the implementation of AI technology, benchmark projects at scale, and open collaborative ecosystems, the company showcases its core competitive advantage in the digital supply chain. I. Strategic Implementation Announcement of the "x Supply Chain" ecological co-creation program On June 9th, the "Digital Power 2026Power Forum" was successfully held in Beijing. The conference, themed "AI for Process, from quantity to quality," gathered guests from academia, industry, and research to explore the innovative path of deep integration of AI and supply chain. At the forum, DC HOLDINGS officially announced the "xSupply Chain" ecological co-creation program, proposing a complete path of "pain point analysisscenario solutionimplementation supportecological closure," aimed at creating a low-cost, implementable, and iterative intelligent transformation paradigm for physical supply chains. Around the supply chain AI control tower, DC HOLDINGS presented a three-tier architecture with capabilities: the bottom tier integrates data from business systems such as ERP, WMS, OMS, TMS; the middle tier builds AI workstations around key processes such as demand forecasting, procurement planning, warehouse network allocation, channel replenishment, fulfillment alerts, and operational attribution; the top tier acts as a collaborative decision center, enabling full-chain situational visualization and cross-process collaborative scheduling. At the implementation support level, the "Yanyun Triple Set" - Yanyun DaaS, Yanyun Infinity, Yanyun Cortex, enables enterprise data to be "accessible, usable, and understandable by AI," empowering enterprise systems to achieve an "AI Ready" status. The exhibition area at the conference was centered around "AI driving productivity innovation," showcasing the full-chain capabilities from data infrastructure to AI intelligent bodies. Among these, the "XiaojinZhi Ce", "XiaojinZhi Ying", "XiaojinZhi Xing" series of Xiaojin AI intelligent bodies were prominently featured, covering complete business scenarios from management decision-making to frontline execution. The hosting of this forum marks a key step for DC HOLDINGS in promoting AI from single-point applications to process intelligence and ecosystem co-creation. Signing AI and unmanned picking car applications with Heidi's Garden In June, Sci-Tech and the well-known family gardening brand Heidi's Garden signed a contract for AI and unmanned picking car applications. This is the first AI co-creation project between the two parties after their strategic cooperation in 2025, and an important landing of the "xSupply Chain" ecological co-creation plan in vertical industry scenarios. Addressing core pain points such as a 50-minute round trip for picking in a thousand-acre garden and manual order completion relying on experience, the project creates a comprehensive solution of "3 major visual dashboards + 1 set of unmanned picking closed-loop process," covering warehouse monitoring, logistics dashboards, AI scheduling, and building a full-cycle process from batch generation, task allocation, AGV unmanned vehicle execution to verification monitoring. The project upgrades "unmanned vehicle delivery" to the "AI brain" system, transforming from "seeing data" to "assisting decision-making," providing a replicable new example for the intelligent supply chain construction in the gardening industry. Signing of intelligent operations for a leading campus network operator In June, based on the "xSupply Chain" ecological co-creation plan and the AI First FDE landing methodology, Shinichi Digital, a subsidiary of DC HOLDINGS, successfully signed an agreement with a leading campus network operator in China to provide intelligent operational solutions for end users. The project team completed basic requirements confirmation and demo system construction in just 2 days, quickly building an AI user churn prevention platform covering operational overview, user segmentation, strategy configuration, and performance analysis core functions. The full-scale user risk rating on the platform takes only 13.6 minutes, compared to traditional manual Excel screenings which take days. This project successfully helped traditional ToB enterprises strengthen their fine-tuned operations for end users, effectively combining the value of existing data with business efficiency upgrades, further validating the DC HOLDINGS AI First FDE methodology in business model innovation. II. Benchmark Projects Successful delivery of a 408 million yuan AI computing platform in Suzhou In April, the first phase of the 408 million yuan Suzhou AI computing platform, built by Shinichi Yino, a subsidiary of DC HOLDINGS, was successfully accepted. The project features a 450PFlops professional AI computing cluster and establishes a "hardware + software + operation and maintenance" full-cycle computing service system. Leveraging over 2,600 service terminals nationwide, the group can achieve a 2-hour response time for operation and maintenance, providing strong support for the stable operation of AI computing infrastructure. After completion, the project effectively strengthens key nodes in the Yangtze River Delta AI network, providing stable and efficient computing support for Suzhou's push towards a billion-level computing industrial cluster and promoting high-quality digital economic development in the Yangtze River Delta, showcasing the leading strength of the group in large-scale smart computing center construction and full-cycle computing operation and maintenance services. Winning the digital planning consulting project for China Civil Aviation airports In April, Shinichi Digital under DC HOLDINGS won the digital planning consulting project for China Civil Aviation airports during the "15th Five-Year Plan." The group relies on a technical architecture covering the entire life cycle of "procurement, storage, calculation, management and use" to build an innovative system for customers that promotes data from "supporting resources" to "value carriers," laying the foundation for future industry knowledge services platforms and data asset transactions. As the project progresses, the company is expected to further develop an integrated solution from data to AI intelligent bodies landing based on planning, building an all-weather data asset operation system for aviation, helping in the landing of national transportation digital top-level planning, deeply aligning with the national "Artificial Intelligence+" action strategy. Winning the bid for the "Twin Star" high-end hotel project of Beichen Group In April, Shinichi Yino under DC HOLDINGS won the bid for the "Twin Star" high-end hotel project of Beichen Group, including Ritz-Carlton and Marriott Hotels, providing full-stack ICT integrated services to create a high-end exhibition hotel digital benchmark. For the high-end hotel format, the group has established a full life cycle "integrated" service model covering solution design, hardware and software procurement and installation, pre-opening preparations and subsequent operations and maintenance. This bidding marks the group's entry into a new phase of empowering large-scale urban complexes and high-end chain service formats and will continue to support the high-quality development of the regional cultural and tourism industry. Winning the bid for the digital project of the Intercontinental Hotel at SHENZHEN International Exchange Center In April, Shinichi Digital under DC HOLDINGS successfully won the bid for the digital project of the Intercontinental Hotel at SHENZHEN International Exchange Center. This bid signifies the recognition of the group's product and service capabilities by the Intercontinental Hotels Group and further consolidates its leading position in the high-end hotel digital service market. Leveraging an integrated service model covering the entire life cycle of the project as well as the self-developed asset management service cloud platform, the group will provide full-chain services from solution design, equipment procurement and installation to later-stage operation and maintenance. The group continues its path of data-driven, hardware-software integrated intelligent services, empowering the intelligent hotel and regional cultural and tourism industry's high-quality development. Winning the integrated warehouse and distribution project for Yunnan Baiyao Group B2B+B2C From May to June, DC HOLDINGS's Sci-Tech subsidiary won two core logistics projects for Yunnan Baiyao Group, all of which have been completed and entered stable operation, surpassing client expectations in overall operational performance. The two projects cover medical device e-commerce warehousing and distribution services as well as logistics transportation services for health products, medicines, food supplements, and traditional Chinese medicinal materials, covering both ToB and ToC diversified business scenarios, complementing each other, and forming a coordinated service capability that covers Wuxi Online Offline Communication Information Technology Co., Ltd., and runs through the entire circulation link. Leveraging nearly 200 self-operated warehouses across the country, with a 99.98% accuracy rate in medicine order shipping and a 99.7% on-time delivery rate, the group continues to provide Yunnan Baiyao Group with stable and efficient logistics fulfillment services, fully demonstrating its comprehensive strength in integrated warehousing for pharmaceutical and medical device logistics and various business scenarios. III. Product Advancement Launch of the Shinichi Zhibru Management Platform On May 20th, Shinichi Yino under DC HOLDINGS officially launched a new generation of AI digital asset management platform, the Shinichi Zhibu Management Platform. The platform integrates asset management and maintenance AI intelligent bodies, realizing full lifecycle closed-loop management of assets from procurement to scrapping. Tests show that the platform can shorten maintenance time by 40% and reduce spare parts mismatch rate by 50%. Currently, it has been implemented in multiple scenarios such as Tsinghua University, Qin Basics, Tai'an City Investment, Intercontinental Hotels, and Beijing High Court. Concurrently with the launch, the group established the "Shinichi YinoZiqi Qianyu Eco Alliance" and partnered with Hubei Financial Leasing for asset financing, further expanding the asset service ecological map. Shinichi Yino Landing in Beijing High People's Court In late May, Shinichi Yino under DC HOLDINGS won the bid for the Beijing High People's Court telephone recording unified management system, innovatively using the "Shinichi Zhibru Management Platform + Yanyun Infinity" dual-core solution to achieve full lifecycle digital asset management of judicial audio recordings. This marks the extension of Shinichi Zhibru from tangible fixed asset management to intangible asset management such as archives and complies with high compliance requirements such as judicial assurance and national encryption, providing a new benchmark practice for digital asset management in the legal and judicial industries. Shinichi Zhibru selected for the China Hotel Procurement Supply Chain Blue Book From May 26th to 28th, the 30th China Beauty Expo was held in Shanghai, where DC HOLDINGS's Sci-Tech showcased its AI-enabled supply chain solution covering the entire life cycle of beauty products. Addressing pain points in the beauty industry such as fast product iterations, complex SKU management, large promotion fluctuations, and difficult cross-channel inventory synchronization, the group, leveraging nearly 200 warehouses nationwide, a full process expiry management system, and the supply chain intelligent body "Xiaojin," has built integrated service capabilities covering warehousing, distribution, transportation, and service. This enables expiry alerts, first-in-first-out management, inventory prediction, intelligent scheduling, and optimization of fulfillment resources, helping brands reduce stockouts and backlog risks, and enhancing user experience by ensuring stable and fast delivery nationwide, linked with over 20 overseas warehouses in Southeast Asia for a one-stop export route. Invitation to the 2026 Cross-border E-commerce Development Conference On June 16th, DC HOLDINGS's Sci-Tech subsidiary was invited to attend and present a keynote speech at the 2026 Cross-border E-commerce Development Conference in Langfang, Hebei. The company's CTO shared innovative applications of the "Supply Chain AI Control Tower" in cross-border e-commerce scenarios. Addressing core pain points faced by the cross-border e-commerce industry such as data silos, system fragmentation, and AI integration difficulties in decision-making, the Supply Chain AI Control Tower uses the Xiaojin intelligent body to support decision-making at core nodes, advancing AI from "seeing data" to "assisting decisions." The conference also released the "2025 China Cross-border E-commerce Annual Development Report," with the company's self-developed supply chain intelligent body "Xiaojin" being selected as a typical case of AI-enabled supply chain and Sci-Tech being included in the "2025 Chinese Cross-border E-commerce Service Provider Comprehensive Competitive Strength List." IV. Industry Leadership Invitation to the First Consumer Electronics Supply Chain Cooperation Conference On April 23rd, the 2026 inaugural Consumer Electronics Supply Chain Cooperation Conference opened in Shenzhen, where DC HOLDINGS's Sci-Tech subsidiary participated as a leading company in the consumer electronics supply chain. DC HOLDINGS's Sci-Tech CTO Zhang Hupo shared views on AI empowerment across the entire chain and outbound supply chain construction; and the Supply Chain Intelligent Center's Deputy General Manager Tian Shen delivered a keynote speech on "From Dialogue to Action: Releasing AI's Practical Efficiency in the Consumer Electronics Supply Chain," proposing the creation of a "twin intelligent body system," with each position having its own AI assistant, promoting the deep integration of AI with daily operations. Invitation to Accor and Marriott Group Digital Annual Meetings In April, DC HOLDINGS's Shinichi Yino subsidiary was invited to attend the 2026 Accor Greater China Finance, Procurement, and Information Technology Conference and the 2026 Marriott Group Greater China Science and Digital Empowerment Camp, showcasing the innovative products of smart linen management system and smart cabinet. The smart linen management system, based on IoT RFID technology, achieved a 90% efficiency improvement in linen inventory in a test of a 200-room hotel, an 80% reduction in loss rate, and a 15% reduction in annual procurement costs. By appearing at the annual core meetings of two major international hotel groups, Shinichi Yino fully demonstrated its professional capabilities and industry influence in the high-end hotel digital service sector. Invitation to the 30th China Beauty Expo From May 12th to 14th, the 30th China Beauty Expo was held in Shanghai. DC HOLDINGS's Sci-Tech subsidiary showcased its AI-enabled supply chain solutions covering the entire life cycle of cosmetics. Addressing pain points in the beauty industry such as fast product iterations, complex SKU management, large promotion fluctuations, and difficult cross-channel inventory synchronization, the group, leveraging nearly 200 warehouses nationwide, a full process expiry management system, and the supply chain intelligent body "Xiaojin," has built integrated service capabilities covering warehousing, distribution, transportation, and service. This enables expiry alerts, first-in-first-out management, inventory prediction, intelligent scheduling, and optimization of fulfillment resources, helping brands reduce stockouts and backlog risks, and enhancing user experience by ensuring stable and fast delivery nationwide, linked with over 20 overseas warehouses in Southeast Asia for a one-stop export route. Invitation to the 2026 Cross-border E-commerce Development Conference On June 16th, the 2026 Cross-border E-commerce Development Conference was held in Langfang, Hebei, where DC HOLDINGS's Sci-Tech subsidiary was invited to attend and deliver a keynote speech. DC HOLDINGS's Sci-Tech CTO Zhang Hupo introduced the innovative application of the "Supply Chain AI Control Tower" in cross-border e-commerce scenarios. Addressing core pain points faced by the cross-border e-commerce industry such as data silos, system fragmentation, and AI integration difficulties in decision-making, the Supply Chain AI Control Tower uses the "Xiaojin" intelligent body to support decision-making at core nodes, advancing AI from "seeing data" to "assisting decisions." The conference also launched the "2025 China Cross-border E-commerce Annual Development Report," with the company's self-developed supply chain intelligent body "Xiaojin" being selected as a typical case of AI-enabled supply chain, and Sci-Tech being included in the "2025 Chinese Cross-border E-commerce Service Provider Comprehensive Competitive Strength List." V. Brand Culture Website Revamp: For You On May 6th, DC HOLDINGS's new official website was officially launched. The new website, centered around the vision of being a leader in AI solutions with the supply chain at its core, redesigned the user experience for customers, partners, investors, employees, the public, media, society, and era from five user perspectives with columns focusing on "Business," "Investors," "Employees," "News," and "ESG," helping different visitors quickly find the information they need. The website's colors and dynamic graphics are derived from the collective creation of the "Draw the Future with AI" vision poster campaign by employees, condensed into the brand's color system of "Intelligent Heart Blue, Chain Heart Green, Original Heart Red, and Sincere Heart Orange." These four colors are not only the visual expressions of technology depth, supply chain resilience, entrepreneurial spirit, and customer sincerity but also make "full team co-creation" a tangible brand temperature. Technology driven by people, values returning to people. ESG Report: Responsible Actions Speak Volumes On April 23rd, DC HOLDINGS officially released its "2025 Environmental, Social, and Governance (ESG) Report," summarizing the company's solid practices and quantifiable achievements in sustainability. The report shows that the company's Standard & Poor's Global CSA score has reached 42 points, far exceeding the industry average of 34 points; and its Huazheng Index ESG rating has been upgraded to AA, ranking first among its peers in the Hong Kong stock market. The company has built a three-tier governance structure of the "ESG Guidance Committee - ESG Collaborative Committee and Special Workgroups - ESG Business Representatives in various departments," deeply integrating ESG principles into core strategies. On the environmental front, the company's logistics park energy consumption has decreased by 13.5% year-on-year, assisting customers in recycling 58 tons of packaging materials, increasing by 6344% year-on-year; on the social front, the Zhangzhou "Houxi" AI government assistant transformed nearly 50,000 government affairs items into intelligent processes, and the supply chain intelligent body "Xiaojin" during the Double Eleven promotion period directly reduced carbon emissions in logistics through AI path optimization; in terms of governance, the company's anti-corruption and integrity training coverage is at 100%, and it has obtained ISO 37001 Anti-Bribery Management System certification. Leveraging the "Data x AI" strategy, DC HOLDINGS is using technological innovation to solve environmental and social development challenges, achieving a win-win situation for business value and social value. "The Power of Time": Re-release and Upgrade In June, DC HOLDINGS Chairman Guo Wei's book "The Power of Time" completed an iterative upgrade and was officially published by the Machinery Industry Press. The book centers around "time" as a core axis, systematically outlining the advanced paths from personal growth to organizational evolution, incorporating DC HOLDINGS' new paradigm of "AI for Process" practice, providing a set of underlying logic for accumulating capabilities and creating value in an AI era in the dimension of time. Capital Markets: Honors and Trust On May 26th, at the 8th Global Business Report Economic Forum and Golden Kunpeng China Financial Value Awards Ceremony hosted by the Hong Kong Business Report, DC HOLDINGS won the "Most Valuable and Growth-Potential Listed Company" and the "Best Listed Company CFO" awards, signifying the clarity of the company's "Data x AI" strategic path and continued optimism from the capital markets for the company's future development.