S2B2C "Golden Opportunity" Arrives: HUITONGDA NET (09878) Poised for Value Growth

Stock News
09/29

With continued investment from tech giants Alibaba and Tencent, the S2B2C industrial empowerment model is once again in the spotlight. Tencent's Ma Huateng predicted: "C-end market dividends will be exhausted, and future hope lies in the B-end!" Alibaba's Business Research Institute similarly pointed out: "The golden opportunity for the next decade is the S2B2C model!" Behind this consensus from the two giants is China's industrial internet transformation from "heavy asset merchandise sales" to "light asset empowerment."

As a pioneer of the S2B2C model in China's sinking market, HUITONGDA NET (09878) began its forward-looking strategic deployment over a decade ago. Today, it has built a platform network covering 21 provinces nationwide with over 250,000 B-end member store customers, becoming a rare industry example of a "light asset, high value, strong cash flow" industrial empowerment platform.

Different from traditional B2B models, Huitongda's S2B2C model focuses on bidirectional empowerment, achieving full-chain efficiency improvements from factory to store through "reverse + short-chain + digitalization" intelligent supply chain and "AI + SaaS" dual-wheel drive.

First, as an industrial platform connecting downstream 250,000 township mom-and-pop stores ("small b") with upstream thousands of brand factories, suppliers, and service providers ("big B"), Huitongda can promote new supply chain models such as "demand-driven procurement and production" and "integrated production and sales" through digital transformation of the entire urban-rural circulation chain, driving cost reduction and efficiency improvement at every link.

Second is the simultaneous empowerment of member stores and industrial chains through the "AI + SaaS" strategy. Huitongda has comprehensively upgraded its "Qiancheng Cloud AI" intelligent large model, integrating mainstream AI large models including Tongyi Qianwen and DeepSeek, and reached comprehensive full-stack AI cooperation with Alibaba Cloud. Its self-developed 20+ AI Agents have been fully commercialized since May this year, helping member stores achieve over 30% comprehensive efficiency improvement in product selection, marketing, inventory management, and other areas.

Furthermore, Huitongda employs a "industry + capital" dual-wheel drive model to deploy and replicate its 15-year S2B2C model experience across multiple industries, rapidly forming proliferation and new growth curves. This includes category expansion into the washing and daily necessities industry, as well as following consumer trends to deploy in instant retail and hard discount markets.

S2B2C is not just a trend but a long-term direction. Through over a decade of deep cultivation, Huitongda has formed a triple moat of "platform + technology + supply chain." With its "light asset, strong empowerment" logic, Huitongda has transformed 250,000 township stores into platform terminals, creating network effects and data barriers.

As the 20 trillion yuan sinking market accelerates consumption upgrades and digitalization processes, the S2B2C ecosystem built by Huitongda will become rare infrastructure. The company not only possesses "cyclical risk resistance capabilities" but also continues to iterate in AI empowerment, supply chain optimization, capital linkage, and other aspects, positioning itself to become a benchmark enterprise in the industrial internet era.

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