In December 2025, HUITONGDA NET (09878) received consecutive industry recognition for its AI strategic layout—after being listed in the "Top 30 Industrial AI Companies" by EBON, it also won the "Most Valuable AI Company" award at the "10th Zhitong Finance Listed Companies Awards Ceremony." Meanwhile, Vice President Sun Chao systematically elaborated on the company's strategic thinking and practical approach to AI applications in lower-tier markets at the 2025 Jiangsu Internet Conference. He proposed an AI empowerment framework centered on "three enhancements" and "one equality," further revealing the underlying logic of the company's technology-driven upgrade of urban-rural distribution systems. These developments indicate that HUITONGDA is establishing differentiated advantages in the wave of industrial intelligence with its unique "AI+SaaS" model, continuously gaining attention and recognition from capital markets and industry authorities.

**Four Pillars of HUITONGDA's "AI+SaaS" Strategy** While many AI companies compete in hot sectors like large models, autonomous driving, and smart hardware, HUITONGDA has chosen a less-traveled but strategically profound path—deeply applying AI to China's vast lower-tier markets. Unlike its peers, HUITONGDA stands out as the only tech platform systematically embedding AI capabilities into the foundation of urban-rural distribution while achieving scalable commercialization. This differentiation not only builds an irreplicable competitive barrier but also positions the company as a key enabler of AI democratization.

HUITONGDA's leadership is not just reflected in technical metrics but also in its deep understanding and precise integration of industrial scenarios. Its "AI+SaaS" value system can be dissected into four dimensions:

1. **Early and Complete Strategic Execution** As an industrial internet platform serving over 250,000 rural retail stores, HUITONGDA initiated its AI R&D strategy as early as 2023, integrating AI with its accumulated industrial big data and mature SaaS tools. In 2025, driven by technological maturity and market demand, the company decisively incorporated mainstream large models like DeepSeek and KIMI to enhance capabilities, pushing AI applications into large-scale commercial use. With the realization of its "data-algorithm-decision" closed loop, HUITONGDA successfully transitioned from providing informational tools to offering intelligent decision-making.

2. **Validated Commercialization Model** Technological value ultimately requires commercial validation. Reports indicate that HUITONGDA has systematically embedded AI in retail and supply chain operations, independently developing and deploying over a dozen AI Agents covering member store operations, upstream brand collaboration, and internal management. Sample data shows that rural member stores using AI tools achieved over 30% operational efficiency gains and reduced inventory cycles by more than 15%. Notably, these Agents also generated substantial revenue, marking a profitable product-to-market loop and providing sustainable growth momentum.

3. **Open and Inclusive Ecosystem** HUITONGDA's AI strategy is not an isolated "island." Technologically, it collaborates with top-tier cloud and computing service providers like Alibaba Cloud for full-stack AI solutions. At the application level, it partners with AI service providers to refine scenario-specific solutions. Industrially, it attracts upstream partners, including brands like Apple, to join its intelligent system. This openness accelerates AI penetration across the distribution chain, building a robust collaborative ecosystem.

4. **Unique Data Moat for Lower-Tier Markets** As the cornerstone of AI applications, data forms an irreplicable barrier. HUITONGDA's years of深耕 have yielded granular, dynamic, and scenario-specific data on rural consumption and distribution—fuel for training AI models that truly "understand" lower-tier market dynamics. While data from first-tier cities nears saturation, HUITONGDA's rural datasets become稀缺 resources, supporting not only AI training but also government rural revitalization policies and brand expansion strategies. This data moat ensures precise AI落地 and實效, creating a短期難以跨越的護城河 for competitors.

**AI Reshapes Urban-Rural Distribution, Unlocking New Capital Value** Building on this foundation, HUITONGDA's "AI+" evolution is clear: from a leading applicator to a definer of intelligent商業生態 in lower-tier markets. As costs decline and functionality improves, its AI products will penetrate hundreds of thousands of rural retail terminals, replacing manual tasks and enabling real-time operational optimization. This will transform traditional "people-goods-scene" distribution into智能 infrastructure, elevating AI from a "tool" to a foundational element.

Additionally, HUITONGDA plans to open脱敏 industry datasets to partners like Alibaba Cloud, co-creating a "lower-tier market AI training ground." This will attract developers to build vertical applications, forming a "data-sharing—model-optimization—service增值" virtuous cycle, ultimately multiplying efficiency across the distribution system.

From a capital perspective, HUITONGDA exhibits unique value:稀缺性溢價 as the "lower-tier market AI leader," proven cash flow from commercialization, and clear growth potential from rising penetration and customer value. Its open "AI+SaaS" ecosystem also holds platform-type孵化潛力, warranting生態價值重估.

**Conclusion** From ranking among the "Top 30 Industrial AI Companies" to winning "Most Valuable AI Company" and管理層's steadfast AI vision, HUITONGDA has transitioned from exploration to scaled application and value realization. Its "AI+SaaS" core, data moat, and open ecosystem not only fortify its competitive edge but also provide a replicable blueprint for China's urban-rural智能轉型. As AI further integrates with industrial scenarios, HUITONGDA is poised to deepen its lower-tier market dominance, unlocking greater corporate and capital potential. Whether it can sustain leadership in智能變革 warrants long-term market attention.