On August 28, DC Holdings (00861) released its interim results for the 2026 fiscal year. During the reporting period, the company recorded total revenue of RMB 6.641 billion and gross profit of RMB 993 million. After excluding the impact of litigation provisions and related taxes from its indirect non-wholly-owned subsidiary, Digital China Information Service Company Limited (000555.SZ), the net profit attributable to shareholders reached approximately RMB 36 million.
The company's backlog of signed but undisclosed contracts stood at RMB 7.484 billion, while new contract signings reached RMB 6.427 billion. Notably, new contracts for AI-driven services amounted to RMB 219 million.
In terms of core business segments, the data intelligence services division generated revenue of RMB 1.185 billion, with segment performance surging by 1,046%. Within this division, AI-service-related revenue reached RMB 39.39 million, reflecting a 52% year-on-year increase. Meanwhile, the integrated supply chain services division posted revenue of RMB 1.163 billion, up 45% compared to the same period last year.
Anchoring its strategy on "Data × AI," the company is leveraging a dual-engine approach combining "full-stack AI technology with supply chain scenarios" to build a complete closed loop spanning "computing power, data, and applications." This approach aims to convert every percentage point of optimization into measurable, quantifiable value for clients.
On the computing power front, DC Holdings has positioned itself as a "computing cornerstone" across the nation's eight major hubs and ten clusters. The company has completed the delivery and acceptance of AI data center projects valued at over RMB 400 million, while managing operations and maintenance for approximately 60,000 servers, achieving a 40% reduction in maintenance turnaround time.
In data and algorithms, the company leverages its YanYun system—derived from a First Prize winner of the National Technology Invention Award—as its foundation to address the persistent challenges of "unusable data and inaccessible scenarios." On the application side, the company has implemented the "AI First FDE" core delivery model, compressing traditional 300-day project timelines down to just 17 days, thereby achieving seamless integration across all three layers of its full-stack AI services.
Within its core application scenarios, the integrated supply chain division has once again secured a national logistics centralized service procurement project from a leading telecom operator, with the overall project scale exceeding RMB 700 million. Additionally, the semiconductor import-export business has delivered robust growth in both revenue and profit. The "Supply Chain AI Control Tower" now generates executable decisions across six key decision points, including demand forecasting and fulfillment alerts.
In a notable industry first, the company has achieved a global debut of cluster-based autonomous collaborative picking for embodied intelligence, with unmanned picking vehicles now officially operational in real warehouse environments.
Driven by the flywheel effect of "scenarios enriching AI, and AI transforming scenarios," the company is rapidly accelerating into the fast lane of large-scale AI implementation. As the upcoming "15th Five-Year Plan" releases policy dividends for AI industrialization, DC Holdings is well-positioned to create long-term value for its shareholders.