AI Strategy Upgrade: Multipoint Digital Intelligence Transitions from "Digital Service Provider" to "Retail AI Agent Provider"

On March 18, DotPoint Intelligence (02586.HK) released its 2025 annual performance report. During the reporting period, DotPoint Intelligence achieved an annual revenue of 2.23 billion yuan, a 19.8% increase year-over-year; gross profit was 850 million yuan, up 13.9%; and adjusted annual profit was 200 million yuan, a significant increase of 582.6%.

Building on a solid foundation in 2025, DotPoint Intelligence will fully upgrade its AI strategy in 2026, advancing from a “retail digital solution provider” to a “retail AI intelligent agent provider.”

Domestic and International Dual-Track Breakthroughs, Customer Structure Continues to Optimize

In 2025, DotPoint Intelligence served 593 clients worldwide across 11 countries and regions, with a customer retention rate of 108%. Revenue from overseas markets continued to rise, accounting for 8.6%, nearly 200 million yuan.

In 2025, DotPoint Intelligence adhered to a “long-term customer + new customer” dual-driven strategy, continuously acquiring benchmark clients in the retail industry. Key new signed AI retail solutions include major clients such as Shanghai Sugar & Wine Group, Xinjiang Huijia Times, and Ningxia Xiao Ren Fruit Industry. Notably, the company collaborated with Shanghai Sugar & Wine Group to create the East China retail digital intelligence lighthouse case, partnered with Huijia Times to build a retail digital intelligence model in Xinjiang, and deepened cooperation with longstanding clients like Pang Dong Lai, expanding business scope.

It is worth noting that, according to the “2024 China Chain Top 100” list published by the China Chain Store & Franchise Association, DotPoint Intelligence has already served 25 of the top 100 retail chains, with a major client penetration rate of 25%, occupying a significant market share among leading clients.

Meanwhile, DotPoint Intelligence continues to strengthen its overseas expansion strategy, making breakthroughs in new markets while deepening presence in existing regions.

For example, in Singapore, DotPoint Intelligence outperformed international software giants SAP and Oracle, successfully signed a century-old retail brand Cold Storage, and assisted in its digital transformation. Upholding the philosophy of “Global breadth, China depth,” the company integrates proven Chinese market best practices with the global retail ecosystem.

To support overseas expansion, DotPoint Intelligence has completed organizational reforms in international sales, establishing more agile local service teams to enhance localized service capabilities.

AI Applications Strengthen Foundations and Support Strategic Upgrades

In 2025, DotPoint Intelligence centered its growth on AI technology, achieving high-quality development. The scale of AI applications commercialized at scale laid a solid foundation for the comprehensive upgrade of its AI strategy.

AI applications include AI quality products, AI fresh produce calculations, AI pricing, AI line-up management, AI loss prevention, among others. After launching AI quality products, clients experienced significant business value: the average health score of partner merchants increased by 5%, through systematic consumer demand insights, redundant products that consumers did not buy were accurately identified and replaced, with new product survival rates rising from 35% to 68%. The product selection decision cycle shortened from 14 days to 2 days, leading to better product-market fit, a 12% increase in repurchase rates, and a notable improvement in store customer satisfaction.

In 2026, DotPoint Intelligence will fully focus on AI, using AI technology as the core engine to accelerate its strategic upgrade to a “retail AI intelligent agent provider.”

Product-wise, in the short term, DotPoint Intelligence will develop two major AI intelligent agents: the AI product intelligent agent, covering core functions such as market insights, intelligent product selection, slow-moving inventory replacement, dynamic pricing, automatic replenishment, and promotional optimization—maximizing retail product strength; and the AI store intelligent agent, deeply covering staff efficiency and on-site management, shelf and out-of-stock management, security compliance and risk control, customer flow heatmaps and insights, marketing interaction and on-site execution, and event tracing and review—comprehensively improving store operational efficiency and service quality.

In terms of business model innovation, DotPoint Intelligence is exploring disruptive innovations—shifting from traditional software service fees to a long-term “value co-creation and revenue sharing” cooperation mechanism, sharing the dividends of the AI era with clients based on performance.

In R&D efficiency, the company is transitioning from AI-assisted R&D to AI-native R&D, significantly increasing product iteration speed. Additionally, it is strengthening AI talent development by building a professional AI team, continuously recruiting top industry talent, focusing on key roles such as Agent architects and data scientists.

Co-founder and President Zhang Feng stated that looking ahead, the company is committed with unprecedented determination to uphold its core AI strategy and internationalization efforts, advancing from a “retail digital solution provider” to a “retail AI intelligent agent provider,” deepening AI deployment, and striving for new achievements!