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JUMBO SHEEN
INVESTMENT
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On July 18, 2026, the 2026 Semi-Annual Work Conference of JUMBO SHEEN Group was successfully held at the Group’s headquarters in Shenzhen. Aligned with the annual theme “Rooted in Our Original Aspiration at the 30-Year Milestone; Forge Ahead Steadfastly Toward a New Journey”, the event gathered the Group’s core management and heads of each business segment on-site, while representatives from all branch companies joined remotely.The conference comprehensively reviewed operational achievements in the first half of the year and systematically outlined strategic priorities for the second half. It marks the Group’s transition to a higher stage of development standing at the new milestone of its 30th anniversary.
Investment Business: Dual-Driven Strategy to Deepen Layout in Hard Technology and New Quality Productive Forces
In the first half of the year, the Group’s investment business delivered a cluster of landmark achievements. BRIXTON Technology and UISEE Technology have successfully listed on the Hong Kong Stock Exchange; Simgui Technology went public on the STAR Market. ESWIN Computing obtained overseas listing filing approval from the CSRC on June 18 and is set to be listed on the Hong Kong Stock Exchange. ChangXin Memory Technologies will be listed on the STAR Market on July 27. This string of milestones fully validates the Group’s targeted layout in the semiconductor and hard technology tracks and has generated excess returns on investments.
Meanwhile, the Group completed capital contributions to cutting-edge projects including Orienspace, Starseer, Zhuhai Yiyuan, StrinGaze and Medera, covering high-growth sectors such as commercial aerospace, embodied intelligence and biomedicine. The Group’s proprietary investment scale keeps expanding with robust overall floating profits.
Strategically, the Group has rolled out targeted adjustments to its investment strategy. Overseas: The Group replicates its mature domestic industrial model, establishes presence in emerging markets including Southeast Asia and Africa, exports industrial capabilities and capital expertise, and seizes first-mover advantages in global expansion. Domestic: Aligning with the priorities of the 15th Five-Year Plan, the Group anchors its focus on hard technology and new quality productive forces. It partners with listed companies and local governments to build industrial investment platforms, fostering a collaborative ecosystem of “Capital + Industry + Regions”. Deep investments will be deployed across semiconductors, artificial intelligence and commercial aerospace to capture long-term dividends and structural opportunities brought by import substitution.
The Group strives to scale up its domestic fund assets under management. Amid a profound shift in industry regulation from “self-regulation-oriented” to “law-based governance”, the Group adopts the working guideline of “embracing regulation and pursuing compliant development” and establishes a comprehensive compliance framework to support the sustainable and sound development of its investment business.
In response to past characteristics such as a concentration on mid-to-late stage projects and relatively concentrated deal sourcing, the Group has clarified optimization priorities. While maintaining steady allocation to mid-to-late stage opportunities, it will moderately shift focus earlier along the venture lifecycle and selectively back promising early-stage projects. By securing premium assets through early positioning, building differentiated strengths via industrial empowerment and ecosystem expansion, the Group will strategically advance entry timing for selected investments.
Building on this framework, the Group will comprehensively accelerate progress in key dimensions in the second half of the year, including project execution efficiency, fundraising capacity, post-investment exit rhythm and high-quality deal sourcing.
Wang Jun, President of JUMBO SHEEN Group
Technology Division: Focus on B2B Supply Chain Platforms and Deeply Cultivate High-Stickiness Scenarios.
The Technology Division maintained steady progress. In the first half of the year, the self-developed platform achieved breakthroughs from scratch. Winning customized project bids from major internet firms validated its product and service capabilities, while the roster of banking clients continued to expand. In the second half of the year, the Group will concentrate premium resources on three core segments — the foundational banking business, customized merchandise & welfare goods, and self-developed platform operations — to deliver performance breakthroughs.
A pivotal strategic shift will be advanced: centered on digital and intelligent empowerment, the division will deepen engagement in high-stickiness scenarios covering employee welfare, customized solutions and platform procurement, build a B2B supply chain platform, and enable win-win outcomes across the channel ecosystem. Leveraging the Yizhao Chain Procurement platform as the carrier, artificial intelligence technology will be adopted to reshape the digital and intelligent supply chain. By tapping into vertical industry scenarios, the division will lift capital turnover efficiency and operational competence to realize high-quality growth.
JUMBO SHEEN Group 2026 Semi-Annual Work Conference
Digital Development: Maturing Platform Ecosystem and Scaled AI Capabilities
The Digital Center completed the development and verification of the underlying infrastructure for self-developed platforms in the first half of the year. Building on this milestone, the Group accelerated the construction of an integrated self-developed platform system consisting of the Supply Chain Platform, Mall Platform and Data Platform. The three platforms have been successively launched and continuously optimized, marking the Group’s transition from technology follower to a new stage where it independently defines technical architectures.
Through end-to-end integration of platform capabilities, the Group has secured technological initiative at the infrastructure layer and built a robust proprietary technical moat to support digital and intelligent business operations.
In terms of AI transformation, the Group is advancing its digital development from “platform construction” toward the in-depth evolution of “agent incubation”. Drawing on vertical supply chain data assets accumulated on self-developed platforms, the Group is building scalable capabilities for “1-to-N” agent incubation. Centered on a unified AI foundation, the Group will rapidly develop dedicated agents for diverse scenarios including procurement collaboration, demand forecasting, intelligent pricing and supplier risk control.
This delivers comprehensive internal business empowerment alongside cost reduction and efficiency gains. Meanwhile, the Group continuously accumulates data assets and builds competitive moats around agent capabilities in practice, creating a self-reinforcing positive feedback loop that grows stronger with ongoing application.
Management & Organizational Upgrade: Strengthen Collaboration and Consolidate Support Systems
The Group presses ahead with management upgrades in parallel. The Human Resources Department will focus on recruitment for core positions, talent pipeline development, optimization of the performance system and corporate culture building. The finance function will comprehensively strengthen risk control, data governance and tax planning, advance digital transformation of finance, and implement dynamic operational oversight. The Board Secretary’s Office will increase support for frontline businesses, shifting from transactional administration to value-driven management, so as to deliver efficient backing for business growth.
New Start at 30: Cultivate Value with Long-Termism; Drive the Future Through Ecosystem Co-Creation
Yao Qiyong, Chairman of the Board, JUMBO SHEEN Group
Standing at the watershed of its 30th anniversary, JUMBO SHEEN Group pursues not merely sustained growth in scale, but a systematic upgrade of its development paradigm. Looking ahead, the Group will uphold strategic resolve that balances long-termism and in-depth industrial cultivation. Centered on the core track integrating technology and capital, it will continuously build first-mover advantages in hard technology, new quality productive forces and global layout.
Guided by an unwavering original aspiration, the Group will forge ahead steadily toward distant goals. Adopting a more open platform-oriented mindset, it will connect entrepreneurs, industrial participants, local governments and financial institutions to build an ecosystem featuring co-creation and shared benefits. The Group will align the warmth of capital with the power of technology, and keep writing a new chapter of substantial, resilient and responsible development amid the tides of the new era.
Jumbo Sheen Fund
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