Linklogis Solidifies Supply Chain Finance Leadership: Surpassing RMB1 Trillion in Cumulative Transaction Volume Amid AI Revolution

Leveraging AIGC to Drive Next-Generation Growth

The supply chain finance sector is experiencing a technological inflection point, and Linklogis is positioning itself at the forefront of this transformation. With the rise of large language models reshaping financial services globally, the company has moved beyond traditional operations to embed artificial intelligence into its core business processes. Through its proprietary LDP-GPT model, Linklogis now powers document verification, risk assessment, and KYC processes with AI-driven intelligence, fundamentally reducing operational friction for financial institutions.

This technological pivot matters because it addresses the industry’s persistent challenge: scaling service delivery without proportional cost increases. In 2023, Linklogis channeled its AI capabilities across transaction processing, customer management, and software development, creating a multiplier effect on efficiency improvements.

Market Dominance: A Four-Year Streak

By the end of 2023, Linklogis had cemented its position as the market leader in third-party supply chain finance technology solutions in China, maintaining the top ranking for four consecutive years with a commanding 20.9% market share. This leadership wasn’t accidental—it reflects aggressive execution across multiple business verticals.

The numbers tell a compelling story: the company processed RMB322 billion in transaction volume during 2023 alone, a 24.2% year-over-year surge. Cumulatively, since its establishment, Linklogis has orchestrated over RMB1.13 trillion in supply chain asset flows. The anchor enterprise customer base expanded by 51% year-over-year to 604 entities, while the broader ecosystem now encompasses over 250,000 small and medium enterprises accessing digital financial services.

Operational Resilience Through Diversification

Rather than relying on a single growth engine, Linklogis deliberately engineered a portfolio shift toward higher-impact segments. The Multi-tier Transfer Cloud platform within its Anchor Cloud solution experienced explosive 82.2% growth, processing RMB136.8 billion in assets and demonstrating the company’s ability to identify and scale emerging opportunities. This segment acquired 235 new customers during the year while maintaining a remarkable 99% retention rate.

The FI Cloud division contributed RMB107.4 billion in transaction volume, with the eChain Cloud subset growing 18.7% to reach RMB80.4 billion. Collectively, these platforms demonstrate Linklogis’s multifaceted approach to capturing supply chain finance opportunities across different enterprise tiers and financing scenarios.

Product Innovation at Scale

Linklogis landed 39 new supply chain platform projects in collaboration with state-owned enterprises and private sector leaders, including China Electrical Equipment Group and Jiangxi Financial Investment Group. This expansion showcases the company’s capability to translate technology infrastructure into enterprise-grade solutions.

The introduction of order financing and distributor financing products—layered atop asset-backed securitization frameworks—expanded addressable market opportunities. Partnerships with global platforms including Amazon, Infor, and Shopee enabled Linklogis to serve SME merchants with cross-border trade financing, while high-profile collaborations with Standard Chartered Bank and Bank of East Asia validated the enterprise viability of its AI-enhanced solutions.

Financial Strength and Shareholder Returns

Linklogis reported 2023 annual revenues of RMB870 million, with the second half generating RMB480 million (15.2% growth year-over-year). The company maintained a fortress balance sheet with RMB4.8 billion in cash reserves, enabling aggressive capital return strategies.

The board authorized a special dividend of HK$0.1 per share (approximately HK$230 million in aggregate payouts) and approved a share repurchase authorization of up to US$100 million, signaling management confidence in future prospects and commitment to enhancing shareholder value.

Global Expansion and Emerging Markets

Linklogis initiated its assault on Southeast Asian markets by establishing local teams in Vietnam and Bangladesh, complementing existing operations in Hong Kong and Singapore. Cross-border Cloud processed RMB12.6 billion in assets during 2023, serving as the platform for Chinese enterprises navigating international expansion, particularly companies like OPPO building globalized supply chain financing infrastructure.

ESG Integration and Emerging Use Cases

In recognition of sustainability imperatives, Linklogis deployed supply chain finance solutions targeting renewable energy, rural revitalization, and intellectual property sectors. Assets linked to sustainable supply chain initiatives totaled RMB19.2 billion—a 178% year-over-year increase—while earning a top-5% ESG rating from Sustainalytics.

The company also tapped into the high-growth live-streaming e-commerce phenomenon, facilitating nearly RMB700 million in financing for approximately 500 small merchants across Douyin, Kuaishou, and PDD platforms based on real-time transaction and logistics data patterns.

Strategic Outlook

Linklogis’s trajectory reflects a company calibrated for sustainable scaling rather than short-term metrics-chasing. By coupling technological innovation (AIGC integration, blockchain exploration, privacy computing) with disciplined capital allocation and genuine ecosystem expansion, the company has engineered recurring revenue resilience across diverse segments.

Looking forward, Linklogis intends to maintain momentum in customer acquisition while deepening relationships with existing enterprise clients, capitalizing on AIGC adoption curves, and sustaining shareholder returns through dividends and repurchases. The convergence of supply chain digitalization, AI-driven efficiency, and international market entry creates a multifaceted growth narrative extending well beyond 2024.