“In the industrial supply sector, the essence of a transaction is—and always will be—service.”

On December 10, 2025, we welcomed investors, analysts, and media professionals to our Shanghai headquarters for the ZKH Group 2025 Investor Day. It was more than just a review of numbers; it was a roadmap for the future.

As the MRO (Maintenance, Repair, and Operations) industry undergoes rapid consolidation, ZKH is shifting gears. We are moving from a phase of rapid expansion into a new era of “Profitable Growth,” powered by a synergy of Product Power, Delivery Excellence, and Artificial Intelligence.

Here are the key takeaways from our leadership team on how we are building the digital infrastructure for the manufacturing industry.

1. The Strategic Shift: Service is the Core

Our Chairman & CEO, Chen Long, outlined our evolution from a traditional industrial agent to a digital supply chain service provider. He emphasized that as customer needs become more personalized, the competitive advantage belongs to those who can leverage digitalization to serve them efficiently.

“Digitalization and AI are accelerating industry concentration,” Chen noted. “The advantages of top-tier players are expanding.”

Moving into 2026, ZKH is anchored by three core competencies:

• Product Power: A blend of robust R&D and global sourcing.
• Intelligent Fulfillment: A nationwide network that ensures speed and reliability.
• AI Integration: Deeply embedded technology that learns and adapts to industry scenarios.

With economies of scale and refined management now paying off, ZKH is poised to enter a cycle of sustained, profitable growth next year.

2. AI in Action: From Trend to Tool

While many talk about AI as a macro trend, ZKH is deploying it as a micro-tool for efficiency.

CTO Liu Yang shared the fruits of our decade-long investment in digitalization: a vertically integrated network connecting customer demand directly to supplier fulfillment.

A highlight of the event was the showcase of our proprietary vertical AI model, “H-Nimble.” Since passing regulatory filing in September 2025, this model has achieved unmatched precision in complex industrial scenarios. For example, in fastener selection—a notoriously difficult category—the model has achieved 100% accuracy, far outperforming general large language models (LLMs).

3. Seeing is Believing: The Smart Warehouse

Strategy is nothing without execution. Following the sessions, investors visited our Fastener Smart Warehouse, our central hub for East China.

These rotational, vending-style units allow for the autonomous replenishment of high-frequency consumables. Customers can access materials in real-time without placing traditional orders, representing a paradigm shift in supply chain management.

Looking Ahead

The consensus from our leadership is clear: Consolidation is inevitable.

As we look toward 2026, ZKH is committed to being a "Long-Termist" in the manufacturing sector. By combining global expansion plans with a relentless focus on digital efficiency, we are not just selling products; we are becoming the most reliable value partner for the industrial world.