Breaking Down Guangzhou Sie Consulting Co., Ltd. Financial Health: Key Insights for Investors

Born in 2005 and publicly listed on the Shenzhen Stock Exchange in 2017, Guangzhou Sie Consulting Co., Ltd. (SIE) has grown into a powerhouse of enterprise digital-intelligent transformation with a headquarters in Guangzhou, a global footprint of 23 branches and delivery bases, and service to over 3,000 enterprise clients across manufacturing, telecommunications, energy and finance; SIE delivers end-to-end consulting, software R&D, implementation and operation services, anchors its independent Gushen Industrial Internet Platform-officially recognized by the Ministry of Industry and Information Technology-and has built a full-stack AI system integrating China's computing power, models and toolchain to drive practical, risk-controllable transformations that position the company as first in market share among MES vendors in high-tech electronics, home appliance and photovoltaic sectors for two consecutive years while pursuing a vision to cover 23 key industries and 11 core business lines with intelligent upgrades from production through supply chain to enable high-end, green and intelligent manufacturing

Guangzhou Sie Consulting Co., Ltd. (300687.SZ) - Intro

• Establishment: 2005; Shenzhen Stock Exchange listing: 2017 (300687.SZ).
• Geographic footprint: Headquarters in Guangzhou with 23 branches and delivery bases across China and abroad.
• Client base: Serving over 3,000 enterprise clients across key sectors including high-tech electronics, home appliances, photovoltaic, telecommunications, energy, and finance.
• Product & service scope: Consulting & planning, software R&D, implementation & delivery, operation & maintenance, and industrial AI solutions.

• Enable Chinese and global enterprises to achieve digital-intelligent transformation through reliable industrial software, domain expertise, and outcomes-driven services.
• Deliver measurable productivity, quality, and green-efficiency improvements for manufacturing and critical infrastructure customers.

• Be the trusted leader in industrial digital intelligence for Made-in-China modernization - providing a full-stack, sovereign-capable AI and industrial internet platform that powers resilient, high-value manufacturing.
• Scale China-native AI and industrial software capabilities into global manufacturing ecosystems while maintaining compliance, data sovereignty, and local adaptability.

• Customer Outcome Orientation - prioritize measurable ROI, OEE improvement, defect reduction, and time-to-market acceleration for clients.
• Engineering Excellence - invest in independent R&D (platforms, models, toolchains) and production-grade delivery practices.
• Integrity & Compliance - adhere to industry and regulatory standards; emphasize data governance and secure deployment.
• Collaborative Innovation - partner with customers, research institutes, and ecosystem partners to co-develop domain-specific AI and industrial applications.
• Talent & Learning - cultivate cross-disciplinary teams combining manufacturing domain experts, software engineers, data scientists, and delivery professionals.

• Full-stack industrial AI: integration of compute, models, AI toolchain, and building-block applications specifically tuned for Chinese manufacturing workflows.
• Platform recognition: Gushen Industrial Internet Platform awarded/recognized by the Ministry of Industry and Information Technology as a benchmark domestic industrial software solution.
• Sector leadership: #1 MES vendor market share in high-tech electronics, home appliances, and photovoltaic industries for two consecutive years - leveraged into cross-industry reuse.
• Delivery scale: 23 global branches enabling regional delivery, localized deployment, and 24/7 operation & maintenance support for >3,000 clients.

• R&D: Continued investment in independent platforms, domain models, and manufacturing-specific AI components to maintain competitive edge and sovereign capability.
• Customer Success: Expand outcome-based contracting and KPIs tied to productivity, quality, and sustainability metrics for clients.
• Partnerships: Strengthen alliances with device vendors, cloud/computing providers, and research institutes to accelerate solution delivery and scale.
• Talent: Recruit cross-disciplinary experts in industrial AI, MES engineering, cloud-native development, and cyber-physical systems.

Guangzhou Sie Consulting Co., Ltd. (300687.SZ) Overview

• SIE's mission is to drive industrial upgrading through technological innovation, providing enterprises with practical digital transformation consulting solutions to achieve visible transformation effects and controllable risks.
• The company focuses on digital planning and design, process optimization, and application guidance in strategic performance management, core value chain management, finance, and data management.
• SIE accompanies clients throughout the entire process of digital implementation, ensuring value through effectiveness and fully safeguarding the digital transformation of growth-oriented manufacturing industries.
• By integrating business process scenarios, SIE provides intelligent upgrade solutions covering the entire business chain from production to supply chain management.
• The company aims to empower China's smart manufacturing to advance towards high-end, intelligent, and green development.
• SIE's mission reflects its commitment to enhancing operational efficiency and promoting sustainable growth for enterprises through digital and intelligent transformation.

• To be the leading facilitator of China's smart manufacturing transformation, recognized for measurable results, rapid ROI, and low-risk implementation paths.
• To scale best-practice digital blueprints across manufacturing, enabling clients to shift from manual/legacy operations to data-driven, AI-enabled processes.
• To support nationwide carbon- and energy-efficiency goals by embedding green-production logic into digital process redesigns and supply-chain orchestration.

• Effectiveness - deliver measurable business outcomes and KPIs tied to client profitability and operational uptime.
• Practicality - prioritize implementable solutions over theoretical models; minimize disruption during transition.
• Client Partnership - long-term accompaniment from strategy to execution and continuous improvement.
• Integrity - transparent pricing, risk-controlled rollouts, and data-governance best practices.
• Innovation - invest in R&D to keep tools, methodologies, and AI-enablement aligned with industrial needs.
• Sustainability - design solutions that reduce energy use, waste, and carbon intensity across the value chain.

• Digital planning & enterprise architecture: blueprinting end-to-end target operating models for discrete and process manufacturers.
• Process optimization: Lean + digital interventions to shorten lead times, reduce scrap, and increase OEE.
• Application guidance: selection, customization and rollout of ERP, MES, PLM, APS and BI systems with governance frameworks.
• Performance management: KPI definition, dashboarding, and management routines linking strategy to daily operations.
• Data management & analytics: master-data governance, integration, and industrial AI models for predictive maintenance and demand forecasting.

• Reduction in production lead-time: typical client cases report 15-35% decrease after process digitization.
• Inventory turns improvement: 20-50% uplift through supply-chain integration and demand-signal alignment.
• OEE gains: 5-18 percentage-point increases via MES + predictive maintenance interventions.
• Financial payback: many medium-scale projects achieve payback within 12-30 months driven by cost reductions and yield improvements.

• Scenario-driven digital planning: business-process mapping → target blueprint → phased rollout plan.
• Lean + digital process reengineering: waste elimination augmented by automation and data flows.
• Industrial data platform: unified data models, real-time dashboards, and model governance for AI use-cases.
• Change management playbook: stakeholder alignment, capability-building, and KPI-based incentives.

Guangzhou Sie Consulting Co., Ltd. (300687.SZ) - Mission Statement

• Deliver a full-scenario product matrix covering 23 key industries and 11 core business lines to enable end-to-end digital-intelligent transformation.
• Drive independent industrial software innovation-exemplified by the Gushen Industrial Internet Platform-to reduce reliance on foreign technology and set domestic benchmarks.
• Maintain leadership in Manufacturing Execution Systems (MES) by preserving and expanding No.1 market share positions in high-tech electronics, home appliances, and photovoltaic sectors.
• Expand operational footprint across national economic hubs and strategic industries including manufacturing, telecommunications, energy, and finance.
• Translate R&D excellence into measurable client outcomes: shorter production cycles, higher OEE, improved forecasting accuracy, and sustainable cost reduction.

• Scale deployment: achieve closed-loop service delivery across all 23 targeted industries via modular, interoperable products.
• Technical authority: sustain leadership metrics (market share, reference projects, certification counts) especially in MES across prioritized sectors.
• Platform-first growth: accelerate Gushen platform adoption as the core vehicle for cross-industry data exchange, edge-to-cloud orchestration, and production intelligence.

Guangzhou Sie Consulting Co., Ltd. (300687.SZ) - Vision Statement

• Commitment to technological innovation: sustained R&D investment and product evolution to enable next-generation smart manufacturing.
• Practical transformation focus: solutions designed to produce quantifiable improvements in efficiency, quality and cost control.
• End-to-end business scenario integration: covering production, manufacturing execution systems (MES), quality control, and supply chain management.
• Green and high-end upgrade: reducing energy and material waste while enabling precision manufacturing for higher-value products.
• Customer-centric risk control: phased rollouts, KPI-driven pilots and governance to make transformation effects visible and risks controllable.

• Market leadership in MES: ranked first by market share in MES solutions for high‑tech electronics, home appliances and photovoltaic sectors.
• R&D intensity: a strategic share of revenue allocated to R&D to maintain product leadership in industrial software and intelligent manufacturing services.
• Industry reach: deployment across discrete and process manufacturing customers, enabling cross‑industry best practices and rapid scenario replication.

• Value delivery model: pilot → scale → continuous optimization, with measurable KPIs (OEE, defect rate, lead time, inventory turns).
• Risk control mechanisms: governance dashboards, phased deployment, and contingency plans to limit disruption during transformation.
• Sustainability commitments: solution modules aimed at energy monitoring, waste reduction and compliance with green manufacturing standards.