Linklogis Inc. Delivers Record Performance in Q1 2026: Business Update

Exceptional Growth Amid Global Uncertainties

Linklogis Inc. has released a voluntary business update for the first quarter of 2026, reporting exceptional performance across its core business segments. The company’s transaction volume, revenue, and income growth rates reached an all-time high for any single quarter since its listing. This robust performance was achieved despite ongoing global macroeconomic uncertainties, highlighting the company’s resilience and effective execution of its core strategies.

Strategic Innovation and Market Leadership

The company continues to consolidate its industry-leading position in the supply chain asset-backed securitization market. Notable achievements include pioneering joint issuance projects involving multiple anchor enterprises and the successful implementation of new financing solutions powered by data assets for anchor enterprises—segments expected to see sustained growth. The Multi-tier Transfer Cloud maintained strong momentum, increasing product penetration and market share. International expansion was also evident, with the Cross-border Cloud scaling its global footprint.

Key Operating Metrics: Significant Increases

Partner and Customer Growth:

• Total number of anchor enterprise partners rose to 3,725, up 18.4% from 3,145 at year-end 2025.
• Financial institution partners increased to 454, a 6.1% rise.
• Anchor enterprise customers grew 32.6% to 1,996.
• Financial institution customers rose 9.8% to 179.
• Customer retention rate remained at a near-perfect 99%.

Transaction Volumes: Record Highs and New Metrics

For Q1 2026, Linklogis Inc. reported substantial increases in the total volume of supply chain assets financed:

• Supply Chain Finance Technology Solutions: 94,819.8 million RMB, up 30.5% from 72,678.3 million RMB in Q1 2025.
• Multi-tier Transfer Cloud: 58,654.4 million RMB, up 38.4%.
• ABS Cloud: 4,098.3 million RMB, up an impressive 456.2%.
• Cross-border Cloud: 2,603.0 million RMB, up 13%.
• Total transaction volume: 97,422.8 million RMB, a 29.9% increase year-on-year.

Importantly, the company is transitioning its key operating metric from “total volume of supply chain assets processed” to “total volume of supply chain assets financed,” providing a clearer representation of assets that directly contribute to financial performance.

Strategic Outlook: AI Commercialization and Global Expansion

Following a strategic realignment and entering 2026 with a “lightened load,” Linklogis expects a steady and positive performance trajectory. The company is committed to accelerated AI commercialization and continued global expansion, aiming for sustainable growth and long-term shareholder value.

Potential Price-Sensitive Factors for Shareholders

• Record revenue and income growth rates—may positively impact share price.
• Successful innovation (joint issuance, data asset financing) demonstrates competitive advantage.
• Rapid expansion of international business could open new revenue streams.
• Change in key operating metrics—now focused on assets financed, aligns more closely with financial performance and may affect investor perception.
• Near-perfect customer retention signals strong client relationships and recurring revenue.
• Significant increases in transaction volumes—especially in ABS Cloud (up 456.2%), which may drive valuation.

Board Composition

The board consists of a diverse mix of executive, non-executive, and independent directors, with Mr. Song Qun serving as Chairman and executive Director.

Investor Advisory

The disclosed information is based on unaudited consolidated management accounts for Q1 2026. Figures may differ from those published in audited or unaudited financial statements due to uncertainties in data collection. Shareholders and potential investors are advised to exercise caution and seek professional advice before acting on this information.

Disclaimer:
This article is based on preliminary, unaudited management accounts and may not reflect audited financial results. The information is provided for reference only and should not be construed as investment advice. Investors should consult their professional advisers before making any investment decisions regarding Linklogis Inc.

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