Reitar Logtech Signs Strategic Cooperation Framework Agreement with Optimize Integration Group, First-year Procurement Target of RMB 1 Billion

Rhea-AI Summary

Reitar Logtech (NASDAQ:RITR) signed a three-year Strategic Cooperation Framework Agreement with Optimize Integration Group on Feb 9, 2026, making Reitar the exclusive overseas frozen-meat procurement agent and setting a first-year procurement target of RMB 1 billion.

The partners will deeply integrate digital platforms for order, logistics and customs data, pursue supply-chain finance solutions backed by closed-loop trade data, and aim to scale Reitar into Optimize Integration Group’s core global procurement platform over three years.

Positive

• Exclusive overseas procurement agency with a RMB 1 billion first-year target
• Partnering with a supplier group reporting ~RMB 70 billion annual revenue and ~18% of China meat imports
• Planned technical integration enabling synchronized orders, real-time logistics visibility and customs tracking
• Intended launch of supply-chain finance solutions using validated transactional data to attract international financiers

Negative

• Exclusive-agency arrangement concentrates sourcing risk with a single partner
• Execution risks in full platform integration, financing availability and regulatory/customs dependence could delay benefits

News Market Reaction

+48.19%

13 alerts

+48.19% News Effect

+53.4% Peak in 1 min

+$25M Valuation Impact

$77M Market Cap

0.9x Rel. Volume

On the day this news was published, RITR gained 48.19%, reflecting a significant positive market reaction. Argus tracked a peak move of +53.4% during that session. Our momentum scanner triggered 13 alerts that day, indicating notable trading interest and price volatility. This price movement added approximately $25M to the company's valuation, bringing the market cap to $77M at that time.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

First-year procurement target: RMB 1 billion Optimize Group revenue: RMB 70 billion China meat import share: 18% +5 more

8 metrics

First-year procurement target RMB 1 billion Procurement through Reitar for Optimize Integration Group

Optimize Group revenue RMB 70 billion Last year revenue of Optimize Integration Group

China meat import share 18% Optimize Integration Group share of China’s total meat imports by volume

Industry leadership duration 11 years Consecutive years ranked first in imported frozen goods

Overseas offices 33 subsidiaries and offices Optimize Integration Group presence across Europe, Americas, Africa

Downstream traders served nearly 2,000 Domestic downstream traders served by Optimize Integration Group

Market coverage rate over 60% Optimize Integration Group coverage of China imported meat market

Current share price $0.83 Pre-news price, down 4.6% over last 24h

Market Reality Check

Price: $1.23 Vol: Volume 120,226 is below t...

normal vol

$1.23 Last Close

Volume Volume 120,226 is below the 20-day average 164,074, indicating muted pre-news activity. normal

Technical Shares at $0.83 are trading below the 200-day MA of $3.16 and near the 52-week low of $0.8013.

Peers on Argus

While RITR was down 4.6%, sector peers showed mixed moves: BBCP +1.9%, ORN +0.86...

While RITR was down 4.6%, sector peers showed mixed moves: BBCP +1.9%, ORN +0.86%, BWMN +3.43%, MTRX -2.12%, IEA flat. This points to a stock-specific setup rather than a uniform sector move.

Historical Context

3 past events · Latest: Oct 10 (Positive)

Pattern 3 events

Date	Event	Sentiment	Move	Catalyst
Oct 10	Strategic partnership	Positive	-8.7%	Tokenized, AI-driven smart supply chain with Xianmu Technology for casual catering.
Sep 22	Global cooperation deal	Positive	+1.4%	Strategic MoU with NEXX to build a smart e-commerce fulfillment center in Qatar.
Sep 09	Investment MOU	Positive	+1.6%	Non-binding MOU with Solowin for potential $150M logistics tokenization initiative.

Pattern Detected

Recent partnership announcements have produced mixed reactions: one notable selloff versus two modest gains following collaboration news.

Recent Company History

Over the past months, Reitar Logtech has focused on strategic partnerships and ecosystem building. On Sep 9, 2025, it announced a potential strategic partnership with Solowin involving an intent to invest up to $150 million. Later, on Sep 22, 2025, it formed a global strategic cooperation with NEXX to build a smart e‑commerce fulfillment center in Qatar. On Oct 10, 2025, it partnered with Xianmu Technology on a tokenized smart supply chain ecosystem. Today’s agreement with Optimize Integration Group continues this partnership-driven expansion theme.

Market Pulse Summary

The stock surged +48.2% in the session following this news. A strong positive reaction aligns with t...

Analysis

The stock surged +48.2% in the session following this news. A strong positive reaction aligns with the clearly expansionary nature of this agreement. Reitar became the exclusive overseas frozen meat procurement agent for a partner with annual revenue near RMB 70 billion and a first-year procurement target of RMB 1 billion. Historically, partnership news has produced mixed moves, so a large upside reaction would highlight shifting sentiment but could still face risk from execution timelines and prior volatility around collaboration announcements.

Key Terms

supply chain finance, blockchain‑driven, cold‑chain, iot, +1 more

5 terms

supply chain finance financial

"jointly provide innovative supply chain financing solutions for the procurement chain"

Supply chain finance is a set of financing arrangements that let suppliers get paid earlier while the buyer pays later, using a bank or platform to bridge the timing gap. Think of it like a short-term, approved loan that speeds cash to suppliers based on the buyer’s credit rather than the supplier’s credit. Investors care because it affects companies’ cash flow, working capital needs, supplier stability and hidden credit exposure, all of which can influence profitability and risk.

blockchain‑driven technical

"blockchain‑driven supply chain finance architecture, and combine them with Optimize"

Built on blockchain technology, "blockchain-driven" describes a product, service, or business process that relies on a shared, tamper-resistant digital record to verify transactions and data without a central middleman. For investors, that matters because blockchain-driven projects can offer greater transparency, faster settlement and new ways to track ownership or revenue—but they also bring unique execution, regulatory and market-adoption risks that can affect a company’s value.

cold‑chain technical

"real‑time visibility of international logistics and cold‑chain data, and dynamic"

A cold-chain is a temperature-controlled supply system that keeps sensitive products cold from production through storage and delivery, like a refrigerated pipeline for medicines, vaccines, or perishable foods. It matters to investors because maintaining the right temperature affects product safety, shelf life and regulatory approval, and failures can cause lost sales, recalls and extra costs—so a company’s cold-chain strength influences revenue risk, margins and capital needs.

iot technical

"integrating intelligent warehousing systems, IoT devices, and data analytics platforms."

The Internet of Things (IoT) describes a network of everyday devices—such as appliances, vehicles, and equipment—that are connected to the internet and can share data automatically. For investors, IoT represents a growing trend that can drive efficiency and innovation across many industries, potentially creating new opportunities for growth and value. Its expansion influences how companies operate and compete in a digitally connected world.

forward‑looking statements regulatory

"This press release contains certain forward‑looking statements relating to matters"

Forward-looking statements are predictions, plans, projections or expectations about a company’s future results, strategy, or events that appear in press releases and regulatory filings. They matter to investors because they are not guarantees and often rely on assumptions that may prove wrong; think of them like a weather forecast useful for planning but uncertain, so investors should weigh those statements against hard facts, past performance and disclosed risks.

AI-generated analysis. Not financial advice.

Jointly Building an Efficient, Transparent and Financially Empowered Global Food Supply Chain Platform

HONG KONG, Feb. 09, 2026 (GLOBE NEWSWIRE) -- Reitar Logtech (NASDAQ:RITR) (“Reitar” or “The Company”), announced that it has officially signed a three-year Strategic Cooperation Framework Agreement with Optimize Integration Group Co., Ltd. (“Optimize Integration Group”), a leading integrated food supply chain service provider in China. The two parties will collaborate within a shared ecosystem to usher in a new era of digital finance for the food and beverage industry.

Optimize Integration Group is one of the largest and highest-ranked companies in the field of imported frozen meat and seafood in China, consistently holding the top position in the "imported frozen goods" segment. Last year, the group's revenue approached RMB 70 billion, and its annual import of meat accounted for about 18% of China's total imports. Optimize Integration Group has ranked first in the imported frozen goods industry for eleven consecutive years and is among the top 500 enterprises in China. Both parties will establish a long-term, exclusive strategic partnership, deeply integrating their core strengths in global supply chain management, logistics technology, digital customs clearance, and domestic distribution networks to create a highly efficient, transparent, secure global food supply chain platform with strong financial empowerment capabilities.

According to the agreement, Optimize Integration Group designates Reitar as its exclusive agent in the overseas frozen meat procurement sector, executing relevant procurement needs through Reitar as the sole channel. The parties have set the first-year procurement target through Reitar at RMB 1 billion, with plans to develop Reitar into Optimize Integration Group's core global procurement platform over the next three years.

The core elements of this strategic cooperation include:

1. Exclusive procurement agency: All overseas frozen meat procurement by Optimize Integration Group will be entrusted to Reitar. Relying on Reitar's global network and supply chain expertise, Optimize Integration Group will ensure access to stable, high-quality, and compliant overseas sources while optimizing overall procurement costs.
2. Deep integration of digital platforms: The two parties will establish a joint task force to promote full technical interfacing and data integration between Optimize Integration Group’s proprietary “Intelligent Supply Chain Platform” and Reitar’s “Overseas Procurement and Logistics Management System”. The integrated platform will enable automatic synchronization of procurement orders, electronic circulation of key trade documents, real‑time visibility of international logistics and cold‑chain data, and dynamic tracking of customs clearance status at Chinese ports, serving as the sole official digital interface for business operations, risk management, and providing credible data assets to financial institutions.
3. Supply chain finance collaboration: Based on the genuine and continuous trade flows generated under this agreement and the closed‑loop data validated by the collaborative platform, Reitar will take the lead in structuring and introducing international financial institutions to jointly provide innovative supply chain financing solutions for the procurement chain (such as pre‑payment financing and inventory financing). Optimize Integration Group will offer its full support to facilitate implementation of these financing solutions, and the two parties will establish a mechanism to share any financial cost savings or incremental gains generated as a result.
   

Mr. John Chan, Chairman and CEO of Reitar Logtech, said: “We are very honored to establish an exclusive strategic partnership with a company like Optimize Integration Group, which holds a leading position in China’s imported food supply chain sector. This cooperation is not only a combination of businesses, but also a deep integration of technology, data and finance. We will fully leverage our strengths in international procurement execution, cross‑border logistics asset operation, and blockchain‑driven supply chain finance architecture, and combine them with Optimize Integration Group’s strong domestic network and digital capabilities to provide more efficient and reliable imported food supply services to the China market, while setting a new benchmark for the digital transformation of the global food supply chain.”

Mr. Martin Ding, Group Joint Chair and CIO of Optimize Integration Group, said: “Reitar’s professional capabilities and global resources in cross‑border supply chain and financial technology are highly complementary to the fully digitalized end‑to‑end network we have developed in China’s imported meat market. The establishment of this strategic cooperation will significantly enhance the stability, efficiency and cost control of our global origin sourcing. We have established 33 subsidiaries and offices in Europe, South America, North America and Africa, covering all export‑to‑China compliant plants worldwide, and have achieved 100% coverage of all seaborne meat import ports in China. We serve nearly 2,000 major downstream traders domestically, with a market coverage rate exceeding 60%. Through the deep integration and data sharing between our systems, we expect to optimize the traditional trade cycle to an industry‑leading level, jointly explore supply chain financial innovation, enhance capital efficiency across the entire chain, and better serve China’s growing demand for high‑quality imported food.”

This strategic cooperation marks a critical step by both industry leaders in building the next-generation global food supply chain ecosystem, aimed at enhancing the transparency, resilience, and value creation capacity of the entire industry chain through the dual drives of technology and finance.

More High-res photos: https://shorturl.at/qgX8o

Forward-Looking Statement
This press release contains certain forward‑looking statements relating to matters such as the proposed cooperation with Optimize Integration Group, the development of global deployment, expected timelines, capabilities and market expansion. These statements are based on current expectations and are subject to various risks and uncertainties that may cause actual results to differ materially from those anticipated, including project execution progress, availability of financing, regulatory approvals, supply chain and market conditions, as well as other risk factors disclosed in the Company’s filings with the U.S. Securities and Exchange Commission (SEC). Except as required by law, the Company undertakes no obligation to update these forward‑looking statements.

About Reitar Logtech Holdings Limited (NASDAQ:RITR)
Reitar Logtech listed on the NASDAQ in 2024, becoming the first comprehensive solution provider in Asia centered on 'Property-Logistics Technology' (PLT). As a pioneer in industry innovation, the group remains focused on the full lifecycle management of logistics assets and technology enablement, establishing an integrated platform that encompasses investment development, operational management, and intelligent upgrades. Reitar drives 'asset value enhancement' and 'technology application scenarios' simultaneously, innovatively integrating intelligent warehousing systems, IoT devices, and data analytics platforms. This effectively achieves synergistic growth in operational efficiency and economic benefits for clients' assets, promoting the efficient allocation of resources across the logistics industry chain and cross-industry integration.

About Optimize Integration Group
Optimize Integration Group is a China Top 500 enterprise and a leading comprehensive food supply chain service provider in the country. It has ranked first for many years in terms of total volume of imported frozen meat and seafood in China, with annual revenue of RMB 70 billion. The Group has built a fully digitalized industry‑wide network covering “origin sourcing, port customs clearance, cold‑chain warehousing and nationwide distribution”. Its self‑developed and operated intelligent supply chain platform is directly connected to China Customs and other regulatory authorities, enabling industry‑leading compliant customs clearance efficiency and industrial big‑data capabilities.

For Press Enquiries
Strategic Financial Relations Limited
Veron Ng	Tel：(852) 2864 4831
Shelly Cheng	Tel：(852) 2864 4857
Carol Cheung	Tel：(852) 2114 2200
Email: sprg_reitar@sprg.com.hk
A.R.E. CommTech Limited Ms. Crystal Yip Tel: 9587 3234 / 3461 3661 Email: crystalyip@arecommtech.com
Ms. Chelsie Tam Tel: 6094 3336 / 3461 3750 Email: chelsietam@arecommtech.com

FAQ

What does the Feb 9, 2026 Reitar (RITR) agreement with Optimize Integration Group require in year one?

It sets an exclusive procurement arrangement with a RMB 1 billion first‑year target. According to Reitar, Optimize designates Reitar as sole overseas frozen‑meat procurement agent and intends to channel first‑year purchases through Reitar under the three‑year framework.

How will Reitar and Optimize integrate technology to support procurement under the RITR deal?

They will fully interface digital systems for synchronized orders and logistics transparency. According to Reitar, the joint task force will enable automatic order sync, electronic trade documents, real‑time cold‑chain data and customs status tracking as the official business interface.

What supply‑chain finance opportunities does the Reitar (RITR) cooperation enable?

The agreement aims to enable pre‑payment and inventory financing using closed‑loop trade data. According to Reitar, validated transactional data from the integrated platform will be used to structure solutions with international financial institutions.

How significant is Optimize Integration Group as a partner for Reitar (RITR)?

Optimize is a major China food-supply group with ~RMB 70 billion revenue and ~18% share of China meat imports. According to Reitar, the partner ranks first in imported frozen goods and covers national import ports and export‑to‑China plants globally.