Big Tree Cloud Holdings Ltd Dossier
Qualitative Analysis
Business overview
Big Tree Cloud Holdings Limited (NASDAQ: DSY) is a consumer-oriented, mission-driven, and technology-empowered company primarily engaged in the development, production, distribution, and sales of personal care products and other consumer goods in China. Founded in 2020 and headquartered in Shenzhen, China, the company operates under a consumer-to-manufacturer and merchant (C2M) model, integrating online and offline operations to enhance customer engagement, product innovation, and marketing efficiency. Big Tree Cloud specializes in feminine hygiene products, including sterilized feminine pads, menstrual pants, and related personal care items, marketing them under the BIGTREE CLOUD and YALUOTA brand names. Positioned as an international capital platform, the company focuses on industrial integration and strategic investment in China's personal care industry.
Research as of 20 Jun 2026
Strategic Initiatives
Growth programs, investments, and their expected impact
Accelerating expansion into the AI sector to capture growing market demand for AI skills and enterprise-level platform development. The company provides enterprise-level platform development and system integration, including front-end and back-end development, architecture setup, and system delivery.
Expected impact: Inject fresh momentum into the company's development, diversify revenue streams beyond personal care, and establish a presence in the B2B and B2C AI application-oriented talent market.
Implementation of a 1-for-20 reverse share consolidation and the adoption of a dual-class share structure (comprising Class A and Class B ordinary shares) to establish a stronger market position and provide management stability.
Expected impact: Regained compliance with Nasdaq's minimum bid price requirement in March 2026 and provided the management team with the stability needed to execute long-term strategy.
Divestment of non-core assets to optimize the company's asset structure, improve operational efficiency, and enhance long-term profitability.
Expected impact: Optimized the company's asset structure by selling its 51% equity interest in Guangdong Yunjia Innovative Materials Co., Ltd., which represented approximately 21.33% of consolidated total assets as of June 30, 2025, for RMB 5.1 million.
Mergers, Acquisitions & Partnerships
Recent deals and strategic collaborations
Recent Acquisitions
The sale was driven by the company's strategic transformation and focus on resource optimization, as the hot air nonwoven fabrics business represented by Guangdong Yunjia was no longer aligned with the company's core development priorities.
Financial impact: Guangdong Dashuyun transferred all of its 51% equity interests to Guangdong Jiasiwei for a total consideration of RMB 5,100,000. Guangdong Yunjia's total assets accounted for approximately 21.33% of the company's consolidated total assets as of June 30, 2025.
Strategic Partnerships
Secured a phased strategic capital increase of RMB 30 million to enhance supply chain integration, industrial consolidation, and R&D innovation in new materials for the personal care sector.
Terms: Phased investment of RMB 30 million into Guangdong Big Tree Cloud, resulting in Shenzhen Wengu holding a 4.08% equity stake and DSY HK holding 95.92%.