证券代码：002183 证券简称：怡亚通 深圳市怡亚通供应链股份有限公司投资者关系活动记录表 编号：2015－012 | --- | --- | --- | --- | --- | --- | --- | |------------------------------------------|----------------------------------------------------------------|--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|--------- ...

证券代码：002183 证券简称：怡亚通 深圳市怡亚通供应链股份有限公司投资者关系活动记录表 编号：2015－011 | --- | --- | --- | --- | --- | --- | |-----------------------------|-------------------------------------------------------------------------------------------|-------|----------------------------|-------|-------| | 投资者关系活动类 \n别 | ■ 特定对象调研 □分析师会议 \n□ 媒体采访 □业绩说明会 \n□ 新闻发布会 □路演活动 \n□ 现场参观 | | | | | | | □其他 （请文字说明其他活动内容） | | | | | | 参与单位名称及人 员姓名 | 大成基金管理有限公司 张君孺、戴军 中信证券股份有限公司 肖乐乐、王伟 | | | | | | | | | | | | | | 万家基金管理有限公司 束金伟 广州市园石投资管理有限公司 李华军 | | | | ...

证券代码：002183 证券简称：怡亚通 深圳市怡亚通供应链股份有限公司投资者关系活动记录表 编号：2016－05 | --- | --- | --- | |-----------------------------|----------------------------------------------------------------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

证券代码：002183 证券简称：怡亚通 深圳市怡亚通供应链股份有限公司投资者关系活动记录表 编号：2016－01 | --- | --- | --- | --- | --- | |------------------------------------------|--------------------------------------------------------------------|-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|--------------------|---------------------------------------------------------------| | 投资者关系活动类 \n别 | □媒体采访 □业绩说明会 \n□ □现场 ...

Group 1: Company Overview and Strategy - Yiatong is a supply chain company that integrates logistics, supply chain services, and internet technology to establish an O2O business ecosystem [1] - The company aims to create a B2B2C supply chain ecosystem, focusing on consumer-centric services and integrating various stakeholders, including over 500 brand enterprises, logistics providers, and financial institutions [1] - Yiatong's ecological layout includes financial services, media services, and value-added services, enhancing the functionality of retail stores [2] Group 2: Financial Services - Financial services are categorized into B2B and B2C, with risk control and credit systems in place to support partners needing loans [1] - The company emphasizes the importance of scale in financial services, indicating that future growth will rely on expanding its operational scale [1] Group 3: Starlink Platform - The Starlink platform consists of two versions: Starlink Life for consumers and Starlink Microstore for sellers, providing a zero-cost entry for retail stores [2] - The platform aggregates over 1,000 well-known brands and 150,000 products, enabling community retail stores to easily access quality goods [2] - Starlink aims to create a community economy by sharing supply chain resources and internet platforms with partner stores [2] Group 4: Management Structure - Yiatong's management structure includes wholly-owned subsidiaries in each province, with local general managers appointed by the headquarters [3] - The company operates on a partnership model, where local partners hold 40% equity and Yiatong retains 60%, fostering a collaborative management approach [3] - The company has united over 200 excellent partners and plans to continue expanding this network [3] Group 5: Cash Flow and Growth - Yiatong has experienced rapid growth in both assets and liabilities, with its business model influencing cash flow dynamics [3]

Group 1: Company Strategy and Ecosystem - Yiatong focuses on a consumer-centric approach, leveraging a comprehensive supply chain service platform to create a B2B2C/O2O supply chain ecosystem [1] - The company aims to integrate internet technology with supply chain services, establishing five major service platforms: retail, O2O, financial services, value-added services, and distribution marketing [1] - Financial services are categorized into B2B and B2C, facilitating loans for partner terminals through Yiatong's platform and banks [1] Group 2: Development of the 380 Deep Distribution Platform - The 380 Deep Distribution Platform was initiated in the second half of 2008 and has reached a certain scale, evolving from basic supply chain services to a comprehensive O2O ecosystem [2] - The company aims to establish 60-80 joint ventures annually to enhance its ground network and improve online and offline integration [2] - Yiatong's partnership selection involves a professional team for evaluation and due diligence, typically forming joint ventures with a 60% stake for Yiatong and 40% for partners [2] Group 3: Starlink Platform - The Starlink platform consists of two versions: Starlink Life for consumers and Starlink Microstore for sellers, providing a zero-cost entry for retail stores [2] - The platform aggregates over 1,000 well-known brands and 150,000 products, enabling community retail stores to easily access quality supply [2] - Yiatong's business model focuses on providing supply and internet platforms for stores, promoting a "community familiar economy" without engaging in price wars with other e-commerce platforms [2] Group 4: Financial and Human Resource Management - The company implements cash-on-delivery for small and medium-sized stores while utilizing financial solutions like factoring and pledging for large supermarkets [3] - Yiatong emphasizes strategic human resource management, conducting annual recruitment and training programs to build a reserve team for its subsidiaries [3] - The company continues to advance its capital needs through methods such as issuing new shares and bonds during its rapid growth phase [3]

证券代码：002183 证券简称：怡亚通 深圳市怡亚通供应链股份有限公司投资者关系活动记录表 编号：2016－04 | --- | --- | --- | --- | --- | --- | --- | --- | |-----------------------|-------------------------------------------------------------------|---------------------------------|-----------------------------------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

证券代码：002183 证券简称：怡亚通 编号：2017－04 投资者关系活动类 别 □特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 ■其他 (财报解读电话会议） 参与单位名称及人 员姓名 兴业证券; 上海屹成投资管理中心; 光大保德信基金; 兴业信托; 兴全基 金; 净玺投资; 台新投资信托; 宏利基金; 尚雅投资; 幸福保险; 建信保 险; 建发股份; 建发集团; 承周资产; 朱雀投资; 浙银资本; 淮海投资; 红 土创新基金; 阳光保险 深圳市怡亚通供应链股份有限公司投资者关系活动记录表 | --- | --- | --- | |------------------|-----------------------------|-------| | 时间 | 2017 年 5 月 3 日 | | | 上市公司接待人员 | 梁 欣 董事会秘书 | | | 姓名 | 莫 京 中国区财务总监 | | | --- | --- | |-----------------------------|--------------------------------------- ...

证券代码：002183 证券简称：怡亚通 深圳市怡亚通供应链股份有限公司投资者关系活动记录表 | --- | --- | --- | --- | |-------------------------|-----------------------------------------------------------------------------------------|-------|----------------------------------------------| | | | | | | 投资者关系活动类 别 | ■特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □ 新闻发布会 □路演活动 □现场参观 □ 其他 | | 编号： 2017－06 | | 参与单位名称及人 员姓名 | | | Excelsior Capital Asia John Yang/Dicken Chiu | | 时间 | 2017 年 6 月 20 日 | | | | 上市公司接待人员 姓名 | 李雪花 投资者关系 | | | | 地点 | 深圳市龙岗区南湾街道李朗路 | 3 | 号怡亚通供应链整合物流中心 ...

Group 1: New Circulation Model - The new circulation model promotes direct connections among brands, agents, retailers, and consumers, eliminating traditional boundaries [3] - Traditional distribution methods hinder brand understanding of market demands, leading to slow responses in marketing and product innovation [3] - The new model integrates supply chain platforms with the internet, facilitating real-time information sharing and decision-making [3] Group 2: Revenue Generation - Current revenue sources include service fees from supply chain services, logistics, and marketing platforms [3] - Future revenue is expected to diversify into content services, financial services, and brand strategy fees, with a focus on increasing content revenue [3] - The company aims to transition from primarily relying on service fees from carriers to a more balanced revenue model that includes content and financial services [3] Group 3: Inventory and Cash Flow Management - The company holds significant inventory, which is financed through banks and supporting funds, reflecting a business model that scales with increased demand [4] - Measures to enhance cash flow include transferring receivables and inventory risks to financial institutions and implementing credit systems with upstream brands [4] - The organization aims to reduce debt ratios and improve cash flow through innovative operational strategies [4] Group 4: Organizational Structure and Strategy - A recent large-scale organizational restructuring aims to achieve horizontal integration and vertical specialization to better serve strategic goals [4] - The company has expanded from five clusters to twelve platforms, each led by a president responsible for specific industry sectors [4] - The restructuring is designed to foster innovation and adaptability in a rapidly changing market environment [4] Group 5: Financial Services and Market Position - The company has established a financial service model that complements traditional banking, focusing on temporary financing needs for seasonal orders [4] - The financial services sector is positioned to adapt to regulatory changes while maintaining risk control and service quality [4] - The company views its relationship with major internet players as complementary rather than competitive, focusing on enhancing supply chain services [5] Group 6: Competitive Landscape - The company recognizes the importance of a strong platform and broad logistics capabilities to compete effectively in the market [5] - The focus on fast-moving consumer goods (FMCG) is seen as a strategic move to improve the overall circulation landscape [5] - The company aims to leverage its extensive experience in supply chain services to enhance market share for brand partners [5]