Group 1: Company Strategy and Business Model - The company aims to integrate traditional and new economic models, transitioning from offline to online to create the largest circulation industry ecosystem in China, focusing on five interactive platforms [1] - The strategy includes achieving "business globalization, platform internetization, operational big data, intelligent services, and refined management" to build a collaborative supply chain ecosystem [1] - The company emphasizes a consumer-centric approach, utilizing a comprehensive supply chain service platform to cover various market segments [1] Group 2: Financial Performance and Cash Flow - The company has experienced negative cash flow for several consecutive years due to rapid business growth leading to increased operational capital and inventory [2] - The operational cash flow is affected by the need to provide financial settlement services and maintain safety stock for downstream distribution [2] - The company is actively working on improving cash flow through external financing and capital injection, with ongoing plans for a capital increase [2] Group 3: Market Position and Competitive Advantage - The company has established a nationwide distribution network covering 30 provinces and nearly 270 cities, recognized as the leader in service network and terminal coverage [2] - In 2015, the company achieved over 25 billion in business revenue, serving over 100 Fortune 500 companies and 2,000 well-known domestic and international brands [2] - The company plans to enhance its breadth supply chain strategy by optimizing teams and expanding into new industries and large clients [2] Group 4: E-commerce and Future Outlook - The company views "supply chain + internet" as a driving force for a new O2O ecosystem, leveraging offline strengths while supplementing with online capabilities [2] - The company believes that a purely internet-based model is not sustainable for profitability, positioning itself as a provider of a comprehensive supply chain ecosystem rather than a traditional e-commerce platform [2]

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：2017－02 | --- | --- | --- | |-----------------------------|---------------------------------------------------------------|--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

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：2017－03 | --- | --- | --- | |-----------------------------|------------------------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ ...

Group 1: Business Model and Strategy - The company aims to integrate traditional and new economic models to create the largest circulation industry ecosystem in China, focusing on five interactive platforms for global business, internet-based operations, big data management, intelligent services, and refined management [1] - The O2O supply chain ecosystem is designed to provide comprehensive services, including B2B/O2O distribution, B2B2C/O2O retail, O2O terminal marketing, and O2O value-added services, covering all aspects of the circulation industry [1] Group 2: Core Competitiveness - The company possesses extensive industry experience, a strong client base, a professional service team, and a global service network, which enhances its distribution services and logistics systems [2] - Strategic partnerships with major banks provide robust financial support, enabling the company to meet the funding needs of its partners [2] Group 3: Revenue Structure and Financial Performance - The company's revenue is derived from broad and deep supply chain services, global procurement, product integration, and supply chain financial services, primarily through service fees [2] - Despite large revenue scales, the company faces low net profit margins due to high operational capital demands, resulting in significant fluctuations in cash flow [2] Group 4: Future Plans and Developments - The company is in the process of responding to the first round of feedback from the regulatory authority regarding its share issuance and has approved an employee stock ownership plan to be executed within six months post-approval [2]

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：2017－08 | --- | --- | --- | |-----------------------------|-----------------------------------------------------------------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

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：2017－09 | --- | --- | --- | |-----------------------------|-------------------------------------------------------------------------------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

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： 2017－07 | | 参与单位名称及人 员姓名 | | 西南证券 罗月江 中国平安 马新伟 | | | | 汇丰晋信 李 丰 | | | | 时间 | 2017 年 9 月 29 | 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 | | --- | ...

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：2018－01 | --- | --- | --- | |-----------------------------|----------------------------------------------------------------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

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：2018－02 | --- | --- | --- | |------------------------------|-----------------------------------------------------------------------------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ ...

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：2018－03 | --- | --- | --- | |------------------------------|----------------------------------------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...