Summary of Key Points Core Viewpoint - The report outlines the non-operating fund occupation and other related fund transactions of Shenzhen Dongfang Jiasheng Supply Chain Co., Ltd. for the first half of 2025, indicating that there are no significant non-operating fund occupations or related transactions during this period [1]. Group 1: Non-Operating Fund Occupation - The total amount of non-operating fund occupation at the beginning of 2025 is reported as 0.00 million yuan, with no cumulative occurrences during the first half of the year [1]. - The report specifies that there are no funds occupied by controlling shareholders, actual controllers, or their affiliated enterprises [1]. Group 2: Related Fund Transactions - The only related fund transaction noted is with Shanghai Heyue International Freight Co., Ltd., amounting to 256.35 million yuan, categorized as dividend distribution [2]. - The total amount for related fund transactions is also reported as 256.35 million yuan, with no other significant transactions recorded [2]. Group 3: Approval and Management - The report was approved at the fifth meeting of the sixth board of directors on August 15, 2025 [2]. - The legal representative of the company is Sun Weiping, and the responsible accounting personnel include Li Xu and Fu Miaofei [2].

Core Viewpoint - The report highlights the financial performance and strategic initiatives of Shenzhen Easttop Supply Chain Management Co., Ltd. for the first half of 2025, showcasing significant revenue growth driven by international logistics and digital supply chain services [1][2]. Company Overview and Financial Metrics - Company Name: Shenzhen Easttop Supply Chain Management Co., Ltd. - Stock Code: 002889 - Total Assets: CNY 5,061.15 million, an increase of 6.17% compared to the previous year [2]. - Revenue: CNY 2,109.08 million, a year-on-year increase of 35.23% [2][3]. - Net Profit Attributable to Shareholders: CNY 79.86 million, a decrease of 38.29% compared to the previous year [2][3]. Industry Environment Analysis - The cross-border e-commerce market in China reached approximately CNY 1.32 trillion in the first half of 2025, growing by 5.7% year-on-year [3]. - The global semiconductor market is projected to exceed USD 700.9 billion in 2025, with a year-on-year growth of 11.2% [3]. - China's integrated circuit exports increased by 20.3% to CNY 650.26 billion in the first half of 2025 [3]. Business Operations - The company operates as a leading integrated 4PL digital supply chain service provider, focusing on global consumer brands and major e-commerce platforms [4][5]. - The service model includes customized supply chain logistics services, integrating logistics, commerce, finance, and information flows [4]. - The company has established a robust international logistics network, offering door-to-door air, sea, and express freight services [5][6]. Financial Performance Analysis - Gross Profit: CNY 180.71 million, a decrease of 6.16% year-on-year [8]. - Operating Profit: CNY 100.72 million, down 37.23% from the previous year [8]. - Total Profit: CNY 101.95 million, a decline of 36.80% compared to the previous year [8]. Strategic Initiatives - The company is enhancing its digital capabilities through the application of IoT, AI, and big data technologies to improve supply chain transparency and efficiency [12][13]. - The establishment of high-standard overseas warehouses in key regions supports cross-border e-commerce and logistics operations [14][18]. - The company is actively pursuing partnerships with major international brands and e-commerce platforms to expand its service offerings [17][19].

Core Viewpoint - The report highlights the financial performance of Shenzhen East Top Supply Chain Co., Ltd. for the first half of 2025, showing significant growth in revenue but a decline in net profit and cash flow [1]. Financial Performance - The company's operating revenue for the reporting period reached approximately 2.11 billion yuan, representing a year-on-year increase of 35.23% compared to 1.56 billion yuan in the same period last year [1]. - The net profit attributable to shareholders of the listed company showed a decrease, with a reported figure of -160.90 million yuan, indicating a significant decline in profitability [1]. - The net cash flow from operating activities also decreased, amounting to -298.77 million yuan, which is a 46.15% improvement compared to the previous year [1]. Earnings Per Share - Basic earnings per share (EPS) for the reporting period was 0.2120 yuan, down 38.35% from 0.3439 yuan in the same period last year [3]. - Diluted EPS also reflected the same figure of 0.2120 yuan, indicating a consistent decline in earnings per share [3]. Return on Equity - The weighted average return on equity (ROE) for the reporting period was 3.31%, a decrease of 2.40% from the previous year's 5.71% [3]. Total Assets and Net Assets - Total assets at the end of the reporting period were approximately 5.06 billion yuan, which is a 6.17% increase from 4.77 billion yuan at the end of the previous year [3]. Shareholder Information - The largest shareholder, Sun Weiping, holds 44.54% of the shares, followed by Deng Sicheng and Deng Siyu, each holding 12.93% [4]. - The company did not distribute cash dividends or issue new shares during the reporting period [1].

Group 1 - The board meeting of Shenzhen Oriental Jiasheng Supply Chain Co., Ltd. was held on August 15, 2025, with all 7 directors present, confirming compliance with legal and regulatory requirements [1] - The board approved the "2025 Semi-Annual Report and its Summary," affirming that the report accurately reflects the company's actual situation and complies with relevant laws and regulations [1][2] - The board also approved the "2025 Semi-Annual Special Report on the Storage and Actual Use of Raised Funds," confirming that the use of raised funds complies with regulatory requirements and there are no violations or changes that harm shareholder interests [2]

Meeting Overview - The sixth meeting of the Supervisory Board of Shenzhen Dongfang Jiasheng Supply Chain Co., Ltd. was held on August 15, 2025, in a combined onsite and communication format [1] - The meeting was attended by all three supervisory members, and it was chaired by He Yiming [1] Resolutions Passed - The Supervisory Board approved the proposal regarding the "2025 Half-Year Report and its Summary," confirming that the report accurately reflects the company's actual situation without any false records or misleading statements [1][2] - The Supervisory Board also approved the proposal concerning the "Special Report on the Storage and Actual Use of Raised Funds for 2025," affirming that the report aligns with the company's fund storage and usage [2]

东方嘉盛（SZ 002889，收盘价：16.32元）8月15日晚间发布公告称，公司第六届第五次董事会会议于 2025年8月15日在深圳市福田区保税区市花路10号东方嘉盛大厦6楼以现场结合通讯的方式召开。会议审 议了《关于〈2025年半年度报告及其摘要〉的议案》等文件。 （文章来源：每日经济新闻） 2025年1至6月份，东方嘉盛的营业收入构成为：供应链管理服务占比99.88%，其他业务占比0.12%。 ...

Group 1 - The company Dongfang Jiasheng (SZ 002889) reported a revenue of approximately 2.109 billion yuan for the first half of 2025, representing a year-on-year increase of 35.23% [2] - The net profit attributable to shareholders of the listed company was approximately 79.86 million yuan, showing a year-on-year decrease of 38.29% [2] - The basic earnings per share were 0.212 yuan, which is a year-on-year decrease of 38.35% [2]

东方嘉盛8月15日晚间披露2025年半年报，公司上半年实现营收21.09亿元，同比增长35.23%；归属于上 市公司股东的净利润为7985.69万元，同比下降38.29%。报告期内，公司净利润下降主要原因是毛利下 降以及补贴与公允价值变动收益同比减少。 ...

| 非经营性资金占用 | 资金占用方名称 | 占用方与上 | 上市公司 | 2025年期初 | | 2025年半年度 占用累计发生 | 2025年半年度 | | 2025年半 年度偿还 | 2025年半年 | 占用形成 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 市公司的关 联关系 | 核算的会 计科目 | 占用资金余 额 | | 金额（不含利 | 占用资金的 利息(如有) | | 累计发生 | 度末占用资 金余额 | 原因 | 占用性质 | | | | | | | | 息） | | | 金额 | | | | | 控股股东、实际控制 | | | | | | | | | | 0.00 | | | | 人及其附属企业 | | | | | | | | | | 0.00 | | | | 小计 | | - | - - | | 0.00 | 0.00 | | 0.00 | 0.00 | 0.00 | - | - | | 前控股股东、实际控 | | | | | | | | | | 0.00 ...

深圳市东方嘉盛供应链股份有限公司 2025 年半年度财务报告 （未经审计） 2025 年 8 月 1 一、审计报告 半年度报告是否经过审计 □是 否 公司半年度财务报告未经审计。 二、财务报表 财务附注中报表的单位为：元 1、合并资产负债表 编制单位：深圳市东方嘉盛供应链股份有限公司 2025 年 06 月 30 日 单位：元 | 项目 | 期末余额 | 期初余额 | | --- | --- | --- | | 流动资产： | | | | 货币资金 | 1,253,565,486.08 | 1,448,769,215.33 | | 结算备付金 | | | | 拆出资金 | | | | 交易性金融资产 | 98,500,612.77 | 100,168,723.65 | | 衍生金融资产 | | | | 应收票据 | 0.00 | 296,490.00 | | 应收账款 | 1,416,743,701.84 | 967,638,563.39 | | 应收款项融资 | | | | 预付款项 | 104,753,591.88 | 135,581,266.58 | | 应收保费 | | | | 应收分保账款 | | ...