Group 1: Automation and Cost Reduction - The automated warehouse in Kunshan has an operational area of approximately 80,000 square meters, with the upgraded version 3.0 covering about 37,000 square meters, primarily serving a well-known client's global after-sales parts [2] - The project utilizes various technologies to address inventory storage, operations, and logistics pain points, enhancing efficiency and reducing costs [2] Group 2: Industry Focus and Growth - The company is focusing on the intelligent manufacturing logistics sector, with significant growth in the new energy sector, which accounts for about 15% of its business [2] - The automotive sector's revenue remained stable compared to last year, with a business share of approximately 5%, down from around 9% last year due to the pandemic [2] Group 3: Competitive Advantages - The company has a client base of around 10,000 active customers, providing substantial potential logistics demand [3] - It has diversified its services beyond regional warehousing to include a comprehensive network for domestic transportation and international logistics [3] - The company has established a strong project management capability, allowing it to handle complex projects tailored to individual client needs [3] Group 4: International Expansion - The company has accelerated its overseas network development, particularly in Southeast Asia, in response to global supply chain changes and production shifts [4] - It has established five subsidiaries in Vietnam, which is currently the fastest-growing area for the company, with warehouse operations nearing 60,000 square meters [4] - The company plans to expand its operations in Thailand, focusing on the rapid growth of the electronics and automotive sectors [4]

Group 1: Company Overview - The company primarily focuses on production logistics, differentiating itself from competitors like SF Express, which mainly handles finished goods and consumer logistics [2][3] - Major competitors include Yeshui Fu, Sinokor Logistics, and Xinning Logistics [3] Group 2: Business Operations - The company engages in trade execution to integrate into the supply chain, driving growth in basic and comprehensive logistics [3] - Basic logistics encompass sea, land, and air freight services, while comprehensive logistics focus on warehouse management services such as VMI, DC, FTL, CKD, and spare parts [3][4] Group 3: Strategic Decisions - Acquisitions of subsidiary stakes aim to consolidate resources and enhance control over subsidiaries for long-term development [4] - The company is exploring opportunities to replicate its operational and management expertise in other industries, including telecommunications, automotive parts, and precision instruments [4] Group 4: Financial Performance - The decline in profit last year was attributed to external factors, including reduced business volume from key clients and significant losses in branches like Nanjing [4][5] - The long-term trend shows a decrease in gross profit margin, influenced by intensified market competition and rising operational costs [4] Group 5: Future Prospects - The company plans to leverage its advantages to actively participate in bonded logistics and cross-border trade, particularly in the context of the Kunshan Cross-Strait Pilot Zone [5] - The Ronda Logistics project, in collaboration with the Shanghai Futures Exchange, aims to establish a non-ferrous metal futures delivery warehouse in Changzhou, expected to be operational in the second half of the year [5]

Group 1: Company Performance - The main reasons for the company's performance growth this year are the profit increases in both basic logistics and comprehensive logistics businesses, as well as significant non-recurring gains compared to the same period last year [3] - The company has not yet reached breakeven in its automotive parts and communications business, with growth opportunities emerging but at a slow pace [4] - The two acquired companies, Huadong Information and Shanghai Yiyuan, have contributed positively to the company's performance since its listing [4] Group 2: Business Transformation and Strategy - The company is actively trying to replicate its supply chain management experience from the IT manufacturing logistics sector into other industries, including telecommunications, automotive parts, e-commerce, and precision instruments [3] - Future developments will focus on expanding basic logistics and comprehensive logistics services, with plans to extend operations into Central and Northern China [6] - The company is cautious about external mergers and acquisitions but does not rule them out [4] Group 3: Market Position and Challenges - The company's logistics operations in Chongqing are performing well, ranking among the top three local logistics enterprises [5] - The futures delivery business has not met expectations due to declining commodity prices and has yet to reach breakeven [5] - The company is taking a cautious approach to trade execution due to current economic uncertainties, while still exploring supply chain finance opportunities [6]

Group 1: Company Overview and Operations - The company operates an automated intelligent warehouse in Kunshan, showcasing its high-tech logistics services and strong internal information systems developed in collaboration with IBM and SAP [3] - The company has implemented various innovative logistics information systems, including image recognition technology and automated sorting lines, to enhance operational efficiency [3] - The company aims to improve supply chain efficiency for intelligent manufacturing enterprises, positioning itself as a leader in logistics technology [3] Group 2: Financial Performance and Response to COVID-19 - In the first half of 2020, the company faced challenges due to the COVID-19 pandemic, resulting in a decline in revenue and net profit in Q1 compared to the previous year [3] - The company took proactive measures to accelerate recovery, leading to a 29.78% quarter-on-quarter revenue growth in Q2 2020, with a net profit of 29.53 million yuan, representing a year-on-year increase of 16.34% [3] - The company has optimized its business structure and management to mitigate risks and adapt to market changes caused by the pandemic [3] Group 3: Industry Trends and Government Support - The logistics and manufacturing supply chain management industry in China is moving towards globalization, integration, digitization, and intelligence [5] - The Chinese government has increased support for the logistics industry, emphasizing the need for deep integration between logistics and manufacturing sectors to enhance efficiency and promote high-quality economic development [5] - New policies encourage manufacturing enterprises to adopt intelligent logistics technologies, such as automated sorting and smart warehousing [5] Group 4: Future Development Strategy - The company has adjusted its strategy to focus on enhancing supply chain management efficiency for intelligent manufacturing, aiming to become a data-driven expert in supply chain management [6] - Future plans include exploring new business areas within the IT manufacturing logistics service sector and expanding into other intelligent manufacturing industries [6] - The company will continue to invest in information technology to align with the trends of digitization and intelligence in the manufacturing supply chain [6]

Group 1: Company Performance - The company has shown strong growth in revenue, with year-on-year increases of 17.94%, 19.43%, 33.02%, and 105.45% from Q2 2020 to Q1 2021, and quarter-on-quarter increases of 19.51%, 4.24%, 40.71%, and 17.20% [2] - Core business revenue has also seen significant growth, with year-on-year increases of 49.36%, 33.98%, 55.21%, and 112.19%, and quarter-on-quarter increases of 17.82%, 1.60%, 44.74%, and 22.48% [2] - Basic logistics revenue experienced year-on-year growth of 94.29%, 66.92%, 90.76%, and 137.18%, with quarter-on-quarter increases of 19.91%, 0.20%, 52.81%, and 29.18% [2] Group 2: Target Industries and Clients - The company focuses on six key industries, maintaining a strong position in the electronic information manufacturing sector and making significant gains in the automotive and parts industry [3] - Notable clients include Xiaomi, Geely, and Texas Instruments, which enhance the company's industry reputation and facilitate new business development [3] Group 3: Digital Transformation and Innovation - The company aims to become a "data technology-driven intelligent supply chain management expert," emphasizing digital transformation and the integration of new technologies [4] - A significant investment of approximately 1.52 million yuan in R&D over the past three years, with an average annual R&D investment accounting for about 1.50% of revenue [5] - The company has implemented a digital transformation plan that includes the goal of "datafication of all business processes" and the establishment of a unified service system through a business middle platform [5]

证券代码： 300240 证券简称：飞力达 江苏飞力达国际物流股份有限公司投资者关系活动记录表 编号：2021-009 | --- | --- | --- | --- | |--------------|------------------------------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

证券代码： 300240 证券简称：飞力达 江苏飞力达国际物流股份有限公司投资者关系活动记录表 编号：2021-010 | --- | --- | --- | --- | |-----------------------|------------------------------------------------------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

证券代码： 300240 证券简称：飞力达 编号：2022-014 江苏飞力达国际物流股份有限公司投资者关系活动记录表 | --- | --- | --- | |----------------------------|-----------------------------------------------------|--------------------------------------------------------------------------------------------------------------------------------------------------------------| | | | | | | ■特定对象调研 □分析师会议 | | | 投资者 关系 | □媒体采访 | □业绩说明会 | | 活动类别 | □新闻发布会 □路演活动 | | | | □现场参观 | | | | □其他 | | | 参与单 位名 称及人 员姓 名 | 禧弘资本 业务合伙人徐成 禧弘资本 投资管理部李国 | | | 时间 | 2022 年 11 月 18 日 | | ...

编号：2022-002 证券代码： 300240 证券简称：飞力达 江苏飞力达国际物流股份有限公司投资者关系活动记录表 | --- | --- | --- | --- | |-----------------------|--------------------------------------------------------------------------------------------------------------|-------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ ...

证券代码： 300240 证券简称：飞力达 江苏飞力达国际物流股份有限公司投资者关系活动记录表 编号：2022-006 | --- | --- | --- | |----------------|----------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...