Core Viewpoint - The company maintains a positive outlook for its overall performance in 2025, driven by a recovery in cross-border supply chain services and domestic consumption market, with a reported revenue growth of 8.64% in Q1 [2] Group 1: Company Performance and Strategy - The company is actively participating in the construction of international supply chain service hubs, implementing innovative "Iron-Air Intermodal" transport solutions to enhance cross-border logistics capabilities [2] - The company aims to expand its semiconductor business by providing rapid response services for integrated circuit manufacturers in South China, while also developing a robust after-sales service ecosystem [2] - The company has completed self-built warehouse projects in Chongqing and Kunming, with ongoing projects in Shenzhen, aimed at reducing external warehouse rental costs and improving overall performance [2] Group 2: Market Opportunities and Growth Drivers - The company's growth last year was primarily due to the expansion of cross-border e-commerce logistics and cost reduction efforts, which allowed it to capture significant market opportunities [2] - The company is focusing on global expansion, particularly in regions such as the Belt and Road Initiative, Europe, and Central Asia, while enhancing local operational capabilities and compliance systems [2] - The company plans to leverage its multi-modal transport products and bonded logistics experience to create customized supply chain solutions that meet diverse market demands [2]
淳厚基金调研东方嘉盛,旗下淳厚利加混合C(011564)近一年回报跑赢基金比较基准增长率