MILKYWAY(SH:603713) Zheng Quan Zhi Xing·2025-08-14 11:11Core Viewpoint - The company has implemented a "Quality Improvement and Efficiency Enhancement" action plan, focusing on enhancing operational quality, increasing shareholder returns, advancing digital transformation, and optimizing corporate governance to align with national economic policies and improve investor confidence [1][2][3]. Group 1: Operational Quality Enhancement - The company is a leading provider of intelligent supply chain services in China, offering comprehensive logistics services including freight forwarding, warehousing, and transportation, while expanding into chemical distribution and new energy sectors [1]. - The company has seen a 17.11% increase in operating costs, amounting to 6.229 billion yuan compared to the same period last year [2]. - The company is actively developing new business areas such as express delivery, large items, cold chain logistics, and internal logistics, achieving over 100 million yuan in revenue from these new services [2]. Group 2: Shareholder Returns - The company has prioritized shareholder and stakeholder rights protection, implementing a stable profit distribution plan that includes a cash dividend of 112,295,681.01 yuan for the 2024 fiscal year, representing 52.29% of the net profit attributable to shareholders [3]. - The total amount for cash dividends and share buybacks reached 295,512,071.64 yuan, further enhancing shareholder returns [3]. Group 3: Digital Transformation - The company has obtained 116 patents and 231 software copyrights, focusing on innovative technologies to enhance operational efficiency [4]. - The company has developed a leading SaaS-based fourth-party logistics management system, enabling automated management of order flows, transportation, and warehousing [5]. - The company is committed to advancing digital transformation and enhancing technological innovation to drive green transformation in the chemical supply chain [5]. Group 4: Investor Communication and Transparency - The company emphasizes investor communication and transparency, having disclosed 136 announcements and responded to 14 investor inquiries in 2025 [6][8]. - The company has established a value management system to enhance investor understanding and recognition, while also addressing public sentiment effectively [6][9]. Group 5: Corporate Governance - The company has revised its governance structure, eliminating the supervisory board and transferring its responsibilities to the audit committee of the board [8]. - The company is committed to sustainable development, focusing on low-carbon and circular economy initiatives, including the use of new energy vehicles and solar energy [8]. Group 6: Responsibility of Key Personnel - The company has clarified the responsibilities of key stakeholders, including controlling shareholders and senior management, to enhance accountability and governance [9].