东方嘉盛2025年上半年营业收入同比增长超三成

Core Insights - The company reported a revenue of 2.109 billion yuan for the first half of 2025, representing a year-on-year growth of 35.23%, primarily driven by the growth in international logistics and new business revenues [2] - Operating profit decreased by 37.23% to 101 million yuan, attributed to strategic adjustments focusing on overseas business and the impact of international factors and seasonal industry characteristics on profitability [2] - Net profit attributable to shareholders fell by 38.29% to approximately 79.86 million yuan [2] International Logistics - The company capitalized on opportunities in the cross-border e-commerce sector, expanding its international logistics network with new direct freight routes to Europe, Latin America, the Middle East, and Central Asia [2] - A multimodal transport product was developed by integrating domestic freight rail and TIR cross-border land transport, providing efficient international transport solutions for traditional international trade and leading cross-border e-commerce enterprises [2] - The "Yuexin Express" rail-air intermodal freight service was launched, significantly reducing transportation time and costs by connecting rail lines to international air routes [2] Overseas Warehousing - The company established high-standard warehousing facilities at key cross-border logistics nodes, enhancing the last-mile logistics network to meet the growing demand for e-commerce exports [3] - This segment achieved a revenue of 1.462 billion yuan, a substantial increase of 329.56% year-on-year [3] Medical Sector - The company maintained stable operations in its global medical center warehouse business, focusing on logistics services for major medical testing clients, resulting in a revenue growth of 16.96% year-on-year [3] Semiconductor and Integrated Circuits - The company continued to deepen service cooperation with key clients in the semiconductor sector and successfully obtained TAPA FSR certification, enhancing service assurance for global clients [3] Digital Strategy - The company expanded its distribution centers in multiple cities and strengthened data collection and analysis using advanced technologies such as IoT, cloud computing, blockchain, big data, and AI to improve supply chain efficiency [3] - Future investments will focus on the research and application of innovative technologies in digital import and export trade management, utilizing AI and digital twin technologies to optimize supply chain processes [4]