建发股份成“出海潮”最大受益者之一 海外业务规模已超100亿美元

Core Viewpoint - Under the dual impetus of global supply chain restructuring and the wave of Chinese enterprises going abroad, the internationalization strategy of Jianfa Co., Ltd. is entering a harvest period [1][2]. Group 1: International Business Growth - As of 2024, the scale of Jianfa's overseas business has exceeded $10 billion, representing a year-on-year growth of approximately 12%, accounting for 14% of the company's supply chain business revenue [1]. - The company has seen a significant increase in business scale with Southeast Asian alliance member countries, up about 30% year-on-year, and with RCEP member countries, up about 28% year-on-year [2]. - Jianfa's unique "LIFT" supply chain service system positions it as both a promoter and beneficiary of the trend of Chinese enterprises going abroad [1][2]. Group 2: Supply Chain Services and Risk Management - Jianfa provides stable raw material supply, efficient management, and secure logistics services, helping manufacturing enterprises focus on production and R&D while reducing resource allocation costs [3]. - The company offers a comprehensive supply chain solution for projects like the Indonesia Morowali Industrial Park, integrating various logistics and trade services [3][6]. - The overall overseas supply chain market is characterized by "large market, large companies," indicating significant growth potential for leading firms like Jianfa [3][4]. Group 3: Strategic Positioning and Future Outlook - Jianfa has established over 70 overseas companies and offices, with more than 300 overseas warehousing points by 2024, covering over 30 countries and regions [5][6]. - The company is transitioning from being a "trade intermediary" to a "global resource integrator," aiming to help Chinese enterprises restructure their supply chains abroad [6]. - With a market share of only 0.58% in its supply chain operations, even a 1% increase could correspond to over 100% revenue growth, highlighting the potential for market expansion [4].