Core Viewpoint - Jiangsu Guotai International Group Co., Ltd. is enhancing its supply chain services and expanding its overseas production bases to optimize its global supply chain system while maintaining a strong focus on cash dividends and talent acquisition [1]. Group 1: Supply Chain Services - The company adheres to a "trade, industry, and technology" integrated service model, providing one-stop supply chain services to clients [1]. - Jiangsu Guotai specializes in the textile and apparel supply chain services, leveraging its geographical and industry resource advantages for business expansion [1]. - The company differentiates itself from leading textile enterprises through a diverse product range and customer structure, employing a flexible production model to meet market demands [1]. Group 2: Impact of Policies and Global Expansion - Adjustments in tariff policies have some impact on the company's operations; however, its diversified sales markets and customer base, along with overseas production bases, enhance its risk resilience [1]. - The company is accelerating its overseas expansion by establishing sourcing bases in countries like Myanmar and Vietnam to improve its global supply chain [1]. - Key personnel are dispatched to overseas locations to build teams and enhance employee training, thereby increasing operational efficiency [1]. Group 3: Financial Strategy and Talent Development - Since its listing in December 2006, the company has maintained a steady dividend policy, distributing approximately 4.811 billion yuan in cash dividends over 19 years [1]. - In the next three years, the company plans to distribute profits two to three times annually, with cash dividends not less than 40% of the distributable profits for the year [1]. - The company encourages the expansion of its business teams, focusing on attracting and nurturing international, versatile, and high-potential young talents to support its development [1]. Group 4: Strategic Investment - The company will prioritize funding for the expansion and construction of overseas production bases, advancing its global supply chain layout and international strategy [1]. - The strategic investment plan emphasizes continuous focus on core business, enhancing research and innovation in the chemical and new energy sectors, and upgrading products [1].
调研速递|江苏国泰接受易方达等2家机构调研 透露供应链业务优势与分红规划要点