证券日报网讯怡亚通（002183）9月24日在互动平台回答投资者提问时表示，公司是深投控旗下中国A 股首家上市供应链企业，公司以"供应链+产业链+孵化器"模式，聚焦大消费、新能源新材料、大科技 等三大赛道，已发展成一家整合型数智化综合商社。未来，公司将持续深耕大科技赛道，凭借深厚的行 业积淀、创新的运营模式与卓越的资源整合能力，不断拓展业务边界，提升核心竞争力。 ...

Financial Performance - The company reported a total revenue of 35.961 billion yuan for the first half of 2025, a year-on-year decrease of 11.5% [1] - The net profit attributable to shareholders was 32.6203 million yuan, down 20.84% year-on-year [1] - In Q2 2025, total revenue was 18.323 billion yuan, a decline of 9.87% year-on-year, with net profit of 10.5229 million yuan, down 48.84% [1] - The gross margin increased by 2.77% to 4.09%, while the net margin rose by 13.61% to 0.06% [1] - Total expenses (selling, administrative, and financial) amounted to 1.499 billion yuan, accounting for 4.17% of revenue, an increase of 7.75% year-on-year [1] Business Model and Strategy - The company focuses on a "supply chain + industrial chain + incubator" integrated model, aiming to enhance its supply chain capabilities and expand into various sectors including electronics and renewable energy [3][4] - The company has established a service network covering over 320 cities in mainland China and several international markets, providing services to more than 100 Fortune 500 companies [3] - Future strategies include enhancing supply chain operations while incubating domestic enterprises in sectors like information technology and storage [4] Debt and Cash Flow Management - The company has a healthy cash position, with cash assets amounting to 10.337 billion yuan, a year-on-year increase of 12.06% [1] - The interest-bearing debt decreased by 7.29% to 21.877 billion yuan, with a debt-to-asset ratio of 40.86% [2] - The operating cash flow per share increased significantly by 672.36% to 0.22 yuan [1] International Expansion - The company is focusing on international expansion, particularly in Southeast Asia and the United States, while also considering markets in the Middle East [4][5] - The strategy includes leveraging existing customer relationships to facilitate overseas market entry for domestic brands [5] Innovation and Technology - The company is investing in digital transformation and smart supply chain solutions, utilizing technologies such as AI, big data, and IoT to enhance operational efficiency [7] - A subsidiary, Beijing Zhuoyou Cloud Intelligence, focuses on computing power and has established partnerships with major tech firms to deliver comprehensive solutions [7][8] Collaboration and Ecosystem Development - The company is forming alliances with local service providers and financial institutions to enhance overseas service capabilities and address localization challenges [6] - The goal is to create a collaborative ecosystem that supports domestic enterprises in their international ventures [6]

Group 1: Company Overview and Strategy - Yiatong was established in 1997 and is the first listed supply chain enterprise in China's A-share market, focusing on creating an integrated commercial entity combining supply chain, industry chain, and incubator services [3] - The company operates a digital supply chain platform, serving over 1 million terminal stores across more than 320 cities in mainland China and over 10 countries, including Hong Kong, Singapore, and the USA [3] - Future strategies include enhancing supply chain services while incubating domestic enterprises in sectors like information technology and storage, leveraging logistics and financial capabilities [3] Group 2: International Expansion and Market Focus - Yiatong's international strategy emphasizes industries such as new energy, electromechanical equipment, and electronic products, with a focus on Southeast Asia and the USA in the first phase of global expansion [4] - The company aims to assist domestic brands in entering overseas markets, particularly in sectors with related and extendable fields like new energy equipment [4] Group 3: Core Advantages in Cross-Border Services - With nearly 30 years of experience in cross-border services, Yiatong has developed a comprehensive understanding of policy, process optimization, and risk management, making it difficult for competitors to replicate [5] - The company has established a strong global service network and has accumulated long-term partnerships with numerous brand clients, facilitating overseas expansion [5] Group 4: Collaborative Ecosystem for Overseas Expansion - The alliance focuses on leveraging local service resources to address overseas localization challenges and creating a shared information platform to meet client needs [6] - Key initiatives include connecting global production resources, forming deep partnerships with local logistics and financial institutions, and driving digital innovation through AI and big data [6] Group 5: AI and Computing Power Business Planning - Yiatong's subsidiary, Beijing Zhuoyou Cloud Intelligence, specializes in computing power construction and operation, providing comprehensive services across various sectors, including data centers and cloud platforms [7] - The company plans to accelerate the adaptation of its services to the HarmonyOS ecosystem, supporting clients in migrating applications and enhancing operational efficiency [7] Group 6: Financial Strategies and Performance Management - In 2024, the company anticipates a slight revenue decline due to market conditions affecting traditional distribution and some industry chain businesses, while cross-border and non-traditional business volumes are growing but at a slower pace [9] - Strategies to improve performance include expanding new business efforts, optimizing internal management, and enhancing cost control measures [9]

证券日报网讯 怡亚通7月29日在互动平台回答投资者提问时表示，当前供应链行业竞争呈显著分层特 征，不同细分领域的市场格局与竞争逻辑差异明显，公司深耕消费类供应链领域，整体高度分散与头部 集中并存。公司凭借二十八年深耕，构建起核心竞争力形成显著护城河：1）全链路网络覆盖与资源整 合壁垒；2）数智化能力引领行业升级；3）多元化与深度融合的业务布局。未来，公司将坚定秉持"供 应链+产业链+孵化器"的创新模式，持续聚焦核心供应链业务，立足国家出海战略服务客户，同时通过 资本运作赋能产业链发展，持续扩大竞争优势。 （编辑 王雪儿） ...