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]

证券代码：002183 证券简称：怡亚通 深圳市怡亚通供应链股份有限公司 四、产业出海生态联盟如何协同合作？ | 答：联盟本质是发挥各方优势，聚焦国内企业海外 | | --- | | 拓展的共同目标。一是整合本地服务机构资源，解决海 | | 外本地化服务问题，避免从国内直接派驻团队的局限 | | 性；二是搭建信息服务平台，共享需求与痛点，由具备 | | 背书和影响力的企业牵头推动；三是围绕客户需求解决 | | 痛点，在创造价值的同时实现盈利。联盟将联合中介机 | | 构、协会、金融机构等，发挥各自资源优势，如进出口 | | 银行需通过供应链抓手落实国家战略扶持，联盟则承担 | | 连接国内外客户的角色，扩大合作伙伴范围，形成协同 | | 效应，创造价值： | | 1、全球产能资源连接与协同：在全球目标区域内 | | （尤其成本洼地与技术高地）整合当地优质代工厂、特 | | 色工艺供应商、闲置产能整合商资源。帮助国内过剩/升 | | 级产能找到新市场，帮助海外客户高效获取优质、成本 | | 优化的制造资源。 | | 2、多元化服务伙伴深度联盟：与目标市场的本土领 | | 先物流商、金融机构、科技公司、咨询机构等 ...

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） ...