投资者关系活动记录表 编号：2025-04 | 投资者关系活动 | 特定对象调研 分析师会议 | | --- | --- | | 类别 | □媒体采访 业绩说明会 | | | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他 （请文字说明其他活动内容） | | 参与单位名称及 | 长江证券、招商证券、浙商证券、中信证券、信达证券、天风 | | 人员姓名 | 证券、申万宏源、华泰证券、华创证券、国盛证券、国君交运、 | | | 东方自营、东财基金、怀新投资、乐盈投资、泰康资产管理（香 | | | 港）、中意资产管理 | | 时间 | 2025 年 9 月 1 日 | | 地点 | 深圳蛇口招商局港口大厦 公司会议室 | | 上市公司接待人 | 董事、首席运营官、总经理陆永新；财务总监黄镇洲；总法律 | | 员姓名 | 顾问（首席合规官）、董事会秘书刘利兵等 | | | 第一部分：公司 2025 半年报的业绩解读、业务发展情况 | | | 的介绍。 | | | 财务表现方面，公司实现营业收入 84.68 亿元，同比增长 | | | 6.2%。实现归母净利润 26.27 亿元，创历史新高， ...

Group 1 - The core viewpoint is that while the US remains an important trade partner for Europe, there is a need for Europe to diversify its trade relationships and leverage its export-oriented economy [1][5] - EU exports to the US have significantly slowed down, with a 10% year-on-year decline in June, reaching a low of approximately 40 billion euros (about 46.8 billion USD) [1][3] - Germany's trade surplus with the US has decreased by 12.8% year-on-year, attributed to the competitive pressure from US tariffs [1][3] Group 2 - The EU's trade surplus has narrowed primarily due to weak chemical exports, a key sector for many European economies [3] - The introduction of various tariffs, including a 15% tariff on most EU goods, has negatively impacted Germany's automotive and machinery exports, which fell by 8.6% and 7.9% respectively in the first half of the year [4] - The US's recent expansion of tariffs to include 407 product categories, such as wind turbines and heavy machinery, complicates the pricing and competitiveness of European exports [4] Group 3 - The European Central Bank's President, Lagarde, indicated that the eurozone's economic growth is expected to slow down in the third quarter due to the impact of US tariffs [5] - The Oxford Economics report noted a significant decline in EU exports to the US since April, with current import levels from the EU falling below the average for 2024 [5] - Despite the challenges, the eurozone showed resilience with a 0.1% growth in the second quarter, although future export recovery remains uncertain due to a strong euro and overall market volatility [6] Group 4 - The EU is actively seeking to diversify its trade relationships by initiating or reviving trade negotiations with developed and emerging markets, including the UAE and New Zealand [6] - There are ongoing discussions for a free trade agreement with India, aiming for a balanced and mutually beneficial deal by the end of the year [6] - The need for regional cooperation in response to rising US trade barriers is emphasized, particularly in industries like semiconductors, where global collaboration is essential [7]