点击查看公告原文>> 责任编辑：小浪快报 近日，江苏国泰国际集团股份有限公司（转债代码：127040 转债简称：国泰转债）接待了易方达资产 管理（香港）有限公司、百达世瑞（上海）私募基金管理有限公司等2家机构的特定对象调研。以下为 本次调研的详细情况： 调研基本信息投资者活动关系类别：特定对象调研时间：2025年09月10日15:30 - 17:00地点：张家港市 国泰大厦28楼会议室参与单位名称：易方达资产管理（香港）有限公司、百达世瑞（上海）私募基金管 理有限公司上市公司接待人员姓名：董事、副总裁兼董事会秘书张健，合规法务部职员施宇 调研精彩要点供应链服务业务优势：江苏国泰坚持"贸、工、技"一体服务模式，为客户提供全供应链一 站式服务。通过在国内国际关键点位产业布局，优化供应链流程、控制成本，加强研发与个性化服务， 提升接单能力与客户粘性。业务专注与支撑：公司从成立起供应链服务业务专注纺织品服装，其区位与 行业资源优势为业务拓展提供有力支撑。与头部纺织企业差异：产品和客户结构不同，江苏国泰产品品 类丰富，覆盖多细分领域，采取多样化客户布局与小批量、多款式生产模式，能灵活响应市场与客户需 求。关税政策影响： ...

Group 1: Financial Performance and Strategy - The company's supply chain business gross margin increased in the first half of 2025 due to the continuous promotion of the "trade, industry, and technology integration" model, optimizing supply chain processes and enhancing cost control [2][3] - The company has maintained a stable dividend policy since its listing in December 2006, with cumulative cash dividends amounting to approximately CNY 4.811 billion, and plans to distribute cash dividends of no less than 40% of the distributable profits in the next three years [4] Group 2: Risk Management and Operational Strategy - The company primarily settles import and export trade in USD, and has implemented forward foreign exchange settlements to manage risks associated with exchange rate fluctuations [3] - The company is expanding its overseas production bases, focusing on key regions along the "Belt and Road" initiative, with a sufficient order backlog in its overseas factories [3][4] Group 3: Talent and Human Resources - The company faces a talent gap, particularly in international operations, and has initiated the "Golden Seed" talent program to recruit over 1,000 positions annually, focusing on international and high-potential talents [4] - The company has established the Guotai Innovation Design Center in Shanghai to attract high-end talent and support core business functions such as design research and product display [5] Group 4: Future Outlook and Investments - Future capital expenditures for the supply chain business will focus on expanding and constructing overseas production bases to support global supply chain integration [4] - The company will continue to concentrate on its core supply chain services, aiming to enhance operational capabilities and sustainable development [5]