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].

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]