□ 本报记者 宋晓华 据南京海关统计，今年上半年，江苏省货物贸易进出口总值达2.81万亿元，较去年同期增长5.2%，增幅 高于全国2.3个百分点。在复杂的国际经济形势下，5.2%的成绩来之不易。通过这份"期中成绩单"，我 们来探一探亮点。 综合保税区魅力尽显 位于常熟经济技术开发区的聚复科技公司生产车间内，高分子材料聚乳酸等原料经过精密加工，变身为 一卷卷色彩丰富、性能各异的3D打印线材，它们即将跨越重洋，应用于全球医疗、快速生产、消费电 子等多个领域。 "我们的产品国际市场占有率约为10%。今年以来，国际贸易形势复杂多变，我们在原料进口、成品出 口环节均面临成本急剧增加的压力，供应链稳定性受到严峻挑战。"聚复科技业务经理卢鹏宇坦言。 "一带一路"市场贡献突出 "一带一路"市场贡献突出，是上半年"成绩单"的一大亮点。上半年，江苏对共建"一带一路"国家进出口 1.39万亿元、同比增长9.5%，拉动全省进出口增速4.5个百分点，占比较去年同期提升2个百分点至 49.5%。 轨道交通装备产业是江苏装备制造的闪亮名片，当前全球基础设施建设快速发展，江苏轨道交通装备企 业正聚力打造优势产品，积极开拓海外新兴市场。江苏轨 ...

证券代码：001338 证券简称：永顺泰 编号：2025-006 投资者关系活动记录表 | | 特定对象调研 □分析师会议 | | --- | --- | | 投资者关系 | □媒体采访 □业绩说明会 | | 活动类别 | □新闻发布会 □路演活动 | | | □现场参观 □其他： | | 参与单位名称 | 中信证券罗寅、鲍明明、王聪；兴业银行黎刘定吉；苏银理财吴大胜； | | 及人员姓名 | 个人投资者丁天凯、付永明 | | 时间 | 2025 年 6 月 5 日下午 | | 地点 | 电话会议 | | 上市公司接待 | | | 人员姓名 | 董事会秘书温敏、证券事务代表仝国明 | | | 1.公司现有产能规模达到 108 万吨/年，目前产能利用率如何？在建 | | | 工程方面，除新建 5 万吨/年特制麦芽生产线项目外，还有哪些在建项目， | | | 进展分别如何？预计新产能投产的节奏是怎样的？ | | | 答：目前公司产能利用率充足，生产正常运作。除了下属宝麦公司 | | | 在建的新建 5 万吨/年特制麦芽生产线项目之外，公司暂时没有其他在建 | | | 项目。目前该项目正在按计划实施建设。根据计划 ...

Group 1: Belt and Road Initiative Impact - The "Belt and Road" initiative has significantly boosted import and export activities among participating countries, with high-tech products, agricultural products, and machinery making up a large proportion of trade [1][2] - Jiangsu Province's import and export value to "Belt and Road" countries reached 903.37 billion yuan in the first four months of this year, a year-on-year increase of 9.6%, contributing 4.5 percentage points to the province's overall trade growth [1] - Hebei Province's trade with "Belt and Road" countries totaled 106.38 billion yuan, accounting for 57.9% of its total trade, with a month-on-month growth of 3.7% in April [2] Group 2: High-Tech Product Trade - Beijing's Daxing Airport has seen a dominant trend in high-tech product exports, with a total of 61.98 billion yuan in high-tech product imports and exports since 2019, accounting for 60.8% of its total trade [2] - In the first four months of this year, high-tech product trade through Daxing Airport reached 9.33 billion yuan, growing by 6.7%, with central processing units being the main product, showing a remarkable growth of 283.2% [2] Group 3: Port and Transportation Developments - Ningbo-Zhoushan Port completed a container throughput of 13.568 million TEUs in the first four months, a year-on-year increase of 9.9%, with significant growth in exports to emerging markets [5] - The opening of QianKai Port has enhanced operational efficiency by approximately 40%, reduced operational costs by 25%, and decreased environmental impact by 30% through the use of IoT and big data technologies [6] - The China-Europe Railway Express (Xi'an) has operated over 2,500 trains this year, with a significant increase in return trips, reflecting the evolving trade patterns of the "Belt and Road" initiative [4]

Group 1 - The board of directors, supervisory board, and senior management guarantee the authenticity, accuracy, and completeness of the quarterly report, assuming individual and joint legal responsibilities [2] - The company confirms that the quarterly report has not been audited [3][7] - The company has no non-recurring gains and losses items to report [3] Group 2 - The company is implementing a new project to build a special malt production line with an annual capacity of 50,000 tons to enhance its product structure and competitive edge [5]

Group 1: Financial Performance - The company achieved a significant increase in gross profit margin in 2024 due to improved procurement coordination and cost control measures, resulting in a decrease in costs and financial expenses year-on-year [2] - The gross profit margin is influenced by fluctuations in raw material and product prices, which affect operating income [2] - In 2022, cash dividends amounted to 30.10 million CNY, accounting for 19.29% of net profit; in 2023, cash dividends increased to 52.68 million CNY, representing 30.35% of net profit; the proposed cash dividend for 2024 is 151 million CNY, which is 50.27% of net profit, indicating a yearly increase in dividend payout ratio [3] Group 2: Project Development - The new 50,000 tons/year specialty malt production line project received construction planning approval last year and is currently under construction, expected to be completed by the end of 2025 [2] - The production capacity release will depend on the qualification review process by major beer companies, which requires thorough testing and certification of the new production line [3] Group 3: Market and Risk Management - The recent U.S. tariff policy has limited impact on the company as its raw material procurement and product sales do not involve the U.S. market [2] - To mitigate foreign exchange risks due to the depreciation of the RMB against the USD, the company has increased its export ratio and implemented foreign exchange derivative trading to manage exposure [2] Group 4: Strategic Outlook - The company maintains a stable relationship with major beer groups, with over 20 years of cooperation, minimizing the impact of recent personnel changes in these companies [3] - The company is focusing on the development of whiskey malt, although current demand in this area is relatively low, indicating potential for future growth [3]