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: Company Overview and Business Model - The company focuses on a "trade, industry, and technology" integrated service model, providing customized one-stop supply chain services that enhance overall competitiveness and profitability [2] - The company has accelerated its industrial layout in key domestic and international locations, optimizing supply chain processes and reducing product costs through enhanced cost control [2] Group 2: Market Position and Competitive Advantages - The company benefits from a strong traditional textile industry foundation in its region, providing significant support for business expansion and sustainable development [3] - Compared to other leading domestic textile enterprises, the company differentiates itself through a diverse product range and flexible production modes, allowing for quick responses to market changes and personalized customer needs [3] Group 3: Impact of Tariff Policies - The company closely monitors international market conditions and trade rules, adjusting its strategies accordingly; recent tariff policy changes have had some impact, but the company maintains strong resilience due to its diversified sales markets and customer structure [3] Group 4: Overseas Expansion and Factory Management - The company is actively expanding its overseas production bases in countries such as Myanmar, Vietnam, and Egypt, transitioning from "China supply chain integration" to "global supply chain integration" [3] - To ensure alignment with strategic goals, the company sends experienced management personnel to oversee overseas teams and enhances training for local employees to improve efficiency [4] Group 5: Future Capital Expenditure and Shareholder Returns - Future capital expenditures will focus on expanding and constructing overseas production bases to support global supply chain and international strategies [4] - Since its listing in December 2006, the company has maintained a stable dividend policy, with cumulative cash dividends amounting to approximately CNY 4.811 billion; it plans to distribute dividends at a rate of no less than 40% of distributable profits over the next three years [4] Group 6: Talent Development and Strategic Investments - The company encourages the growth of its business teams, emphasizing the importance of experienced and skilled personnel for sustainable development [4] - The company will continue to focus on its core business, enhancing integrated supply chain services and investing in research and innovation in the chemical new energy sector to strengthen its market position [4]