证券代码：002889 证券简称：东方嘉盛 深圳市东方嘉盛供应链股份有限公司 投资者关系活动记录表 回答2：公司积极把握战略产业发展机遇，深化重点龙头客户 服务合作，为华南片区集成电路制造企业提供全天候快速响应的光 刻机保税寄售维修服务。公司将持续扩大客户基础，基于客户和市 场需要不断覆盖更加多元化精细化的供应链管理产品，配合深圳自 建仓库的建成打造半导体设备厂商保税寄售维修供应链行业标准， 为深圳打造半导体设备厂商良性的售后服务生态圈。同时公司也将 凭借领先的供应链资源统筹配置与战略投资孵化能力，积极探索半 导体产业链上下游业务延伸机会，发掘产业链中服务与贸易等环节 的增量潜能。 3.公司自建仓储项目进展如何？对公司业绩有什么帮助？ 回答3：目前公司的重庆、昆明自建项目已竣工，深圳等地自 建仓储项目也正有序进行，建成后将重点服务跨境电商及半导体行 业。未来公司将积极推进自有仓库建设进程，通过提高自有仓库占 比以减少外部仓库租赁成本，提升公司业绩质量。同时，公司也将 进一步完善公司的全球仓储网络布局，在国内重点经济带推动与战 略型产业的合作机会，抓住新贸易格局下的行业成长红利。 4.公司去年业绩增长原因是什么 ...

Group 1: Company Performance and Growth - The company experienced significant growth due to the expansion of cross-border e-commerce logistics and cost reduction efforts, with a focus on the full-chain supply chain services for e-commerce platforms and sellers [2][3] - In the first quarter, the company maintained a revenue growth of 8.64%, despite a decrease in net profit primarily due to non-recurring gains and losses [4] - The "Yuexin Express" rail-air intermodal service was launched on April 18, with an expected operation of approximately 250 trips throughout the year, enhancing cross-border logistics capabilities [3][4] Group 2: Infrastructure and Logistics Development - The company has completed self-built warehousing projects in Chongqing and Kunming, with ongoing projects in Shenzhen, aimed at increasing the proportion of owned warehouses to reduce leasing costs [3] - The company is actively participating in the construction of international supply chain service hubs, integrating various transportation modes to enhance logistics resilience [3][6] Group 3: Strategic Initiatives and Future Plans - The company plans to expand its global footprint, focusing on regions such as Europe, Central Asia, and Latin America, while enhancing local operational capabilities [7][8] - Future considerations for employee stock ownership plans or equity incentives will be evaluated based on long-term development strategies and market conditions [8] - The company aims to leverage AI and digital systems for real-time tracking of orders and logistics, enhancing risk management across the supply chain [8] Group 4: Competitive Advantages - Core competitive advantages include mature digital supply chain applications, a global supply chain network, and a strong management team [5][6] - The company is committed to improving its gross profit margin by deepening collaborations with platforms and exploring new market opportunities [3][4]