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 编号：2025-009 投资者关系活动 类别 □ 特定对象调研 □ 分析师会议 □ 媒体采访 □ 业绩说明会 □ 新闻发布会 □ 路演活动 □ 现场参观 ☑ 其他 （2025 年度深圳辖区上市公司投资者网上集体接待日 活动） 参与单位名称及 人员姓名 投资者网上提问 时间 2025 年 11 月 20 日 (周四) 下午 15:30~17:00 地点 全景网"投资者关系互动平台"（https://ir.p5w.net） 上市公司接待人 员姓名 董事，财务总监，董事会秘书 李旭阳 投资者关系活动 主要内容介绍 投资者提出的问题及公司回复情况 公司就投资者在本次说明会中提出的问题进行了回复： 1、你好，请问目前贵公司在光刻机维修服务方面，2024 年 大概有多少营收？目前国内市场光刻机维修服务的前景市场有 多大？ 尊敬的投资者，您好！半导体产业是"十五五"规划重点支 持的高新技术产业之一，国内半导体产业发展对于光刻机设备的 需求也十分迫切，凭借公司寄售维修保税仓的独特资质，能将关 键维修备件预先保税存储于国内，通 ...

Group 1 - The core viewpoint of the articles highlights the significant growth in both passenger and freight transportation by China's national railway, indicating a robust recovery and expansion in the sector [1][2] - From January to August, the national railway transported 3.2 billion passengers, a year-on-year increase of 6.7%, marking a historical high for the same period [1] - The average daily operation of passenger trains reached 11,127, reflecting a 7.7% increase compared to the previous year, showcasing the railway's capacity to meet rising travel demands [1] Group 2 - In terms of freight, the national railway transported 2.683 billion tons of goods, with a daily loading average of 184,000 cars, representing year-on-year growth of 3.5% and 4.3% respectively [1] - The railway sector has seen a rise in the popularity of multimodal transport products, with a 17.5% increase in the number of container shipments via rail-water intermodal transport, totaling 1.148 million standard containers [1] - The railway department has effectively supported key energy transportation, sending 1.38 billion tons of coal, including 940 million tons of electricity coal, ensuring stable supply levels for power plants [2]

Group 1: Global Expansion and Strategic Planning - The company is focusing on global layout as a core strategic plan, targeting regions such as the Middle East, Southeast Asia, Japan, South Korea, and Latin America, while enhancing cross-border e-commerce services [1] - The company aims to strengthen its local operational capabilities and compliance systems to improve cross-border service response efficiency [1] - The company reported an 8.64% revenue growth in Q1, indicating a positive outlook for the overall business performance in 2025 [3] Group 2: Multi-Modal Transport and Logistics Development - The company is actively participating in the construction of international supply chain service hubs, integrating various transport modes like the "Iron-Air Transport" model to enhance cross-border logistics [2] - Future plans include the integration of China-Europe freight trains, TIR cross-border land transport, and international air and sea freight resources to create flexible supply chain solutions [2] Group 3: Semiconductor and Supply Chain Management - The company is expanding its service offerings for semiconductor manufacturing, providing rapid response services for lithography machine maintenance in South China [4] - Plans to establish a standard for the semiconductor equipment supply chain through self-built warehouses in Shenzhen are underway [4] Group 4: Self-Built Warehousing Projects - The company has completed self-built projects in Chongqing and Kunming, with ongoing projects in Shenzhen aimed at serving cross-border e-commerce and semiconductor industries [5] - Increasing the proportion of self-owned warehouses is expected to reduce external leasing costs and improve overall performance quality [5] Group 5: Performance Growth Drivers - The company's growth last year was driven by the expansion of cross-border e-commerce logistics and cost reduction efforts, leading to significant efficiency gains [6] - The domestic retail sector benefited from brand client development and the operational capabilities of major e-commerce platforms, contributing to overall performance growth [6]