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]

Group 1: Business Impact and Strategy - The easing of international tensions will reduce industry volatility, boosting international consumption and logistics demand, ultimately enhancing the stability of cross-border supply chains [1] - The company is accelerating its global supply chain service network layout, targeting emerging markets in Europe, Central Asia, the Middle East, and Latin America to mitigate single market risks [1] - The introduction of AI models and digital systems will enable real-time tracking of orders, inventory, and logistics dynamics, enhancing risk management across the supply chain [1] Group 2: Semiconductor Business Development - The company is focusing on strategic industry opportunities by providing around-the-clock rapid response services for lithography machine bonded warehousing and maintenance to integrated circuit manufacturers in South China [2] - Plans to expand the customer base and diversify supply chain management products are underway, alongside the establishment of a healthy after-sales service ecosystem for semiconductor equipment manufacturers in Shenzhen [2] Group 3: Performance Growth Factors - Last year's growth was driven by the expansion of cross-border e-commerce logistics and significant cost reduction and efficiency improvements [3] - The company capitalized on the growth opportunities in the cross-border e-commerce market by launching comprehensive supply chain service products tailored to e-commerce platforms and sellers [3] Group 4: Warehouse Construction Progress - The self-built warehouse projects in Chongqing and Kunming have been completed, while projects in Shenzhen are progressing smoothly [4] - Increasing the proportion of self-owned warehouses will reduce external leasing costs and enhance the quality of company performance [4] Group 5: Multimodal Transport Development - The company is actively participating in the construction of core hubs for international supply chain services, recently innovating a "rail-air intermodal" model connecting Guangzhou to Urumqi [5] - Future plans include integrating resources from China-Europe freight trains, TIR cross-border land transport, and international air freight to create flexible supply chain solutions [5]