Easttop(002889)2024-07-08 14:07Group 1: Warehouse and Logistics Expansion - The company currently operates over 150,000 square meters of warehouse space to meet diverse supply chain needs, with plans to establish an additional 450,000 to 600,000 square meters within two years [2] - Ongoing projects in Chongqing, Kunming, and Shenzhen are expected to be completed by the end of next year, enhancing the national supply chain network [2] - The company has developed overseas warehouses in the UK, Germany, and the US to address cross-border e-commerce logistics demands [3] Group 2: Cross-Border E-Commerce Services - The company provides comprehensive supply chain management services for cross-border e-commerce platforms, including collection, customs clearance, transportation, and overseas warehousing [3] - Focus areas for cross-border logistics include active e-commerce regions in Europe and the US, leveraging extensive experience in serving cross-border e-commerce clients [3] - The company has established a global network of overseas warehouses, enabling one-stop supply chain solutions for e-commerce sellers [3] Group 3: Semiconductor Supply Chain Services - Semiconductor supply chain services are a strategic focus, with the company expanding its warehouse space to accommodate new semiconductor clients [4] - The company has partnered with leading chip manufacturers to provide 24/7 logistics and consignment services, enhancing its service offerings in the semiconductor sector [4] - Plans to develop a comprehensive public service platform for the semiconductor industry are underway, aiming to diversify service offerings [4] Group 4: Client Acquisition and Market Position - The company has established long-term partnerships with several Fortune 500 companies, successfully expanding into new sectors such as semiconductors and luxury goods [4] - Strong client retention is attributed to the embedded nature of the supply chain industry, with a focus on maintaining high service quality to attract new clients [4] - The company aims to leverage its reputation and operational experience to continue expanding its client base and ensure sustainable growth [4] Group 5: Performance Outlook - The company maintains a positive outlook for annual performance, capitalizing on the critical growth period for cross-border e-commerce [5] - Strategic plans are in place to enhance overseas warehousing and customs networks, aiming to build a robust international logistics system [5] - The company anticipates growth in sectors such as semiconductor equipment and healthcare, benefiting from favorable policies [5]