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]
东方嘉盛(002889) - 002889东方嘉盛投资者关系管理信息20250429