Group 1: Strategic Goals and Business Directions - The company aims to become a leading operator in urban and rural circulation infrastructure within 3-5 years, driven by a "real economy + capital" dual strategy [2][4] - The three main business directions are commercial operations, trade logistics, and commodity trading, which are foundational for the company's development [2][3] - The goal for commercial operations is to enhance quality and efficiency, providing better living standards for urban and rural residents [3][4] Group 2: Business Development and Integration - The company plans to create a closed-loop ecosystem by integrating commercial operations, trade logistics, and commodity trading [3][4] - The focus is on establishing regional logistics hubs to facilitate the flow of industrial goods to rural areas and agricultural products to urban centers [3][4] - The acquisition of Beijing New Cooperation Commercial Development aims to enhance the company's network layout in urban and rural circulation channels [4][5] Group 3: Financial Management and Performance - The company is implementing a "123456" work strategy to improve operations, capital management, and financial health [6][7] - The major shareholder requires strict adherence to financial regulations and cost control measures to reflect the company's financial status accurately [7][8] - The company reported a fair value loss of 10.8 billion CNY in 2023 and 11.4 billion CNY in 2024 for investment properties due to market trends [13][14] Group 4: Market Position and Competitive Strategy - The retail sector is experiencing intense competition, prompting the company to develop a differentiated value system and innovative service models [11][12] - The company is focusing on enhancing its online business through the "Super Collection" e-commerce platform, achieving a 105.47% year-on-year increase in online retail revenue [12][13] - The company is exploring opportunities in the Hainan Free Trade Port and the Guangdong-Hong Kong-Macao Greater Bay Area to leverage policy advantages [16][17]
供销大集(000564) - 000564供销大集投资者关系管理信息20250509