Easttop(SZ:002889)2025-05-15 13:03Group 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]