原尚股份(603813) - 原尚股份2023年11月21日投资者关系活动记录表

Group 1: Financial Performance - The net profit attributable to shareholders for the first nine months of 2023 was -13,578,982.68 yuan, a decrease of 143.50% compared to the same period last year [2] - The decline in net profit is primarily due to the full provision for credit impairment losses on accounts receivable in 2020 and the decrease in production and sales of major customers, leading to a lower overall gross profit margin [2] Group 2: Industry Context - The automotive industry and the logistics sector for automotive parts are positively correlated, with market size and changes directly impacting the supply chain logistics [2] - The industry is undergoing a profound transformation towards electrification and intelligence, increasing operational pressure on traditional fuel vehicle products [2] Group 3: Business Strategy - The company is focusing on both "stock" and "incremental" strategies to stabilize production and maintain healthy development of existing businesses while actively exploring new business opportunities [2] - Internal cost reduction initiatives are being implemented to enhance operational management capabilities and improve governance standards [2] Group 4: Revenue Segmentation - The company's revenue is categorized into several segments, including comprehensive logistics services, leasing services, logistics equipment sales, and insurance agency services [3] - Comprehensive logistics services and leasing include transportation, unloading, leasing, warehousing, and other value-added services [3]