嘉欣丝绸(002404) - 2024年3月25日投资者关系活动记录表

Group 1: Company Overview - The company, Zhejiang Jiaxin Silk Co., Ltd., has a history of nearly 40 years in foreign trade, with a strong marketing team of over 300 members [2][3] - The company has established three major supply chain clusters in Jiaxing, inland China, and overseas, ensuring the capacity to handle increasing orders [3][4] Group 2: Foreign Trade Client Structure - The main foreign trade clients are brand women's clothing companies from developed countries, with European clients accounting for approximately 35% and American clients for 33% [2][3] Group 3: Competitive Advantages - The company's competitive advantages lie in its experienced business team, robust supply chain, and strong R&D capabilities, allowing for deep collaboration with clients [3][4] - The ODM model's orders have been increasing, enhancing customer loyalty and bargaining power [3] Group 4: Supply Chain Development - The company has strengthened its supply chain in inland regions like Anhui, Henan, and Jiangxi, as well as overseas in Cambodia and Myanmar, with a production capacity of 10 million pieces per year in Cambodia [3][4] Group 5: Business Segments - The company has diversified its business, with hardware processing generating nearly 500 million CNY in annual revenue, and silk fabric production gaining recognition for its innovative capabilities [4][5] - The investment real estate segment provides stable income through leasing properties, including a 40,000 square meter factory area and a 70,000 square meter headquarters [4][5] Group 6: Market Trends and Expectations - The recent rise in silk raw material prices is expected to positively impact overall company performance, stimulating inventory and trading activities [4][5] - The domestic clothing market is anticipated to recover due to economic recovery and changing consumer trends, supported by the sales performance of the Jin San Ta brand [5][6] Group 7: Dividend Policy - The company maintains a high dividend yield of 4.7% and has a stable cash dividend policy, indicating a commitment to investor returns [6]