跨境通(002640) - 2018年3月23日投资者关系活动记录表

Group 1: Impact of US-China Trade Relations - The trade friction between the US and China is expected to increase uncertainty in global economic development, but it may promote the growth of cross-border e-commerce as traditional trade is affected [3] - The average selling price of products sold to the US is significantly below the $800 tax exemption threshold, mitigating the impact of US tax policies [3] - The company plans to increase investment in emerging markets and diversify product categories to counteract potential tax adjustments on certain goods [3] Group 2: Strategic Planning and Growth - The company aims to become the industry leader by significantly increasing its market share, achieving a sales volume nearly double that of its closest competitor by the end of 2016 [3] - From 2018 to 2019, the focus will shift to strengthening the business through technological investments and improving operational efficiency across various systems [3] - Future strategies post-2020 include continuous investment in technology and data analytics to enhance overall sales and inventory turnover [3] Group 3: Financial Performance and Management - Key operational goals for 2018 include market share growth, cash flow optimization, and improved inventory turnover, with a focus on profitability [4] - The company raised a total of 3.03 billion yuan from 2014 to 2017, with 1.32 billion yuan directly invested in business operations [4] - The company has achieved significant growth in exports, increasing from over 100 million yuan in 2014 to over 10 billion yuan in 2017 [4] Group 4: Industry Trends and Challenges - The implementation of VAT in Europe has impacted many companies, but the overall growth of the industry remains stable, with the company meeting expectations in its European operations [5] - The company collaborates with well-known brands such as Huawei, Xiaomi, and Haier, with some products having full-channel operational rights [5] - Ongoing projects for private placement and convertible bonds are progressing as planned, with the private placement expected to launch soon [5]