跨境通(002640) - 2015年12月8日投资者关系活动记录表

Group 1: Investor Relations Activities - The investor relations activity involved a specific audience survey with participation from various financial institutions and analysts [2] - The meeting took place on December 8, 2015, at the Shenzhen Kempinski Hotel, hosted by the company's chairman and vice-chairman [5] Group 2: Financial Overview - The company is currently in the queue for review regarding its public offering, with details available on the China Securities Regulatory Commission website [5] - The planned fundraising from the private placement and corporate bonds is expected to exceed 3 billion, which will significantly impact the company's market share in exports [5] Group 3: User Growth and Market Strategy - The company is experiencing a monthly increase of approximately 2 to 3 million registered users, with a stable repeat purchase rate [6] - The focus is on expanding both online and offline channels while minimizing losses to grow the market [6] Group 4: Business Model and Competition - The logistics and warehousing projects funded by the company are intended for internal use only, not for third-party services [6] - The company aims to build a comprehensive ecosystem, including a B2B platform and financial services for upstream and downstream partners [8] Group 5: Industry Position and Future Plans - The cross-border e-commerce industry is still in its early stages, with the company aspiring to be among the fastest-growing players [7] - The company plans to expand its product categories, focusing on clothing and 3C products, while also exploring new markets [10] Group 6: Import and Export Operations - The company is currently focusing on daily necessities and health products for imports, having established agreements with major European brands [10] - The average profit per order for the bonded model is around 40 yuan, while the direct mail model averages 45 yuan [13] Group 7: Supply Chain and Logistics - The company is implementing an ERP system for overseas warehouses, which is expected to streamline operations [12] - The average daily order volume for both bonded and direct mail models is approximately 7,000 to 8,000 [12] Group 8: Financial Performance - By the end of the year, the company anticipates reaching around 40 million users [11] - The logistics division achieved a net profit of approximately 6 million by November 2015 [13]