飞力达(300240) - 2023年11月8日投资者关系活动记录表
FeiliksFeiliks(SZ:300240)2023-11-10 02:18

Group 1: Company Advantages - The company has over 20 years of experience in manufacturing logistics supply chain management, forming core competitive advantages in various aspects [2][3] - It offers comprehensive and integrated supply chain logistics solutions through synergistic business structure [2] - The company possesses strong capabilities in intelligent manufacturing logistics information technology development and application [2] - It has a well-established and flexible VMI and DC service model to meet personalized needs of intelligent manufacturing enterprises [2] - The company has accumulated 15 patent certificates (7 invention patents and 13 utility model patents) and 200 software copyrights [3] Group 2: Customer Acquisition and Industry Involvement - The company targets high-quality clients in the upstream and downstream of the industry chain, leveraging specialized solutions to expand its customer base [3] - Key industries served include electronics, automotive, new energy, precision instruments, and communications [3] - The company has developed a significant number of well-known clients in intelligent manufacturing, enhancing its service offerings through integrated supply chain management [3] Group 3: Financial Performance and Market Challenges - The company's revenue has shown a decline compared to last year due to the impact of the pandemic on international air and sea freight prices [3] - In Q1, cargo volume decreased compared to the same period last year, but it rebounded in Q2 and Q3, stabilizing by Q3 [3] - The company’s operational warehouse area has reached approximately 1 million square meters, with significant growth in contract logistics revenue [3] Group 4: International Expansion and Network Development - The company has accelerated the establishment of overseas networks, particularly in Southeast Asia, to capitalize on global supply chain opportunities [4] - It has set up subsidiaries in Singapore, Vietnam, Thailand, and Malaysia, with Vietnam being a key focus area [4] - The company is integrating its overseas network with client production and manufacturing supply chains to enhance service offerings [4] Group 5: New Projects and Future Plans - The company has initiated a project in Dongguan for a distribution center, expected to be completed in about 24 months [5] - The new automated warehouse in Kunshan, covering approximately 42,000 square meters, aims to improve operational efficiency and reduce costs [5] - The company is focusing on global spare parts and distribution center services as a key area for future growth [4][5]