Group 1: Company Performance and Strategy - The company achieved a revenue of ¥29,007,037,114.01 from January to September 2024, representing a year-on-year increase of 2.18% [3] - The net profit attributable to shareholders for the same period was ¥887,791,670.67, showing a year-on-year decrease of 26.12% [3] - The company focuses on supply chain services and chemical new energy, aiming to provide comprehensive value-added services [4] Group 2: Risk Management and Compliance - The company closely monitors international market conditions and trade regulations, adjusting its operational strategies accordingly [2] - It emphasizes the construction of overseas production bases to mitigate risks associated with international trade [2] - The company has implemented measures for cost management and internal risk control to enhance profitability and risk resistance [2] Group 3: Corporate Governance and Shareholder Returns - Compensation for directors, supervisors, and senior management is based on a dual structure of basic and performance-based pay, linked to annual performance evaluations [2] - The company is committed to shareholder returns and will continue to develop profit distribution plans considering investor feedback and actual conditions [2] - Future plans for share buybacks will be disclosed in accordance with legal obligations [4] Group 4: Expansion and Development Plans - The company is focused on strengthening its core supply chain services and enhancing operational capabilities for sustainable development [4] - The Myanmar industrial park projects have been completed and are in operation, with cautious advancement due to the complex political situation [4] - Other convertible bond fundraising projects are progressing smoothly [5] Group 5: Currency and Supply Chain Management - The company primarily conducts trade settlements in USD, and currency fluctuations can impact trade scale and profitability [6] - It has adopted forward foreign exchange contracts and adjusts operational strategies to manage currency risk [6] - The company is expanding its sourcing bases internationally, particularly in Southeast Asia and Africa, to enhance its supply chain capabilities [6]
江苏国泰(002091) - 002091江苏国泰投资者关系管理信息20250113