Damon(688360)2024-05-17 09:38Group 1: Financial Performance - The first quarter performance declined due to seasonal factors, with a lower growth rate expected compared to the previous year [3] - The company is confident about the overall performance for the year [3] Group 2: Future Development Strategy - Over the next 3-5 years, the company aims to transform into a "global enterprise integrating Internet and IoT," focusing on globalization, scalability, and digitization [4] - The strategy includes maintaining leadership in smart logistics while expanding into new industries and fields [4] Group 3: Market Opportunities - The logistics equipment industry has broad applications across factory, circulation, and consumer ends, providing significant market space [5] - The rapid development of cross-border e-commerce platforms like Temu and Shein is expected to drive growth in overseas warehouses, presenting potential growth points for the smart logistics industry [5] - The company has completed the acquisition of Moandi, enhancing its leading position in the delivery and sorting components sector [6] Group 4: M&A Strategy - The company plans to strengthen its core competitiveness through both organic growth and external acquisitions, actively seeking strategic investment opportunities [6]