【深圳商报讯】（首席记者陈小慧）4月15日，由深圳市工业和信息化局、深圳市中小企业服务局联合 深圳市商务局主办，深圳市工业展览馆承办的"携手共赢"内外贸一体化拓展市场对接会在市工业展览馆 召开。天猫国际、京东集团、华润万家、苏宁易购、天虹数科、美团、盒马、小虎奕循科技、物美集团 等11家国内零售批发龙头企业及头部电商平台、70余家深圳重点制造业企业和相关协会代表参加了本次 活动。 会上，深耕国内消费市场的零售商超实体店龙头企业介绍，目前已为企业搭建了高效便捷的销售平台， 以全渠道赋能助力企业进一步拓展国内市场。 华润万家为企业开通"内销直通车"，使产品以最快速度上架与消费者见面。天虹数科开放天虹门店、 APP、小程序等全渠道资源，简化入驻流程，设立"外贸优品专区"或主题快闪店，为企业提供黄金陈列 位。 电商平台纷纷表示，将借助电子商务直联供需的优势，推出订单直采、外贸专区、流量支持、绿色通 道、供采对接等便利化措施，让优质深圳制造业产品快速走进国内大市场。 深圳作为全球供应链和产业链重要节点，企业外向型特点突出，外贸出口挑战更加明显，制造业企业和 零售、批发平台充分对接的需求也大。在此背景下，深圳快速启动了" ...

【深圳商报讯】（记者陈姝邱清月）由美国关税新政策引发的关税风波，让大量海外网友涌进来自中国 的电商网站。截至4月16日，美国iOS应用商店电商应用榜单前5名中，中国APP已占据3席。大热的敦煌 网在美免费总榜的排名仅次于ChatGPT。 受此消息影响，A股跨境电商板块受到市场关注。截至4月16日收盘，乐歌股份、华贸物流等相关个股 涨停。 敦煌网现已成为美国市场最大的中国跨境B2B电商平台。其以"小单快反"模式，打通中国中小制造企业 与北美中小批发商链路。4月11日，敦煌网向商家发布了"关税护航计划"公开信，称通过这一计划，平 台将为参与活动的商家提供流量、补贴、物流等多方面的支持，帮助大家减轻成本压力，稳定销售。 据悉，敦煌网创始人王树彤曾于1999年参与创立卓越网并出任第一任CEO。2004年卓越网被亚马逊收购 后，王树彤选择转战海外电商市场。 针对美国关税影响，多家跨境电商上市公司近期做出密集回应。吉宏股份表示，公司跨境社交电商业务 主要销售区域为东南亚、东北亚和中东地区，以亚洲为主，美国区域的销售收入占比很小。小商品城在 互动平台表示，公司认为此次关税政策调整对其整体业务无实质性影响，对义乌出口影响有限 ...

深圳商报·读创客户端记者 舒桂林 在易主中国生物制药不到半年之后，浩欧博（688656）开始了高管大调整。 2024年12月13日，浩欧博发布关于控股股东协议转让股份完成过户登记暨控股股东、实际控制人变更的公告。公告显示，控股股东海瑞祥天生物科技（集 团）有限公司于2024年12月13日完成了对公司1867万股无限售条件流通股份的转让，转让价格为33.74元/股，转让总价款为6.3亿元。此次股份转让占剔除回 购专用账户中股份数量后公司股份总数的29.99%。 浩欧博同日公告，董事会于近日收到公司财务总监韩书艳女士递交的书面辞职书，因工作调整，韩书艳申请辞去公司财务总监职务。辞任后，韩书艳将继续 在公司任职。公司于 2025 年 4 月 16 日召开第三届董事会第二十次会议，审议通过了《关于聘请公司财务负责人的议案》。同意聘任张扬清担任公司财务总 监，任期自本次董事会审议通过之日起至第三届董事会任期届满之日止。 一个月前，浩欧博发布了2024年年报。截至本报告期末，公司营业总收入4.02亿元，同比上升2.01%，归母净利润3680.38万元，同比下降22.24%。年报显 示，浩欧博公司应收账款体量较大，当期应收 ...

深圳商报·读创客户端记者 程茹欣 | | 2022年 | 2023年 | | --- | --- | --- | | 待續協議數目 | 107 | 145 | | ー 商企和城市空間服務 . | 62 | 79 | | ー 社區生活服務(附註) | ર્વર | 66 | | 成功續約協議數目 . | 61 | 71 | | ー 商企和城市空間服務 . | 20 | 1 ୧ | | ー 社區生活服務 | 41 | રેરે | | 續約率 | 57.0% | 49.0% | | ー 商企和城市空間服務 . | 32.3% | 20.3% | | ー 社區生活服務 | 91.1% | 83.3% | 据港交所官网，近日，奥联服务集团股份有限公司（下称"奥联服务"）递交招股书，农银国际为其独家保荐人。 招股书显示，奥联服务总部位于广州市，业务主要集中在广东省内，自2010年起向住宅社区提供社区生活服务，并于2014年将服务扩展至商企和城市空间领 域。 社区生活服务续约率逐年下滑 业绩方面，2022年—2024年（下称"报告期"），奥联服务分别实现营业收入3.42亿元、4.31亿元、4.75亿元，年内利润2741万 ...

Core Insights - The company reported a slight decline in revenue for 2024, with total revenue at 2.474 billion yuan, a year-on-year decrease of 0.89% [1] - The net loss attributable to shareholders reached 28.3453 million yuan, with a significant increase in losses when excluding non-recurring items, which expanded by 4453.22% to 38.6646 million yuan [1] - The company plans not to distribute cash dividends or issue bonus shares [1] Financial Performance - For Q1 2025, the company achieved a revenue of 531 million yuan, reflecting a year-on-year growth of 9.22% [1] - However, the net loss attributable to shareholders for Q1 2025 was 15.0368 million yuan, an increase of 80.33% compared to the previous year [1] - The basic loss per share for Q1 2025 was 0.0303 yuan [1] Business Operations - The company has established partnerships with several leading domestic and international automotive manufacturers, including SAIC-GM Wuling, SAIC Group, and Volkswagen, for its new energy drive motor products [2] - In 2024, the company shipped 700,000 drive motors, with a cumulative total of 3.3 million units across over 40 vehicle models [2] - The company's subsidiary, Shenzhen Gaoke Run, experienced a 6.59% decline in revenue due to reduced sales volume in its intelligent controller business [2] Market Challenges - The core business of new energy drive motors faced challenges from industry price wars, leading to a revenue decline of over 7% [3] - Despite a nearly 70% growth in micro-special motors, it was insufficient to offset the contraction in the main product line [3] - The company is under pressure from rising costs of raw materials like copper and rare earths, which continue to impact the profitability of motor products [3] Future Outlook - The company aims to leverage new projects with clients like Leap Motor and Volkswagen, which are expected to begin mass production in Q2 2025 [2] - The ability of the company to achieve a turnaround in profitability in the second half of 2025 will depend on the pace of mass production and cost control measures [3] - As of April 15, 2025, the company's stock closed at 8.03 yuan, with a total market capitalization of 3.982 billion yuan [3]

Core Viewpoint - 中海达 reported a revenue of 1.22 billion yuan for 2024, marking a year-on-year growth of 2.80%, but still recorded a net loss of 12 million yuan, although this represents a significant reduction in losses by 97.08% compared to the previous year [1] Group 1: Financial Performance - The net profit attributable to shareholders has been negative for three consecutive years, with figures of -110 million yuan in 2022, -430 million yuan in 2023, and -12 million yuan in 2024 [1] - The decrease in losses in 2024 was attributed to cost optimization and partial business recovery, despite not achieving profitability [1] - The company’s non-recurring net profit was -90 million yuan, showing an increase in losses by 81.98% year-on-year [1] Group 2: Business Segments and Market Conditions - 中海达's main business includes precision spatial perception equipment, high-precision applications of Beidou, and intelligent driving and navigation control [1] - The traditional surveying equipment business has seen a continuous decline in revenue due to macroeconomic downturns, reduced infrastructure investment, and intensified industry competition [1] - Although the company has made inroads into emerging fields such as autonomous driving and marine exploration, the revenue contribution from these areas remains limited [1] Group 3: R&D and Competitive Landscape - The company has increased its R&D investment in high-precision positioning for autonomous driving, Beidou applications, and marine sonar detection, with R&D expenses accounting for approximately 11.7% of revenue, significantly higher than the industry average [2] - Despite high R&D spending, the lack of corresponding revenue growth has continued to pressure profits [2] - Competitor 华测导航 has been squeezing 中海达's market share due to better cost control and channel advantages, exacerbating the industry's price war and further weakening the company's profitability [2] Group 4: Investor Concerns - Due to three consecutive years of losses, some investors have raised concerns about potential "ST" risks for the company [2] - 中海达 has stated that it has not reached any conditions that would trigger delisting risk warnings as per the Shenzhen Stock Exchange's rules and emphasized its commitment to focusing on its core business and improving operational efficiency [2]

Core Viewpoint - Hainan Development's proposal for the delayed injection of duty-free assets was rejected by shareholders, leading to significant market reactions and a sharp decline in stock price [1][2]. Company Summary - Hainan Development announced that its proposal to delay the injection of duty-free assets was rejected at the 2025 second extraordinary general meeting, with 56.22% of votes against the proposal [1]. - The proposal was put forth by the controlling shareholder, Hainan Development Holdings, which cited increased competition in the duty-free market and continuous losses of the asset as reasons for the delay [1]. - The stock price of Hainan Development fell sharply, with a cumulative decline of over 30% from March 28 to April 9, reaching a low of 6.20 CNY per share [1]. Industry Summary - The duty-free industry is experiencing heightened interest, with analysts noting that the delay in asset injection contrasts sharply with market expectations, exacerbating selling sentiment [2]. - Tax-free goods have a price advantage due to the exemption from tariffs and consumption taxes, and there is potential for sales to shift towards duty-free channels amid tariff policy adjustments [2]. - However, the global consumer goods entity, as a latecomer in the Hainan duty-free market, faces significant competition from established players, leading to ongoing losses [2].

Core Viewpoint - The company reported a decline in both revenue and net profit for the fiscal year 2024, primarily due to weak market demand and intensified competition in the building materials industry [1][2]. Financial Performance - The company achieved total revenue of 6.267 billion yuan, a year-on-year decrease of 1.75% [1][2]. - Net profit amounted to 0.953 billion yuan, reflecting a significant year-on-year decline of 33.49% [1][2]. - Basic earnings per share were reported at 0.61 yuan, down 32.22% compared to the previous year [1]. Market Environment - The building materials industry is facing challenges due to a decrease in demand from the real estate and infrastructure sectors, leading to increased competition and price wars [1][2]. - The domestic plastic pipe industry is expected to see a decline in total output in 2024, with weakened demand in construction and municipal sectors [2]. Strategic Response - The company has increased its market investment and brand promotion efforts, resulting in a sales expense increase of approximately 14% year-on-year [2]. - Despite these efforts stabilizing market share in the short term, they have not been sufficient to offset revenue declines [2]. Investment and Cost Pressures - The company faced additional cost pressures from raw material price fluctuations, further compressing profit margins [2]. - Non-recurring losses, including a decrease in investment income from joint ventures and goodwill impairment, significantly impacted net profit, accounting for about 60% of the total profit reduction [2]. Future Outlook - The company aims to achieve a revenue target of 6.580 billion yuan for 2025, with a cost and expense target of approximately 5.350 billion yuan [4]. - The company continues to invest in research and development and is expanding its overseas production capacity, with new industrial parks in Vietnam and other locations [3].

Core Viewpoint - Despite a significant revenue increase of 52.27% year-on-year to 365 million yuan in 2024, the company continues to face net losses, marking its sixth consecutive year of losses since 2019 [1][2] Revenue and Profitability - The revenue growth is primarily driven by double-digit increases in the cable polymer materials and semiconductor equipment segments, with the cable polymer materials contributing over 60% of total revenue [2] - The company reported a net loss attributable to shareholders of 30.53 million yuan, which is an improvement from a loss of 44.42 million yuan in 2023 [1][2] Cost Structure and Financial Health - The company is experiencing rising sales and management expenses due to increased market investments to maintain market share, alongside a significant rise in financial expenses due to expanded financing [3] - The traditional polymer materials business is facing low gross margins, while the semiconductor equipment business has not yet achieved sufficient scale to offset the profit gap from traditional operations [3] Market Position and Product Development - The company is struggling with a product structure that remains predominantly mid-to-low-end, limiting its penetration in high-end applications such as new energy and photovoltaics [3][4] - The company has emphasized its core product, environmentally friendly low-smoke halogen-free polyethylene cable polymer materials, which align with national industrial policies and are recognized by major cable manufacturers [3] Strategic Adjustments - In response to performance pressures, the company is working to reduce inefficient production capacity and shift resources towards high value-added products [4] - The company needs to find a new balance between enhancing product technology and controlling operational costs to break the cycle of increasing losses [4] Regulatory Issues - The company faced regulatory penalties in February for a past violation involving a guarantee of 16.70 million yuan related to a personal loan taken by a former controlling shareholder [5] - The company has been involved in frequent asset restructuring announcements, including a significant transaction to acquire 99.97% of Advanced Packaging Materials International Limited [6]

Core Viewpoint - Shanghai Jin Jiang International Hotel Co., Ltd. reported a significant decline in both revenue and net profit for the year 2024, indicating a challenging operational environment for the company [1][2][3]. Financial Performance - The company experienced a 4% year-on-year decrease in revenue, totaling 14.063 billion yuan, and a 9.06% decline in net profit, amounting to 911 million yuan [2][3]. - The average room rate for domestic limited-service hotels fell by 11.19 yuan to 240.67 yuan, while the occupancy rate decreased by 0.93 percentage points to 65.43% [2][3]. - The overseas operations, particularly the Louvre Group, reported a net loss of 10.79 million euros, with the limited-service chain hotel business suffering an expanded net loss of 56.89 million euros [2][3]. Business Operations - The company opened 1,515 new hotels in 2024, bringing the total to over 17,300 hotels, but faced challenges in its core limited-service hotel segment [2][4]. - The decline in revenue and net profit was attributed to decreased performance in domestic limited-service hotels and the impact of asset disposals [2][3]. Strategic Initiatives - In response to performance pressures, the company is optimizing its brand matrix and has restructured its organizational framework from "7 major centers and 37 departments" to "13 departments and 2 business units" [4]. - The company introduced a "12+3+1" brand strategy, aiming to cultivate three core mid-to-high-end brands by 2028 and expand into the vacation segment [4]. - Plans for 2025 include opening 1,300 new hotels and signing 2,000 new contracts, alongside exploring the long-term apartment sector to create new growth opportunities [4].