Xi Niu Cai Jing
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桃李面包加大华东市场投入 浙江子公司注册资本大幅提升57%
Xi Niu Cai Jing· 2025-12-03 10:05
Group 1 - The core point of the news is that Zhejiang Taoli Bread Co., Ltd. has increased its registered capital from 350 million RMB to 550 million RMB, reflecting a growth of approximately 57%, which indicates the parent company Taoli Bread's strong focus on the East China market [2] - The capital increase will provide stronger financial support for business expansion in the region, aiding in performance growth [3] - Taoli Bread's business model of "central factory + wholesale" allows it to balance freshness and large-scale production, which is crucial for its success in the competitive bakery market [2] Group 2 - The bakery industry is projected to reach a market size of 116 billion RMB by 2025, with the East China region accounting for 35% of the total number of stores nationwide, making it a key battleground for major brands [2] - In the first three quarters of this year, Taoli Bread reported a revenue of 4.049 billion RMB, a year-on-year decline of 12.88%, and a net profit attributable to shareholders of 298 million RMB, down 31.49% year-on-year [3][4] - The shift in consumer demand from "satiation" to "quality experience" presents an opportunity for Taoli Bread to leverage the capital increase to enhance its market presence in the Yangtze River Delta [6]
宗馥莉正式卸任娃哈哈集团董事长 进入职业经理人时代?
Xi Niu Cai Jing· 2025-12-03 10:05
近日,工商信息显示,宗馥莉已正式卸任杭州娃哈哈集团有限公司的法定代表人、董事长及总经理职务,所有职位均由31岁的法务背景高管许思敏接任。 在11月18日举行的娃哈哈2025年销售会议上,新任总经理许思敏首次公开亮相并代表集团发言,而宗馥莉罕见缺席了这一重要场合,进一步印证了她已退出 公司的日常经营管理。 宗馥莉在2024年2月宗庆后逝世后接掌娃哈哈,但其接班之路并非一帆风顺。她曾在2024年7月以"经营管理合理性遭大股东质疑"为由辞去职务,后在协商后 重返岗位。然而,一系列复杂挑战始终存在,包括商标权归属、股权结构问题以及家族遗产纠纷等。 这一变动标志着娃哈哈集团正式告别了由宗氏父女掌舵的时代,进入了职业经理人管理的新阶段。 值得注意的是,宗馥莉卸任董事长职务后,她仍然持有娃哈哈集团29.4%的股权,是公司的第二大股东。这意味着宗馥莉虽然不再参与日常管理,但仍在娃 哈哈内部拥有重要影响力。此外,接任者许思敏此前在宏胜集团担任法务部长,是宗馥莉的旧部。 此次交接并非突然决定。据相关媒体报道,宗馥莉早在今年9月12日便已正式提交辞呈,并在随后的两个月内走完了股东会与董事会的审批流程。 ...
爱美客迎来法律背景新高管 李冬梅出任副总经理兼董秘
Xi Niu Cai Jing· 2025-12-03 10:05
Group 1 - The core viewpoint of the article highlights the recent management change at Aimeike Technology Development Co., Ltd., with Li Dongmei appointed as the new Deputy General Manager and Board Secretary during a challenging period for the company [2] - Aimeike is facing significant challenges, with a reported revenue of 1.865 billion yuan for the first three quarters of 2025, representing a year-on-year decline of 21.49%, and a net profit of 1.093 billion yuan, down 31.05% year-on-year [3] - The decline in performance is attributed to intensified industry competition, particularly from Huaxi Biological's competing product "Runzhi·Gegge," which is affecting Aimeike's core product "Haitai" [3] Group 2 - Aimeike is embroiled in a dispute over the agency rights of its product AestheFill, which has escalated to a trademark infringement case involving a compensation claim of 1.6 billion yuan [4] - The appointment of a legal professional as a senior executive suggests that Aimeike aims to enhance its compliance, risk management, and arbitration dispute response capabilities [4] - Li Dongmei's nearly twenty years of legal experience is expected to provide professional support to Aimeike in navigating its current challenges [4]
翠华控股公布中期业绩,净利下滑近24%
Xi Niu Cai Jing· 2025-12-03 10:05
日前,香港连锁餐厅翠华控股(01314.HK)公布了2026财年中期业绩,在收益微增的情况下,股东应占溢利同比下滑约四分之一,延续了上一财年净利润 大幅下跌的趋势。 具体来看,截至2025年9月30日的六个月内,翠华控股收益达到4.57亿港元,较去年同期增长1.9%;但公司拥有人应占溢利仅为490.3万港元,相比去年同期 减少23.7%;每股基本盈利为0.37港仙。 | 財務 摘要 | | | | | --- | --- | --- | --- | | | | 截至9月30日止六個月 變動百分比 | | | | 2025年 | 2024年 | | | | (未經審核) | (未經審核) | | | | 千港元 | 千港元 | | | 收益 | 456,712 | 448.320 | 1.9% | | 香港 | 274,071 | 241.856 | 13.3% | | 中國内地 | 171,159 | 195.861 | (12.6%) | | 其他* | 11.482 | 10.603 | 8.3% | | 除利息、税項、折舊和 | | | | | 攤 銷 前 盈利(EBITDA)^ | 73.722 | ...
65后王振滔交班80后刘大伟 康华生物新治理团队就位
Xi Niu Cai Jing· 2025-12-03 09:36
除核心管理层变动外,因工作调整原因,吴文年申请辞去财务负责人职务,仍在康华生物担任副总裁、董事会秘书。同时聘任樊长勇担任康华生物常务副总 裁,聘任黄寒梅担任康华生物副总裁、财务负责人。 11 月 25 日,四川疫苗龙头康华生物(300841.SZ)披露董事会及高管调整公告,80后医药行业资深从业者刘大伟当选董事长,原实控人、"温州鞋王" 王振 滔退居副董事长。 关于董事会完成补选2 本公司及董事会全体成员保证信 假记载、误导性陈述或重大遗漏。 成都康华生物制品股份有限公司 开的2025年第一次临时股东大会补选 年11月21日召开的职工代表大会选举 欣遥女士(简历详见附件)。 在完成董事会补选后,公司于202 议,审议通过了关于选举董事长、副 任高级管理人员等相关议案。现将具 康华生物第三届董事会包括非独立董事7名,独立董事4名。刘大伟任董事长、王振滔任副董事长,此外包括余雄平、谷峰、CHEN LI、王岩、李欣遥女士 (职工代表董事)独立董事包括李明、王砾、杨玉成和曾令冰。 1980年出生的刘大伟,在医药管理、财务运营及股权投资超20年,曾在上海医药分销控股有限公司任职财务总部总经理、财务总监等核心岗位,加入上 ...
星辉娱乐剥离西班人俱乐部后 控股股东又抛减持计划
Xi Niu Cai Jing· 2025-12-03 09:36
Core Viewpoint - Xinghui Interactive Entertainment Co., Ltd. (referred to as "Xinghui Entertainment") has attracted market attention due to recent actions, including a share reduction plan by its controlling shareholder, Chen Yansheng, and his associate, Chen Dongqiong, citing personal funding needs [2][4]. Group 1: Share Reduction Plan - The controlling shareholders plan to reduce their holdings by up to 36,003,100 shares, representing 2.90% of the total share capital after excluding shares in the company's repurchase account, within three months after the announcement [2][4]. - Prior to the reduction, Chen Yansheng and Chen Dongqiong held a combined total of 430,776,567 shares, accounting for 34.70% of the total share capital after excluding repurchased shares [4]. Group 2: Sale of Spanish Club - The share reduction follows the divestment of the Spanish club, RCD Espanyol, where Xinghui Entertainment's subsidiaries sold a 99.66% stake to VELOCITY SPORTS LTD [4]. - Xinghui Entertainment received €6.5 million in cash from VELOCITY and shares valued at €25 million and €40 million from VELOCITY, respectively, totaling 38.26 shares of A-class stock [5]. Group 3: Financial Impact - The transaction is expected to increase Xinghui Entertainment's net profit attributable to the parent company by approximately RMB 47.07 million by September 30, 2025, with a notable difference from previous profit estimates [5]. - For the first three quarters of 2025, Xinghui Entertainment reported revenues of RMB 1.727 billion, a net profit of RMB 268 million, and a significant increase in net cash flow from operating activities, which reached RMB 408 million, up 259.78% year-on-year [6]. Group 4: Business Concerns - Despite strong financial performance, the sale of equity is a one-time revenue event, and there are underlying concerns regarding the core business, particularly in the gaming sector [7]. - The gaming business faces challenges such as high promotional costs, declining product life cycles, and heavy reliance on intellectual property, with key products like "Three Kingdoms: Heroes of the Era" being over eight years old [8].
腾讯收购5年一款游戏未出 游戏厂商Splash Damage宣布裁员
Xi Niu Cai Jing· 2025-12-03 09:36
Splash Damage代表作包括了《德军总部:敌区》、《战争机器:战术小队》,并且曾与微软合作开发《战争机器4》《战争机器5》以及其他游戏的多人模 式。 2020年底,Splash Damage工作室被腾讯收购,在被腾讯收购之前,Splash Damage推出了《Outcasters》,该作品为截至目前Splash Damage推出的最新作品。 换言之,Splash Damage工作室在被腾讯收购后并未推出任何一款新作。不仅如此,今年初,Splash Damage开发多年的《变形金刚:重新激活》终止开发。 此外,在两个月前,Splash Damage正式宣布已被私募股权投资者收购。 英国知名的多人游戏厂商Splash Damage近期曝出了裁员消息。Splash Damage表示:正在"进入一项影响所有岗位的全工作室咨询程序"。 这并非腾讯旗下的海外工作室首次裁员。不久前,腾讯旗下的Sharkmob工作室表示,因"组织架构调整"将裁减部分员工,裁员是为了"将资源集中在 《Exoborne》的持续开发上"。 Sharkmob工作室由育碧Massive工作室前主创人员Fredrik Rundqvist创立,总 ...
“白衣骑士”变身“野蛮人” 贵州百灵“引狼入室”?
Xi Niu Cai Jing· 2025-12-03 08:12
作者:七佰 资本市场上从来不缺"白衣骑士",当然也不缺"野蛮人"。 不过,"白衣骑士"突然变身"野蛮人"的事件,却比较罕见。 近期,就有一例本是纾困合作却最终对簿公堂的资本闹剧。 8月中旬,华创证券母公司华创云信发布公告称,华创证券因纾困计划及股票质押即借贷纠纷,起诉贵州百灵控股股东姜伟及其一致行动人姜勇、张锦芬等 (下称"姜伟等"),涉案金额包括纾困计划本金14亿元和股票质押融资本金3.61亿元及固定收益、违约金等相关费用。 随后,姜伟提起反诉,要求华创证券继续履约,将其所持贵州百灵1.6亿股纾困股份全部出售,并赔偿因其恶意举报等违法行为给贵州百灵和姜伟造成的股 票跌价损失等。 六年前资本市场的佳话,如今却成了"笑话"。 故事的开头越美好,结局往往越残酷 成立于1999年的贵州百灵,在2010年以"苗药第一股"的身份登陆A股。此后,数年间贵州百灵经营规模和业绩持续攀升,其股价节节上升,更是几次将实控 人姜伟家族推上贵州首富宝座。 达则兼济天下,起家于安顺的贵州百灵在有了不错的业绩之后,也开始积极响应贵州省脱贫攻坚战略。 自2012 年起,姜伟先后通过申万宏源证券、招商证券、长江证券、天风证券等多家券商机构进 ...
瑞声科技宣布并购Dispelix 双方正共同开发下一代AR设备
Xi Niu Cai Jing· 2025-12-03 07:31
Group 1 - The core point of the article is that AAC Technologies (02018.HK) has announced the acquisition of shares and other equity securities of Dispelix Oy, a leading company in AR diffraction waveguide technology, with the transaction expected to be completed in the first half of 2026, making Dispelix a subsidiary of AAC Technologies [2][6] Group 2 - Dispelix is a Finnish company focused on AR display solutions based on diffraction waveguides, with core technologies including single-layer waveguide design, high light transmittance, and high-contrast optical architecture, as well as semiconductor process-compatible technologies for large-scale production [5] - AAC Technologies and Dispelix have established a long-term strategic partnership, leveraging Dispelix's expertise in waveguide design and manufacturing alongside AAC Technologies' experience in optics, precision manufacturing, and system-level integration, potentially achieving synergistic effects [5] - Both companies have collaborated with several leading original equipment manufacturers (OEMs) to develop the next generation of AR devices and are also working with top global mobile terminal ecosystem builders on next-generation XR reference design hardware platforms [5] Group 3 - AAC Technologies primarily provides perception experience solutions, with divisions including acoustic products, speaker electromagnetic transmission and precision components, optical products, PSS automotive and consumer acoustic products, sensors and semiconductor products, and other product divisions [5] - According to the mid-2025 performance report, AAC Technologies achieved revenue of 13.32 billion yuan in the first half of the year, representing a year-on-year increase of 18.4%, with net profit reaching 876 million yuan, a significant year-on-year growth of 63.1%, and a gross margin of 20.7%, down 0.8 percentage points year-on-year, while the net profit margin was 6.6%, an increase of 1.8 percentage points [5]
淘天平台不能用邮政发货了?仅下架部分编码物流资源 解读存偏差
Xi Niu Cai Jing· 2025-12-03 07:24
接口对接如下: 接口 alibaba.ascp.logistics 一、背景说明 为规范物流资源管理,平 再可使用POST资源进行: 二、优化方案 请各位开发者朋友尽快通 列表。此次更新不涉及接 编码。 如资源下线后仍在继续使 【POST资源已下线,请 .11.6 ± L B/nh 业务片生影响。 之前,淘天平台于10月发布了关于淘天平台邮政CP CODE资源优化的公告。公告称,为规范物流资源管理,平台于2025年11月20日下线 POST(中国邮政集 团公司)物流资源,后续将不可再使用POST资源进行发货。 该公告发布后,不知是否为专业名词混淆的原因,令人一度理解为淘系平台不能再用邮政快递发货了,从而引发了舆论广泛关注。经过查询后,这次淘天平 台资源下线其实是涉及编码为POST的物流资源,商户仍可以使用邮政发货,只不过使用的是POSTB【邮政快递包裹】、EYB【邮政电商标快】以及EMS发 货。 这次淘天平台资源下线其实仅涉及编码为POST的物流资源,并不代表不可以使用邮政快递发货。如商户后续仍需使用邮政发货,则可使用POSTB【邮政快 递包裹】、EYB【邮政电商标快】以及EMS发货。 若资源下线后仍使用原P ...