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货拉拉更新招股书:持续降费、降抽佣,变现率三连降
凤凰网财经· 2025-10-28 14:08
01 上半年营收达9.35亿美元,同比增长32% 货拉拉于2013年在中国香港成立,于2014年进入中国内地及东南亚等市场。作为中国交易规模最大的物 流平台,货拉拉正凭借规模效应持续收获回报。 2025年上半年,货拉拉业绩持续向好。招股书显示,2025年上半年,货拉拉促成的已完成订单超过4.55 亿笔,全球交易总额达59.67亿美元,同比增长17.7%。根据弗若斯特沙利文的资料显示,货拉拉是2025 年上半年全球闭环货运交易总值最大的物流交易平台。 | | | 截至12月31日止年度 | | 止六個月 | | | --- | --- | --- | --- | --- | --- | | | 2022年 | 2023年 | 2024年 | 2024年 | 2025年 | | 我們的平台 | | | | | | | 全球總GTV(以百萬美元計) | 7,307.2 | | 9,414.3 11,137.1 | 5.069.2 | 5,966.6 | | 全球貨運GTV(以百萬美元計) | 6.715.4 | | 8.736.3 10.273.8 | 4.680.7 | 5,535.6 | | 已完成訂單(以百萬 ...
出售资产占比超36%,业绩大增的药明康德,再抛28亿大动作
凤凰网财经· 2025-10-28 06:56
来源丨凤凰网财经《公司研究院》 10月27日早盘,A股医药板块应声高开。其中EXO龙头药明康德(603259.SH)最终收盘报106.64元,当日上涨2.73%,最大涨幅约7%。与此同时,其在港 股市场的表现更为强劲,药明康德(02359.HK)高开7.51%后收涨3.98%,报114.90港元,成为拉动板块情绪的主力引擎。 这番市场异动的直接催化剂,源于前一晚药明康德发布的三季度成绩单。这份被市场视为"强心针"的财报显示,药明康德2025年前三季度归母净利润同比 大幅增长84.84%,营业收入也稳步增长18.61%。尤为亮眼的是,第三季度单季净利润增速仍保持在53%的高位,显示出公司在复杂环境下的增长韧性。 与此同时,公司还宣布拟以28亿元向高瓴投资出售旗下临床研究服务子公司。一边是业绩高增,一边是战略"瘦身",药明康德在十月末使出的这套组合 拳,究竟意味着什么?其能否凭借更聚焦的业务布局打开新的成长空间,正成为市场关注的下一焦点。 01 业绩大增,出售资产占比约36% 10月26日,药明康德发布2025年三季度财报。 数据显示,公司Q3营业收入120.57亿元,同比增长15.26%。归属于上市公司股东的净 ...
3724天,你好,4000点,好久不见
凤凰网财经· 2025-10-28 02:52
今日,A股指数持续走强,上证指数时隔十年再度站上4000点, 沪指上一次触及4000点是在2015年8月18日,距今已3724天。 自去年"924"行情启动以来,沪指已涨超45%,深成指涨超66%,创业板指涨超110%。 虽然同为4000点,但与2015年8月18日时相比,A股市场已发生巨大变化。这十年间,A股总市值从52万亿元增至107万亿元,全市场股票数从2662只增至 5440只,股民总数从9300余万人增至超2.4亿人,融资余额从1.4万亿元增至2.4万亿元,北向资金也从千亿规模增至今年三季度末的2.6万亿元,公募基金持 股规模也从2015年中的2.0万亿元增至今年年中的7.2万亿元。 2015年8月18日之前上市的公司中,目前正常交易的有2568家,其中三分之一跑赢大盘,股价已高于上一次4000点。期间涨幅最大的10只股票涨幅均超过10 倍,中际旭创、胜宏科技、天孚通信排名前三,10倍股中电子、通信、电力设备等三大行业合计占80%。 01 外资机构集体看多中国股市:慢牛行情开启 参考资料: 10 月 22 日,高盛研究部股票策略分析团队在最新研报中指出,中国股票市场正步入慢牛行情。该团队分析, MS ...
长安汽车被曝4S店起火,车辆烧成空壳
凤凰网财经· 2025-10-27 13:05
Core Viewpoint - A fire broke out at a Changan dealership in Fuyang, resulting in significant damage to vehicles and the building, with the cause of the fire still under investigation [1][4]. Incident Details - The fire occurred at a Changan dealership located on Tengfei Road in the Yingzhou District of Fuyang, with reports indicating that the showroom vehicles were completely destroyed while some cars in the yard remained undamaged [4]. - Videos circulating online show flames and smoke engulfing the building, and it took firefighters several hours to extinguish the blaze [1]. - As of the latest updates, Changan Automobile has not provided an official response regarding the incident, and customer service confirmed the occurrence of the fire but did not have information on the cause [1][4]. Historical Context - It is noteworthy that a similar fire incident occurred in the same area in 2022, attributed to inadequate separation between the display and repair areas, as well as poor management of flammable materials, which led to a fire affecting neighboring shops [4].
人民币汇率年底或破7
凤凰网财经· 2025-10-27 13:05
以下文章来源于21世纪经济报道 ,作者21记者 21世纪经济报道 . 权威、专业、深度、有趣!用经济思维看世界。 互联网新闻信息服务许可证编号:44120180007 10月27日,人民币对美元中间价报7.0881,较上日调升47个基点, 创2024年10月15日以来最高。 今年以来,人民币中间价年内涨幅约1000个基点。 截至北京时间10月27日15点30分(下同)美元兑人民币在岸汇率下跌2.56%,美元兑人民 币离岸汇率下跌更明显,为3.05%。 市场普遍认为,随着美联储降息步伐加快,人民币汇率继续走强的概率加大, 今年年底美元兑人民币汇率或"破7"。 01 三因素共振,助推人民币汇率走强 东方金诚首席宏观分析师王青告诉记者,近期在美元指数震荡上行、全球汇市波动加大过程中,人民币中间价向偏强方向调整力度有所加 大。这或与年初以来国内经济走势偏强,美元大幅下跌,而人民币对美元汇率尽管有所升值,但未能与之充分匹配有关。这意味当前稳汇率 的重心正在向稳定CFETS等一篮子人民币汇率指数转移。另外,当前外部环境波动有所加大,人民币汇率稳中有升,为我国外贸企业提供有 利的汇率环境。 中国民生银行首席经济学家温彬认为 ...
频现质量争议,这个网红品牌你还在买吗?
凤凰网财经· 2025-10-27 13:05
Core Viewpoint - The article discusses the challenges faced by Bear Electric, highlighting quality issues and declining consumer trust, which have impacted the company's market performance and stock price significantly [1][32][41]. Group 1: Product Quality Issues - Bear Electric initially gained popularity with its yogurt maker, appealing to young consumers seeking affordable and functional small appliances [1]. - Despite positive reviews for some products, there are numerous complaints regarding product quality, including malfunctioning and safety hazards, such as appliances exploding [10][24][25]. - Specific examples include complaints about the soy milk maker not blending beans properly, a tea maker arriving damaged, and a rice cooker emitting smoke [12][15][18][21]. Group 2: Financial Performance - In 2022, Bear Electric reported a revenue of approximately 4.118 billion yuan, a year-on-year increase of 14.18%, with a net profit of about 386 million yuan, up 36.31% [33]. - However, growth slowed in 2023, with revenue increasing by only 14.43% to 4.712 billion yuan, while net profit growth decelerated to 15.24% [33]. - The 2024 financial report showed a mere 0.98% revenue increase to 4.758 billion yuan, with a significant net profit decline of 35.37% to 288 million yuan, marking the largest drop since the company went public [33][34]. Group 3: Stock Market Performance - Bear Electric's stock price has fallen approximately 70% from its peak, reaching a historical low of 35 yuan per share in September 2024 [41]. - Despite a reported increase in revenue and profit in the first half of 2025, the market reacted negatively, with stock prices dropping over 7% on the day of the earnings report [41]. - The company's stock performance has been further pressured by insider selling, raising concerns among investors about the company's future prospects [43][45].
一万元七星总统套房床品下放!小贵但太舒服了
凤凰网财经· 2025-10-27 13:05
一入冬就变成"入睡困难户"的请举手! !!! 甄选产自北纬42°新疆黄金棉区的优质长绒棉,肤感软糯! 来自欧洲顶奢酒店集团 —— 【 英 国百年品牌 】 欧特家OET KER 德国拜耳 德绒深 眠智暖床笠 万元级总统房 才配备的千亿总裁同款床笠! 今天 百元抢! 睡过五星级酒店都会懂那种感觉: 住普通酒店一晚上都在想家,但是住五星级酒店还没来得及想家就睡 着了。 住五星级酒店已经属于够奢侈,但 这可是服务过英 国女王、沙特王子的"宫殿级"七星 酒店欧特家OETKER! 150年来只做一件事:让全球0.1%人群睡进云端! 连世界巨星度假都指定要睡它家, 更是各国政要、贵族、富豪一掷千金,都得预约排号才能入住! 星级酒店和 不到300块的 快捷酒店,不一样的可不止在装潢和服务。 这么高咖位的酒店集团选的床品,可以想象有多 挑剔! 而今天带来的这款床笠不仅是 欧特家OETKER名下的国际奢华酒店专用 而且只有 VVVIP总统级以上套房 , 才有资格配备它 ! 伦敦兰斯伯瑞、法国 伊甸豪海角...随便看几张图,这哪是酒店啊,根本就是度假胜地! 酒店床品配套,更是酒店星级的考核范围。 七星酒店 一出手就 是王 炸! ✅ ...
劲仔食品三季报露疲态,第二增长曲线失灵
凤凰网财经· 2025-10-27 13:05
Core Viewpoint - The recent quarterly report of Jinzai Food (003000.SZ) indicates a revenue increase without profit growth, with a slight revenue growth of 2.05% year-on-year to 1.808 billion yuan, marking the lowest growth rate since its listing in 2020. The net profit attributable to shareholders decreased by 19.51% to 173 million yuan [3][4]. Group 1: Q3 Performance - In Q3, Jinzai Food achieved a revenue of 685 million yuan, with year-on-year and quarter-on-quarter growth of 6.55% and 29.52%, respectively. However, the net profit decreased by 14.77% year-on-year to 60.83 million yuan, indicating ongoing pressure on profitability [5][7]. - The company has been focusing on the development, production, and sales of Chinese-style snack foods, with major products including fish products, poultry products, and bean products. Revenue growth rates from 2021 to 2024 were 22.21%, 31.59%, 41.26%, and 16.79%, respectively [5][6]. - The company has expanded its distribution channels, increasing the number of distributors to 3,502, up by 336 from the previous year. However, the core sales model's distributor revenue declined by 9.25% to 792 million yuan [5][6]. Group 2: Product Performance - The growth of fish products, a key revenue driver, showed signs of slowing down, with a revenue of 757 million yuan in the first half of the year, a year-on-year increase of 7.61%, accounting for approximately 67.4% of total revenue. The growth rate has significantly decreased from 16.64% in the previous year [11][12]. - The company has been focusing on poultry products as a second growth curve, with revenue from this segment reaching 450 million yuan in 2023. However, in 2025, poultry product sales dropped by 27.88% year-on-year, leading to a revenue decline of 24% to 196 million yuan [12][13]. Group 3: Financial Metrics - The gross profit margin for Q3 decreased by 1.14 percentage points to 28.93%, influenced by changes in channel structure and the performance of different sales models [7][10]. - Sales expenses reached a record high of 250 million yuan in the first three quarters, with Q3 sales expenses at 95 million yuan, resulting in a sales expense ratio of 13.82%, an increase of 1.59 percentage points year-on-year [10].
安徽原首富的陈先保的瓜子生意,不好干了
凤凰网财经· 2025-10-27 13:05
以下文章来源于雷达Finance ,作者X编辑 雷达Finance . 遨游广袤的财富世界。 来源|雷达财经 文|周慧 编|深海 近日,原安徽首富陈先保旗下的"瓜子大王"洽洽食品(002557.SZ),交出了一份"黯淡"三季报。 数据显示,2025年前三季度,洽洽食品录得营收45.01亿元,同比下降5.38%;取得归母净利润1.68亿元,较去年同期的6.26亿元锐减了 73.17%。此外,公司经营性现金流遭遇腰斩,由去年同期的12.35亿元减少至5.81亿元。 雷达财经注意到,洽洽食品三季度业绩下滑,或与公司成本高企以及传统经销渠道收入下降有关。 由于葵花籽和核心坚果原料成本上升,洽洽食品的营业成本持续提高:2025年前三季度,公司营业成本高达35.14亿元,已达同期营收的 78.07%。上半年,公司经销渠道收入同比下降18.47%至19.73亿元。 恰恰食品的业绩下滑,也拖累了公司创始人陈先保的财富表现。曾在2012年以30亿元财富问鼎安徽首富的陈先保,2025年未能登上新财富 杂志500创富榜 。 01 三季报核心指标全面承压,净利润断崖式下跌 据东吴证券测算,2025年第三季度,洽洽食品的毛利率为24. ...
沃野之上,山海之间:农业银行书写东北振兴新叙事
凤凰网财经· 2025-10-27 09:35
每天清晨,冯素云都会踏上稻蟹共生的田埂,开启一天的劳作。她身后500亩稻田中,金黄的稻浪与肥 美的河蟹相映成趣。"十年前哪敢想象今天的模样?是农行累计450万元的持续信贷,托起了我们这个年 销售额超200万元的现代化生态农场。"冯素云感慨道。 自2017年起,农行辽宁盘锦大洼支行便与冯素云携手同行,精准灌溉其土地流转、农资采购、技术升级 各环节,见证了她从传统农户向新型农业经营主体的美丽蜕变。 在辽河三角洲的盘锦湿地,一幅自然与人文交织的锦绣画卷徐徐铺展。这里是候鸟流连的天堂,更是被 誉为"黄金水稻带"的丰饶粮仓——11.09万公顷稻田年产量达68万吨,"盘锦大米"品牌价值突破606亿 元,铸就了这片沃土的金色传奇。 辽宁作为农业大省,拥有323个知名农产品品牌、100个农产品地理标志、64个区域公用品牌和7个国家 级特色优势区。当农行在这片沃土上书写"点绿成金"的美好叙事,农行的金融服务已渗透从田间到餐桌 的每个环节。 稻米种植大户冯素云500亩水稻即将丰收 冯素云的故事只是农行金融服务的一个生动注脚。在辽沈大地,沃野之上,山海之间,农行的金融实 践,深深植根于辽宁各地的产业特色与发展需求。农行以金融为笔, ...