Summary of Key Points Core Viewpoint - On August 26, a total of 7 companies had their restricted shares unlocked, with a total unlock volume of 149 million shares, amounting to a market value of 6.802 billion yuan based on the latest closing price [1]. Unlock Volume - Three companies had unlock volumes exceeding 10 million shares: - Zhenhua Wind Power: 86.0824 million shares - Jiacheng International: 33.2236 million shares - Xiaofang Pharmaceutical: 14.4 million shares [1]. Unlock Market Value - Three companies had unlock market values exceeding 100 million yuan: - Zhenhua Wind Power: 5.238 billion yuan - Xiaofang Pharmaceutical: 512 million yuan - Jiacheng International: 417 million yuan [1]. Unlock Ratio - One company had an unlock ratio exceeding 10%: - Zhenhua Wind Power: 43.04% - Xiaofang Pharmaceutical: 8.97% - Jiacheng International: 6.5% [1].

Core Viewpoint - The company has successfully won a significant project for a well-known cross-border e-commerce platform, which is expected to enhance its performance and deepen its collaboration with top-tier e-commerce platforms [2][3]. Group 1: Project Details - Project Type: Core smart warehouse operation service project for a well-known cross-border e-commerce platform in the East China region [2]. - Service Scope: The company will provide comprehensive logistics services including quality inspection, shelving, and smart warehouse operations for various product categories [2]. - Contract Amount: The expected net profit from this project could exceed 10% of the company's audited net profit from the previous year, assuming no significant international or geopolitical disruptions [4]. Group 2: Client Information - The client is a leading cross-border e-commerce platform known for its rapid business growth and significant market influence, leveraging a "content + e-commerce" model to drive global retail transformation [5]. - The client has a monthly active user base that supports substantial e-commerce conversion, with a projected GMV of $70 billion for the year [5]. Group 3: Impact on the Company - The project signifies the company's ability to attract top e-commerce platforms through its integrated cross-border e-commerce service model, expanding its collaboration with leading e-commerce entities [7]. - The company has provided over 1.75 million square meters of high-standard warehousing and smart operation services to various well-known cross-border e-commerce platforms, with plans to extend services to include trunk transportation and customs services [7].

Core Viewpoint - Guangzhou Jiacheng International Logistics Co., Ltd. has successfully won a bid for a smart warehouse operation service project in East China from a well-known cross-border e-commerce platform, which is expected to significantly contribute to the company's profitability [1][2]. Group 1: Project Details - The contract amount falls within the company's operational approval limits and does not require board or shareholder approval [1]. - The project includes comprehensive logistics services such as inbound and outbound quality inspection, shelving, packaging, and smart warehouse operations for various product categories including clothing, cosmetics, and accessories [1]. - The expected net profit from this project is projected to exceed 10% of the company's audited net profit from the previous year, assuming no significant international or geopolitical disruptions [1]. Group 2: Client and Market Context - The client is a leading cross-border e-commerce platform known for its rapid business growth and significant market influence, utilizing a "content + e-commerce" model to drive global retail transformation [2]. - The platform is expected to achieve a Gross Merchandise Volume (GMV) of over $70 billion for the year, indicating explosive growth and extensive market coverage [2]. - The partnership with this top-tier e-commerce platform enhances Jiacheng International's service offerings and expands its collaboration scope, having already provided over 1.75 million square meters of high-standard warehousing and smart operation services to various e-commerce platforms [2]. Group 3: Strategic Implications - Winning this bid is a significant milestone for Jiacheng International, as it reflects the company's integrated service model's appeal to major e-commerce players [2]. - The company aims to deepen strategic cooperation with leading e-commerce platforms, enhancing service capabilities and market share, which is expected to drive sustained rapid growth in performance [2].

Core Viewpoint - The company has successfully won a contract for a core smart warehouse operation service project in the East China region from a well-known cross-border e-commerce platform, which is expected to enhance its performance and deepen partnerships with top e-commerce platforms [1][2]. Group 1: Project Overview - The project involves the company acting as the designated third-party logistics service provider for the client in East China, covering the entire logistics process including receiving, quality inspection, shelving, and shipping of various product categories [1]. - The contract amount falls within the approval authority of the company's management, thus does not require board or shareholder approval [1]. Group 2: Client and Market Context - The client is a rapidly growing technology e-commerce company that integrates "content + e-commerce," leading global retail transformation with a focus on AI and full-service management [2]. - The client's Gross Merchandise Volume (GMV) is expected to exceed $70 billion, indicating explosive growth and a strong market presence across multiple regions including Europe, North America, and Southeast Asia [2]. Group 3: Impact on the Company - The project is anticipated to contribute to a net profit increase of over 10% compared to the previous year's audited net profit [2]. - The company has already provided over 1.75 million square meters of high-standard warehousing and smart operation services to several well-known cross-border e-commerce platforms, indicating a strong demand for its integrated service model [2][3]. - The company aims to deepen strategic cooperation with leading e-commerce platforms, enhancing service capabilities and market share for sustained rapid growth [3].

Group 1 - The core point of the article is that 嘉诚国际 has successfully won a bid for a smart warehouse operation service project in East China from a well-known cross-border e-commerce platform, indicating the company's growing collaboration with top e-commerce platforms [1] - 嘉诚国际 has provided over 1.75 million square meters of high-standard warehousing and smart operation services to multiple well-known cross-border e-commerce platforms, showcasing its comprehensive service capabilities [1] - The company aims to extend its services to include trunk transportation and customs services, indicating a strategy for deeper and more comprehensive strategic cooperation with e-commerce platforms [1] Group 2 - As of the latest report, 嘉诚国际's market capitalization stands at 6.4 billion yuan [3] - For the year 2024, 嘉诚国际's revenue composition is entirely from supply chain management, accounting for 100% [2]

Core Viewpoint - The company, 嘉诚国际, has successfully won a contract for a smart warehouse operation service project in East China for a well-known cross-border e-commerce platform, which is expected to exceed 10% of the company's audited net profit from the previous year [1] Company Overview - 嘉诚国际's latest stock price is 12.55 yuan, reflecting a 0.40% increase from the previous trading day, with an intraday high of 12.95 yuan and a low of 12.45 yuan, and a trading volume of 206 million yuan [1] - The company operates in the logistics industry, providing comprehensive logistics services including international freight forwarding and warehousing and distribution [1] Financial Impact - The contract won is anticipated to deepen the cooperation with clients and significantly impact the company's financial performance [1] Capital Flow - On August 25, the main capital outflow was 35.14 million yuan, with a cumulative net outflow of 110 million yuan over the past five days [1]

Core Viewpoint - Jiacheng International (603535.SH) has successfully won a bid for the smart warehouse operation service project in East China from a well-known cross-border e-commerce platform, indicating strong growth potential and market influence in the e-commerce sector [1] Group 1: Company Overview - Jiacheng International has received a bid notification for a significant project, showcasing its capabilities in the smart warehouse operations [1] - The client is a leading cross-border e-commerce platform known for its rapid business growth and high market impact [1] Group 2: Industry Insights - The e-commerce platform is recognized for its innovative "content + e-commerce" integration model, which is driving global retail transformation [1] - The platform focuses on "content-driven, AI intelligence, and fully managed services," enabling merchants to explore "light asset overseas" opportunities [1] - The use of AI large models and virtual fitting technologies is reshaping the e-commerce landscape [1] - The platform boasts a leading number of monthly active users, providing a substantial traffic foundation for e-commerce conversion [1] - The Gross Merchandise Volume (GMV) is expected to exceed $70 billion for the year, reflecting explosive growth and coverage across multiple regions including Europe, North America, and Southeast Asia [1]

本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性 陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带 责任。 | 证券代码：603535 | 证券简称：嘉诚国际 | 公告编号：2025-037 | | --- | --- | --- | | 债券代码：113656 | 债券简称：嘉诚转债 | | 广州市嘉诚国际物流股份有限公司 关于中标重要项目的公告 重要内容提示： ● 项目类型：知名跨境电商平台之一的华东区域核心智慧仓运营服务项目 ● 合同生效条件：正式签署后生效 ● 对公司影响：增厚业绩，深化与知名顶尖跨境电商平台合作关系，拓展高附 加值服务边界。 公司作为客户在华东区域指定的第三方物流服务商，承接其跨境电商物流中 心内的收货、开箱质检、商品上架、出库装箱发运等全流程运营服务，涵盖服装、 化妆品、鞋包配饰、非服等全品类商品。包裹经处理后将通过航空货运发往欧美 等海外市场。 广州市嘉诚国际物流股份有限公司（以下简称"公司"）近日收到知名跨境 电商平台之一（以下简称"客户"）发出的《中标通知书》，公司成功中标其华 东地区智慧仓运营服务项目，现公告如下： 一、审议程序情况 本次合同 ...

Core Viewpoint - The company, 嘉诚国际 (603535.SH), has successfully won a contract for smart warehouse operation services in East China for a well-known cross-border e-commerce platform, which is expected to enhance the company's performance and deepen its partnership with the platform [1] Summary by Relevant Categories Contract Details - The contract amount is anticipated to exceed 10% of the company's audited net profit from the previous year when calculated on a full-year basis [1] Strategic Implications - This project marks a continuation of the collaboration between the company and the client, reflecting the client's recognition of the company's integrated service capabilities [1] Market Positioning - The project aims to expand the company's high-value-added service boundaries, indicating a strategic move to enhance its market position within the logistics and e-commerce sectors [1]

Core Viewpoint - Jiacheng International announced that 33.22 million restricted shares will be released for trading on August 26, 2025, representing 6.96% of the total shares before the release [1] Group 1: Share Release Details - The number of shares to be released is 33,223,626, which matches the planned release amount [1] - These shares were acquired through a private placement and will convert to tradable shares upon release [1] Group 2: Company Overview - Jiacheng International primarily engages in comprehensive logistics services [1] - The release of restricted shares is part of the normal share circulation arrangement for the company [1] Group 3: Market Impact and Analysis - The proportion of released shares relative to the total circulating shares is relatively small at 6.96% [1] - Market analysts indicate that the release of restricted shares is a normal phenomenon in capital markets, suggesting that investors should view it rationally [1]