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]

Market Overview - On August 22, the logistics sector declined by 0.49%, with Hengji Daxin leading the drop [1] - The Shanghai Composite Index closed at 3825.76, up 1.45%, while the Shenzhen Component Index closed at 12166.06, up 2.07% [1] Stock Performance - Notable gainers in the logistics sector included: - Furande (605050) with a closing price of 16.50, up 6.04% and a trading volume of 128,200 shares, totaling 205 million yuan [1] - ST Yuanshang (603813) closed at 16.13, up 5.01% with a trading volume of 4,983 shares, totaling approximately 800,000 yuan [1] - Major decliners included: - Hengji Daxin (002492) closed at 7.24, down 2.82% with a trading volume of 131,800 shares, totaling approximately 96.3 million yuan [2] - Huami Duhai (872351) closed at 29.92, down 2.54% with a trading volume of 26,700 shares, totaling approximately 80.1 million yuan [2] Capital Flow - The logistics sector experienced a net outflow of 317 million yuan from institutional investors, while retail investors saw a net inflow of 245 million yuan [2] - Notable capital flows included: - Donghang Logistics (601156) had a net inflow of 66.26 million yuan from institutional investors, but a net outflow of 46.13 million yuan from retail investors [3] - Furande (605050) saw a net inflow of 33.59 million yuan from institutional investors, with retail investors experiencing a net outflow of 12.39 million yuan [3]

证券代码：603535 证券简称：嘉诚国际 公告编号：2025-034 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 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、准确性和完整性依法承担法律责任。 重要内容提示： ? 本次股票上市类型为非公开发行股份；股票认购方式为网下，上市股数为 本次股票上市流通总数为33,223,626股。 ? 本次股票上市流通日期为2025 年 8 月 26 日。 一、本次限售股上市类型 流股份有限公司非公开发行股票的批复》 （证监许可[2021]2202 号）核准，广州市 嘉诚国际物流股份有限公司（以下简称"公司"），已于 2021 年 9 月 6 日完成非公 开发行人民币普通股 10,460,576 股，其中段容文、黄艳婷和黄平的认购数量分别 为 827,478 股、6,135,831 股和 3,497,267 股，所认购股份的限售期为自本次非公 开发行结束之日起 18 个月，发行完成后，公司总股本增加至 160,860,576 股。 价值的认可，上述三位股东未提出办理解除限售的申请。 二、本次限 ...