深耕行业十余载铸就跨国制造物流核心竞争力 世盟股份自成立以来，始终聚焦跨国制造企业的供应链物流需求，提供定制化、一体化、嵌入式的综合 物流解决方案。深耕汽车、锂电、包装品等核心领域，凭借对行业场景的深刻理解、覆盖全球的服务网 络及高效协同的运营体系，经过多年的经验积累，已具有综合竞争优势，该公司客户覆盖汽车、包装品 等多个制造业领域的领先企业，与各领域领先企业建立了紧密的合作关系，树立了良好的行业口碑。 作为国内具有代表性的一体化供应链综合物流企业，世盟股份精准把握跨国制造企业在供应链协同、成 本控制、效率提升等方面的核心痛点，构建了涵盖仓储管理、运输配送、报关报检等多元化服务的生态 体系。世盟股份通过嵌入式服务模式深度融入客户生产经营流程，实现从订单到交付的全链路管控，有 效降低客户物流成本，提升供应链响应速度。 本报讯 （记者李乔宇）2月3日，世盟供应链管理股份有限公司（以下简称"世盟股份"）正式在深交所 主板挂牌上市，成为打造跨国制造企业物流服务的标杆企业。该公司此次公开发行股票2307.25万股， 发行价格28.00元/股，发行市盈率15.29倍，募集资金将主要用于核心业务升级、网络布局优化及信息化 ...

Core Viewpoint - Shimen Supply Chain Management Co., Ltd. officially listed on the Shenzhen Stock Exchange on February 3, with its stock price rising by 106.18% on the first day, closing at 57.73 yuan per share, marking a significant milestone in the company's development and a key driver for its strategic expansion through capital leverage [1][2]. Financial Performance - The company has demonstrated steady growth in performance over the past three years, with revenue increasing from approximately 808 million yuan in 2022 to about 1.028 billion yuan in 2024, reflecting a compound annual growth rate (CAGR) of 12.81%. Net profit is projected to rise from 112 million yuan to 170 million yuan during the same period, indicating robust operational performance [2][4]. Business Model and Services - Shimen's core revenue sources are derived from integrated supply chain logistics services and trunk transportation services. The company provides comprehensive logistics solutions, including customs clearance, transportation, and warehousing, tailored to meet customer needs through intelligent route planning and precise vehicle scheduling [3][4]. Client Relationships and Profitability - The company has established long-term partnerships with leading clients in the automotive and packaging industries, such as Beijing Benz and Maersk. This deep engagement with high-demand sectors has allowed Shimen to maintain a competitive edge, with gross profit margins projected to increase from 19.95% in 2022 to 24.95% in 2024, consistently exceeding industry averages [4][6]. Cost Management - Shimen has maintained a low expense ratio, with selling expense ratios of 0.61%, 0.76%, and 0.71% from 2022 to 2024, significantly below industry averages. The company's flat management structure and stable client relationships contribute to its efficient cost management [5][6]. Financial Stability - The company's asset structure is robust, with debt-to-asset ratios of 27.55%, 18.85%, and 23.02% from 2022 to 2024, well below the industry average of 38.46% to 45.04%. Positive cash flow from operating activities and strong liquidity ratios indicate healthy financial stability [6]. Strategic Development Post-IPO - Following its IPO, Shimen aims to leverage capital market advantages to expand its operational scale and enhance its logistics capabilities. The company plans to invest raised funds in supply chain operations, operational center construction, and information technology upgrades, which will strengthen its networked operations and digital service capabilities [7][8]. Project Focus Areas - The company intends to enhance its transportation network and service nodes, establish regional operational centers in key areas, and improve its logistics information systems. These initiatives are expected to bolster resource integration and operational efficiency, positioning Shimen as a leading provider of comprehensive logistics solutions [8].

中国经济网北京2月3日讯世盟股份(001220.SZ)今日在深交所主板上市，截至收盘报57.73元，涨幅106.18%。 龙虎榜数据显示，买入世盟股份金额最大的前五名中，有1家机构专用席位；卖出世盟股份金额最大的前五名中，有1家机构专用席位。经统计，机构席位今 日买入世盟股份净额为992.46万元。 | 序号 代码 名称 | 相关 | 版盤价 | 涨跌幅 | 买方 3 卖方 0 | | 机构买入 | 机构酶出 | 机构买入 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | 机构数 | | 鳥额(万) | 总额(万) | 净额(日) 3 � | | | | | | | | | | Acres | | 28 001220 世盟股份 明细 股吧 57.73 | | | 106.18% | | | 1595.98 | 603.52 | ( 992.46 | | 买入金额最大的前5名 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 序号 | 交易营 ...

证券之星消息，2月3日物流板块较上一交易日上涨1.2%，N世盟领涨。当日上证指数报收于4067.74，上 涨1.29%。深证成指报收于14127.1，上涨2.19%。物流板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 001220 | N世盟 | 57.73 | 106.18% | 17.34万 | | 10.93亿 | | 002930 | 宏川智慧 | 12.69 | 5.40% | 28.10万 | | 3.51亿 | | 002682 | 龙洲股份 | 7.06 | 4.13% | 34.28万 | | 2.39亿 | | 300873 | 海晨股份 | 24.82 | 3.33% | 5.21万 | | 1.29亿 | | 002769 | 普路通 | 12.29 | 3.28% | 16.57万 | | 2.02亿 | | 601156 | 东航物流 | 18.30 | 2.81% | 11.72万 | | 2.14亿 | | 603871 | ...

自成立以来，世盟股份始终专注于为跨国制造企业提供定制化、一体化、嵌入式的供应链物流解决方 案，深耕汽车、锂电、包装品等行业。公司围绕客户在供应链协同、成本管控与效率提升等方面的核心 需求，构建涵盖仓储管理、运输配送、报关报检、供应链金融等多元化服务的生态体系，通过嵌入式服 务模式深度融入客户生产经营流程，实现从订单到交付的全链路管控，助力客户降低物流成本，提升响 应效率。 财务数据显示，2022年至2024年，世盟股份公司营业收入由8.08亿元稳步增长至10.28亿元，年均复合增 长率达12.8%；净利润从1.12亿元提升至1.70亿元，年均复合增长率为23.6%。2025年上半年，公司净利 润已达6616.14万元。世盟股份的成功上市，离不开北京经开区在企业发展过程中提供的全方位支持。 据悉，经开区通过"政策引领+梯队培育+管家服务"相结合的模式，为拟上市企业提供全流程支持。创 新发布新的上市专项政策"群雁计划"，从"结果奖励"转向"过程服务"和"培育赋能"，着力完善企业上市 服务体系，全方位助力企业"登陆资本市场"。为企业提供分层分类精准服务，打造以头雁企业为引领、 鸿雁企业为中坚、雏雁企业为基石的"雁阵 ...

Group 1 - The core viewpoint of the article is the successful listing of Shimon Supply Chain Management Co., Ltd. on the Shenzhen Stock Exchange, with significant trading activity and a notable increase in stock price on the first day of trading [1][4]. - Shimon focuses on providing customized, integrated, and embedded supply chain logistics solutions for multinational manufacturing enterprises [2]. - The company has a high customer concentration, with sales to its top five customers accounting for 83.48% to 87.17% of total revenue from 2020 to 2022, indicating a reliance on a limited number of clients [3]. Group 2 - The company raised a total of RMB 646.03 million through its public offering, with a net amount of RMB 558.04 million after deducting issuance costs, which was lower than the original plan by RMB 150.38 million [4]. - The funds raised will be allocated to various projects, including supply chain operation expansion, operation center construction, information technology upgrades, and working capital supplementation [5]. - The company reported revenue growth from RMB 458.72 million in 2020 to RMB 807.88 million in 2022, with a compound annual growth rate of 32.71% [3][6]. Group 3 - For the first half of 2025, the company reported revenue of RMB 44.53 million and a net profit of RMB 6.62 million, with a significant increase in operating cash flow [8][9]. - The projected revenue for the entire year of 2025 is RMB 92.45 million, representing a decline of 10.08% compared to 2024, with net profit expected to decrease by 12.70% [9][10]. - The company's total assets increased from RMB 71.16 million in 2022 to RMB 108.51 million in mid-2025, while the debt-to-asset ratio improved from 54.29% in 2023 to 41.51% in mid-2025 [7].

Core Viewpoint - N Shimon Co., Ltd. (SZ:001220) was listed on the Shenzhen Stock Exchange on February 3, 2023, with an opening increase of 133%, resulting in a total market value of 5.824 billion CNY [1] Company Overview - N Shimon Co., Ltd. was established in November 2010 and focuses on providing customized, integrated, and embedded supply chain logistics solutions for multinational manufacturing enterprises [2] Financial Performance - The company reported the following financial figures for the years 2022 to 2025: - Revenue: 808 million CNY (2022), 835 million CNY (2023), 1.028 billion CNY (2024), and 445 million CNY (2025) [3] - Net Profit: 112 million CNY (2022), 133 million CNY (2023), 170 million CNY (2024), and 66 million CNY (2025) [3] - Basic Earnings Per Share: 1.63 CNY (2022), 1.92 CNY (2023), 2.46 CNY (2024), and 0.96 CNY (2025) [3] Future Projections - For the fiscal year 2025, the company expects to achieve a revenue of 925 million CNY, a decrease of 10.08% compared to 2024, and a net profit of 148 million CNY, a decrease of 12.70% [4] - The decline in revenue and profit is primarily attributed to decreased income from major clients, including Maersk and Mercedes-Benz, due to changes in supplier structures and reduced end-user demand [4] Client Concentration - The company's supply chain logistics business is heavily reliant on a few major clients, with the top five clients accounting for approximately 87% of total revenue across various reporting periods [4] Shareholding Structure - Zhang Jingwei is the controlling shareholder, holding 49.84% of the company's shares directly and an additional 7.22% indirectly through Shimon Investment [6] - Zhang Jingwei's daughter, Zhang Xiaoran, holds 4.33% of the shares but does not hold any position in the company [7]

首程控股公告，首程资本旗下公司所管理的基金于2021年3月投资的世盟供应链管理股份有限公司已于 2026年2月3日在深圳证券交易所主板完成首次公开发行股票并正式上市。世盟股份专注于为跨国制造企 业提供定制化、一体化及嵌入式的供应链物流解决方案。 ...

（来源：国信证券北京分公司） 新股、新债申购风险提示: 新股投资或债券交易（包括"打新股"和"打新债"）可能获得收益,也可能发生本金损失。在您决 定进行新股或债券交易前,应当全面了解新股或债券交易法律法规、交易所规则、证券公司的业务规 则以及从事新股或债券交易的相关风险和有关证券市场的相关情形,对自身的经济承受能力、风险控 制能力、身体及心理承受能力作出客观判断,对新股或债券交易作仔细研究。本文内容仅供参考,不 构成任何投资建议,投资者据此操作,风险自担。 （来源：国信证券北京分公司） | 股 林平发展 732284 发行价 37.88 主板 科创板 殿 电科蓝天 787818 发行价 9.47 I 新股(债) 上市 股 N世盟 001220 主板 温馨提示:投资有风险,入市需谨慎,请勿参与非法证券活动。 ...

Core Viewpoint - Shoucheng Holdings (00697) announced that its subsidiary, Shoucheng Capital, successfully listed its managed fund's investment, Shimon Supply Chain Management Co., Ltd. (001220.SZ), on the Shenzhen Stock Exchange on February 3, 2026, marking a significant achievement in the company's "industry + capital" dual-drive strategy [1] Group 1: Company Overview - Shimon Supply Chain Management Co., Ltd. is a leading integrated logistics company focused on providing customized, integrated, and embedded supply chain logistics solutions for multinational manufacturing enterprises [1] - The funds raised from the IPO will enhance Shimon's comprehensive transportation network layout and operational capabilities, improve logistics and warehousing service levels, and increase the timeliness and accuracy of its information systems [1] Group 2: Strategic Implications - The successful listing of Shimon reflects the group's forward-looking layout and precise investment capabilities in the logistics and supply chain sector, creating value for all shareholders [1] - The company will continue to advance its "industry + capital" dual-drive strategy, deepen its industrial investment layout, and enhance long-term growth potential to provide ongoing returns for all shareholders [1]