证券代码：002640 证券简称：跨境通 公告编号：2026-005 跨境通宝电子商务股份有限公司 关于全资下属公司破产清算的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导 性陈述或重大遗漏。 重要风险提示： 跨境通宝电子商务股份有限公司（下称"公司"）全资下属公司深圳飒芙商业有限公司（以 下简称"深圳飒芙"）已由管理人广东朗道律师事务所接管，公司已丧失对深圳飒芙的控制权， 深圳飒芙将不再纳入公司合并报表范围。深圳飒芙的破产清算不会对公司的生产经营产生影响。 敬请广大投资者注意投资风险。 一、破产清算概述 二、深圳飒芙破产清算的进展情况 近日，公司获悉深圳飒芙已由法院指定管理人广东朗道律师事务所接管，公司已丧失对深 圳飒芙的控制权。 三、全资下属公司破产清算对公司的影响 法院指定的管理人已接管深圳飒芙，深圳飒芙正式进入破产清算程序，公司丧失对其控制 权，深圳飒芙将不再纳入公司合并报表范围。深圳飒芙破产清算对公司的具体影响金额需待破 产清算完成后方能确定。公司将依据《企业会计准则》等规定进行相应会计处理。深圳飒芙的 破产清算不会对公司的生产经营产生影响。敬请广大投资者注意 ...

Group 1: Industry Overview - The cross-border e-commerce industry is experiencing differentiation amid challenges, with companies like Anker Innovation achieving steady growth through technological innovation, while former giants like Xinghui Co. and Kuaibao are facing losses and operational difficulties [1] - The industry is undergoing a reshuffle, where only companies with core competitiveness and stable operational capabilities can navigate through cycles and secure future success [1] - The "Sui Tong Yun Trade" platform launched by Xingyun Group in collaboration with state-owned enterprises is leading resource integration and model innovation in the industry [1] Group 2: Company Performance - Huakai Yibai reported steady revenue growth in Q3 2025, but net profit remains volatile, indicating an improvement in overall profitability quality and resilience in core business [3][6] - Saiwei Times' Q1 2025 report shows a total revenue of 2.458 billion yuan, with a net profit of 47.0261 million yuan, down 45.35% year-on-year, and a significant decline in cash flow from operating activities [7][9] - Jihong Co., a leading player in cross-border social e-commerce, is preparing for an IPO on the Hong Kong Stock Exchange, raising questions about its business layout and market position [10] - Anker Innovation plans to raise over 2 billion yuan for the research and development of portable and household energy storage products, reflecting confidence in the renewable energy market [14][17] - Xinghui Co. has reported a continuous decline in key performance indicators, with a revenue of 1.51 billion yuan in 2024, a 7.13% decrease, and a net loss of 460 million yuan, exacerbated by a 37.32% drop in cross-border e-commerce revenue [23][25] Group 3: Legal and Financial Issues - Jihong Co.'s actual controller has had 11 million shares frozen due to a loan contract dispute, representing 2.86% of the company's total shares [12] - Xinghui Co. is facing a retrial in a contract dispute involving 496 million yuan, which adds uncertainty to its financial outlook [29][31] - The first major shareholder of Kuaibao is set to auction 2.3% of the company's shares due to legal issues, indicating potential instability in its ownership structure [18]

Core Viewpoint - The Chadian government has announced the closure of all cross-border passages with Sudan starting from the 23rd, aiming to prevent the spillover of conflict and ensure national stability and territorial integrity [1] Group 1: Government Actions - The closure is a response to repeated incursions by conflicting parties from Sudan into Chadian territory, which have led to violations and security threats [1] - The government emphasizes the need to protect citizens and refugee groups amid the ongoing conflict [1] Group 2: Humanitarian Considerations - All cross-border movement of people and goods between Chad and Sudan has been fully suspended, with exceptions only for special humanitarian cases that require prior approval from relevant authorities [1] Group 3: Historical Context - In January of this year, Chad condemned illegal armed incursions by Sudan's Rapid Support Forces, which resulted in the deaths of seven Chadian soldiers and injuries to several others [1]

Core Viewpoint - The company emphasizes its commitment to integrity in operations and diligent fulfillment of responsibilities, adhering to relevant accounting standards for annual goodwill impairment testing and accounting treatment of inventory and receivables [2] Group 1 - The company conducts annual goodwill impairment tests in accordance with the relevant requirements of the Accounting Standards for Enterprises [2] - Inventory and receivables are accounted for based on aging, ensuring accurate financial reporting [2] - Legal matters are handled according to the rulings, reflecting the company's adherence to regulatory compliance [2] Group 2 - The company strictly follows relevant regulations and its own Information Disclosure Management Measures to fulfill disclosure obligations [2]

Group 1 - The company, Kuaibao Tong, stated that there are currently no plans to change its management team in response to investor inquiries on the interactive platform [2]

Core Viewpoint - The company emphasizes its commitment to integrity in operations and prioritizes the legitimate rights and interests of all shareholders [1] Group 1 - The management team is dedicated to fulfilling its responsibilities diligently and responsibly [1] - The company will continue to focus on its core business and strive to enhance operational levels [1] - There is an ongoing effort to improve operational efficiency and increase the company's intrinsic value [1]

Core Viewpoint - The company, Cross-Border Communication (002640), has officially disclosed its performance forecast for the fiscal year 2025, indicating a projected loss primarily due to specified reasons, with further details to be provided in the annual report [1] Group 1 - The company plans to adjust its future business strategies based on operational conditions [1] - Strategies to improve fundamentals include cost reduction, efficiency enhancement, structural optimization, and resource integration [1]

Group 1 - The company, Kuaibao Tong, stated that it has not triggered any delisting risk warning regulations according to the relevant provisions of the Shenzhen Stock Exchange listing rules [2]

Core Viewpoint - The company acknowledges that its stock price is influenced by various factors and emphasizes its commitment to focus on its core business and improve operational efficiency to enhance intrinsic value [1] Group 1 - The company is actively monitoring its stock price performance [1] - Management is dedicated to enhancing operational quality and efficiency [1] - The company aims to continuously focus on its main business activities [1]

Market Overview - The internet e-commerce sector experienced a decline of 2.74% on February 4, with 壹网壹创 leading the drop [1] - The Shanghai Composite Index closed at 4102.2, up 0.85%, while the Shenzhen Component Index closed at 14156.27, up 0.21% [1] Individual Stock Performance - Notable gainers included ST易购, which rose by 1.96% to a closing price of 1.56, and ST通葡, which increased by 0.98% to 3.10 [1] - Significant decliners included 营网壹创, which fell by 8.57% to 42.06, and 焦点科技, down 6.28% to 48.32 [2] Trading Volume and Value - The trading volume and value for selected stocks in the internet e-commerce sector showed varied performance, with ST易购 achieving a volume of 373,200 shares and a transaction value of 57.73 million [1] - In contrast, 营网壹创 had a trading volume of 198,000 shares and a transaction value of 846 million [2] Capital Flow Analysis - The internet e-commerce sector saw a net outflow of 252 million from institutional investors, while retail investors contributed a net inflow of 300 million [2] - The capital flow data indicates that individual stocks like 跨境通 and ST易购 had mixed results in terms of net inflow from different investor types [3] Investor Sentiment - The overall sentiment in the internet e-commerce sector appears cautious, with significant net outflows from institutional and speculative investors, while retail investors showed a willingness to invest [2][3] - Stocks like 新讯达 and 南极电商 experienced varying levels of retail interest, reflecting differing investor confidence [3]