岁末年初，网经社第17次例行启动"电商与互联网【年终盘点】系列"报道选题计划。这不仅仅是对过去一年大小事件的简单罗列，更是一次基于专业洞察的 年度复盘与趋势预判。助您把握商机，携手共创行业影响力。 与此同时，行云集团联合国企推出"穗通云贸"，引领资源整合与模式创新。整体而言，行业正经历洗牌，唯有具备核心竞争力和稳健运营能力的企业，才能 穿越周期、赢取未来。 2025年，跨境电商行业在挑战中显现分化。以安克创新为代表的企业，依托技术创新实现稳健增长；而星徽股份、跨境通等昔日巨头则深陷亏损与股权困 境，暴露模式与成本之困。 出品 | 网经社 事件一：华凯易佰2025Q3营收表现稳健 净利润波动收窄 华凯易佰2025年第三季度财报数据显示，公司营收保持增长态势，但净利润仍呈现波动格局。 撰写 | 南烛 一审 | 无痕 审稿 | 云马 配图 | 网经社图库 2025年Q3单季度营收延续上升趋势，同比增长率由负转正；净利润方面，虽较2025年Q1的巨额亏损（-118.42亿元）有所收窄，但同比仍面临压力。公司整 体盈利质量改善，核心业务韧性增强。 事件二：赛维时代一季报净利润为4702.61万元 较去年同期下降45.3 ...

（文章来源：新华社） 乍得政府发布公报说，该国与苏丹之间所有跨境通道23日起关闭，直至另行通知。公报说，这一决定针 对苏丹冲突各方多次侵入乍得领土并实施违规行为，旨在防止冲突风险蔓延至乍得领土，保护公民及难 民群体，并确保国家稳定与领土完整。公报指出，乍得与苏丹间的人员与物资跨境流动全面暂停，对于 出于人道主义原因的特殊情况，经主管部门事先批准可以豁免。今年1月，乍得政府曾发布公报，谴责 苏丹快速支援部队非法越境武装行动。这些武装行动共造成乍得安全部队7名士兵死亡，多人受伤。 ...

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]

Market Overview - The internet e-commerce sector increased by 2.17% on February 3, with Huakai Yibai leading the gains [1] - The Shanghai Composite Index closed at 4067.74, up 1.29%, while the Shenzhen Component Index closed at 14127.1, up 2.19% [1] Stock Performance - Huakai Yibai (300592) closed at 14.59, up 5.80% with a trading volume of 241,700 shares [1] - Kuaijingtong (002640) closed at 4.08, up 4.35% with a trading volume of 996,800 shares [1] - Yiwang Yichuang (300792) closed at 46.00, up 3.58% with a trading volume of 233,400 shares [1] - Other notable stocks include Saiwei Times (301381) at 23.16, up 3.49%, and Jihong Co. (002803) at 20.00, up 3.47% [1] Capital Flow - The internet e-commerce sector saw a net inflow of 76.06 million yuan from main funds, while retail funds experienced a net outflow of 23.19 million yuan [2] - Major stocks with significant capital inflow include Kuaijingtong with 43.10 million yuan and San Tai Co. (301558) with 31.94 million yuan [3] - Huakai Yibai had a net inflow of 21.57 million yuan, while Ji Hong Co. experienced a net inflow of 16.39 million yuan [3]