南极电商被上海新和兆索赔5.65亿，昔日盟友“反目成仇”？

Core Viewpoint - The announcement from Nanji E-commerce regarding a lawsuit change indicates a significant increase in the claimed amount by Shanghai Xinhongzhao, now totaling 565 million yuan (excluding interest) [2]. Group 1: Legal Dispute - Nanji E-commerce and Shanghai Xinhongzhao signed a trademark licensing agreement on March 22, 2018, allowing the latter to use the Cardile brand until December 31, 2027, with agreed payments for licensing fees and deposits [3]. - During the contract execution, Shanghai Xinhongzhao breached multiple terms, leading Nanji E-commerce to issue a contract termination notice in April 2025, seeking compensation totaling approximately 81.69 million yuan [3]. - Initially, Shanghai Xinhongzhao filed a lawsuit claiming a total of 95.25 million yuan, which was later amended to 556 million yuan (excluding interest) [3]. Group 2: Financial Performance - In the third quarter of 2025, Nanji E-commerce reported revenues of 639 million yuan, a year-on-year decrease of 25.02%, while achieving a net profit of 29.17 million yuan, marking a turnaround from losses in the same period of 2024 [4]. - For the first three quarters of 2025, the company recorded total revenues of 1.991 billion yuan, down 17.29% year-on-year, with a net profit of 42.79 million yuan, reflecting a decrease of 21.09% compared to the previous year [4].