物流板块拉升，华光源海涨超10%，飞力达（300240）涨超6%，华鹏飞（300350）、保税科技 （600794）、长久物流（603569）、新宁物流（300013）拉升。 这几只票暗盘资金正在偷偷流入，立即查看>> ...

通知称，根据WTO规则，印度保留"暂停履行优惠待遇或其他义务"的权利，以作为对美方关税的反制。 此次行动是特朗普第二任期内，印度首次采取报复性举措。就在上个月，尽管美国总统宣布了一连串新的关税措施，印度仍表示不会采取针 锋相对的做法，而是优先推动双边贸易协定谈判。两国希望在今年秋季前敲定该协议。 新德里智库"全球贸易研究倡议"创始人阿贾伊·斯里瓦斯塔瓦表示："印度此次在WTO的行动发生在一个微妙时刻，新德里和华盛顿正在探索 更广泛的自由贸易协定，而这次反制可能会为谈判蒙上阴影。" 根据WTO的通知，印度表示，特朗普对钢铁和铝产品加征的关税将影响价值76亿美元的印度出口商品，相关的征税金额将达19.1亿美元。 【导读】印度拟对美部分输印商品征收关税 大家好，一起回顾下今天市场发生了什么。 印度突然反制美国 5月13日，印度拟对部分美国产品加征关税，以回应美国对钢铁和铝产品征收的关税，这标志着印度首次对特朗普关税政策采取反制措施， 尽管两国正接近达成一项贸易协议。 根据周一的一份通知，印度已向世界贸易组织（WTO）通报，美国对上述金属征收关税属于"保障措施"——即贸易限制措施，这将对印度的 贸易产生不利影响。 市 ...

Core Viewpoint - The controlling shareholders of Feilida (300240.SZ) plan to reduce their holdings by a total of up to 11.1 million shares, representing approximately 2.9874% of the company's total share capital [1][2]. Shareholder Reduction Plan - The reduction will be executed through centralized bidding and block trading methods [1]. - The reduction period is set from June 3, 2025, to September 2, 2025, which is 15 trading days after the announcement [2]. Shareholding Structure - As of the announcement date, the shareholding details are as follows: - Kunshan Yatong Automotive Maintenance Service Co., Ltd. holds 42,390,000 shares, accounting for 11.41% of the total share capital [3][4]. - Kunshan Jilida Investment Consulting Co., Ltd. holds 40,223,625 shares, accounting for 10.83% [3][4]. - Kunshan Feida Investment Management Co., Ltd. holds 42,390,000 shares, also accounting for 11.41% [3][4]. - The total shares held by these three shareholders amount to 125,003,625, which is 33.65% of the total share capital [3][4]. Financial Performance - The company's revenue for the years 2022 to 2024 was 6.772 billion, 5.024 billion, and 6.616 billion respectively [5]. - The net profit attributable to shareholders for the same years was 108 million, 21.804 million, and -11.7412 million respectively [5]. - For Q1 2025, the company reported a revenue of 1.431 billion, a year-on-year decrease of 7.11% [5].

Group 1: Investment Activities - Ping An Life increased its stake in China Merchants Bank by acquiring 3.4755 million H-shares, raising its holding from 11.92% to 12% [1] - In addition to China Merchants Bank, Ping An Group and its subsidiaries have also increased their holdings in other banks such as ICBC, Agricultural Bank of China, and Postal Savings Bank this year [1][10] Group 2: Automotive Market Insights - In April, the national retail sales of passenger cars reached 1.755 million units, a year-on-year increase of 14.5%, but a month-on-month decrease of 9.4% [8] - Cumulatively, from January to April, retail sales totaled 6.872 million units, reflecting a year-on-year growth of 7.9% [8] - The retail sales of new energy passenger vehicles in April reached 905,000 units, marking a year-on-year increase of 33.9% and a month-on-month decrease of 8.7% [8] - The penetration rate of new energy vehicles in the overall passenger car market reached 51.5% in April, an increase of 7 percentage points compared to the same period last year [8] Group 3: Economic Indicators - In April, the Consumer Price Index (CPI) rose by 0.1% month-on-month, reversing a previous decline of 0.4%, while the year-on-year change showed a decrease of 0.1% [4] - The Producer Price Index (PPI) fell by 0.4% month-on-month and decreased by 2.7% year-on-year, with the decline widening by 0.2 percentage points compared to the previous month [4] Group 4: Corporate Developments - The Ministry of Industry and Information Technology is soliciting opinions on the mandatory national standard for automotive door handle safety technology requirements, addressing potential risks associated with various types of door handles [5][6] - The first commercial hydrogen-powered locomotive in Southwest China has begun trial operations, marking a significant development in hydrogen railway freight transport [11] - Several banks have recently lowered their deposit interest rates, with some experiencing a "negative interest rate" phenomenon [12] Group 5: Market Trends - The first batch of technology innovation bonds has officially launched in the interbank bond market, indicating a new financing avenue for tech companies [7] - The total value of China's goods trade reached 14.14 trillion yuan in the first four months, with a year-on-year growth of 2.4% [7] - A total of 28 stocks in the A-share market will face the lifting of trading restrictions this week, with a combined unlock volume of 1.066 billion shares, valued at approximately 18.63 billion yuan [14]

| | | 5月9日重要公告精选 | | | --- | --- | --- | --- | | 类型 | 公司 | 主要内容 | | | 热点追踪 | 春光科技 | 基本面未发生变化,存在市场非理性炒作风险。 | | | 项目投资 | 中绿电 | 投资设立中绿电(乌海)储能有限公司 | | | 合同中标 | 龙娇科技 | 签署《生产材料采购战略合作协议》 合同总销售金额超50亿元 | | | 经营数据 | 广汽集团 | 4月汽车销量为116440辆 同比下降12.66% | | | | 龙源电力 | 4月按合并报表口径完成发电量690.64万兆瓦时 同比增长4.85% | | | 股权转让 | *ST威尔 | 拟4248.82万元收购紫燕机械49%股权 | | | 回购 | 保降科技 | 拟斥资1亿元-2亿元回购股份 | | | 增减持 | 飞力达 | 控股股东亚通汽修、吉立达投资和飞达投资拟减持合计不超2.9874%股份 | | | | 润欣科技 | 控股股东拟减持不超3.00%股份 | | | 其他 | 迈威生物 | 公司董事长兼总经理刘大涛因涉嫌短线交易收到立案告知书 | | | | 瑞辰坏保 | 拟 ...

证券代码：300240 证券简称：飞力达 公告编号：2025-025 江苏飞力达国际物流股份有限公司 关于控股股东减持公司股份的预披露公告 公司实际控制人姚勤、吴有毅及沈黎明（三名自然人为一致行动人），以及 持股5%以上的控股股东昆山亚通汽车维修服务有限公司、昆山吉立达投资咨询 有限公司、昆山飞达投资管理有限公司保证向本公司提供的信息内容真实、准确、 完整，没有虚假记载、误导性陈述或者重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别提示： 合计持有公司股份125,003,625股（占本公司当前总股本33.65%）的控股股东 昆山亚通汽车维修服务有限公司（以下简称"亚通汽修"）、昆山吉立达投资咨 询有限公司（以下简称"吉立达投资"）、昆山飞达投资管理有限公司（以下简 称"飞达投资"），拟以集中竞价和大宗交易方式减持本公司股份合计不超过1,110 万股（即合计不超过公司总股本的2.9874%），且通过集中竞价方式减持股份的， 任意连续90个自然日内不超过公司股份总数的1%，通过大宗交易方式减持股份的， 任意连续90个自然日内不超过公司股份总数的2%。上述减持行为自公告之日起15 ...

Core Insights - Jiangsu Feilida International Logistics Co., Ltd. provides integrated supply chain solutions for numerous Fortune 500 companies, leveraging a service network that covers 29 provinces in China and over 50 countries and regions globally [1][2] - The company has invested in Kunshan Lufeitong Aviation Logistics Co., Ltd. to establish the first cross-province air cargo station in East China, enhancing its logistics capabilities and reducing costs for manufacturing enterprises [1] Group 1 - The establishment of the Changjiang Delta International Airport Kunshan Logistics Center connects Shanghai Airport's functions to Kunshan, creating a logistics network that links 111 airlines across more than 100 countries and regions [1][2] - The new logistics center has significantly reduced domestic cargo turnaround times, cutting import times from 20 hours to approximately 11 hours and export times from 10 hours to 5 hours, resulting in an average logistics cost reduction of 20% and a 50% improvement in logistics efficiency [2] Group 2 - Feilida is advancing the digital and green transformation of logistics by integrating advanced logistics technologies, including automated handling robots and AI visual recognition, to enhance warehouse space utilization and operational efficiency [2] - The company is actively responding to carbon neutrality goals by implementing intelligent scheduling systems and energy-saving equipment to reduce energy consumption and maintenance costs [2]

Group 1: Company Strategy and Market Positioning - The company focuses on enhancing its global supply chain capabilities and expanding its overseas logistics network, particularly in Southeast Asia, targeting Thailand and Vietnam for network reinforcement [1] - The company aims to improve its profitability by optimizing its business structure and increasing gross margins through differentiated solutions [2] - The company is committed to digital transformation and green supply chain initiatives to drive cost reduction and efficiency [2] Group 2: Financial Performance - In Q1 2025, the company achieved a revenue of CNY 1.431 billion, with a net profit of CNY 599,600, reflecting a year-on-year growth of 120.55% [5] - The operating cash flow for Q1 2025 was CNY 24.24 million, an increase of 160.39% compared to the same period last year [5] Group 3: Industry Outlook - The logistics industry is expected to benefit from global supply chain restructuring, with China's logistics market projected to grow steadily, reaching a total logistics volume of CNY 360.6 trillion in 2024, a 5.8% increase year-on-year [4] - The overall revenue of the logistics industry in China is anticipated to reach CNY 13.8 trillion in 2024, reflecting a 4.9% growth [4] Group 4: Project Developments - The Dongguan logistics base is set to officially commence operations in Q1 2026, having reached its construction peak in January 2025, adhering to LEED Gold certification standards [7] - The company is actively involved in providing cross-border transportation services, focusing on sectors such as electronics, automotive, and renewable energy [7]

江苏飞力达国际物流股份有限公司（以下简称"公司"）分别于 2024 年 4 月 19 日和 2024 年 5 月 17 日召开第六届董事会第八次会议及 2023 年度股东大会，审 议通过了《关于为公司合并报表范围内全资子公司、控股子公司提供担保额度的 议案》，同意公司为合并报表范围内全资、控股子公司提供非融资性担保，非融 资性担保指不直接与货币资金有关的经济担保活动，主要包括项目履约等业务的 担保等，包括关税保付保函、履约保函、投标保函等业务的担保，担保总额度不 超过人民币 22,000 万元。其中，公司为资产负债率为 70%以上（含）的子公司提 供担保的额度为人民币 15,000 万元，公司为资产负债率低于 70%的子公司提供担 保的额度为人民币 7,000 万元。担保额度有效期自公司 2023 年度股东大会审议通 过之日起至公司 2024 年度股东大会召开之日止。公司授权公司董事长在上述额度 有效期内签署担保合同及相关法律文件，不再另行召开董事会，公司将按相关法 律法规履行信息披露义务。具体内容详见公司 2024 年 4 月 24 日于巨潮资讯网披 露的《关于为公司合并报表范围内全资子公司、控股子公司提供 ...

"在现在可投资的各种资产中，股票投资是一个比较好的选择。" "我们现在持有的很多高分红 、 经营 稳固 、 商业模式相对比较简单的 资产 ， 都是 我们种 下 的 ' 良田 '， 这也是 我们的基本盘 。在市场动荡的时候，这些东西像是'定海神针'。" "现在世界 变化 很快，各种事件频 发 ，实际上 我们 没有办法去很好的预测会有哪些事情 出现 ，会 有 怎样的影响 。但 我觉得 ，做 投资是可以以不变应万变的 。" 宁泉资产创始人杨东 在今天（ 4月28日）兴证全球基金主办的中国投资人峰会中，面对当下"可为"的权益 市场，有谨慎，更有乐观。 杨东是业内富有盛名的具有战略思维的投资管理人，在重要的周期拐点时，市场总希望得到他的研判和感 觉。 这几年的市场对于大多数投资管理人是难熬的，很多公私募老将，在这段时间里面都有点"表现失速"，期间 回撤三四十还挺普遍。 宁泉一直是渠道和客户中口碑不错的样本： 低调，但持有感受好；牛市里跑的不会很快，熊市保持绝对收 益，震荡市也能抓结构机会。 创始人杨东卸任兴全基金总经理之后，于2018年1月成立宁泉资产。 宁泉旗下产品宁泉稳有益，截至最新净值日期2025年4月18日，今 ...