证券代码：603056 证券简称：德邦股份 公告编号：2026-031 德邦物流股份有限公司 关于本次终止上市事项现金选择权 申报结果的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 德邦物流股份有限公司（以下简称"公司"）已于 2026 年 1 月 31 日披露了 《德邦物流股份有限公司关于本次终止上市事项现金选择权申报公告》（公告编 号：2026-021），并分别于 2026 年 2 月 7 日披露了《德邦物流股份有限公司关于 本次终止上市事项现金选择权开始申报的提示性公告》（公告编号：2026-027）、 于 2026 年 2 月 10 日披露了《德邦物流股份有限公司关于本次终止上市事项现金 选择权申报尚余 3 个交易日的提示性公告》（公告编号：2026-028）、于 2026 年 2 月 11 日披露了《德邦物流股份有限公司关于本次终止上市事项现金选择权申 报尚余 2 个交易日的提示性公告》（公告编号：2026-029）、于 2026 年 2 月 12 日披露了《德邦物流股份有限公司关于本次终止上市事项现金选择权 ...

Core Viewpoint - The express delivery industry is experiencing a peak in business volume due to the "New Year goods" market, with significant growth in logistics and cross-border delivery services, enhancing consumer access to global products [1][4]. Group 1: Express Delivery Volume and Trends - From February 2 to February 8, the national express delivery volume reached approximately 4.686 billion packages, reflecting a month-on-month increase of 3.19%, with an average daily volume of nearly 670 million packages [1]. - The peak season for express delivery is driven by the demand for New Year goods, with a notable increase in the volume of imported fruits, particularly Chilean cherries, which saw an increase from 10,000 containers last year to over 17,000 containers this year [2][3]. Group 2: Cross-Border Logistics and Domestic Delivery - Efficient collaboration between cross-border logistics and domestic delivery has enabled a seamless flow of global products into consumers' New Year shopping lists, with significant increases in the import of seafood and flowers from countries like Bangladesh and Pakistan [4]. - The logistics network has been optimized to ensure rapid delivery, with "same-day delivery" becoming standard for major regions, and "next-day delivery" for others, thanks to advanced cold chain logistics [3][4]. Group 3: Regional Developments and Innovations - The western regions of China are increasingly integrated into the "free shipping zone," with a 35% year-on-year increase in the volume of ski-related equipment deliveries in Urumqi, Xinjiang [5][6]. - New logistics models, such as centralized shipping, have improved efficiency and reduced costs, with a 60% improvement in service time for deliveries to Xinjiang during the peak season [5]. Group 4: Consumer Electronics and Policy Support - The introduction of new subsidy policies has boosted the demand for electronic goods, with a 30% increase in orders for home appliances and a 68% increase in digital product orders in January [9][10]. - The total sales from the old-for-new appliance program reached 2.971 billion yuan, with 6.813 million home appliances exchanged, indicating a strong consumer response to the policy [9][10]. Group 5: Holiday Logistics and Service Continuity - During the Spring Festival, major express companies have committed to maintaining service continuity, ensuring that essential deliveries are met despite potential disruptions due to holiday travel and weather conditions [12]. - After the holiday, a rapid recovery in delivery service demand is expected, with companies preparing to restore operations to normal levels quickly [13].

Industry Trends - The automotive industry is entering a new phase of "systematic overseas expansion," with the release of the "Automotive Data Export Security Guidelines (2026 Edition)" to enhance compliance and reduce cross-border risks[2] - China's self-developed games are projected to achieve overseas sales revenue of $20.455 billion by 2025, marking a year-on-year growth of 10.23%[2] - The lithium battery industry is expected to undergo a supply-demand restructuring by 2025, driven by technological innovations and overseas expansion efforts[4] - Uzbekistan is emerging as a key investment destination for Chinese companies, with a projected GDP growth rate of 7.7% by 2025 and a total foreign trade volume exceeding $81 billion[4] - The Chinese energy storage battery sector is experiencing a surge in overseas orders, particularly in Africa, where the demand for renewable energy solutions is high[5] Top Brand News - JD.com is testing its European online retail brand Joybuy in the UK, focusing on categories like maternal and infant products, with plans to double its overseas warehouse area by 2025[9] - Airwallex has completed a $330 million Series G financing round, achieving a valuation of $8 billion, and supports cross-border payments in over 200 countries[11] - Anta Sports has announced a strategic acquisition of a 29.06% stake in Puma for approximately $12.278 billion, aiming to revitalize the brand amid its recent financial struggles[12] - The Chinese tea brand Mixue Ice Cream has expanded its overseas presence to 4,733 stores, leveraging a low-price strategy to attract global consumers[14]

Core Insights - The express delivery industry is experiencing a peak in business volume due to the "New Year goods" season, with approximately 4.686 billion packages delivered nationwide from February 2 to February 8, marking a 3.19% increase compared to the previous period [1] Group 1: Cross-Border Logistics and Domestic Delivery - Efficient collaboration between cross-border logistics and domestic delivery has allowed global products to enter consumers' New Year shopping lists, with significant increases in the volume of imported fruits like Chilean cherries [2][3] - The logistics network has enabled rapid delivery, with cherries arriving in China within a day of order placement, showcasing the effectiveness of the "warehouse-to-transit" model [3] Group 2: Regional Developments in Logistics - The western regions of China are becoming part of the "free shipping zone," with a notable increase in the delivery of agricultural and industrial products, particularly in Xinjiang, where the volume of ski-related equipment has surged by over 35% year-on-year [5][7] - Enhanced logistics capabilities in regions like Gansu and Yunnan are facilitating the rapid movement of local specialties, with a projected 26% increase in cargo volume at the Kunming transit center during the New Year period [8] Group 3: Consumer Electronics and Policy Support - The introduction of new subsidy policies has led to a surge in demand for electronic goods, with a 30% increase in orders for home appliance delivery and installation services since January [9][10] - The total sales of home appliances and digital products during the New Year season have significantly contributed to the overall growth of the express delivery business, with over 6.813 million home appliances sold under the old-for-new policy [10][11] Group 4: Logistics Service Continuity During Holidays - The express delivery sector is preparing for a surge in demand during the Spring Festival, with major companies like China Post and SF Express committing to maintain service availability throughout the holiday period [13] - Companies are implementing measures to ensure the well-being of delivery personnel while managing the expected fluctuations in service demand during the holiday season [13]

1月中下旬起，快递进入"年货时间"。随着年味渐浓，买年货、寄年礼，红火的年货市场驱动快递业务 量迎来一波高峰。国家邮政局数据显示，2月2日至2月8日，全国快递业务量约46.86亿件，环比增长 3.19%，日均件量近6.7亿件。 一件件快速流动的"年味包裹"，衔接供需、传递温情。年货产品如何在庞大的快递物流网上流动？从中 能感受到今年年货消费市场的哪些新变化？临近春节，记者进行了探访。 晨光初露，顺丰快递员康虹山已经忙碌起来。套上特制冰袋、放入快递纸箱、贴上电子面单……一箱箱 浑圆饱满、色泽鲜红的智利车厘子堆成小山，整装待发。 这个年货季，内外两张物流网深度对接，让更多全球好物进入消费者的年货清单。 "这几箱空运到黑龙江，今天下单，明天就能到。"康虹山告诉记者，最近进入业务高峰，每天要打包 200多箱车厘子，集中发往江浙沪和北方多省份。 进入1月以来，圆通航空接连从孟加拉国、巴基斯坦等国，直飞浙江杭州、云南昆明，将来自印度洋的 海鲜运抵国内； 这里是华东地区规模最大的果品集散中心——浙江嘉兴水果市场。进入年货旺季，以车厘子为主力，进 口水果寄递迎来年度高峰。去年年货季，嘉兴水果市场车厘子进口柜量约1万柜，而今年 ...

Core Viewpoint - The Nanjing Postal Administration has issued a consumer notice regarding the delivery services during the Spring Festival, highlighting the operational adjustments made by various postal and express companies to ensure smooth service during the peak season [1][3]. Group 1: Delivery Operations - The Spring Festival travel rush began on February 2 and will last until March 13, totaling 40 days, leading to a temporary surge in express delivery volume due to promotional activities by e-commerce platforms [1]. - Major express companies have coordinated resources to handle the peak demand, ensuring overall stability in the delivery industry [1]. Group 2: Company-Specific Adjustments - SF Express will maintain operations without interruption, with price increases for large items starting from January 19, and a gradual return to normal operations beginning February 24 [2]. - JD Logistics will operate in core cities and main routes without interruption, with special charges for heavy items from January 19 to February 23, and limited service during the first three days of the new year [2]. - China Post will not implement price increases throughout the year, but will limit service in remote areas from January 1 to 3, with a return to normal by February 8 [2]. - Debon will keep key routes operational, with price increases for certain items from January 19 to February 14, and a full return to normal by February 8 [2]. - YTO Express and Shentong Express will reduce service and suspend operations in remote areas starting January 10, with a gradual recovery expected by February 24 [2]. Group 3: Consumer Advisory - The Nanjing Postal Administration advises consumers to be aware of potential delays due to adverse weather conditions and operational challenges during the Spring Festival, urging understanding and patience [3]. - Consumers are encouraged to consult with postal and express companies before sending items and to stay updated on service arrangements published by these companies [3].

▶ 国家统计局：统计局：2025 年全年化妆品类零售额 4653 亿元，同比增长 5.1%。 出品方: 青眼情报 化妆品行业月报由青眼情报出品，每月 15 日发布。报告聚焦上一个月美妆行业动态， 内容涵盖中国美妆行业重大事件（包括本土及外资头部企业动态、渠道平台变革、产业园 及峰会等）、相关政策法规，以及行业资本事件（融资、并购、上市退市情况）、新品介 绍及新原料备案/注册情况，旨在为行业从业者提供全面及时的资讯参考。 一、 中国化妆品市场零售数据 中国化妆品市场月报（1 月) ► 朝云拟最高 4.5 亿元收购河北康达 100%股权，旨在进一步提升该集团在家 居护理品类在北方区域的市场竞争力。 ► 毛戈平与路威凯腾签订战略合作框架协议,双方将共同组建专注于全球高端 美妆领域的股权投资基金。 ► 锦波生物向养生堂定向发行股票的注册申请获批，本次发行股票的募资金额 不超过 20 亿元。 该战略投资落地，养生堂系将成为锦波生物第二大股东。 ► 中国化工企业天津利安隆集团在马来西亚投资约 21.7 亿元建设化妆品化工 研发中心及现代化生产工厂。 本土头部企业大事件 1. 投融资 ► 嘉亨家化控股股东曾本生向杭州拼便宜 ...

证券代码：603056 证券简称：德邦股份 公告编号：2026-030 德邦物流股份有限公司 关于本次终止上市事项现金选择权申报尚余 1 个 交易日的提示性公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 3.现金选择权申报简称及代码：德邦现金，770004。 4.现金选择权申报方向："申报卖出"。"申报买入"为无效申报。申报有 效期内，当天可以撤单，次日开始不得撤回。 5.现金选择权行权价格：19.00 元/股。 德邦物流股份有限公司（以下简称"公司"）本次以股东会决议方式主动终 止公司股票上市事项已经公司 2026 年第一次临时股东会审议通过，公司将向上 海证券交易所申请股票终止上市交易，公司股票进入现金选择权行权申报阶段。 1.本次终止上市事项现金选择权申报时间尚余 2 月 12 日（星期四）1 个交 易日，申报时间为 9:30-11:30、13:00-15:00；若各位股东有现金选择权申报意 愿，请通过上海证券交易所交易系统进行申报。 具体申报流程、申报结果确认请投资者与所在营业部或者开户券商联系确 ...

2026年情人节马上到来，给自己心仪的女朋友送什么礼物往往是很多男生最头痛的事。如果不知道送什么，化妆品肯 定是最贴心的选择，毕竟每一位女性都需要美丽加持，所以情人节也是各大美妆品牌抢夺市场的最佳时机。 近期法国著名奢侈品牌YSL圣罗兰美妆（以下简称YSL）推出了"粉星辰"情人节系列限定礼盒供广大消费者选择。与此 同时，摘星屋限时快闪店也接连在全国各大城市亮相，粉色梦幻星光闪闪的装饰风格令人印象深刻。 新年当有"新"气象，这一波浪漫营销深得人心，自然会让销量节节攀升，帮助YSL实现开门红。不过如今国内美妆越发 内卷，作为海外大牌的YSL正在承受着不小的压力。当毛戈平、花西子等国产品牌开始打造高端美妆"中国样本"，YSL 又该何去何从呢？ 好业绩掩盖不住焦虑 在2025年第三季度财报电话会议上，欧莱雅首席执行官叶鸿慕向外界透露，旗下YSL的销售额已经逼近30亿欧元，跻 身全球奢侈美妆前五强，与迪奥、香奈儿、雅诗兰黛位居同一阵营。 具体到中国市场，尽管欧莱雅在大众化妆品领域表现不佳，但在高端赛道保持着强劲势头。据第三方数据平台统计， 2025年YSL在天猫、京东、抖音等主流电商销售额累计超过40亿元，远超其他品牌 ...

新甘肃·甘肃日报记者崔雪茜 范海瑞 张海燕 金奉乾 春节将近，坐落在群山环抱之中的天堂镇，人流如织，十分热闹。 天祝县天堂镇，地处甘青两省交界地带，因天堂寺而闻名。千百年来，这里的人们困于大山的阻隔，出行和货物流通很 不方便。 近几年，镇上陆续有了快递站，让购物、卖货变得容易。"以前镇上的快递站分散在不同地方，如果快递是不同的公司就 得跑不同的地方去取。"天堂镇党委书记杨发勇说，为了方便群众，去年4月，镇上在天堂大桥边上设立了同心快递服务 驿站。 天堂镇同心快递服务驿站。新甘肃·甘肃日报记者 裴强 摄 如今，这里已然成了当地人气"顶流"，连桥对岸的青海省互助县加定镇、巴扎乡的百姓也来取发快递。 走进驿站，"中华民族一家亲 同心共筑中国梦"的标语格外醒目，这里24小时不打烊，不仅方便大家取发快递，还配备了 充电设备，免费供应热水，胶带、剪刀等共享工具包一应俱全，在取发快递之余，也能聊天歇脚。 赵生瑞夫妻俩在驿站里经营着中通、圆通、申通三家快递公司的业务。"以前大家抱怨'取件难、寄件烦'，现在，一座驿 站解决了好多问题。"赵生瑞告诉记者，2021年，他回乡经营快递业务，起初，快递收发点设在自家店铺里，群众找起来 ...