□ 本报记者 董 鑫 2月10日，兴化市戴南镇，暖阳洒在江苏瑞仕达电气设备有限公司。北厂区内，两辆满载电缆桥架的大 货车将发往上海港，再经海运抵达在泰国设立的海外仓。而正是这一个个不起眼的电缆桥架，让身处里 下河乡镇的瑞仕达与国际市场紧密相连。 "选择'出海'，肯定有风险。但不走出去掰掰手腕，怎能知道自己有几斤几两？"何宏瑞话不多，但话里 话外总透着一股劲。去年，瑞仕达又迎来一个新的发展里程碑——实现销售额超1.5亿元，同比增长约 40%。 （来源：新华日报） 企业"出海"近一年，从最初跌跌撞撞，到如今从从容容，90后当家人何宏瑞有自己的一套"出海经"。 "公司老板能亲自跟这个订单，是意料之外的。但付出和回报，应该成正比。"再次回想起对方的这句 话，何宏瑞的眼眶有些泛红。 都说"危机是成长最好的试金石"，但在何宏瑞看来，自己最不缺的就是"危机"。2012年大学毕业后，他 四处借款100多万元在外地租厂房创业，后又接连遭遇厂房失火、骨干跑路、存款被盗……何宏瑞拍拍 胸脯，声调不经意间提高了许多："你看我，像不像'打不死的小强'？" 在生产车间，经打孔、折弯、喷塑等工序，一片片钢片"变身"电缆桥架。工人们忙着组装 ...

c as program and e i e r r 7 . 2 2 / p 在构建2026年企业出海服务排行榜的过程中，围绕海外市场布局服务的多样性以及其在开拓海外市场中的关键作用，本文将详细阐述相关服务的特点与趋 势。各类出海解决方案越发成熟，为企业提供灵活、高效的国际市场进入策略。除了与客户需求密切相关的数据支持，这些方案还强调了全球品牌监测的重 要性，通过实时跟踪品牌表现，帮助企业及时进行战略调整。同时，商业数据分析报告将为企业提供深入洞察，使其能够基于真实的数据制定出海战略。这 一系列服务的结合，不仅提升了企业在国际市场上的竞争力，也为目标市场的成功开拓奠定了基础。 随着全球市场的不断拓展，企业对出海解决方案的需求日益增加。2026年，玩美数据凭借其独特的海外市场布局服务脱颖而出。他们的解决方案 涵盖企业出海战略的各个方面，通过全面的数据支持与深度分析，帮助企业快速适应当地市场。值得称道的是，玩美数据不仅提供精准的商业数 据分析报告，还构建了强大的全球品牌监测体系，使客户能够实时掌握市场动向。此外，玩美数据根据不同国际市场环境，量身打造个性化服务 模式，以提升企业在新环境中的竞争力。因此，企业在开拓 ...

Core Viewpoint - The company reported a total revenue of RMB 26.86 billion for January 2026, reflecting a year-on-year growth of 2.22% in its express logistics and supply chain and international business segments [1][2]. Group 1: Business Segments - The express logistics business includes time-sensitive express, economy express, freight, cold chain, pharmaceutical, and same-city instant delivery services [1]. - The supply chain and international business primarily encompass international express, international freight and agency, and supply chain services [1]. - The company achieved a year-on-year revenue growth of 17.23% in its supply chain and international business, driven by the growth in international freight forwarding, supply chain, international express, and cross-border e-commerce logistics [2]. Group 2: Strategic Focus - The company emphasizes sustainable and healthy development, upgrading its operational mechanisms, and dynamically adjusting market strategies to meet diverse customer logistics needs and pursue high-quality business growth [1]. - Despite a decline in international shipping prices affecting the growth rate of international freight and agency business, the company leveraged its global network and diverse product offerings to adapt to market changes and seize new opportunities for enterprises going abroad [2].

Core Viewpoint - The company reported a total revenue of RMB 26.86 billion for its express logistics, supply chain, and international business in January 2026, reflecting a year-on-year growth of 2.22% [1] Group 1: Business Performance - The company maintains a sustainable and healthy development approach, enhancing operational mechanisms and dynamically adjusting market strategies to meet diverse logistics needs with high-quality services [1] - Despite a year-on-year decline in international shipping prices affecting the growth rate of international freight and agency business revenue, the company leveraged its global network and diverse product offerings to adapt to market changes and seize new opportunities for enterprises going abroad, resulting in a year-on-year increase in international freight forwarding revenue [1] - Revenue from supply chain business, international express, and cross-border e-commerce logistics maintained rapid growth, driving a year-on-year increase of 17.23% in overall supply chain and international business revenue [1]

上海物流企业护航长三角企业出海 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 据中国网报道，阿曼苏哈尔自贸区多晶硅项目2月5日正式投产，该项目由United Solar Polysilicon (FZC) SPC公司负责，规划年产能10万吨，这是除中国外全球最大的多晶硅项目。这也是多晶硅领域中国标准 首次落地海外——该项目从开工到竣工的整个建设周期，均采用中国标准、技术和装备，由中国企业设 计、施工。 （来源：智通财经） 《出海日报》是智通财经推出的一档新栏目，以简报的形式介绍中国企业在海外的最新动向。2026年2 月9日起，每周一至周五下午17:00发布，逢假日停发。内容截至当天16:00为止，当天之后发生的事件 将归入第二日简报。 多晶硅领域中国标准首次落地海外 据上海市青浦区人民政府消息，在青浦打造"长三角企业入沪出海第一站"的澎湃浪潮中，本地物流企业 正成为连接国内国际双循环的关键节点。日前，上海则一供应链管理有限公司披露其年度发展蓝图：凭 借2025年构建的覆盖亚欧20余国、时效领先行业1-2天的跨境物流网络，企业全年实现"零货损"与98% 服务达成率；2026年，将借力 ...

Core Viewpoint - Harbin Electric (01133) has announced a positive earnings forecast for 2025, expecting a net profit of 2.65 billion yuan, representing a year-on-year increase of approximately 57.2%, surpassing previous expectations of 2.5 billion yuan [2][4]. Group 1: Company Performance - The significant increase in net profit is attributed to revenue growth and improved product profitability [2][4]. - The company is expected to benefit from the gradual release of high-value orders and an increase in gross margin [2][4]. - Enhanced production scale and intelligent manufacturing capabilities have led to substantial improvements in operational efficiency and economies of scale [2][4]. Group 2: Industry Context - As of mid-October 2025, the planned capacity for data center reserve projects in the U.S. has reached 245 GW, indicating a rising peak load demand [2][4]. - The ongoing electricity shortage in the U.S. is driving the need for reliable power systems, which is expected to benefit sectors such as gas turbines, power equipment, and energy storage [2][4]. - There are bottlenecks in the production capacity of leading overseas gas turbine companies, suggesting a favorable environment for Chinese companies to increase their market share [2][4].

Group 1 - The A-share market is currently experiencing a clear risk-averse sentiment and structural differentiation, with funds favoring high-dividend, low-valuation, and defensive consumption sectors, while technology and cyclical sectors continue to adjust [1][2] - The market is showing significant structural differentiation, with defensive sectors acting as a "safe haven" for funds, leading to a notable decline in trading activity and a shift of capital from high-valuation technology and cyclical sectors to more stable assets [1][2] - The upcoming Chinese New Year is expected to influence market behavior, with historical trends indicating a preference for high-dividend and defensive sectors before the holiday, while post-holiday, the market may favor small-cap and growth styles [2][3] Group 2 - The current industry structure is transitioning from a traditional factor-driven growth model to a new productivity development model centered on technological innovation [2] - Investors are weighing the strategies of "holding stocks during the holiday" versus "holding cash for safety," with the former focusing on potential policy catalysts and liquidity, while the latter aims to avoid short-term volatility [3] - Post-holiday, the market is expected to shift focus back to growth sectors with industry catalysts and earnings certainty, driven by policy catalysts in February and earnings disclosures in March [3][4] Group 3 - Earnings forecasts indicate a shift in the logic of A-share market growth for 2026, with profitability expected to take precedence over valuation, highlighting structural opportunities in technology manufacturing and cyclical industries benefiting from price increases [4] - Two main investment themes are suggested: one focusing on the improvement of supply-demand dynamics and industry profitability, and the other on new productivity areas such as semiconductors, artificial intelligence, and renewable energy [4] - The overall market tone for 2026 is expected to remain bullish, with a focus on technological innovation and profitability recovery, supported by domestic consumption and overseas expansion as auxiliary themes [4]

Core Viewpoint - Deutsche Bank has raised the target price for Zhenkunhang to $4.50 and maintained a "Buy" rating, expecting the company's revenue growth to recover to mid-single digits by Q4 2025, with a potential for quarterly profitability [1] Group 1: Financial Performance and Projections - The report indicates that the impact of Zhenkunhang's business adjustments has been largely absorbed, leading to improved profitability prospects for the full year of 2026 [1] - Deutsche Bank anticipates that Zhenkunhang will disclose its Q4 2025 performance in mid-March, with expectations for continued profit improvement driven by increased self-branding, economies of scale, and operational efficiency [3] Group 2: Stock Performance - Over the past week, Zhenkunhang's stock price fluctuated between a decline of 0.86% and a range of 4.00%, with a notable drop on February 9 and February 11 [2] - The average daily trading volume during this period was less than $100,000, indicating low liquidity in the stock [2] Group 3: Market Position and Valuation - Zhenkunhang is recognized as the second-largest MRO service platform in China, with potential for valuation recovery compared to JD Industrial, as noted in a report by Guozheng International [3]

Group 1 - The A-share market continued to show a sideways trend, with traditional cyclical sectors like oil and petrochemicals rising, while technology sectors such as semiconductors and AI applications experienced a pullback, leading to a divergence in major index performances [1] - The Shanghai Composite Index closed at 4131.99 points, up 0.09%, while the Shenzhen Component Index fell 0.35% to 14160.93 points, and the ChiNext Index dropped 1.08% to 3284.74 points, with total trading volume in both markets reaching 198.43 billion yuan, marking the first time this year it fell below 200 billion yuan [1] Group 2 - The chemical sector showed significant activity, with the basic chemical index rising by 1.40% and accumulating over 13% gains since the beginning of the year. Notable stocks included Baichuan Co., which achieved a four-day consecutive rise, and several others that hit the daily limit [2] - Baichuan Co. reported a cumulative increase of 107% since the beginning of the year, responding to institutional inquiries about the price trend of TMP (Trimethylolpropane), which rose from 8000 yuan/ton at the end of 2025 to 15000 yuan/ton currently, driven by strong demand and supply tightness due to production adjustments [2] Group 3 - According to a report from Zhongyin Securities, the chemical industry is expected to accelerate the elimination of outdated capacity under stricter energy consumption, carbon emission, and safety standards, transitioning from scale expansion to high-quality growth during the 14th Five-Year Plan period [3] - The demand for chemical products is anticipated to maintain good growth, supported by the implementation of domestic demand expansion policies and the rapid development of downstream industries such as new energy, AI, semiconductors, and humanoid robots [3] Group 4 - Recent market trends indicate a rapid rotation among leading sectors, with value styles outperforming growth styles. Some institutions predict a potential style shift after the Spring Festival, suggesting a focus on technology growth sectors with price elasticity [4] - Historical data from 2010 to 2025 shows a high probability of style switching around the Spring Festival, typically favoring value and large-cap stocks before the holiday and shifting towards growth and small-cap stocks afterward [4]

Group 1 - The national-level overseas comprehensive service platform was officially launched on February 11, 2023, to enhance the overseas service system, integrating resources from various fields such as law, finance, and logistics, providing "one-stop" public services for over 52,000 overseas enterprises and hundreds of thousands of foreign trade companies [2] Group 2 - Miaokelan has signed a memorandum with Saudia Dairy & Foodstuff Company to explore opportunities in the children's cheese snack market in Saudi Arabia, aiming to establish a strategic partnership for innovation, commercialization, and market expansion [3] Group 3 - China Electric Power Construction Group has successfully signed contracts for two overseas projects: the Mongla Dock project in Bangladesh and the Nickerie Weir repair project in Suriname, marking a new breakthrough in overseas business development [6] Group 4 - Jinchengxin plans to increase its stake in Colombia's CMH company by acquiring an additional 42.5% stake, which will allow the company to indirectly hold 97.5% of CMH, enhancing its control over overseas mineral resources [7] Group 5 - A joint venture between Anjun Logistics and COSCO Shipping has been awarded the long-term operating rights for the cargo terminal at Lima International Airport, representing a significant breakthrough for Chinese enterprises in overseas aviation infrastructure [8]