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2026义乌跨境出口电商展:义乌外贸2025活力迸发的全球贸易新标杆
Sou Hu Cai Jing· 2026-01-05 04:06
Group 1 - Yiwu has achieved remarkable foreign trade growth, with import and export scale exceeding 700 billion yuan in the first ten months of 2025, a year-on-year increase of 25.2% [1] - Yiwu became the first county-level city in China to surpass 100 million cross-border e-commerce imports, with an annual growth rate of 25.5%, significantly higher than the national average of 3.6% [1] - The city's success is attributed to its long-standing market foundation, industrial cluster advantages, and continuous reform and innovation efforts [1] Group 2 - With the ongoing benefits from RCEP and the Belt and Road Initiative, Yiwu is positioning itself as a "global trade benchmark" [2] - Yiwu's developments provide a replicable model for small and medium-sized cities to engage in international division of labor [2] - The upcoming 16th Zhejiang International E-commerce Expo will feature over 1,200 source factories and e-commerce service providers from various countries, showcasing a wide range of products and facilitating industry exchanges [5]
汤臣倍健涨2.08%,成交额1.03亿元,主力资金净流入781.75万元
Xin Lang Cai Jing· 2026-01-05 03:12
1月5日,汤臣倍健盘中上涨2.08%,截至10:47,报12.26元/股,成交1.03亿元,换手率0.75%,总市值 207.40亿元。 截至9月30日,汤臣倍健股东户数7.11万,较上期减少0.14%;人均流通股15762股,较上期减少0.67%。 2025年1月-9月,汤臣倍健实现营业收入49.15亿元,同比减少14.27%;归母净利润9.07亿元,同比增长 4.45%。 分红方面,汤臣倍健A股上市后累计派现83.21亿元。近三年,累计派现24.29亿元。 机构持仓方面,截止2025年9月30日,汤臣倍健十大流通股东中,易方达创业板ETF(159915)位居第 二大流通股东,持股2085.08万股,相比上期减少374.64万股。香港中央结算有限公司位居第五大流通股 东,持股1508.61万股,相比上期增加271.19万股。南方中证500ETF(510500)位居第七大流通股东, 持股1484.94万股,相比上期减少32.26万股。汇添富中证主要消费ETF(159928)位居第九大流通股 东,持股1289.40万股,为新进股东。 责任编辑:小浪快报 资金流向方面,主力资金净流入781.75万元,特大单买入5 ...
大行评级|小摩:领展最新领导层更新暗示CEO寻觅期需时更长 维持“中性”看法
Ge Long Hui· 2026-01-05 03:06
摩通维持对领展的"中性"看法,原因如下:在面对跨境电商带来的挑战下,目前仍未见租金回升有改善 迹象;以及美国十年期国债收益率仍处于逾4.1%的高位。然而,在当前水平,该股应有下行保护,因 其正以逾7.1%的股息收益率进行交易,目标价为38港元。 摩根大通发表报告指,领展公布了其临时领导架构的更新。虽然主要方向没有改变,但此公告可能意味 着物色新集团行政总裁所需的时间或较预期更长,因为公告指出主席欧敦勤已同意投放更多时间,以支 持集团财务总裁及集团首席投资总监,直至2027年5月。在该行看来,新行政总裁可能要到2027年才能 上任。 ...
“竞”四海 逐未来——四探“七虎”竞南通
Xin Hua Wang· 2026-01-05 02:43
Core Viewpoint - The article highlights the significant growth and transformation of Nantong's economy, driven by strategic partnerships, industrial upgrades, and a focus on international trade, particularly in the context of the "Belt and Road" initiative and high-level openness in the Yangtze River Delta region [5][10][36]. Group 1: Economic Growth and Trade - Nantong's foreign trade import and export scale has increased significantly, surpassing 400 billion yuan for the first time, with a year-on-year growth of 15.9% in the first eleven months of 2025 [10][11]. - The city's export of shipbuilding and marine engineering equipment accounts for one-tenth and one-fourth of the national total, respectively, with a 104% year-on-year increase in marine engineering exports [10][11]. - The proportion of high-tech product exports has risen from 14.1% to 22.9%, while traditional labor-intensive products have decreased from 27.3% to 24.1% [11]. Group 2: Strategic Partnerships and Investments - Nantong signed a strategic cooperation framework agreement with JD Group to optimize logistics and enhance trade, which has led to successful overseas promotional events attracting over 50 Middle Eastern buyers [2][5]. - The establishment of Scania's production base in Rugao, with an investment of 20 billion euros, marks a significant foreign investment project aimed at meeting local market demands [13][14]. - The total investment of 500 billion yuan in the China National Petroleum Corporation's Blue Ocean New Materials project is indicative of the rapid industrial development in the region [6][34]. Group 3: Industrial Transformation and Upgrades - Nantong is transitioning from a logistics-focused port to an industry-driven port, enhancing its resilience against external shocks and establishing itself as a crucial part of the global supply chain [9][10]. - The region is witnessing a shift towards high-end manufacturing, with companies like YKK AP focusing on high-quality aluminum alloy products, leveraging local industrial advantages [16][14]. - The development of cross-border e-commerce and the establishment of specialized industrial parks are facilitating the growth of local enterprises and enhancing their competitiveness in international markets [19][28]. Group 4: Future Outlook and Challenges - The article emphasizes the need for companies to adapt to changing global economic conditions, highlighting the importance of innovation and market responsiveness in maintaining competitiveness [23][31]. - Nantong's government is actively supporting businesses through efficient service and infrastructure development, aiming to attract more foreign investment and enhance the local economy [35][36]. - The ongoing transformation of traditional industries and the embrace of new technologies are crucial for sustaining growth and navigating the complexities of international trade [20][24].
天津静海企业外贸成绩亮眼
Sou Hu Cai Jing· 2026-01-04 16:09
为精准对接企业发展需求,区商务局建立"每周走访"工作机制,通过实地调研、线上沟通等多元方式,及时向企业宣传解读最新外贸政策,确保政策红利直 达快享。 "区商务局会定期走访企业,宣传传达最新外贸政策,同时组织我们参加各类国际展会,助力企业拓宽海外客源渠道,为公司外贸业务发展提供了有力支 持。"李迎洲说。 在复杂多变的国际市场环境中,2025年,天津市静海区外贸经济交出了亮眼答卷,彰显出强劲发展韧性。其中,菊龙(天津)磨具有限公司(以下简称"菊 龙磨具")的表现尤为抢眼——2025年出口额较去年增长15%,自有品牌"Robtec"(诺克)远销100个国家,成为静海外贸逆势突围的生动缩影。 走进菊龙磨具生产车间,智能设备高速运转,混料、压制、烘烤、质检、贴标、包装……一道道工序有条不紊,一片片砂轮在完成全流程加工后,即将踏上 前往西欧、北美等全球市场的旅程。作为中国北方最大的磨料磨具生产基地,这里的树脂砂轮切割片、角磨片等全系列产品,凭借过硬品质稳稳占据全球中 高端市场份额。 "相较于2024年,2025年公司出口额整体增长约15%,中东、非洲、南美是主要出口区域。自有品牌'Robtec'(诺克)目前已覆盖100个 ...
元旦假期部分要闻
Xin Lang Cai Jing· 2026-01-04 14:56
Group 1: Cross-Border Trade and Logistics - The State Council meeting emphasized the importance of cross-border trade facilitation in creating a top-tier business environment, focusing on efficient cross-border logistics and the integration of various transportation modes [1] - The meeting called for the promotion of green trade and the development of new business models such as cross-border e-commerce, while optimizing the regulation of special goods [1] - There is a push to enhance smart regulatory services, including the construction of smart customs and ports, and to advance the international trade "single window" for cross-border connectivity [1] Group 2: Hong Kong Stock Market Outlook - The Hong Kong stock market experienced a significant rise, with the Hang Seng Index increasing by 2.76% and the Hang Seng Tech Index by 4.00% as of January 2, 2026 [2] - A report from CITIC Securities indicates that a continued easing of global liquidity and supportive domestic financial policies are expected to drive market growth, with increased participation from individual investors [2] - The core logic supporting the bull market is anticipated to persist and even strengthen [2] Group 3: Public Fund Fee Reform - The China Securities Regulatory Commission announced the implementation of new regulations on public fund sales fees, effective January 1, 2026, marking the completion of a three-phase fee reform [3] - The reform is expected to save investors approximately 51 billion yuan annually, with an overall reduction in public fund fee levels by about 20% [3] Group 4: High-Quality Development of Power Grid - The National Development and Reform Commission and the National Energy Administration released guidelines for promoting high-quality development of the power grid, aiming for a new grid platform by 2030 [4] - Key targets include enhancing the capacity for resource optimization, with the "West-to-East Power Transmission" expected to exceed 420 million kilowatts and new inter-provincial power support capabilities of around 40 million kilowatts [4] - The guidelines also aim for renewable energy generation to account for approximately 30% of total power generation and to support over 40 million charging facilities [4] Group 5: Offshore RMB Exchange Rate - As of January 2, 2026, the offshore RMB rose above 6.97 against the US dollar, reaching a high of 6.9664, the highest since May 2023 [5] - In December 2025, the offshore RMB appreciated by 974 basis points, a 1.38% increase, with a total appreciation of 3,626 basis points or 4.94% for the year [5] Group 6: Warren Buffett's Retirement - Warren Buffett officially retired from his position as CEO of Berkshire Hathaway on December 31, 2025, while continuing to serve as chairman of the board and retaining a significant stake in the company [6] Group 7: U.S. Military Action in Venezuela - The U.S. military conducted a raid in Venezuela, capturing President Maduro and his wife, with plans to "manage" the country until a "safe" transition can be implemented [7]
互联网社会组织动态 | 泉州市电子商务协会2025年第四季度活动回顾
Sou Hu Cai Jing· 2026-01-04 14:17
凝心聚力谋发展,精准服务促升级 10月24日下午,泉州市电子商务协会第四届第二次会长办公会议顺利举行,近15位协会理(监)事会领导班子成员及秘书处出席,围绕四季度活动计划、 会员服务优化及行业赋能方向等内容展开深入讨论,为年末协会工作划定清晰路径,凝聚发展共识。 2025年第四季度期间,协会先后与泉州市委社会工作部、泉州市商务局、山东省临沂市考察组、泉州市工信局、国家市场监管总局、泉州华光职业学院等 相关部门领导通过座谈研讨、精准辅导、主题调研等多样形式,围绕协会建设、产业创新、合规经营、人才培育等核心议题凝聚发展共识,持续深化产教 融合实效,全方位赋能产业转型升级,注入强劲多元动力。 一 泉州市电子商务协会 Quanzhou Electronic Commerce Association 2 116 e progr 8 】 二 深化行业交流,政企协联动赋能产业升级 1.政企校协座谈,聚焦产教融合与人才孵化,夯实电商产业发展根基 在产教融合方面,11月21日下午,泉州华光职业学院调研组一行莅临奇龙数字园,与奇龙数字园、协会等负责人代表深度交流,旨在打破校企壁垒、构建 协同育人体系,将产业带资源引入课堂、让教学 ...
上海推出优化营商环境“9.0”版行动方案
Zhong Guo Xin Wen Wang· 2026-01-04 11:56
"与此前企业主要通过付费咨询公司了解不同,这可以促进企业直接使用有政府背书的综合性公共出海 服务平台,提高了出海信息的综合性、时效性和准确性,极大降低了企业出海成本。"高疆说。 上海推出优化营商环境"9.0"版行动方案 中新社上海1月4日电 (谢梦圆)上海坚持每年出台一版优化营商环境行动方案,4日推出第九版。在元旦 假期后的首个工作日,上海召开2026年全市优化营商环境大会,并推出26条任务举措。 与包含58条任务举措的"8.0版"相比,《上海市加快打造国际一流营商环境行动方案(2026年)》(下称 《行动方案》)内容更聚焦凝练,重在推动解决企业反映突出的难点堵点问题,并进一步细化阶段性的 具体举措,积极回应企业在"走出去"服务、"反内卷"治理、平台经济监管、跨区域合作等方面的新关 切、新问题。 上海社会科学院世界经济研究所副研究员高疆接受中新社专访时表示,此版《行动方案》更加聚焦企业 实际诉求,政策可操作性强,并释放了以创新驱动发展、进一步扩大制度型开放的信号。 此次《行动方案》明确提及"做强'走出去'服务",支持虹桥国际中央商务区等率先构建支持企业国际化 运营的机制和服务体系。具体包括:加强培训,提升境外 ...
绿联科技拟赴港上市,境外营收占比近60%
Sou Hu Cai Jing· 2026-01-04 10:44
2025年12月26日,深圳市绿联科技股份有限公司发布公告,公司董事会已审议通过发行H股股票并在香港联合交易所主板上市的议案。 这意味着,继2024年7月成功登陆深交所创业板后,这家3C消费电子品牌即将开启"A+H"双资本市场布局。 01 深化全球化战略布局 根据绿联科技董事会公告,此次赴港上市的核心目的是为了深化公司的全球化战略布局,提升国际化品牌形象与核心竞争力。目前,该 决议已获得董事会全票通过,后续将提交公司股东会审议。 绿联科技此次冲刺港股,有着扎实的业绩基础作为支撑。 绿联科技的成长路径,是中国跨境电商品牌从"制造"走向"创造"的经典缩影。公司创始人张清森在2009年带着25万元启动资金创业,从 为外国客户做数据线生产代工起步。 他很快意识到,同质化的代工模式没有出路,必须打造自主品牌。2011年,"UGREEN绿联"品牌诞生,公司转向线上电商。2014年,绿 联科技抓住跨境电商红利,并通过了严苛的苹果MFi认证,由此开启了系统性的全球化品牌征程。 如今,公司90%以上的收入和毛利来源于自主设计、研发的产品,完成了从"性价比配件商"向追求"技术溢价"的消费电子品牌的转型。 绿联科技冲刺港股,是20 ...
跨境电商下一个黄金十年:拉美电商增速连续6年超20%近年来,随着欧美电商市场增速放缓,越来越多跨境卖家将目光投向新兴市场。其中,拉美电商以其强劲的增长潜力,正成为全球电商扩张的新焦点。 EMarketer数据显示,拉丁美洲线上销售占比普遍不超过12%,但2024年电商交易总额已...
Sou Hu Cai Jing· 2026-01-04 09:21
Core Insights - The Latin American e-commerce market is experiencing significant growth, with a total transaction value projected to reach $633 billion in 2024 and a consistent year-on-year growth rate exceeding 20% for six consecutive years [1][2] - E-commerce in Latin America is expected to have a compound annual growth rate (CAGR) of 9.43% from 2025 to 2029, potentially surpassing $1 trillion by 2027 [2] Group 1: Market Dynamics - Latin America's e-commerce market is characterized by diverse cultures, regulations, and consumer preferences, necessitating unique operational strategies [3] - Deep localization is crucial, as consumers prioritize reviews and have specific aesthetic and functional needs [3] - Compliance and fulfillment challenges remain significant, with cross-border customs, multi-country taxation, and last-mile delivery efficiency posing barriers for sellers [3] Group 2: Solutions and Tools - A mature cross-border e-commerce ERP, such as 易仓ERP, can provide a comprehensive solution for sellers, addressing challenges from market entry to financial reconciliation [4] - 易仓ERP supports integrated management of orders and inventory across over 70 e-commerce platforms, enabling efficient coordination and dynamic allocation of inventory [4] - The ERP system offers precise profit calculation by automatically aggregating order data and distributing costs accurately across each order and SKU [4][5] Group 3: Strategic Approach - Entering the Latin American e-commerce market requires a long-term commitment to brand integration rather than a one-time sales effort [6] - Successful sellers are shifting from price competition to value competition, focusing on deep localization to build brand recognition and customer loyalty [6] - The rapid growth of platforms like 美客多 signals a clear entry point for businesses, and utilizing comprehensive ERP solutions can help convert market opportunities into sustainable profits [6]