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亏300万仍翻盘,美国关税吓退无数外贸人,神秘港口却凭一招突围
Sou Hu Cai Jing· 2025-12-27 14:40
2025年的外贸圈,像一场没有预警的过山车,一边是全国外贸总量稳稳扛住压力的宏观数据,一边是无数外贸人攥紧合同、彻夜难眠的真实体感。 关税说涨就涨,订单说改就改,刚把货物发出去,后续的运费、仓储费就跟着翻番,稍有不慎就是血本无归。 就在这样的波动中,有人亏了300万仍能逆风翻盘,有人在订单腰斩的绝境中找到新出路,而这一切的背后,既藏着外贸企业的应变智慧,也离不开一个神 秘港口的硬核支撑。 对于做装修材料出口的企业来说,2025年的那场关税暴涨,至今想来仍让人脊背发凉。 早在年前,盐田港就和客户签好了合同,约定全年发200个集装箱的货物,可就在货物发了一半的时候,关税突然大幅上调,剩下的100个集装箱瞬间变成了 烫手山芋。 外行人可能不懂,这看似简单的发与不发,背后是关乎企业生存的生死抉择,发吧,新增的关税成本会把利润吞噬得一干二净,甚至要倒贴钱。 不发吧,客户很可能直接放弃订单,不仅之前的投入打了水漂,还会丢失长期合作的伙伴,后续再想开拓市场就难上加难。 更要命的是,关税上涨从来不是孤立事件,往往几天之内,运费、港口堆存费就会跟着水涨船高,再加上违约赔偿,一系列成本叠加起来,足以压垮一家中 小型外贸企业。 一 ...
市政府就《政府工作报告》和政府工作征求专家咨询委员意见建议
Nan Jing Ri Bao· 2025-12-27 01:46
李忠军认真听取发言,不时互动交流,对大家的真知灼见表示感谢。他说,向社会各界征求对《政 府工作报告》的意见建议,是政府科学民主决策的基本程序,也是统一思想凝聚共识的过程。大家提出 的意见建议具有很强的针对性、可操作性,对完善《政府工作报告》、改进政府工作很有帮助。市政府 将认真吸收、充分采纳,更好推动政府各项工作。 李忠军指出,新一届咨询委员会成立以来,各位委员紧扣市委市政府中心工作,深入开展决策咨询 研究,提出了许多具有重要参考价值的对策措施,为南京高质量发展提供了坚实的智力支撑。希望大家 继续发挥专业优势,多建睿智之言、多献务实之策、多谋创新之举,为推进中国式现代化南京新实践作 出新的更大贡献。 12月26日,代市长李忠军主持召开座谈会,就《政府工作报告》起草和政府工作,征求市经济社 会发展咨询委员会委员意见建议。 座谈会上,李忠军介绍了今年南京经济社会发展情况。南京师范大学校长华桂宏、省政府研究室二 级巡视员刘希泽、南瑞继保总经理李九虎、苏豪纺织集团董事长伍栋、中国电科首席专家胡长明、南京 大学长江产业发展研究院副院长陈柳、东南大学可持续产业园区发展与规划国际合作研究中心主任王兴 平、南京信息工程大学江 ...
阿里国际站:今年以来,重庆企业在平台上的出口额大涨42%
Ge Long Hui· 2025-12-26 20:52
Core Insights - The online export volume of small and medium-sized enterprises (SMEs) in Chongqing has surged by 42% year-on-year in 2023, indicating a rapid growth trend [2] - Alibaba International Station has launched a dedicated foreign trade section "Land-Sea International Station" to promote the advantages of Western regions to more overseas customers [2] - A cross-border e-commerce entrepreneurship incubation center has been established in Chongqing, providing comprehensive support for foreign trade entrepreneurs, including AI tools and operational assistance [2] Industry Developments - The continuous improvement of the Western Land-Sea New Corridor is benefiting cross-border e-commerce, allowing more Western regions to enjoy export advantages [2] - Over 40 advantageous industrial belts from Western regions have emerged on Alibaba International Station, with products like automotive parts and generators from Chongqing gaining popularity among overseas customers [2] - New merchants from Western regions are rapidly entering Alibaba International Station, with a notable increase in businesses lacking prior foreign trade experience utilizing AI products for quick market entry [2]
万宁谢幕:一个药妆时代的背影与零售变局的开端
Xin Lang Cai Jing· 2025-12-26 10:05
Core Viewpoint - Mannings will officially close all offline stores in mainland China by January 15, 2026, marking the end of its 21-year journey in the market [1][2] Company Summary - Mannings entered the mainland market in 2004, initially targeting high-end shopping malls in first-tier cities and had over 120 stores across 33 cities [2][7] - The company positioned itself as a "health and beauty product chain," offering a mix of health products, skincare, personal care, and maternal and infant products, which was innovative at the time [2][7] - The decision to withdraw is attributed to a combination of factors, including intensified competition in the retail market and rising operational costs [2][4] Industry Summary - The exit of Mannings signifies a turning point in the retail industry, reflecting profound changes faced by the sector [4][9] - The Chinese retail market has undergone significant transformation over the past decade, with e-commerce growth altering consumer shopping habits, particularly among younger generations [4][9] - Local chain pharmacies and drugstores have rapidly emerged, increasing competition, with brands like Watsons achieving greater success through flexible strategies and localized product offerings [4][9] - Consumer demand for health and beauty products has become increasingly personalized and specialized, making traditional "one-stop" drugstore models less effective [4][9][10] - Rising rents and labor costs have placed a heavy burden on physical retail, particularly in prime locations in first- and second-tier cities [10] - Mannings' shift to cross-border e-commerce indicates a strategic pivot towards a lighter asset model, focusing on cost-effective and flexible channels while still targeting Chinese consumers [3][10] - The exit serves as both a warning and an opportunity for remaining competitors, emphasizing the need for continuous innovation and enhanced consumer experience to thrive in a competitive market [6][10]
年终盘点丨海南封关:一座岛屿所能抵达的远方
Xin Lang Cai Jing· 2025-12-26 08:47
Core Viewpoint - The establishment of the Hainan Free Trade Port marks a significant step towards higher-level openness in China's economy, facilitating international cooperation and enhancing the region's global market connectivity [1][5]. Group 1: Economic Policies and Incentives - The Hainan Free Trade Port will implement a zero-tariff policy on a wide range of imported goods, including high-end scientific research equipment and daily consumer products, significantly reducing the tax burden on businesses [5][12]. - Corporate income tax for registered companies in Hainan will be reduced to 15%, compared to the mainland's standard rate of 25%, making it an attractive destination for investment [5][12]. - Personal income tax exemptions will be available for high-end and scarce talents working in Hainan, further incentivizing skilled professionals to relocate to the region [5][12]. Group 2: Industry Growth and Development - The Hainan Free Trade Port is expected to drive upgrades in various industries, including technology, healthcare, digital economy, and tourism, through institutional innovation [3][6]. - The Haikou Revival City Internet Information Industry Park has become a hub for data services, with over 160,000 companies receiving identification codes, indicating a growing interest from both international and domestic firms [6][7]. - The aviation sector is experiencing significant growth, with the Haikou Airport's maintenance base reporting a 71.8% increase in output value, reaching 47.86 billion yuan in the first ten months of the year [8][12]. Group 3: Cross-Border Trade and Cultural Exchange - The Hainan Free Trade Port is facilitating cross-border e-commerce and cultural exchanges, with policies that enhance the flow of goods and services, including the ability to invite overseas influencers for product promotion [7][12]. - The region has seen a surge in medical tourism, with over 564,900 visitors in the first ten months of the year, reflecting an 81% increase, driven by the introduction of international medical products and services [11][12]. Group 4: Legal and Regulatory Framework - The legal foundation for the Hainan Free Trade Port is strengthened by the Hainan Free Trade Port Law, which enhances the region's reform autonomy and provides stability and predictability for international investors [15][16]. - The introduction of pilot policies for qualified foreign limited partners (QFLP) and qualified domestic limited partners (QDLP) is making Hainan an attractive location for private equity funds [15][16].
源飞宠物跌1.09%,成交额4929.76万元,近3日主力净流入-981.07万
Xin Lang Cai Jing· 2025-12-26 08:13
Core Viewpoint - The company, Wenzhou Yuanfei Pet Products Co., Ltd., is actively expanding its business in the pet industry while exploring new opportunities in the trendy toy sector through strategic partnerships and leveraging its existing supply chain capabilities [2][3]. Company Overview - Wenzhou Yuanfei Pet Products Co., Ltd. specializes in the research, production, and sales of pet supplies and pet food, with its main products including pet snacks, leashes, toys, dry food, and wet food [2][9]. - The company was established on September 27, 2004, and went public on August 18, 2022 [9]. Financial Performance - For the period from January to September 2025, the company achieved a revenue of 1.281 billion yuan, representing a year-on-year growth of 37.66%, and a net profit attributable to shareholders of 130 million yuan, up 8.75% year-on-year [9]. - As of September 30, 2024, the company's overseas revenue accounted for 85.78%, benefiting from the depreciation of the RMB [4]. Strategic Initiatives - The company has entered into a strategic partnership with the trendy toy brand Heyone, focusing on extending its manufacturing and supply chain management capabilities into the toy sector, which shares similar quality control and production management requirements [3]. - Yuanfei Pet is committed to maintaining its core business in pet food and supplies while exploring structural opportunities in new consumer markets [3]. Market Position - The company operates in the light industry manufacturing sector, specifically in entertainment products, and is associated with concepts such as cross-border e-commerce and the pet economy [9]. - As of the latest data, the company has a market capitalization of 4.492 billion yuan, with a trading volume of 49.2976 million yuan and a turnover rate of 1.95% [1].
开创电气跌1.16%,成交额5352.98万元,今日主力净流入-273.86万
Xin Lang Cai Jing· 2025-12-26 07:47
Core Viewpoint - The company, Zhejiang Kaichuang Electric Co., Ltd., is experiencing challenges with declining revenue and net profit, while also benefiting from trends in lithium battery products and e-commerce growth [2][6]. Group 1: Company Performance - As of December 19, 2023, the company reported a revenue of 490 million yuan for the first nine months of 2025, a decrease of 12.96% year-on-year, and a net profit of -10.46 million yuan, down 119.10% year-on-year [6]. - The company has developed 20 new lithium battery products in 2023, gaining recognition from clients such as Bosch and Harbor Freight Tools, with lithium products currently accounting for less than 10% of total sales, indicating significant growth potential [2]. - The company has been recognized as a "specialized, refined, distinctive, and innovative" enterprise, which is a prestigious title for small and medium-sized enterprises in China, enhancing its competitive edge [2]. Group 2: Market and Financial Analysis - The stock price of Kaichuang Electric fell by 1.16% on December 26, 2023, with a trading volume of 53.53 million yuan and a market capitalization of 5.626 billion yuan [1]. - The company has seen a net outflow of 2.7386 million yuan from major investors, with a ranking of 129 out of 245 in its industry, indicating a trend of reduced investment [3][4]. - The average trading cost of the stock is 59.70 yuan, with the price nearing a support level of 52.76 yuan, suggesting potential volatility if this support is breached [5]. Group 3: E-commerce and International Sales - The company has been expanding its e-commerce business since 2018, establishing cross-border e-commerce companies in Jinhua, Hangzhou, and Shenzhen, and has seen a 58.64% year-on-year increase in online sales revenue in 2024 [2]. - The overseas revenue accounted for 91.85% of total revenue, benefiting from the depreciation of the Chinese yuan [2].
立达信跌1.80%
Xin Lang Cai Jing· 2025-12-26 07:47
Core Viewpoint - The company, Lida Xin, is experiencing a decline in stock price and has a significant reliance on overseas revenue, which is benefiting from the depreciation of the RMB. Group 1: Company Overview - Lida Xin is located in Xiamen, Fujian Province, and specializes in the R&D, manufacturing, sales, and services of LED lighting products, smart home, and smart building IoT products [2][7] - The main revenue composition includes 64.10% from lighting products and accessories, 25.14% from IoT products and accessories, 8.04% from home appliances and accessories, and 1.56% from other products [7] - As of September 30, the company had 14,600 shareholders, an increase of 16.11% from the previous period, with an average of 34,370 circulating shares per person, a decrease of 13.88% [7] Group 2: Financial Performance - For the period from January to September 2025, Lida Xin achieved a revenue of 4.947 billion yuan, a year-on-year increase of 0.13%, while the net profit attributable to shareholders decreased by 54.35% to 127 million yuan [7] - The company has distributed a total of 585 million yuan in dividends since its A-share listing, with 523 million yuan distributed over the past three years [8] Group 3: Market Dynamics - The company’s overseas revenue accounted for 89.22% of total revenue in the 2024 annual report, benefiting from the depreciation of the RMB [3] - The company has taken preemptive measures for inventory in anticipation of market changes, including price adjustments to mitigate tariff impacts [2] Group 4: Technical Analysis - The average trading cost of the stock is 19.99 yuan, with a recent quick accumulation of shares, suggesting short-term trading opportunities [6] - The stock price is currently between resistance at 28.88 yuan and support at 25.07 yuan, indicating potential for range trading [6]
汇隆新材涨2.12%,成交额1.00亿元,近5日主力净流入-168.86万
Xin Lang Cai Jing· 2025-12-26 07:42
Core Viewpoint - The company, Huilong New Materials, is strategically investing in the pet industry through a stake in Hangzhou Pet Sales Supply Chain Management Co., aiming to leverage digital infrastructure and capitalize on the growing pet economy in China [2]. Group 1: Investment and Business Strategy - Huilong New Materials has acquired a 2.2% stake in Pet Sales Supply Chain Management for an investment of 6 million yuan, which is not classified as a major transaction [2]. - The pet sales company focuses on creating a digital supply chain infrastructure for the pet industry, enhancing the capabilities of small retailers through digital empowerment [2]. - The investment is expected to provide Huilong New Materials with valuable market insights and resources in the pet sector, aligning with its focus on green and environmentally friendly fiber production [2]. Group 2: Financial Performance - For the period from January to September 2025, Huilong New Materials reported a revenue of 674 million yuan, reflecting a year-on-year growth of 11.26%, and a net profit attributable to shareholders of 30.74 million yuan, up by 25.88% [8]. - The company has distributed a total of 1.03 billion yuan in dividends since its A-share listing, with 81.52 million yuan distributed over the past three years [9]. Group 3: Market Position and Recognition - Huilong New Materials has been recognized as a "specialized, refined, distinctive, and innovative" small giant enterprise by the Ministry of Industry and Information Technology, highlighting its strong market position and innovation capabilities [3]. - The company is actively expanding its international trade efforts, focusing on emerging markets along the Belt and Road Initiative, including countries like Indonesia, Pakistan, Thailand, and Turkey [3]. Group 4: Stock Performance and Trading Activity - On December 26, the stock price of Huilong New Materials increased by 2.12%, with a trading volume of 100 million yuan and a turnover rate of 3.84%, bringing the total market capitalization to 3.769 billion yuan [1]. - The stock has shown a net inflow of 2.3747 million yuan from major investors, indicating a lack of clear trend in major trading activity [4][5].
厦门市翔安区市场监管局:“翔安百业”跑出外贸加速度 携手谷歌跨境电商加速中心助力品牌出海
Xin Lang Cai Jing· 2025-12-26 05:40
中国质量新闻网讯 近日,厦门市翔安区市场监管局牵线搭桥,推动"翔安百业"品牌与谷歌跨境电商加 速中心深度联动,成功举办"企业增长新路径:谷歌广告驱动企业品牌化出海"专题培训活动。此次培训 精准聚焦辖区中小企业跨境电商运营痛点,通过定制化课程与全方位服务,为"翔安百业"品牌提质增 效、拓展国际市场注入强劲动力,是该区优化营商环境、服务企业发展的具体实践。 当前,跨境电商已成为外贸增长的核心引擎,但翔安区不少中小企业在出海进程中屡屡碰壁,普遍面临 跨境运营经验匮乏、合规意识薄弱、海外市场渠道不畅等难题,制约了企业海外拓展的步伐。作为"翔 安百业"品牌培育的牵头单位,翔安区市场监管局始终将破解企业发展难题作为工作重点,通过前期深 入走访调研、组织企业座谈会等多种形式,精准捕捉企业在跨境电商领域的核心需求,最终敲定与谷歌 跨境电商加速中心携手,量身打造契合翔安企业实际的培训课程,全力打通企业跨境出海的"堵 点"与"难点"。 为推动培训成效真正落地生根,翔安区市场监管局在活动现场专门设立"翔安百业"品牌服务咨询台,安 排专人向企业详细解读品牌培育政策、知识产权保护流程及跨境电商相关扶持措施,为企业提供"一对 一"的精准 ...