AI掀起新一轮造富运动。《2025新财富500创富榜》显示，张一鸣以4815.7亿元的持股估值，首次问鼎新财富500创富榜首富，取代了此前蝉联四届首富的 钟睒睒。 而在《2025胡润全球富豪榜》中，李蔡美灵家族1,400亿财富在行业领跑，海天味业则催生4位百亿富豪，老干妈、梅花集团、天味食品等企业掌舵者均跻 身榜上。 这些"舌尖富豪"用事实证明"吃吃喝喝"照样能缔造商业帝国，更颠覆了人们对传统造富行业的认知。 本文将总结多个权威财富榜单，盘点食品&餐饮行业的造富神话。 1 从财富榜里的食品神话 一个低调却能创富的行业 据第一食品资讯梳理，今年的《2025新财富500创富榜》中，主要业务涉及食品&餐饮产业的企业有39家共计41人，他们的财富共计15186.8亿元。 在本届创富榜中，茶饮赛道的代表人物纷纷上榜。 蜜雪冰城的张红超和张红波兄弟、喜茶的聂云宸、霸王茶姬的张俊杰、茶百道的王霄锟和刘洧宏夫妇、古茗的王云安等五组人上榜。 调味品领域，海天味业、老干妈、天味食品、李锦记、梅花生物等都有上榜。 而回顾2025年初发布的《2025胡润全球富豪榜》，中国食品板块在全球中也有亮眼的表现。《2025胡润全球富豪榜》前5 ...

Core Viewpoint - Yongmaotai is making significant investments to expand its global presence by establishing a smart manufacturing base for automotive parts in Mexico, aiming to enhance its international market competitiveness and brand recognition [1][2]. Group 1: Investment and Expansion Plans - Yongmaotai plans to invest approximately 450 million yuan in a smart manufacturing base for automotive parts in Mexico, with a production capacity of 25 million lightweight automotive parts annually [2]. - The project will be financed with 30% from its own funds and 70% through a syndicate loan, with an expected construction period of 24 months and production slated to begin in the second quarter of 2027 [2]. - This investment aligns with the company's long-term strategy to increase its overseas revenue share from 12% to over 35% by 2030 [3]. Group 2: Financial Performance - In the first quarter of 2025, Yongmaotai reported a revenue of 1.2 billion yuan, representing a year-on-year increase of 45.9%, and a net profit attributable to shareholders of 14.52 million yuan, up 42.1% [1][6]. - For the year 2024, the company achieved a revenue of 4.1 billion yuan, a 15.9% increase, and a net profit of 37.51 million yuan, growing by 21.3% [4]. Group 3: Product and Market Development - Yongmaotai's main business involves the research, production, and sales of aluminum alloy components for automotive applications, with a production capacity of 313,000 tons of aluminum alloy and over 25.68 million automotive parts [4]. - The company has seen a steady increase in sales, with aluminum alloy product sales reaching approximately 234,100 tons, a year-on-year growth of about 23.66% [4]. - The revenue from new energy vehicle components has increased to 35.57% of the company's total revenue from parts, indicating a growing focus on this segment [4].

Core Viewpoint - Newland is actively repurchasing shares and has shown strong financial performance, indicating confidence in its future prospects and commitment to returning value to shareholders [1][2][5]. Share Repurchase and Market Confidence - As of June 30, Newland has repurchased 7.5274 million shares, accounting for 0.73% of its total share capital, with a total expenditure of 188 million yuan [1][2]. - The company announced a new share repurchase plan with a total fund of no less than 350 million yuan and no more than 700 million yuan, to be executed within 12 months from the approval date [2][3]. - Newland's stock price has shown a strong upward trend, closing at 31.73 yuan per share on July 3, reflecting a year-to-date increase of approximately 60% [2]. Financial Performance - In 2024, Newland achieved total revenue of 7.745 billion yuan and a net profit attributable to shareholders of 1.01 billion yuan [5]. - For Q1 2025, the company reported revenue of 1.896 billion yuan, a year-on-year increase of 8.92%, and a net profit of 311 million yuan, up 25.16%, marking a historical high for a single quarter [5][6]. - The gross margin for Q1 2025 reached 38.95%, the highest in nearly nine years for the same period [6]. Business Strategy and Global Expansion - Newland is focusing on global expansion, particularly in the smart terminal sector, with seven global Industry 4.0 manufacturing bases and a robust supply chain management system [7]. - The company is also enhancing its AI capabilities to support the digital transformation of small and medium-sized enterprises, aiming to become a leading provider of offline digital business services globally [7][8]. - Newland has established NovaPay US Inc. to facilitate cross-border payment services, having obtained the MSB license from the U.S. Treasury Department's FinCEN [8]. Research and Development - Newland has consistently invested over 600 million yuan annually in R&D from 2019 to 2024, with 2024's investment amounting to 664 million yuan, representing 8.58% of total revenue [9].

Core Points - The eighth round of China-Germany diplomatic and security strategic dialogue was held in Berlin, emphasizing the importance of the relationship between the two countries as they enter a new decade of partnership [1][2] - Both sides acknowledged the need for enhanced strategic communication and cooperation to address global challenges such as protectionism and unilateralism, aiming to provide more certainty to the world [1][2] Group 1 - Wang Yi highlighted that 2025 marks the 50th anniversary of China-Europe diplomatic relations, indicating a critical juncture for China-Germany relations [1] - The dialogue reaffirmed the commitment to mutual respect, seeking common ground while reserving differences, and the principle of win-win cooperation as the foundation for sustained development [2] - Both parties agreed to continue close communication and coordination on various international issues, including the Ukraine crisis and the Iran nuclear issue, to contribute to peace and conflict resolution [2] Group 2 - Wang Yi expressed appreciation for Germany's positive and rational approach towards developing relations with China, urging Germany to support China's efforts for national reunification [2] - The German Foreign Minister, Baerbock, reiterated Germany's commitment to the One China policy and the importance of maintaining a reliable and predictable partnership with China [2] - The dialogue underscored the historical and cultural ties between China and Germany, emphasizing the need for constructive engagement to manage differences [2]

公司凭借经验丰富的团队、快速反应的机制、贴近高速发展 的下游市场和新兴原材料供应商，能够持续不断地针对客户新设 计、新功能、新基材、新设备等新需求以及上游供应商新材料， 快速地做出更加高效的配方。 同时，公司通过持续增强研发和技术创新能力，不断进行配 方优化和升级迭代，不仅成功将国产原材料导入公司的配方体 系，实现原材料替代，而且与国产原材料供应商一同开发进步， 持续保持着产品性能和成本的领先优势。 此外，公司不仅可以根据客户的产品性能要求开发适用的热 熔胶，而且还可以为客户提供个性化、全面化的喷胶技术解决方 案，不但为客户解决相关生产技术问题，还尽力为客户节省更多 的成本，使公司继续保持技术、服务、成本的综合竞争优势。 3、布局海外工厂的原因？ 聚胶新材料股份有限公司 投资者关系活动记录表 证券简称：聚胶股份证券代码：301283 编号：2025-004 | 投资者关系活动 | 特定对象调研 □分析师会议 | | --- | --- | | | □媒体采访 □业绩说明会 | | 类别 | □新闻发布会 □路演活动 | | | 现场参观 □其他 | | 形式 | 现场 □网上□电话会议 | | 参与单位 ...

● 本报记者 黄一灵 A股上市公司正扎堆赴港上市。据不完全统计，自去年9月以来，前往港交所成功上市的A股上市公司已 有10家。同时，后备队伍持续扩容，还有数十家A股上市公司正筹划赴港上市。 被誉为"东北药茅"的长春高新7月1日晚亦发布公告称，公司拟在境外发行股份（H股）并在香港联交所 上市，公司董事会授权公司管理层启动本次H股上市的前期筹备工作。长春高新表示，拟赴港上市，旨 在深化公司全球化战略布局，加快国际化进程，增强公司在境外的融资能力，进一步提升公司国际品牌 形象。 以上案例是近期A股上市公司扎堆赴港IPO的一个缩影。以科技类公司为例，华泰证券研报数据显示， 截至6月30日，2025年已有包括蓝思科技、龙旗科技等在内的16家A股半导体/消费电子公司提交了港股 招股书，数量显著高于2024年同期水平。 自去年9月以来，已有10家A股上市公司在港交所上市，其中多是A股龙头公司，例如宁德时代、恒瑞医 药、海天味业等。 政策护航 A股优质公司纷纷赴港上市离不开政策护航。 从赴港IPO原因来看，全球化成为关键词。更为重要的是，因为有A股上市地位，这些公司的价值在港 股市场也能更好地被发现，从而被合理定价。此外，业 ...

点击上图▲立即报名 6月19日至6月20日，"生而全球·共融共建"第二届出海全球峰会在新加坡举行。与 会的1300名企业家与20多位来自学界、企业界、海外的嘉宾一起，探讨中国企业出 海的新方向和新路径。 黄兆华老师在论坛上进行了《全球化发展与本地化融合》专题演讲，本文整理了黄兆 华老师演讲的精华部分，分享给大家。 演讲 / 黄兆华 整理 / 巴九灵（微信公众号： 吴晓波频道） 我曾在柳工担任了10年的海外业务负责人，从海外事业部的副总到总经理到上市公司的高管，一直负责海外业务，在一线干了接近10年，而后创 办了北京出海领航。 回看柳工出海的20年历程，从宏观层面，有三点启示：首先，海外市场的机会比我们想象中要大得多。 2006年，我作为一名咨询顾问，带领一个团队，为柳工提供海外业务咨询服务，当时柳工的海外业务收入只有2亿人民币，2024年，这一数字达到 了137亿，接近柳工全部收入的50%，这个数字超远远超出了20年前所有人的想象。 其次，海外之路并不平坦。回望20年的出海之路，没有哪一天是风平浪静的。当你成为一家像柳工一样的全球性经营企业，在100多个国家开展业 务的时候，地球上发生的每个风险事件好像和你都 ...

在全球经济局势波谲云诡的当下，企业的每一个重大决策都备受瞩目。广东芬尼科技股份有限公司在这 一充满不确定性的环境中，果断完成南沙核心区产业用地摘牌，并紧锣密鼓地启动 "芬尼全球新总部及 新兴产品先进智造基地" 建设，这一动作不仅是其扩张版图的关键落子，更在行业内引发强烈震动。与 此同时，作为国家制造业单项冠军，芬尼与张默闻策划达成品牌全案战略合作，两大战略布局交相辉 映，背后究竟蕴藏着怎样高瞻远瞩的战略考量?这场商业携手，又将奏响怎样的全球战略交响曲? 芬尼选择在南沙落子，绝非一时冲动。南沙作为国家级新区与粤港澳合作示范区，拥有 "链接港澳、辐 射东南亚" 的黄金区位，世界级港口群与高快速交通网络更是为其发展提供了强大的物流支撑，加 之"制造业立区" 的政策红利，无疑为超高端芬尼的全球化发展提供了得天独厚的条件。 从产能扩张层面来看，南沙项目建成后，将成为芬尼全球运营中枢、新兴技术研发高地与高端制造基 地。全新的总部大楼将集成数字化决策中心、全球营销枢纽与创新孵化平台，发挥智慧总部赋能中枢功 能。此外，新供应链配套项目大楼建设、南沙工业园区新一期扩张工程以及泰国先进制造基地的推进， 构建起了 "多核驱动、优势 ...

Core Insights - Babycare, a Chinese maternal and infant brand, has announced its entry into the Japanese market, aiming to establish its brand through product exports rather than traditional retail expansion [2][3] - The company faces significant challenges in gaining consumer trust in Japan, a market known for its high standards and preference for local brands [2][6] - Babycare's strategy appears to be a response to stagnation in its domestic market, seeking to enhance its brand image and prepare for an upcoming IPO [3][26] Market Positioning - Babycare's flagship product, the purple cover wet wipes, has been introduced in 8,000 stores across Japan, including major retail chains like 7-ELEVEn [2][6] - The Japanese maternal and infant market is valued at 12 trillion yen, making it a critical target for Babycare's growth strategy [6] - The company aims to leverage its product's physical attributes, such as thickness and liquid absorption, to differentiate itself in a competitive market [6][10] Challenges and Risks - Babycare's reliance on an outsourcing model for production has raised concerns about quality control, especially given past controversies regarding product safety [11][16] - The Japanese market has stringent compliance requirements, and any quality issues could lead to significant repercussions for Babycare's brand reputation [16][22] - The company must navigate a complex landscape of established competitors, including local brands with strong market presence and consumer loyalty [27][28] Strategic Insights - Babycare's approach to product design and marketing may not fully align with Japanese consumer expectations, which prioritize safety and durability over mere aesthetic appeal [22][30] - The brand's previous controversies and shifting market positioning could hinder its ability to establish a clear identity in Japan [28][30] - The case of Babycare highlights the need for Chinese brands to focus on genuine product innovation and quality assurance rather than superficial marketing strategies [30][31]

严牌股份紧扣新时代绿色中国发展战略，立足既有技术与市场优势，加大研发创新、扩容产能规模，稳 步推进高质量发展。2024年公司实现营收7.85亿元，同比增长8.75%，2025年一季度实现营收2.00亿 元，同比增长16.49%，增长势头持续显现。公司目前拥有多条进口针刺无纺布生产线及两百多台织 机，具备数千万平方米级针刺无纺滤布和机织滤布产能，生产规模业内领先，可快速组织生产与交付； 同时通过设立子公司从事原材料研产销，形成产业协同效应，保障供应链稳定与质量可控，有效降低成 本。 2025年1月，严牌股份首发募投的高性能过滤材料生产基地、高性能过滤带生产基地项目已结项，初步 缓解公司产能压力。2024年，公司向不特定对象发行可转债募集资金4.68亿元，用于高性能过滤材料智 能化产业项目及补充流动资金。高性能过滤材料智能化产业项目总投资4.73亿元，项目建设完成后，严 牌股份将新增年产919万平方米高性能过滤材料的生产能力，不仅将进一步扩大高性能产品产能、丰富 主营业务品类以强化环保过滤领域核心竞争力，还将通过引入自动化、智能化设备推动生产与管理升 级，助力效率提升与业务持续高效发展。 严牌股份在深耕国内市场的 ...