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贝因美涨2.10%,成交额2.58亿元,主力资金净流入557.75万元
Xin Lang Cai Jing· 2025-12-19 03:01
Group 1 - The core viewpoint of the news is that Beiyinmei's stock has shown significant fluctuations, with a year-to-date increase of 50.12% and a recent rise of 2.10% on December 19, reaching a price of 6.32 yuan per share [1] - As of September 30, Beiyinmei reported a revenue of 2.033 billion yuan for the first nine months of 2025, a year-on-year decrease of 2.59%, while the net profit attributable to shareholders increased by 48.07% to 106 million yuan [2] - The company has a market capitalization of 6.826 billion yuan and has seen a net inflow of main funds amounting to 5.5775 million yuan on December 19 [1] Group 2 - Beiyinmei's main business revenue composition includes 89.20% from milk powder, 4.69% from other supplements, 3.54% from rice flour, 1.71% from supplies, and 0.86% from other categories [1] - The company has not distributed any dividends in the last three years, with a total payout of 9.61 billion yuan since its A-share listing [3] - As of September 30, the number of shareholders increased by 3.24% to 147,900, with an average of 7,302 circulating shares per person, a decrease of 3.14% [2]
若羽臣涨2.05%,成交额4823.61万元,主力资金净流入134.28万元
Xin Lang Zheng Quan· 2025-12-19 02:15
12月19日,若羽臣盘中上涨2.05%,截至10:09,报34.32元/股,成交4823.61万元,换手率0.63%,总市 值106.76亿元。 资金流向方面,主力资金净流入134.28万元,大单买入386.92万元,占比8.02%,卖出252.64万元,占比 5.24%。 截至9月30日,若羽臣股东户数2.28万,较上期减少16.13%;人均流通股9928股,较上期增加61.32%。 2025年1月-9月,若羽臣实现营业收入21.38亿元,同比增长85.30%;归母净利润1.05亿元,同比增长 81.57%。 分红方面,若羽臣A股上市后累计派现2.45亿元。近三年,累计派现2.11亿元。 机构持仓方面,截止2025年9月30日,若羽臣十大流通股东中,东方红启恒三年持有混合A(910004) 位居第四大流通股东,持股487.07万股,相比上期增加273.33万股。华安媒体互联网混合A(001071) 位居第六大流通股东,持股443.01万股,为新进股东。东方红启东三年持有混合(008985)位居第七大 流通股东,持股363.61万股,相比上期增加192.62万股。香港中央结算有限公司位居第九大流通股东, 持股 ...
突发特讯!海南封关,这群外籍主播为何扎堆涌入,引全球高度关注
Sou Hu Cai Jing· 2025-12-19 00:44
Group 1 - The core viewpoint of the article emphasizes that Hainan's policy changes are not merely superficial but serve as a significant attraction for foreign talent, particularly in the live streaming industry [1][3] - Hainan's new policies facilitate the entry and residence of foreign professionals, with work and residence permits processed in just three days, reducing approval times by over 70% [3] - The introduction of a "double 15%" tax incentive for cross-border e-commerce companies lowers operational costs by 15%-20% compared to mainland China, making Hainan an attractive location for businesses [3] Group 2 - Foreign live streamers in Hainan are not just simple sales tools; many possess advanced degrees and have lived in China for over four years, allowing them to effectively communicate and promote Chinese products [5] - These streamers help break down cognitive barriers, fostering trust in Chinese products among overseas consumers by emphasizing quality and craftsmanship [5] Group 3 - Hainan aims to establish itself as a "global logistics hub" rather than a traditional manufacturing base, allowing companies to focus on research and production while utilizing comprehensive services for market entry and operations [7] - The model of "goods not produced in Hainan but value-added in Hainan" is being implemented, with cross-border e-commerce exports reaching approximately 2 billion yuan in recent years [7] Group 4 - The role of foreign streamers extends beyond commerce; they act as cultural "decoders," sharing insights into Chinese culture, such as tea appreciation, which creates emotional connections with overseas audiences [9] - The composition of the streamer teams is based on cultural affinity, enhancing relatability and reducing the sense of unfamiliarity for international consumers [9] Group 5 - Hainan's opening up is viewed as a test of its commitment to high-level openness, with the influx of foreign streamers indicating a positive market response to its policies [11] - The presence of these foreign professionals in Hainan symbolizes China's broader strategy of embracing global engagement and enhancing its international presence [11]
从驼铃古道到数字通途!洛阳跨境电商在共建“一带一路”中显身手
Sou Hu Cai Jing· 2025-12-18 15:17
转自:洛阳发布 近日,在洛阳综合保税区内,河南吉乐富跨境供应链管理有限公司工作人员正有条不紊地扫描发往匈牙利布达佩斯海外仓的货品。 古时,驼铃声声,行走在丝绸之路上的商队载着丝绸与瓷器从洛阳启程;如今,一条"数字丝路"也从这里将"洛阳制造"送达全球各地。驼铃声犹在耳畔回 响,云端的贸易新通道已悄然贯通。 △洛阳市智能家居产业园内的钢制家具生产线 "匈牙利海外仓推动新能源产品、钢制家具等'洛阳制造'打入中东欧市场。"公司总经理齐萍手持智能终端感慨地说,作为洛阳跨境电商出海的先行者,吉 乐富自2023年起已先后在马来西亚、泰国等10个国家和地区布局海外仓,标志着洛阳企业实现了从"产品出海"到"枢纽建站"的跨越。 几乎同一时刻,在美诺斯办公家具有限公司的数字化展厅里,一场无时差的云端新品发布会正连接着大西洋两岸。设计师上午刚完成的设计图,下午已通 过跨境电商平台向全球客商展示。 "我们每月推出超过百款新品,市场反馈几乎同步可见。"总经理王宇航说,"这样的节奏,彻底重塑了传统外贸的时空逻辑。" 美诺斯的成功并非个例。通过亚马逊等跨境平台,庞村钢制家具产业带的企业紧握"研发自主权"与"终端销售渠道",赢得更高利润、培育 ...
万宁关闭内地门店 香港美妆集合店撤退的背后
Bei Jing Shang Bao· 2025-12-18 13:30
近日,美妆零售连锁品牌万宁宣布将关闭中国内地线下所有门店,线上相关官方旗舰店也相继关闭。同时,万宁方面表示,之后将重点放在线上跨境电商渠 道。万宁关闭线下门店不是个例。今年6月,另一家美妆零售连锁品牌莎莎国际宣布关闭中国内地所有线下门店,将重心放在线上。不论是万宁还是莎莎国 际,都是较早布局中国内地市场的香港美妆零售品牌,随着电商以及新兴美妆集合店的不断发展,卖场式线下模式难以满足当下消费者需求,而这也被认为 是美妆集合店关闭的重要原因之一。 撤出线下市场,部分商品5折出售 根据万宁官方网站的信息,其内地市场线下门店最后营业日为2026年1月15日,之后将正式停止运营。线上万宁官方商城(小程序)将于2025年12月28日24 时停止运营,而天猫旗舰店、京东旗舰店、天猫保健品专营店则将在12月26日停止运营。 在美妆资深评论人、美云空间电商创始人白云虎看来,当时的万宁等香港美妆对于消费用户而言是有吸引力的,所以会在主流消费城市拥有一定的竞争力并 有着不错的业绩表现。但随着后来的发展,万宁等品牌的平价零售商特点在中国内地市场发展空间越来越小,尤其是在线上渠道蓬勃发展之际,其线下竞争 力逐渐下滑。据了解,2015年 ...
泉州举办跨境电商供应链焕新大会 海内外客商共话出海新机遇
Sou Hu Cai Jing· 2025-12-18 13:15
Core Insights - The 2025 Quanzhou Cross-Border E-Commerce Supply Chain Renewal Conference was launched to discuss supply chain upgrades and new opportunities for cross-border expansion, featuring participants from various countries including China, the USA, Brazil, and Spain [1][3] Group 1: Conference Objectives and Themes - The conference aims to create a high-end platform for product display, resource connection, and trend analysis, focusing on the concept of "gathering industries, linking globally, and creating growth" [1][3] - An initiative was launched to promote collaboration across the industry chain, advocating for a modern industrial ecosystem that is safe, resilient, and efficient [3] Group 2: Industry Insights and Opportunities - The chairman of the China Cross-Border E-Commerce 50 Forum highlighted that new business models, technologies, and trends will drive high-quality development in cross-border e-commerce, presenting new opportunities for manufacturing cities like Quanzhou [3] - A representative from Amazon emphasized the importance of leveraging local supply chain advantages to meet global market demands and achieve brand expansion through cross-border e-commerce platforms [3] Group 3: Product and Supplier Integration - The conference integrated Quanzhou's nine trillion-yuan industrial clusters, showcasing a wide range of products from various sectors including footwear, bags, building materials, and ceramics, thus providing a one-stop selection platform for global buyers [5] - A Colombian buyer expressed satisfaction with the quality of suppliers and the detailed product information received, which lays the groundwork for establishing long-term business relationships [5] Group 4: Future Directions and Support - The conference was organized by the Quanzhou Foreign Trade High-Quality Development Command and the Quanzhou Business Bureau, with plans for ongoing support to broaden market access for "Quanzhou quality" products [6] - Quanzhou is recognized as a global supply chain center for footwear and textiles, with local products like men's and sportswear being well-received in cross-border markets [6]
肖秋根调研外贸和消费工作
Sou Hu Cai Jing· 2025-12-18 13:15
外贸与消费是拉动经济增长的重要引擎。要全力以赴稳定外贸基本盘,支持重点企业依托技术优势和全球布局,深耕"一带一路"、RCEP等重点市场,全 力稳订单、扩份额。要加快培育外贸新业态,完善跨境电商产业园的物流、金融、人才等配套服务,积极推动更多中小企业通过"9710""9610"等模式拓展 海外市场,全力打造区域性跨境电商发展高地。 ▼ 肖秋根指出 12月17日,副市长肖秋根深入重点外贸企业、跨境电商园区及主要消费场所,就全市外贸与消费工作开展专题调研,市商务局相关同志陪同。肖秋根先后 来到赣锋锂业、法瑞新科技等重点外贸企业及跨境电商产业园,深入车间和运营一线,与企业、园区负责人深入交流,详细了解生产经营、市场布局、品 牌建设及进出口动态,仔细询问企业发展中面临的困难和诉求。随后,他到恒太城、永辉超市、四平电器等商贸场所实地走访,重点了解"胖东来"模式改 造后的经营成效,关切询问以旧换新政策调整后的市场反应,并鼓励企业主动拓宽经营思路,提前谋划好元旦、春节等重要节点的促销活动,同步抓实安 全生产管理,持续优化消费体验。 肖秋根强调 消费是经济平稳运行的"压舱石"。要紧扣节庆消费旺季,围绕群众多样化、品质化需求,积 ...
万宁关闭内地门店,香港美妆集合店撤退的背后
Bei Jing Shang Bao· 2025-12-18 13:10
Core Viewpoint - The beauty retail chain Mannings has announced the closure of all offline stores in mainland China, shifting its focus to online cross-border e-commerce channels, reflecting a broader trend among Hong Kong beauty brands to adapt to changing consumer demands and the rise of e-commerce [1][4][6]. Group 1: Company Actions - Mannings will officially cease operations of its offline stores in mainland China by January 15, 2026, with its online platforms, including its official mini-program, set to stop operating by December 28, 2025 [4]. - The company has already begun discounting some products by 50% as part of its exit strategy from the offline market [3][5]. - Mannings aims to create a new retail landscape focused on health and beauty by leveraging its trusted brand and regional network to provide quality products from Hong Kong and Southeast Asia through online platforms [5][6]. Group 2: Industry Trends - The closure of Mannings' offline stores is part of a larger trend, as evidenced by another beauty retailer, Sa Sa International, which also announced the closure of all its offline stores in mainland China in June 2023, redirecting resources to online sales [6][7]. - The shift towards online sales is driven by changing consumer behavior, with Sa Sa reporting that 80% of its sales in mainland China now come from online channels [6]. - New emerging beauty retailers are gaining popularity by focusing on niche markets and innovative product offerings, contrasting with traditional retailers like Mannings that struggle to meet evolving consumer demands [8][9]. Group 3: Market Dynamics - The traditional beauty retail model, primarily based on offline stores, is becoming less viable as digital marketing and service transformation lag behind emerging brands [7][9]. - Consumers are increasingly attracted to new beauty retailers that offer unique shopping experiences and product selections, leading to a decline in the competitiveness of established brands like Mannings [8][9]. - The future of beauty retail may require a shift from a retail-centric model to a service-oriented approach, integrating both daily and professional product lines to adapt to market changes [9].
“三问”浙江:链接全球,有何变与不变?
Zhong Guo Xin Wen Wang· 2025-12-18 11:10
站在"十四五"收官之际回望,五年前,浙江出口总值还排在全国第三。2023年,浙江实现突破进位,以 3.57万亿元的出口总值超越江苏,跃居全国第二;2025年,浙江出口有望突破4万亿元大关,再次实现 新跨越。在国际经贸环境日益复杂多变的背景下,浙江何以绘就"上扬曲线"?答案或许就在新布局、新 角色、新打法之中。 练好内功多元布局 书写全球化新叙事 中新网杭州12月18日电(奚金燕)外贸大省历来被视为观察中国对外开放的重要窗口。将目光聚焦至浙 江,今年1月至11月,该省进出口总值5.06万亿元,同比增长5.3%,其中出口3.83万亿元,规模稳居全 国第二。 宁波舟山港年集装箱吞吐量首次突破4000万标准箱。浙江省海港集团 供图 这一年,对于浙江金蝉布艺股份有限公司总经理杨卫来说,是最难忘的一年。 金蝉布艺是一家典型的外贸企业,创办于20世纪80年代,背靠全球规模最大的纺织品集散中心——柯桥 中国轻纺城。作为行业内的隐形冠军,金蝉布艺年销售窗帘达1000万套,其中美国市场占据绝对份额, 每10户美国家庭就有一户用的是"金蝉"的窗帘。 然而今年4月,美国关税政策突变,金蝉布艺整个美国市场业务瞬间陷于停滞。杨卫坦言," ...
品牌出海哪家强?出海帮与深跨协深度对谈:揭秘跨境营销获客新路径
Sou Hu Cai Jing· 2025-12-18 10:01
Core Insights - The discussion highlights the transformation in cross-border marketing from individual heroism to systematic operations, emphasizing the need for a structured approach in navigating the complexities of global markets [3][10] - The collaboration between industry associations and technology platforms is identified as a key driver in overcoming challenges faced by enterprises in their international expansion efforts [7][10] Industry Transformation - The cross-border e-commerce landscape has evolved significantly, moving from reliance on personal efforts to a more systematic and strategic approach [3] - Many traditional manufacturers face challenges in transitioning to cross-border e-commerce due to a lack of understanding and resources, leading to high trial-and-error costs [3][6] Technological Empowerment - The company offers a comprehensive product matrix designed to address different stages of international expansion, including solutions for website building, customer acquisition, advertising risk management, and private traffic management [6][4] - AI-driven tools are being utilized to streamline the customer acquisition process and enhance marketing effectiveness, allowing businesses to achieve better results with lower costs [6][10] Ecosystem Collaboration - The partnership between the Shenzhen Cross-Border E-Commerce Association and the company aims to create a dual-engine model that combines strategic guidance with technological implementation [7][8] - The association plays a crucial role in providing insights, policy connections, and resource aggregation, while the technology platform offers scalable digital tools for operational growth [7][8] Compliance and Localization - Compliance and deep localization are becoming essential for brands looking to succeed in international markets, with a focus on understanding local cultures and consumer behaviors [9][10] - The need for a comprehensive understanding of global regulatory environments is highlighted as a critical factor for businesses to mitigate risks and ensure sustainable growth [9] Future Outlook - The conversation underscores the importance of adaptability and continuous learning for businesses in the fast-evolving cross-border e-commerce sector [10] - The integration of ecosystem collaboration and technological innovation is seen as a pathway for Chinese brands to transition from traditional manufacturing to sustainable global marketing strategies [11]