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“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]
欧圣电气跌2.55%,成交额9201.69万元,近3日主力净流入212.61万
Xin Lang Cai Jing· 2025-12-18 09:29
Core Viewpoint - The company, Suzhou Ousheng Electric Co., Ltd., is experiencing a decline in stock price and trading volume, while its overseas revenue is significantly benefiting from the depreciation of the RMB. Group 1: Company Overview - Suzhou Ousheng Electric Co., Ltd. specializes in the research, production, and sales of air power equipment and cleaning devices, with main products including small air compressors, wet and dry vacuum cleaners, household floor washers, and industrial fans [2][7] - The company was established on September 25, 2009, and went public on April 22, 2022 [7] - As of October 10, the number of shareholders increased to 13,400, with an average of 4,966 circulating shares per person [7] Group 2: Financial Performance - For the period from January to September 2025, the company achieved a revenue of 1.454 billion yuan, representing a year-on-year growth of 11.30%, while the net profit attributable to shareholders decreased by 29.34% to 130 million yuan [7] - The company has distributed a total of 581 million yuan in dividends since its A-share listing, with 489 million yuan distributed over the past three years [8] Group 3: Market Dynamics - The company's products, including snow throwers and warm air machines, are designed to meet seasonal demands, ensuring safety and comfort during winter [2] - The company has not yet sold its products on major platforms, primarily relying on international e-commerce platforms like Amazon for online sales [2] - The company’s overseas revenue accounts for 99.08% of total revenue, benefiting from the depreciation of the RMB [3] Group 4: Stock Performance - On December 18, the stock price of Ousheng Electric fell by 2.55%, with a trading volume of 92.0169 million yuan and a turnover rate of 1.42%, resulting in a total market capitalization of 6.422 billion yuan [1] - The average trading cost of the stock is 25.60 yuan, with the stock price approaching a resistance level of 25.27 yuan, indicating potential for a price correction if it fails to break through this level [6]
源飞宠物涨1.18%,成交额5500.91万元,后市是否有机会?
Xin Lang Cai Jing· 2025-12-18 08:25
Core Viewpoint - The company, Wenzhou Yuanfei Pet Toy Co., Ltd., is experiencing growth in the pet economy, benefiting from cross-border e-commerce and the depreciation of the RMB, with a significant portion of its revenue coming from overseas sales. Company Overview - Wenzhou Yuanfei Pet Toy Co., Ltd. specializes in the research, production, and sales of pet products and pet food, with main products including pet snacks, leashes, toys, dry food, and wet food [2][7] - The company was established on September 27, 2004, and went public on August 18, 2022 [7] - As of September 30, 2025, the company reported a revenue of 1.281 billion yuan, a year-on-year increase of 37.66%, and a net profit of 130 million yuan, up 8.75% year-on-year [7] Revenue and Market Position - The company's overseas revenue accounts for 85.78% of total revenue, benefiting from the depreciation of the RMB [3] - The main revenue sources are pet snacks (52.09%), pet leashes (24.77%), pet staple food (9.79%), and others [7] - The company has established production bases in Cambodia to enhance global competitiveness and reduce labor costs [3] Stock Performance - On December 18, the stock price increased by 1.18%, with a trading volume of 55.0091 million yuan and a market capitalization of 4.589 billion yuan [1] - The average trading cost of the stock is 24.79 yuan, with the stock price nearing a resistance level of 24.70 yuan [6] Shareholder Information - As of September 30, 2025, the number of shareholders is 13,600, a decrease of 10.74% from the previous period [7] - New institutional shareholders include Caitong New Vision Mixed A and Haitong Growth Value Mixed A [8]
致欧科技跌0.05%,成交额3170.67万元,近3日主力净流入-307.11万
Xin Lang Cai Jing· 2025-12-18 08:25
Core Viewpoint - The company, Zhiyou Technology, is experiencing a decline in stock price and trading volume, while its business model focuses on cross-border e-commerce and various product categories, including home and pet products. Group 1: Company Overview - Zhiyou Technology was established on January 8, 2010, and is located in Zhengzhou, Henan Province. It was listed on June 21, 2023, and primarily engages in the research, design, and sales of its own brand home products. The main revenue source is cross-border e-commerce retail, accounting for 99.09% of total revenue [7]. - As of September 30, 2025, the company had 10,500 shareholders, a decrease of 7.59% from the previous period, with an average of 18,473 circulating shares per person, an increase of 8.21% [8]. Group 2: Financial Performance - For the period from January to September 2025, Zhiyou Technology achieved a revenue of 6.082 billion yuan, representing a year-on-year growth of 6.18%. However, the net profit attributable to the parent company was 272 million yuan, a decrease of 2.09% year-on-year [8]. - The company has distributed a total of 401 million yuan in dividends since its A-share listing [9]. Group 3: Market Dynamics - The stock price of Zhiyou Technology fell by 0.05% on December 18, with a trading volume of 31.7067 million yuan and a turnover rate of 0.84%. The total market capitalization is 7.784 billion yuan [1]. - The company has established a differentiated competitive advantage in its cross-border e-commerce logistics system, with self-operated warehouses in Germany and the United States, enhancing operational efficiency and customer satisfaction [2]. Group 4: Product Categories - The company offers a range of courtyard products, including home furniture, leisure items, and sports equipment. The pet product line includes cat trees, pet beds, and other pet furniture [2][3].
开创电气跌1.30%,成交额2445.07万元,近3日主力净流入-213.83万
Xin Lang Cai Jing· 2025-12-18 08:05
来源:新浪证券-红岸工作室 12月18日,开创电气跌1.30%,成交额2445.07万元,换手率0.87%,总市值60.18亿元。 异动分析 区间今日近3日近5日近10日近20日主力净流入25.90万-213.83万-914.50万-199.96万318.59万 主力持仓 主力没有控盘,筹码分布非常分散,主力成交额1385.66万,占总成交额的6.82%。 锂电池概念+人民币贬值受益+跨境电商+专精特新 1、据2024年5月8日互动易:2023 年公司开发锂电新产品 20 款,受到博世、Harbor Freight Tools 等客户 的认可。公司目前锂电产品的销售占比,不到总销售收入的 10%,还有很大的提升空间。谢谢! 2、根据2024年年报,公司海外营收占比为91.85%,受益于人民币贬值。 3、根据2025年7月4日互动易:公司于2018年开始布局电商业务。先后在金华、杭州、深圳成立跨境电 商公司,通过亚马逊及其他电商平台推广及销售公司自主品牌电动工具及其他品类产品。2024年公司线 上销售收入同比增长58.64%。 4、专精特新"小巨人"企业是全国中小企业评定工作中最高等级、最具权威的荣誉称号,是指 ...
TCL智家跌0.84%,成交额8571.74万元,近3日主力净流入-1178.56万
Xin Lang Cai Jing· 2025-12-18 07:48
来源:新浪证券-红岸工作室 12月18日,TCL智家跌0.84%,成交额8571.74万元,换手率0.74%,总市值115.13亿元。 异动分析 跨境电商+家用电器+一带一路+人民币贬值受益+人工智能 1、2022年10月31互动易回复:公司有部分出口业务通过线上跨境电子商务平台开展,目前占比较小。 2、公司的主营业务是家用冰箱、冷柜及洗衣机的研发、生产及销售。 3、2023年5月9日公司互动:公司已实现连续14年中国冰箱出口量第一,公司为包含一带一路国家在内 的全球130多个国家和地区提供优质的冰箱冷柜产品。据公司官网显示,公司设有欧洲事业部以促产品 销往欧洲。 4、根据2024年年报,公司海外营收占比为73.50%,受益于人民币贬值。 5、2023年4月7日互动易回复:公司在AI语音控制、AI智能双变频技术等方面已有布局,公司产品智能 化水平可以满足客户的需求。 资金分析 今日主力净流入-635.18万,占比0.07%,行业排名7/10,连续3日被主力资金减仓;所属行业主力净流 入-3537.57万,当前无连续增减仓现象,主力趋势不明显。 区间今日近3日近5日近10日近20日主力净流入-635.18万-1 ...
若羽臣跌2.01%,成交额6059.88万元,主力资金净流出268.82万元
Xin Lang Cai Jing· 2025-12-18 06:17
12月18日,若羽臣盘中下跌2.01%,截至13:52,报33.62元/股,成交6059.88万元,换手率0.79%,总市 值104.58亿元。 资金流向方面,主力资金净流出268.82万元,大单买入274.79万元,占比4.53%,卖出543.60万元,占比 8.97%。 若羽臣所属申万行业为:商贸零售-互联网电商-电商服务。所属概念板块包括:字节跳动概念、数字经 济、DeepSeek概念、跨境电商、电子商务等。 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 ...
春秋航空涨2.00%,成交额1.68亿元,主力资金净流出208.85万元
Xin Lang Cai Jing· 2025-12-18 06:01
Core Viewpoint - Spring Airlines' stock price has shown fluctuations, with a recent increase of 2.00% to 55.59 CNY per share, while the company faces a net outflow of funds [1] Group 1: Stock Performance - As of December 18, Spring Airlines' stock price increased by 2.00%, reaching 55.59 CNY per share, with a trading volume of 1.68 billion CNY and a turnover rate of 0.31%, resulting in a total market capitalization of 543.86 billion CNY [1] - Year-to-date, the stock price has decreased by 1.48%, with a 5-day increase of 5.60%, a 20-day decrease of 0.61%, and a 60-day increase of 3.19% [1] Group 2: Financial Performance - For the period from January to September 2025, Spring Airlines reported a revenue of 16.773 billion CNY, reflecting a year-on-year growth of 4.98%, while the net profit attributable to shareholders decreased by 10.32% to 2.336 billion CNY [2] - Since its A-share listing, Spring Airlines has distributed a total of 2.83 billion CNY in dividends, with 1.899 billion CNY distributed over the past three years [3] Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Spring Airlines reached 30,200, an increase of 43.53% from the previous period, while the average number of circulating shares per person decreased by 30.33% to 32,433 shares [2] - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 21.9475 million shares, a decrease of 765,500 shares from the previous period [3]
星辉娱乐涨2.11%,成交额1.20亿元,主力资金净流入422.63万元
Xin Lang Cai Jing· 2025-12-18 02:44
Group 1 - The core viewpoint of the news is that Xinghui Entertainment has shown significant stock performance, with a year-to-date increase of 59.78% and a recent trading volume indicating active investor interest [1] - As of December 18, the stock price reached 5.80 CNY per share, with a total market capitalization of 7.216 billion CNY [1] - The company has experienced a net inflow of main funds amounting to 4.2263 million CNY, with large orders contributing significantly to the trading activity [1] Group 2 - Xinghui Entertainment's main business segments include gaming (35.76%), player transfers (19.13%), and toy sales (17.72%), among others [2] - For the period from January to September 2025, the company reported a revenue of 1.727 billion CNY, reflecting a year-on-year growth of 67.03%, and a net profit of 268 million CNY, which is a 216.26% increase compared to the previous year [2] - The company has distributed a total of 363 million CNY in dividends since its A-share listing, with 12.4149 million CNY distributed in the last three years [3]