全球供应链重构

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飞力达(300240) - 2025年4月30日2024年度业绩说明会投资者关系活动记录表
2025-04-30 09:50
Group 1: Company Strategy and Market Positioning - The company focuses on enhancing its global supply chain capabilities and expanding its overseas logistics network, particularly in Southeast Asia, targeting Thailand and Vietnam for network reinforcement [1] - The company aims to improve its profitability by optimizing its business structure and increasing gross margins through differentiated solutions [2] - The company is committed to digital transformation and green supply chain initiatives to drive cost reduction and efficiency [2] Group 2: Financial Performance - In Q1 2025, the company achieved a revenue of CNY 1.431 billion, with a net profit of CNY 599,600, reflecting a year-on-year growth of 120.55% [5] - The operating cash flow for Q1 2025 was CNY 24.24 million, an increase of 160.39% compared to the same period last year [5] Group 3: Industry Outlook - The logistics industry is expected to benefit from global supply chain restructuring, with China's logistics market projected to grow steadily, reaching a total logistics volume of CNY 360.6 trillion in 2024, a 5.8% increase year-on-year [4] - The overall revenue of the logistics industry in China is anticipated to reach CNY 13.8 trillion in 2024, reflecting a 4.9% growth [4] Group 4: Project Developments - The Dongguan logistics base is set to officially commence operations in Q1 2026, having reached its construction peak in January 2025, adhering to LEED Gold certification standards [7] - The company is actively involved in providing cross-border transportation services, focusing on sectors such as electronics, automotive, and renewable energy [7]
创源股份(300703) - 2025年4月28日-29日投资者关系活动记录表
2025-04-30 03:50
Group 1: Business Strategy and Market Response - The company has diversified its business into To B (education and leisure) and To C (fitness) segments, mitigating tariff impacts through a production base in Vietnam, which generated revenue of 334 million CNY in 2024 [2][3] - The company plans to actively explore non-US markets and restructure its global supply chain and marketing systems in response to trade tensions [3] - The company has established a product research institute to develop proprietary products, with the AI module 1.0 successfully developed and 2.0 in progress [3] Group 2: Financial Performance - The company reported a 40% revenue growth in Q1 2025, driven primarily by the education and fitness segments, with the subsidiary Ruitfei's revenue increasing nearly 100% [3] - The gross margin of the education and leisure segment has improved, contributing to the overall revenue growth [3] Group 3: Product Development and Market Position - The fitness segment has established brand recognition in the home fitness equipment market, with several products ranking first in their category on Amazon [3] - The company has opened its first offline experience store in the US in April 2025, enhancing brand competitiveness and pricing power [3][4] Group 4: Future Plans and Capacity Expansion - The Vietnam production base is not yet at full capacity, and the company plans to build a new facility in northern Vietnam to further increase production capacity [3] - The company aims to gradually implement price increases in the fitness segment, starting with small batches [3]
关税生效后的48小时
汽车商业评论· 2025-04-10 17:14
撰 文 / 张霖郁 设 计 / 琚 佳 中美双方生效不到48小时的关税带来的痛感尚未显露。 一方面是因为,2024年底到2025年初,美方拼命囤货,中方拼命加班供货,囤积的量至少目前仍能 维持双方的正常营收;另一方面,中美双方的对等关税不断升级,导致很多交易暂停,尚未进入结 算期,大家都在观望。 无论美国还是中国,关税导致企业成本增加利润下滑、中美双方制造业回流引发新一轮的劳动力大 调整、价格战以及后续一系列的影响还远没有拉开大幕。 "政策还没有传导到我这儿,可能5月、6月就会感受到,两个月后,我的压力会很大。"一位已从墨 西哥市场撤出、同时在泰国建厂的铝合金材料生产商告诉汽车商业评论。 "全球供应链的逻辑会发生变化,无论是采购方或供货方,接下来有可能6个月内做切换",一位仍 在墨西哥从事零部件生产的中国供应商说。 先梳理一下这几天的关税战时间线。 4月3日(美国当地时间4月2日),特朗普(Donald J. Trump)宣布对全球贸易伙伴加征关税,其中 对华加征34%;4月4日,国家财政部宣布反制,对美进口商品同等加征34%的关税;4月8日,特朗 普要求中国政府取消34%关税,否则将对华关税提升至84%;同 ...
“让关税的子弹再飞一会儿”丨东南亚一线
吴晓波频道· 2025-04-05 19:18
点击上图▲立即报名 2025年6月19日—6月20日,"生而全球·共融共建"第二届出海全球峰会,与 1500+企业出海掌舵人狮城再聚,探索中企出海从"产能迁徙"到"文明共生"的新路 径。 【点击预约报名】 " 大家都在观望,这是两个世界的博弈,很尖锐,主要还得靠各国政府的行动,身处其中的企业家没办法做太多。 " 文 / 巴九灵(微信公众号:吴晓波频道) 这次关税围剿中,东南亚首当其冲:柬埔寨 49% 、缅甸 47% 、越南 46% 、老挝 44% 、泰国 36% 、印尼 32% 、马来西亚 24% 、菲律宾 17% 、新加坡 10% 。 东南亚 11 国中,除了经济体量极小的文莱和东帝汶,剩下 9 个国家中有 6 个被征收了超过 30% 的高关税。这片曾经 " 承接中国制造 " 的热门目 的地,变成了 " 制造焦虑 " 的永动机。 部分中国企业原本为了躲避美国关税而出海设厂,如今却被新一轮关税迎头痛击:货出不去、订单受阻、供应链再度摇摆不定、投资回报周期被迫 拉长,有的项目甚至面临中止风险。 " 越南园区早餐摊的人都少了,因为大家都没心情吃饭了。 " 激荡商学执行院长、华商出海产业服务联盟主理人卓立告诉小巴, ...