12月4日，安奈儿盘中上涨2.12%，截至11:09，报16.34元/股，成交3540.92万元，换手率1.20%，总市值 34.81亿元。 截至9月30日，安奈儿股东户数1.32万，较上期减少25.11%；人均流通股13824股，较上期增加33.52%。 2025年1月-9月，安奈儿实现营业收入3.69亿元，同比减少18.41%；归母净利润-6272.27万元，同比增长 19.32%。 分红方面，安奈儿A股上市后累计派现4142.39万元。近三年，累计派现0.00元。 责任编辑：小浪快报 资金流向方面，主力资金净流入102.32万元，特大单买入160.25万元，占比4.53%，卖出162.20万元，占 比4.58%；大单买入437.55万元，占比12.36%，卖出333.28万元，占比9.41%。 安奈儿今年以来股价涨26.08%，近5个交易日跌2.21%，近20日跌11.34%，近60日涨0.62%。 资料显示，深圳市安奈儿股份有限公司位于广东省深圳市龙岗区坂田街道雪岗路2018号天安云谷产业园 一期3栋A座13-17楼，成立日期2001年9月20日，上市日期2017年6月1日，公司主营业务涉及"Anni ...

截至9月30日，贝因美股东户数14.79万，较上期增加3.24%；人均流通股7302股，较上期减少3.14%。 2025年1月-9月，贝因美实现营业收入20.33亿元，同比减少2.59%；归母净利润1.06亿元，同比增长 48.07%。 12月4日，贝因美（维权）盘中上涨2.13%，截至10:24，报6.23元/股，成交1.06亿元，换手率1.59%，总 市值67.29亿元。 分红方面，贝因美A股上市后累计派现9.61亿元。近三年，累计派现0.00元。 资金流向方面，主力资金净流入1040.17万元，特大单买入485.41万元，占比4.60%，卖出110.17万元， 占比1.04%；大单买入2028.34万元，占比19.22%，卖出1363.40万元，占比12.92%。 机构持仓方面，截止2025年9月30日，贝因美十大流通股东中，香港中央结算有限公司位居第六大流通 股东，持股918.23万股，相比上期增加436.16万股。天弘中证食品饮料ETF（159736）位居第八大流通 股东，持股427.28万股，相比上期增加52.32万股。 贝因美今年以来股价涨47.98%，近5个交易日涨2.64%，近20日跌2.3 ...

Core Insights - The article highlights the successful establishment of the "Silk Road Academy" at Jiaxing Nanyang Vocational and Technical College, which aims to cultivate cross-border e-commerce talents between China and Central Asia, particularly Kyrgyzstan [7][9][12] - The academy has been recognized for its contributions to international vocational education and is seen as a bridge for economic cooperation between China and Central Asian countries [7][12] Group 1: Educational Initiatives - The "Silk Road Academy" offers a curriculum that combines practical skills in cross-border e-commerce with language training, catering specifically to the needs of Kyrgyz students [9][10] - The academy has already trained 80 students in cross-border e-commerce, focusing on integrating local industry resources with educational content [9][10] - The program emphasizes hands-on experience, with students participating in real-world projects and collaborations with local businesses [10][15] Group 2: Economic Impact - The upcoming Jiaxing Nanhu Airport is expected to significantly enhance logistics efficiency for the local woolen garment industry, facilitating faster and cheaper global distribution [8][10] - The "Mao Shan Pai" platform has established partnerships with 15 international wholesale markets and 10 industry associations, aiming to expand trade routes with Belt and Road countries [8][9] - Recent trade missions have resulted in over $20 million in intended orders, showcasing the academy's role in boosting international trade for local manufacturers [10][15] Group 3: Cultural Exchange and Collaboration - The academy promotes cultural exchange through various activities, fostering understanding and friendship between Chinese and international students [13][14] - Collaborative agreements with Kyrgyz universities and local businesses aim to enhance the educational framework and practical training for students [12][14] - The initiative is seen as a model for integrating vocational education with international trade, contributing to a more interconnected global economy [15]

Core Insights - Live streaming e-commerce has emerged as a new battlefield for consumption, with significant participation and sales figures reported during the "2025 Shenzhen Live E-commerce Month" event [1][2][4] Group 1: Event Overview - The "2025 Shenzhen Live E-commerce Month" attracted over 10,000 participating streamers, with more than 700,000 live broadcasts and over 1.18 million products listed, resulting in over 5.1 billion views and a total online retail sales of over 46.5 billion yuan [1] - The event showcased the rapid rise of Shenzhen's live e-commerce, leveraging its strong supply chain, industrial advantages, and advanced information technology [1][2] Group 2: Industry Impact - Major platforms such as Douyin, Taobao, Kuaishou, and TikTok Shop participated, helping brands like DJI, Huawei, and others to expand their reach in the live streaming space, driving sales across various categories including electronics, jewelry, and food [2][3] - The event not only strengthened the online competitiveness of traditional industries like 3C electronics and jewelry but also accelerated the growth of emerging sectors such as pet economy and specialty dining [3] Group 3: Cross-Border E-commerce - Shenzhen is actively expanding its international market through cross-border live streaming, with the city's cross-border e-commerce import and export volume reaching 372 billion yuan in 2024, accounting for nearly 40% of the national total [4][5] - The establishment of the "Bay Area Cross-Border Alliance" during the event aims to create a new ecosystem for cross-border e-commerce, integrating resources from various regions [4] Group 4: Digital Transformation - Live streaming e-commerce has become a crucial engine for consumption and transformation, with over 2.3 million live broadcasts conducted in Shenzhen from January to August this year, resulting in 18 billion views and 1 billion items sold online [6] - The development of live streaming bases across various districts in Shenzhen is enhancing the brand effect and market reach of local industries [6] Group 5: Future Directions - Experts suggest that Shenzhen's rapid rise in live e-commerce is attributed to its robust fashion and electronics industries, as well as its advantages in cross-border e-commerce [7] - Continuous development of the "live streaming + industrial cluster" model is recommended to build a favorable ecosystem for live e-commerce, promoting digitalization and quality improvements in the industry [7]

Core Insights - The China (Tianshui) Cross-Border E-Commerce Comprehensive Pilot Zone is enhancing its logistics capabilities by utilizing temperature-controlled storage for exporting high-quality Fuji apples to Vietnam, with a shipment of 1,800 pieces weighing 25,000 kilograms [1] - The pilot zone has attracted various domestic and international cross-border e-commerce platforms and service enterprises, establishing itself as a significant hub for regional cross-border e-commerce [3] - The zone operates six standardized cold storage facilities with a total capacity of 900,000 kilograms, facilitating efficient logistics and trade processes [3] Industry Developments - During the 14th Five-Year Plan period, the region is accelerating the digital transformation of industries, achieving a paperless process for customs clearance and tax refunds for 129 enterprises, and establishing a multi-park model to enhance logistics for local agricultural products [4] - Tianshui has established stable trade relations with 23 countries, projecting a transaction volume exceeding 400 million yuan in 2024, with a 23.72% year-on-year increase in import and export volume reaching 285 million yuan from January to September 2025 [4] - The pilot zone's influence is evident in Qin'an County, where exports reached 300 million yuan in the first ten months of the year, with cross-border e-commerce exports contributing 150 million yuan, marking a significant growth point for foreign trade [6] Future Outlook - The local government aims to deepen the construction of the cross-border e-commerce pilot zone, enhance policy guidance, and expand the foreign trade entity base, promoting the integration of domestic and foreign trade [6] - The focus will be on leveraging local industrial advantages to improve the core competitiveness of export products, ensuring that more regional specialties are marketed globally through cross-border e-commerce [6]

Core Viewpoint - The article highlights the visit of Sun Meijun, the head of the General Administration of Customs, to various customs and trade facilities in Hangzhou and Ningbo, focusing on the implementation of the spirit of the 20th National Congress and the development of high-quality customs services and modern port infrastructure [1] Group 1: Customs Development and Modernization - Sun Meijun emphasized the need to improve regulatory efficiency and service levels while exploring smart customs applications [1] - The integration of smart customs and smart ports is a priority, with a goal to support the Ningbo-Zhoushan Port in becoming a world-class strong port [1] - Suggestions were made to enhance regulatory systems to promote the sustainable and healthy development of cross-border e-commerce and market procurement trade [1] Group 2: Grassroots Engagement and Training - There is a strong focus on grassroots engagement, with an emphasis on building the smallest operational units into the strongest combat fortresses [1] - Frontline customs officers were encouraged to uphold the fine traditions of customs, enhance their skills, and maintain high political standards, discipline, and work ethic [1] - The article calls for grassroots innovation to contribute to the construction of smart customs and the development of the "14th Five-Year Plan" for customs [1]

Investment Rating - The report assigns a positive investment rating to J&T Express, indicating significant growth potential in the Latin American e-commerce market and overall business expansion [2]. Core Insights - J&T Express is capitalizing on the booming e-commerce sector across 13 countries, with a strong foothold in Southeast Asia and emerging markets in Latin America, where package volume surged nearly 50% year-on-year in Q3 2025 [2][20]. - The company has successfully implemented a low-cost, rapid market penetration strategy by addressing local logistics challenges and forming deep partnerships with leading e-commerce platforms [2][3]. - Financially, J&T Express is expected to achieve steady revenue growth, with projected revenues of $10.26 billion in 2024, up from $8.85 billion in 2023, driven by the expansion of its logistics network and e-commerce partnerships [2][3]. Summary by Sections 1. J&T Express's Global Strategy - The company's growth strategy is based on a model that combines e-commerce partnerships, local logistics solutions, and profit-sharing with regional agents, enabling efficient market entry and expansion [3][41]. - J&T Express has established a strong presence in Southeast Asia, maintaining a market share of 32.8% in H1 2025, while also achieving a stable 11.1% market share in China [2][27][34]. 2. Latin America as a Growth Engine - The Latin American market is projected to be a key growth driver for J&T Express, with e-commerce sales expected to grow at a rate of 12.2% in 2025, significantly higher than the global average [2][20]. - Brazil and Mexico are identified as core markets, contributing 80% of the orders in Latin America, with J&T Express positioned as a primary logistics partner for major e-commerce platforms like SHEIN and TEMU [2][38]. 3. Financial Performance and Projections - The report forecasts that J&T Express will handle 30.6 billion packages in 2025, with adjusted net profits of $313 million, reflecting a year-on-year growth rate of 56% [3][2]. - The company's valuation is expected to increase, with an estimated equity value of $13-16 billion by 2026, based on an EV/EBITDA multiple of 18-20 times for high-growth markets [3][2]. 4. Competitive Landscape - J&T Express is navigating a competitive landscape in Latin America, where it faces challenges from both local players and international giants like FedEx and DHL, but its cost-effective service model positions it favorably [2][38]. - The report highlights the increasing concentration of the e-commerce market in Brazil, with the top five players expected to control approximately 85.1% of the market by 2025 [2][60].

转载请注明央视财经 编辑：令文芳 （央视财经《正点财经》）截至今天（3日），义乌海关今年验放的跨境电商进口单量达到一亿单，浙 江义乌成为我国首个跨境电商年进口清单量破亿单的城市。义乌目前进口的跨境电商商品以保健品、化 妆品、婴幼儿奶粉、玩具为主，涵盖7万多种商品，来自全球74个国家。 ...

新华社杭州12月3日电（记者唐弢）记者12月3日从杭州海关所属义乌海关获悉，2025年浙江义乌跨 境电商进口清单量已突破1亿单，创历史新高。 作为全球最大的小商品集散中心，义乌有着丰富的商品种类，成熟多元的物流网络和高效的配送体 系，加之较低的物流成本，成为义乌跨境电商迅速发展的有利因素。目前，义乌综合保税区和义乌保税 物流中心汇聚了121家跨境电商企业，天猫国际、京东国际等头部跨境电商平台均在此布局物流中心 仓。 持续扩大的进口量，对通关效率提出了更高要求。为此，义乌海关在义乌综合保税区推出"无感卡 口"智慧监管措施，货运车辆经过卡口时，经地磅称重后，车牌识别系统可马上完成信息验核，不到10 秒即可放行，高峰期卡口车辆可实现"零停留、秒放行"。 义乌的跨境电商网购保税进口业务始于2019年，义乌保税物流中心首次以跨境电商网购保税模式进 口跨境电商商品，此后义乌跨境电商进口规模持续扩大。2021年义乌综合保税区封关运营，为义乌跨境 电商进口提供了更大平台。2024年义乌跨境电商进口量超8000万单，实现快速增长。如今，义乌跨境电 商网购保税进口规模实现从"千万"到"亿"的跨越，成为义乌"买全球"的重要增长点。 ...

时间回溯至2024年9月，三只羊网络创始人疯狂小杨哥因带货香港美诚月饼深陷争议，成为小杨哥光辉成绩和口碑下跌 的分水岭。这个以"香港品牌"为卖点的产品，实际产地是广州和佛山，且在香港没有门店。随后，三只羊启动全面整 顿，旗下主播集体停播，这家年销农副产品超27亿元、覆盖20余省市的头部MCN，陷入成立以来最严重的信任危机。 凤凰网科技也从接近三只羊人士处获悉，这个消息"完全是个乌龙"。 尽管小杨哥海外直播无望，但三只羊的海外突围的确在悄悄进行中。2023年，三只羊海外MCN机构Three Sheep Network正式成立，并将仓库设在新加坡本地。而就在近日，三只羊的海外版图已全面铺开。据其海外业务负责人李健 透露，在新加坡、马来西亚、越南稳居东南亚跨境MCN前三。 01 躲在幕后的小杨哥 尽管小杨哥要在海外开播是假消息，但这次三只羊的海外突围的确在悄悄进行中。 近期，一则"小杨哥"即将复播的消息在网络上流传。 该消息称，"小杨哥本人，或将在12月10日于香港与TikTok超级网红卡比·拉梅（KhabyLame），人称'无语哥'，在 TikTok美国电商平台进行全程'同台直播'。"传闻像一颗石子投入舆论湖面， ...