人民财讯12月22日电，据上海发布，中国共产党上海市第十二届委员会第八次全体会议12月22日召开。 全会审议通过《中共上海市委关于制定上海市国民经济和社会发展第十五个五年规划的建议》；认真贯 彻落实中央经济工作会议精神，总结2025年工作，分析当前形势，部署明年经济社会发展目标任务。全 会指出，"十五五"时期，要加快建设"五个中心"，持续提升城市能级和核心竞争力。坚持创新引领、联 动发展，提升国际经济中心地位，以先进制造业为骨干，构建"2+3+6+6"现代化产业体系，促进服务业 优质高效发展，深入实施扩大内需战略，着力培育世界一流企业；增强国际金融中心竞争力和影响力， 加快建设人民币资产全球配置中心和风险管理中心，完善现代金融体系，提高金融服务实体经济能力； 推动国际贸易中心提质升级，加快贸易创新发展，推动贸易结构转型，强化全球供应链管理功能；建设 全球领先的国际航运中心，巩固提升辐射全球的海空枢纽港地位，大力发展现代航运服务业，加快航运 数字智能绿色转型；强化国际科技创新中心策源功能，加强原始创新和关键核心技术攻关，推动科技创 新和产业创新深度融合，一体推进教育科技人才发展。 ...

Group 1: Domestic Business Overview - The distribution of domestic downstream customers shows that the consumer electronics sector accounts for approximately 40%, while furniture and home appliances together account for about 25%. The automotive and new energy vehicle supply chain accounts for around 15% [3] - Other sectors include liquor, medical devices, food and beverage, health products, express packaging, and label and electronic functional material die-cut products [3] Group 2: Overseas Operations - The company has six factories in Vietnam, Thailand, Malaysia, and Mexico, with additional capacity available for expansion based on market demand [4] - Compared to local competitors, the company has strong advantages in product quality, service, R&D design, and customer resources, enabling it to meet global supply chain management needs effectively [4] Group 3: Market Challenges and Risks - The packaging industry has relatively low barriers to entry, but leading companies possess significant competitive advantages in R&D, product quality, customer resources, and service [5] - The company faces risks if overseas market expansion does not meet expectations, which could impact overall development goals [7] Group 4: Pricing and Profitability - Product pricing is determined by considering costs and customer demands for design and service [7] - The company has developed higher value-added customers and reduced low-margin orders, contributing to overall profit improvement [8] Group 5: Financial Health and Future Plans - The company aims for stable domestic growth and rapid overseas business growth in 2026 [7] - Cash dividends are emphasized as an important way to return value to shareholders, with future amounts depending on operational and financial conditions [8]

Core Insights - Maersk and CATL signed a strategic cooperation memorandum to promote low-carbon transformation in global supply chains and enhance CATL's global supply chain management [1] - CATL will become Maersk's preferred partner for battery technology, focusing on electrification of Maersk's container fleet, port ecosystems, inland transportation, and warehousing [1] - The collaboration will include applications in power system design, energy management, and battery recycling solutions [1]

Core Insights - The 15th Henan Investment and Trade Fair was held in Zhengzhou, focusing on enhancing cooperation between Hong Kong and Henan, particularly in multinational supply chain management, risk control, and financing [1] - The collaboration between Hong Kong and Henan is built on a solid foundation, with Hong Kong being the largest source of foreign investment for Henan and a preferred platform for Henan enterprises to expand globally [1] - The Hong Kong government representatives promoted various sectors, including transportation, logistics, and financial services, to Henan enterprises during the event [1] Group 1 - Zhengzhou aims to create a market-oriented, legal, and international business environment to attract Hong Kong enterprises for investment and development [2] - The cooperation model between Luoyang and Hong Kong is highlighted, focusing on a multi-dimensional partnership that combines Hong Kong's research and funding with Luoyang's manufacturing capabilities [2] - The successful listing of Henan-based company Mixue Ice City on the Hong Kong Stock Exchange is presented as an example of how Hong Kong's supply chain services and financial resources can optimize global layouts for enterprises [2]

Company Overview - Tongling Jieya Biotechnology Co., Ltd. was established in 1999 and specializes in the research, production, and sales of wet wipes, with over 20 years of industry experience [2]. - The company was listed on the Shenzhen Stock Exchange's Growth Enterprise Market on December 3, 2021, and is steadily advancing its fundraising projects [2]. - In Q1 2025, the company reported a revenue of 124 million yuan and a net profit of 10.06 million yuan [2]. Q&A Highlights - **Impact of Tariffs**: The current tariff policies have a relatively limited impact on the company's overall business [3]. - **US Wet Wipe Factory Project**: The project is currently under construction and is expected to commence production next year [3]. - **Kimberly-Clark European Orders**: Production began in April 2025, and order deliveries are progressing as planned [3]. - **Asset Impairment**: The company adheres to accounting standards and will reasonably assess asset impairment based on prudence [3]. - **Self-Branding Considerations**: The company is exploring self-branding through an industrial fund but has seen low revenue conversion rates [3]. - **Facial Mask Business Outlook**: Currently serving major clients like L'Oréal and Galen Group, with a gradual expansion to other domestic brands, though new client orders are relatively small [3]. - **Jiechuang Medical Subsidiary**: The subsidiary is undergoing strategic adjustments, with cautious investment based on overall business layout and resource optimization [3]. - **Equity Incentives**: The company is focused on establishing long-term incentive mechanisms and will disclose plans as they develop [3]. - **Compliance with Regulations**: The company conducted the investor communication event in accordance with regulatory guidelines, ensuring no undisclosed significant information leaks occurred [3].