21世纪经济报道记者孔海丽 北京报道 京东全面出击，刘强东火力全开，回应一切。 618前夜，京东集团董事局主席刘强东现身北京亦庄京东总部，首次分享了京东做外卖、进军酒旅的业 务逻辑。他称，京东所有业务100%围绕供应链展开，"我们并不是一个所谓多元化（企业），看似我们 有很多很多公司，但其实所有公司都服务于供应链，包括我们今天做的外卖，也是为了服务生鲜供应 链，这才是我真正想要的。" 他还首次公开了做外卖的"赚钱逻辑"，称："前端卖饭菜我可以永远不赚钱，只要靠供应链赚钱就可以 了。"据他披露，京东外卖客户向电商的转化率达到40%，再过一个月，京东外卖很快就会出来一个跟 美团完全不同的商业模式。"我相信这种商业模式将彻底解决食品安全问题。" 刘强东透露，京东杀入酒旅行业，也是为了背后的工业品供应链，通过降低行业成本创造价值。但他否 认了京东要进入网约车行业的传言。 围绕京东过去21年的发展，刘强东一再强调，无论是做物流、金融、工业、健康、产发，还是现在做外 卖、酒旅，都是以"体验、成本、效率"为核心经营理念，最终目的是优化供应链，"拿合理利润"。 关于刘强东本人的"半退休"、回归、希望未来能把国内业务交予职业经 ...

三星电子正在重组其华城工厂的旧内存生产线，并将其转变为封装生产线。目前已确定，用于此项 目的的设施移交工作最早将于今年下半年开始。 据业界消息人士28日透露，三星电子正在推进将华城H1工厂旧内存制造线改造为封装主线的计 划。 H1是三星电子第12、13条生产线所在地。 12号线生产NAND，13号线生产DRAM。这两款产品 都是老款产品，在国内内存市场出货量下滑的缘故。 13号线原本准备转投CIS（图像传感器）， 但由于CIS行业不景气，该计划不断推迟。 三星电子计划将其未充分利用的 H1 工厂用作包装线。据了解，他们正在讨论一项计划，最早在今 年 下 半 年 或 后 年 拆 除 旧 的 存 储 设 施 ， 并 用 封 装 设 施 填 补 空 白 。 预 计 还 将 交 付 少 量 用 于 服 务 器 DRAM 的 TSV（硅通孔）设备。 据悉，三星电子制定这一战略是为了提高投资成本效率，并为先进 DRAM 的需求做好准备。 如果您希望可以时常见面，欢迎标星收藏哦~ 来源：内容编译自zdnet。 点这里加关注，锁定更多原创内容 *免责声明：文章内容系作者个人观点，半导体芯闻转载仅为了传达一种不同的观点，不代表 ...

Financial Data and Key Metrics Changes - In Q1 2025, the company reported a total parcel volume of 8.5 billion, representing a year-over-year increase of 19.1% [6] - Adjusted net income reached RMB 2.3 billion, up 1.6% year-over-year [6][15] - Total revenue increased by 9.4% to RMB 10.9 billion [15] - Average selling price (ASP) for core express delivery services decreased by 7.8% due to competitive pressures [16] - Gross profit decreased by 10.4% to RMB 2.7 billion, with a gross profit margin of 24.7%, down 5.4 percentage points [18] - Operating cash flow increased by 16.3% to RMB 2.4 billion [19] Business Line Data and Key Metrics Changes - Retail parcel volume increased by 46% year-over-year, with reverse logistics volume surging over 150% [8] - The company achieved a daily average parcel volume of around 6 million, with a year-over-year increase of 45% [27] - Reverse logistics exceeded a daily volume of 3.5 million, reflecting significant growth [27] Market Data and Key Metrics Changes - The express delivery industry grew its parcel volume by 21.6% in the first quarter [6] - The company noted intensified price competition and an increase in the proportion of lower-value parcels [7] Company Strategy and Development Direction - The company aims to solidify its leadership in service quality and scale while achieving reasonable profit levels [13] - Strategic initiatives include enhancing network policy effectiveness, strengthening last-mile capabilities, optimizing revenue mix, and maximizing resource utilization [10][12] - The company is focusing on building long-term competitive advantages through improved service quality and collaboration with e-commerce platforms [8][13] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the challenges posed by intensified competition and the misalignment between volume growth and revenue expansion [7] - The company remains committed to its strategic goals of high-quality service and outpacing industry average volume growth [10] - Management expressed confidence in achieving full-year parcel volume guidance of RMB 40.8 to 42.2 billion, representing a 20% to 24% increase year-over-year [20] Other Important Information - The company has made significant progress in developing differentiated products and services, enhancing brand awareness and customer loyalty [8] - Capital expenditure for Q1 totaled RMB 2 billion, with an annual CapEx forecast of RMB 5.5 to 6 billion for 2025 [19] Q&A Session Summary Question: Competition and Volume Growth - Management emphasized the goal of achieving volume growth while ensuring service quality and maintaining reasonable profit levels, with a focus on narrowing the gap between their growth and industry averages [26] - Retail parcel and reverse logistics have shown significant growth, with daily parcel volume expected to increase further [27][28] Question: Unit Revenue and Cost Forecast - Management noted that unit revenue decline is driven by competition and an increase in lower-weight parcels, while cost efficiency initiatives have led to significant reductions in unit costs [38][40] - Future cost reductions will be supported by technology upgrades and improved operational processes [41] Question: AI Application in Operations - The company is actively exploring AI applications in sorting operations and route planning, which have already shown improvements in efficiency [42] - Future plans include further integration of AI in last-mile delivery and autonomous vehicles to enhance operational capabilities [42]

Logo of Vale S.A. on a smartphone. (Photo Illustration by Pavlo Gonchar/SOPA Images/LightRocket via ... More Getty Images)SOPA Images/LightRocket via Getty Images Vale (NYSE:VALE) stock has not performed particularly well this year, increasing by approximately 10% year to date. In comparison, competitor ArcelorMittal (NYSE:MT) experienced a 36% rise, and United States Steel stock (NYSE:X) saw an increase of 26% during the same timeframe. So what is going on with VALE, and what trends might influence the com ...

5月20日，斗鱼发布2025年第一季度财报。本季度斗鱼总收入9.47亿元，其中创新业务、广告及其他收 入3.83亿元，同比增长60.2%；毛利润为1.14亿元，实现双增长，其中同比增长4.1%，环比增长62.6%； 毛利率达到12%，同比增长1.5%，环比增长5.9%；运营亏损为2610万元，同比大幅减少84.3%；调整后 净亏损为2090万元，同比缩窄75.6%。本季度斗鱼Q1平均移动端MAU为4140万，平均付费用户为290 万，ARPPU为216元。新的一年，斗鱼持续推行的战略转型成果初显，业务结构调整继续深化，在新的 市场环境下业绩开始展现向好态势。 斗鱼联席CEO任思敏表示："2025年一季度，我们专注于增强收入多元化能力和提升成本效率。本季度 公司毛利率同比改善、运营亏损同比显著缩窄。通过加大与游戏厂商的商业化合作，优化语音业务的运 营和推广，公司的创新业务持续保持良好的增长势头。同时，我们逐步启动传统业务成本结构的优化进 程，动态调配主播资源，平衡内容供给。在此过程中平台流量和收入规模将会受到内容调整的波动，我 们认为这些措施是提升公司运营效率的必要措施，长期来看有利于公司的健康可持续发展。" ...

Grocery Outlet (GO) Q1 2025 Earnings Call May 06, 2025 04:30 PM ET Speaker0 Good afternoon, and welcome to Grocery Outlet's call to discuss financial results for the first quarter ended 03/28/2025. Speaking from management on today's call will be Jason Potter, president and chief executive officer and Chris Miller, chief financial officer. Following prepared remarks from Jason and Chris, we will open the call for questions. Please note that this conference call is being webcast live and a recording will be ...

宏观经济进入低速发展新常态，制造业内卷激烈，打造成本效率与技术领先企业已成为中国制造业共 识。在这一背景下，中国先进制造业企业如何推动高效研发、效率提升、营收增长、组织变革，最终实 现价值创造？为此，麦肯锡联合科技企业、投资、法律专家和企业家们，围绕"中国制造未来走向全球 的秘诀：成本效率与技术领先"这一主题举行了一场圆桌会议。会上，麦肯锡提出卓越企业成长计划， 从研发、生产运营、营销、人才以及AI维度，分享了一整套端到端转型体系，助力中国先进制造业企 业推动转型变革，铸就集规模、技术、管理于一体的竞争优势（见图1）。 | | 目标:覆盖整个价值链的端到端 | | | | --- | --- | --- | --- | | | 经营管理体系 | | | | 敏捷研发、 卓越营销 | 卓越采购 | 卓越运营与 | 卓越人才 | | 卓越创新 | | 供应链 | 梯队 | | 目的: 目的: | 目的: | 目的: | 目的: | | 通讨建设体系 通过建设体系 | 通过建设严格 | 通讨建设全面 | 确保各职能、 | | 化、结构化的 化、结构化的 | 的支出分析与 | 的生产运营体 | 业务、领导条 | | ...

EVERTEC, Inc. (NYSE:EVTC) Q4 2024 Earnings Conference Call February 26, 2025 4:30 PM ET Company Participants Beatriz Brown-Saenz - Investor Relations Morgan Schuessler - President and Chief Executive Officer Joaquin Castrillo - Chief Financial Officer Conference Call Participants Nate Svensson - Deutsche Bank Cris Kennedy - William Blair & Company LLC James Friedman - Susquehanna John Davis - Raymond James Operator Good afternoon, everyone and welcome to EVERTEC's Fourth Quarter 2024 Earnings Conference Cal ...

对从上游育种开始的各个环节进行精益管理，以达到业内最低综合成本。 本文为IPO早知道原创 作者｜罗宾 微信公众号｜ipozaozhidao 据IPO早知道消息，近日，冷冻薯制品生产商「凯达恒业」完成了近4亿元首轮融资。本轮融资由黑 蚁资本领投，建发新兴投资跟投，融资款将被用于产线建设、育种研发、品牌营销等，持续深耕马铃 薯全产业链优化整合。 凯达恒业成立于2000年，专注于马铃薯冷冻食品和休闲食品的研发、生产和销售。2019年，凯达进 入冷冻法式薯条生产领域，并先后在内蒙古乌兰察布市和太仆寺旗建立了冷冻薯制品加工产业园， 预计两年内 ， 凯达恒业有望拥有亚洲最大的冷冻薯制品加工能力 。 国内外需求双增，推动薯制品加工能力出海 垂直供应链整合能力和极致成本效率的竞争壁垒 根据市场研究公司Claight Corporation的报告《2024年-2032年全球炸薯条市场报告及预测》， 全球薯条市场在2023年达到了近271.3亿美元（约合人民币1980亿元），并且在2024年-2032年 间预计将以6.3%的年复合增长率继续增长。冷冻薯条的主要消费市场包括北美、欧洲、亚太地区、 拉丁美洲以及中东和非洲，其中北美是 ...