在无锡市滨湖区，一条汇聚了多家上市公司的"上市路"远近闻名。2023年6月刚刚登陆深交所的无 锡锡南科技股份有限公司（以下简称"锡南科技"），便是其中一颗新星。作为深耕汽车轻量化领域的高 新技术企业，其核心产品涡轮增压器精密压气机壳组件远销海外，客户涵盖博格华纳、康明斯等国际知 名企业，广泛应用于奔驰、宝马、奥迪等全球汽车品牌。 "即便算上远渡重洋的运费，我们依然具备显著的成本竞争力。"锡南科技副总经理张明哲告诉《金 融时报》记者，"这既源于企业内部技术积累，又得益于国内完善的产业链配套。"如今，锡南科技正加 快全球化步伐——位于泰国罗勇府泰中罗勇工业园二区的工厂预计年底建成，明年一季度投产，将成为 锡南科技全球制造业布局的关键支点。 在江苏这片创新沃土上，一批深耕细分领域、追求极致的"隐形冠军"企业，正稳步从本土迈向全 球，将"中国智造"的崭新名片递向世界。从汽车轻量化零部件到特高压设备，再到功率半导体，他们凭 借核心技术优势，在全球产业链中牢牢占据关键位置。 近日，《金融时报》记者随"活力中国调研行"主题采访团深入无锡、常州、扬州等多地，探寻这场 波澜壮阔的"出海"征程。一路调研可见，精准有力的金融支持与 ...

每经AI快讯，光明乳业（SH 600597，收盘价：8.47元）9月28日晚间发布公告称，公司下属子公司 Synlait Milk Limited（新西兰新莱特乳业有限公司）（以下简称"新莱特"）北岛工厂因产能利用率不 足，业务出现大额亏损，影响新莱特整体盈利水平。新莱特拟以1.7亿美元（约合2.88亿新西兰元，平均 汇率0.59；约合12.1亿人民币，平均汇率7.1457）向 Abbott Laboratories（以下简称"雅培"）的子公司 Abbott Nutrition NZ Limited（以下简称"新西兰雅培"）出售新西兰北岛资产（Pokeno、RPD 和 Jerry Green 场地的相关资产及设备），Abbott Ireland（以下简称"爱尔兰雅培"）为买方担保。本项目交割日 预计为2026年4月1日。 每经头条（nbdtoutiao）——去美国的"打工人"天塌了！特朗普10万美元签证费击碎"美国梦"，美企加 速外包，加拿大趁机"抢人" （记者 王晓波） 2025年9月28日，公司以通讯表决方式召开第八届董事会第四次会议，会议应参加表决董事7人，实际参 加表决董事7人。经审议，同意7票、反对 ...

证券日报网讯 中曼石油9月26日在互动平台回答投资者提问时表示，公司会定期评估汇率风险，分析外 汇风险敞口，动态调整汇率风险管理策略。后续也将综合考虑当地金融环境、合同条款以及相关外汇政 策等多方面因素，优化结算方式和结算周期，最大限度降低汇率波动对公司业绩的影响。利息费用主要 含银行贷款利息、汇兑损失等。 （编辑 任世碧） ...

业务员的目标，将不仅仅是销售额，更是最终落地的人民币利润。因此，管理汇率风险，不是你在帮财 务或者公司的忙，而是你业务过程中的本职工作。 合同签订前（源头控制） 合同签订后至收款前（风险对冲） 当前，全球金融市场正站在一个关键的"十字路口"。北京时间2025年9月，美联储如期宣布降息25个基 点，这是今年首次降息。然而，这并未带来市场的确定性，由于美联储内部"鹰鸽阵营"分歧深化，美元 汇率陷入宽幅震荡。 这种环境导致人民币兑美元汇率双向波动加剧。外贸企业面临更大的汇兑不确定性，也让外贸业务员的 收汇结汇工作充满挑战，传统"凭感觉"结汇的方式已难以适应市场变化。 今天，我们就抛开复杂的金融理论，从业务员执行层面出发，聊聊如何主动管理汇率风险，锁住我们辛 苦赚来的每一分利润。 首先，我们要有一个核心认知：一个优秀的外贸业务员，绝不只是订单的获取者，更是利润的最终守护 者。你的职责，已经从"签下合同"延伸到了"将货款安全、保值地结汇成人民币"。 价格锚定：在报价和合同中，明确计价货币和结算货币。对于原料药贸易，美元仍是主流，但可 与客户协商使用人民币计价结算，从根本上规避汇率风险。 汇率分摊条款：在长期合同中，可以 ...

Core Viewpoint - The Federal Reserve's decision to lower the federal funds rate by 25 basis points to a target range of 4.00%-4.25% reflects a response to economic slowdown and political pressure, presenting both challenges and opportunities for Chinese export enterprises and cross-border e-commerce [1]. Direct Impact: Exchange Rate Fluctuations and Cost Restructuring - The depreciation of the US dollar typically leads to the appreciation of the RMB, impacting the competitiveness of export prices. For instance, the USD/RMB exchange rate fell from 7.3 to around 7.1, potentially causing a profit decline of 0.5%-1% for the textile industry with every 1% appreciation of the RMB [7][8]. - The appreciation of the RMB reduces import costs for raw materials and consumer goods, allowing cross-border e-commerce companies to optimize procurement strategies, particularly in categories like 3C electronics and beauty products [8]. - Increased exchange rate volatility raises the risk of foreign exchange losses for enterprises, with some exporters experiencing losses exceeding 5% of net profit in a single quarter due to unhedged positions [9]. Indirect Impact: Capital Flows and Market Segmentation - The Fed's rate cut encourages capital flow to emerging markets, reducing financing costs for Chinese export enterprises. For example, the dollar loan interest rate decreased from 5% to 4%, alleviating financial pressure [10]. - While US consumer spending may be stimulated by lower rates, high inflation could weaken actual purchasing power, leading to mixed demand for Chinese exports, with some categories like home appliances and clothing seeing moderate growth [12]. Long-term Trends: Industrial Upgrading and Restructuring - Traditional export sectors face pressure to upgrade due to RMB appreciation and rising labor costs, prompting a shift of low-end production to Southeast Asia. Companies are encouraged to innovate and build brands to enhance value [15]. - High-tech products and flexible supply chains are becoming central to cross-border e-commerce, with high-tech exports projected to account for 35% of total exports by 2024 [16]. - Diversification into regional markets through agreements like RCEP is essential for reducing reliance on the US market, with exports to ASEAN expected to rise to 16% by 2024 [17]. Corporate Response Strategies: From Passive Adaptation to Active Transformation - Traditional export enterprises should implement dynamic hedging strategies, diversify settlement currencies, and enhance product and market upgrades through increased R&D and brand development [18][20]. - Cross-border e-commerce companies are advised to optimize supply chains through localized procurement and flexible production, while also adjusting operational strategies to reduce dependency on third-party platforms [22][24]. Conclusion - The Fed's rate cut may intensify short-term risks for Chinese export enterprises and cross-border e-commerce, but it also compels a shift towards high-tech and high-value-added operations, necessitating a robust competitive framework for sustainable growth [29].

Group 1 - The core issue faced by many foreign trade enterprises is the erosion of export profits due to exchange rate fluctuations [1] - Industrial Bank Nanjing Branch has tailored a "12-month price stabilization plan" for a lithium battery state-owned enterprise with an annual export of 200 million USD, helping the company to lock in future exchange rates [1] - A leading domestic lithium battery ternary precursor company, which receives nearly 20 million USD monthly, previously lost over 10 million USD in profits due to incorrect timing in currency exchange [1] Group 2 - The bank has introduced an "FX Derivative Discount Package" aimed at small and medium-sized enterprises, offering a minimum margin of 0 and up to 100% fee reduction [2] - From January to August, the bank visited over 500 foreign trade enterprises, including nearly 100 state-owned enterprises, and facilitated nearly 1.5 billion USD in foreign exchange derivatives [2] - The bank emphasizes its social responsibility in stabilizing foreign trade and market, focusing on enhancing exchange rate risk management services for enterprises [2]

为提升企业汇率风险管理水平，助力企业有效应对汇率波动挑战。近日，由国家外汇管理局宁波市分局主办，宁波市商务局支持，宁波银行与甬企"走出 去"服务联盟共同承办的"汇率避险·阿拉同行"暨企业"走出去"客户交流会在宁波顺利召开。90多家外贸企业代表、10余家国有及国有控股企业参会，共话汇 率风险管理与跨境经营策略。 宁波银行总行副行长王丹丹表示，宁波银行始终将国金业务作为战略重点之一，秉持着"专业创造价值"的服务理念，成为企业的"汇率管理专业顾问"、"全 球布局综合向导"、"跨境经营数字管家"和"事业生活价值伙伴"，为企业的稳定经营保驾护航。 在专题分享环节，来自宁波银行的专家分别就三大主题进行宣讲：一是外汇市场走势交流，回顾了今年以来国内外市场主导的核心框架，聚焦中美经济基本 面、美联储降息、中美关税等热点话题，展望后续市场走势。二是汇率避险策略介绍，总结了目前三个市场现状，并就出口、进口和走出去三大客群，分别 提出了解决思路和产品方案。三是广交会服务专案，针对138届秋季广交会，宁波银行推出"广交无忧"专项服务方案，提供集"拓客、结算、融资、汇率、出 海"五大类、全方位的解决方案。 交流会上，与会企业代表反响热 ...

在当前复杂多变的国际金融形势下,汇率波动风险成为众多企业面临的重要挑战。中国建设银行德州分 行积极践行社会责任,致力于为企业提供专业、高效的汇率风险管理服务。在德州市外汇管理局的大力 指导和帮助下,成功助力企业规避汇率风险,实现稳健经营。 此次汇率套保业务的成功案例,充分彰显了建行德州分行在汇率风险管理领域的专业能力和服务水平。 通过为企业提供个性化、定制化的金融解决方案,有效提升了企业的汇率风险管理能力,增强了企业应对 市场波动的信心。同时,也进一步提高了建行的套保业务实践能力,深化了银企合作关系,为双方未来在更 多领域的合作奠定了坚实基础。 洞察需求:今年8月,建行德州分行持续推进企业走访工作,在与某出口客户的深入交流中,敏锐捕捉到客户 对美元汇率贬值的担忧。客户表示,由于国际经济形势不明朗,美元汇率波动加剧,担心持有的美元资产因 汇率贬值而缩水,希望通过合适的金融产品和服务来锁定收益,降低风险。 量身定制:基于对客户需求的精准把握,建行德州分行迅速组建专业团队,运用丰富的金融知识和经验,为 客户量身定制了风险逆转期权组合产品。实现精准把控结汇节奏,在有效规避汇率风险的同时,实现资产 的稳步增值。 专业配 ...

美元作为全球贸易核心结算货币，其汇率波动直接牵动外贸企业的利润神经。近年来，受美联储货币政 策调整、全球经济周期更迭、地缘政治冲突等因素影响，美元汇率呈现 "宽幅震荡" 特征，既让企业面 临收汇缩水、付汇成本上升的风险，也暗藏通过科学管理实现收益优化的机遇。对于外贸企业而言，唯 有看透美元涨跌的底层逻辑，掌握汇率风险管理的实操方法，才能精准抓住窗口期。 美元汇率波动并非随机，而是宏观经济变量共同作用的结果，核心可归结为三大维度。 （一）建立 "数据驱动" 的趋势判断体系 （一）美国经济与货币政策导向 这是决定美元长期走势的根本。当美国 GDP 增速、非农就业数据向好，通胀维持合理区间时，国际资 本倾向流入美元资产，推动美元升值；反之则可能贬值。美联储利率决策更是直接影响汇率 ——2022 年美联储连续加息至 5.25%，美元指数一度突破 114；2024 年市场预期降息，美元指数回落至 100-105 区间。 （二）全球避险情绪与地缘风险 美元兼具 "结算货币" 与 "避险资产" 双重属性。当全球经济下行压力加大或地缘冲突升级（如中东局势 紧张、俄乌冲突），资金会涌入美元寻求安全，推动美元被动升值；而全球经济 ...

Core Viewpoint - The company is facing challenges in its operational performance due to a complex external environment, frequent adjustments in international trade policies, and the construction of overseas production bases [2]. Group 1: Financial Performance - As of September 4, 2025, the company's stock price closed at 63.05 yuan, with a slight increase of 0.62% and a turnover rate of 0.9%, resulting in a trading volume of 12,100 shares and a transaction amount of 75.57 million yuan [1]. - The company reported a decline in profits for the first half of the year, attributed to fixed asset amortization from the factory in Vietnam and the impact of tariffs [2]. Group 2: Operational Challenges - The company's operational performance is significantly influenced by multiple factors, including a complex external environment and frequent adjustments in international trade policies [2]. - The company is committed to strengthening its core business, maintaining stable operations, and enhancing its overseas supply chain capabilities to improve its overall competitiveness [2]. Group 3: Market Sentiment and Trading Activity - On September 4, 2025, there was a net outflow of 2.52 million yuan from institutional investors, while retail investors saw a net inflow of 5.06 million yuan [2].