资料显示，世盟股份客户覆盖汽车、包装品等多个制造业领域，与北京奔驰、北京现代、利乐包装和安姆科等行业内领先企业建立了紧密的 长期合作关系。报告期内，公司对北京奔驰运输业务按箱量计价，2023年、2024年度业务量有所下降主要系2023年9月中旬开始北京奔驰依照 战略部署与生产规划，对部分生产线以及设备进行安检维护或改造升级，暂时性停产相应减少零部件物流需求，以及新车销量下降所致。 2025年1-6月业务量有所下降主要系奔驰产销量下降，导致运输需求减少。 | 项目 | 2025年6月30 | | 2024年12月31 2023年12月31 2022年12月31 | | | --- | --- | --- | --- | --- | | | 日/2025 年 1-6 月 | 日/2024 年度 | 日/2023 年度 | 日/2022 年度 | | 资产总额(万元) | 108,511.62 | 107,103.38 | 80,177.52 | 71.164.71 | | 归属于母公司所有者 | 89,358.68 | 82.444.60 | 65.064.90 | 51.557.42 | | 权益(万元) | ...

智通财经APP获悉，1月23日，世盟股份(001220.SZ)开启申购，发行价格为28元/股，申购上限为0.9万股，市盈率15.29倍，属于深交所，中金 公司为其保荐机构。 通常而言，社会物流总费用占GDP的比例被用来评价经济体中物流效率，该比例越低则表示物流效率越高、物流的发展水平越高。据悉，我 国社会物流总费用占GDP的比例由2012年度的19.0%下降到2024年度的14.1%，整体上呈下降趋势，体现出我国物流行业的总体运行效率逐渐 提高。 | 客户名称 | 计价方式及计量单位 | | 运输业务量 | | | | --- | --- | --- | --- | --- | --- | | | | 2025年1-6月 | 2024 年度 | 2023 年度 | 2022 年度 | | 北京奔驰 | 箱量计价(箱) | 6.121.00 | 16.117.00 | 18.270.00 | 24.091.00 | | 中都星徽 | 体积计价(万立方米) | 8.25 | 18.23 | 23.66 | 27.84 | | | 整车计价(趟) | 1.430.00 | 3.664.00 | 4.918.00 | ...

Core Viewpoint - Amazon is changing its seller payment settlement method from "payment upon shipment" to "delivery date + 7 days" (DD+7) starting March 12, 2026, which significantly extends the cash flow cycle for sellers [1][2]. Group 1: Policy Change Impact - The new DD+7 model requires sellers to wait until 7 days after the buyer confirms receipt of the product before funds are available, directly increasing cash flow pressure on sellers, especially those with longer logistics times or limited cash flow [2][3]. - To alleviate cash flow pressure, sellers must focus on quick order response and logistics efficiency, as faster delivery will trigger the "+7" countdown sooner, accelerating cash recovery [2][3]. Group 2: Logistics Solutions - The company "开仓了" has established a self-operated warehouse network covering key areas in the U.S., ensuring that most orders are shipped from the nearest warehouse, thus reducing delivery time and enhancing cash flow recovery [3][5]. - The self-developed intelligent warehousing system optimizes inventory distribution based on historical sales data and buyer address distribution, allowing sellers to pre-position stock in various warehouses for efficient delivery [5][8]. - The company ensures that goods are shelved within 24 hours of arrival and that orders are picked, packed, and shipped within 24 hours, with packages entering the delivery network within 48 hours, maximizing delivery speed [5][8]. Group 3: Competitive Advantages - The company leverages strong local resources in the U.S. to secure advantageous last-mile delivery accounts, ensuring stable capacity even during peak sales seasons, thus preventing delivery delays [7][8]. - The combination of the intelligent system and the self-operated warehouse network creates an efficient logistics system that accelerates the delivery process and shortens the cash recovery cycle for sellers [8].