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出海速递 | 亚马逊CEO称尚未看到关税导致价格大幅上涨/90天关税窗口期倒计时,美区跨境红利走向终结
3 6 Ke· 2025-07-01 10:46
访问36氪出海网站letschuhai.com,获取更多全球商业相关资讯。 今日好文 日本|Asu Capital Partners 完成1号基金终关,押注日本,何以全球? 港股上半年千亿募资领跑全球,总额已超去年全年 今年以来,港股市场 IPO 呈现井喷式格局。截至6月30日,已有43家顺利上市,而去年同期仅有30家。值得一提的是,今年上半年港股 IPO 募集资金达 1067.14亿港元,已超去年全年的876.77亿港元,同时也创下3年新高。若按交易所排名,港交所 IPO 募资规模位居全球榜首。其中今年5月、6月的募资总额 为572.85亿港元、278.68亿港元。(21财经) 亚马逊 CEO 称尚未看到关税导致价格大幅上涨 亚马逊 CEO 安迪·贾西在周一的一次采访中表示,该公司还没有看到关税导致的价格大幅上涨,并解释了亚马逊及其卖家正在使用的缓解策略。他说:"几 个月前,我们做了大量的远期购买,然后我们的很多卖家、我们的第三方销售合作伙伴远期部署了大量库存,以避免围绕关税的不确定性所带来的一些问 题。到目前为止,我们还没有看到价格明显上涨。"(新浪财经) 亚马逊已在全球部署100万台机器人 日本仍是很好 ...
诺力股份分拆中鼎智能赴港上市,锂电智能物流龙头毛利逐年降
Nan Fang Du Shi Bao· 2025-05-27 06:00
Core Viewpoint - Noli Co., Ltd. (603611.SH) announced the election of a new employee director following the resignation of board member Chen Lisheng and deputy general manager Dai Wenbin, who are involved in the management of its subsidiary, Zhongding Intelligent Technology Co., Ltd., which is pursuing an IPO on the Hong Kong Stock Exchange [2][3]. Group 1: Company Overview - Zhongding Intelligent is a subsidiary of Noli Co., Ltd., primarily engaged in intelligent in-plant logistics solutions [3]. - Noli Co., Ltd. acquired 90% of Zhongding Intelligent for a total consideration of 540 million RMB in July 2016 and subsequently purchased the remaining 10% for 102 million RMB in May 2019 [4]. - Zhongding Intelligent's revenue from 2022 to 2024 was 1.642 billion RMB, 1.694 billion RMB, and 1.797 billion RMB, respectively, with a significant portion of its revenue (approximately 75% to 77%) coming from the new energy sector, particularly lithium battery storage and intelligent production solutions [4][5]. Group 2: Financial Performance - In 2024, Zhongding Intelligent's revenue growth in the lithium battery sector was 3.06%, lower than the overall revenue growth of 6.06%, indicating a potential growth ceiling [5]. - The company has been actively seeking to expand its customer base in the automotive parts, healthcare, and food industries, although the stability of these new sectors remains uncertain [6]. - The revenue contributions from the top five customers accounted for 71.4% to 74.9% of total revenue during the reporting period, indicating a reliance on major clients [4]. Group 3: Profitability and Margins - Zhongding Intelligent's gross margin has been declining, with figures of 14.1%, 14%, and 13.1% from 2022 to 2024, and the core business of intelligent in-plant logistics solutions showing a similar downward trend [9]. - The automotive parts segment saw a significant revenue increase of 218.86% in 2024, but its gross margin fell from 25.2% in 2023 to -5.3% in 2024, indicating a loss-making situation [9][10]. - Comparatively, Noli Co., Ltd. had an overall gross margin of 22.81% in 2024, with its intelligent manufacturing equipment business achieving a margin of 25.37% and the intelligent logistics system business at 19.29% [10][11].