登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：600712 证券简称：南宁百货 公告编号：临2025-025 重要内容提示： 近日，南宁百货大楼股份有限公司（以下简称：我公司或公司）收到广西壮族自治区南宁市中级人民法 院（以下简称：南宁市中级法院）送达的（2025）桂01民终4599-4610号《受理案件通知书》，南宁市 中级法院决定受理公司诉湛江满鲜水产有限公司、广西天信商业投资有限公司等9家公司及第三人湛江 集付通金融服务股份有限公司财产损害赔偿纠纷上诉案。现将有关事项公告如下： 一、本次诉讼案件的基本情况 （一）受理机构：南宁市中级人民法院 收到受理通知书时间：2025年5月27日 南宁市中祥澳投资有限公司 ● 案件所处的诉讼阶段：二审 ● 上市公司所处的当事人地位：二审上诉人 ● 涉案的金额：人民币约9219万元 ● 是否会对上市公司损益产生负面影响：暂无法判断 （二）上诉双方情况 上诉人（一审原告）：南宁百货大楼股份有限公司 被上诉人一（一审被告）：湛江满鲜水产有限公司 湛江旭骏水产有限公司 湛江京昌水产有限公司 湛江昌泰食品有限公司 湛江汇丰水产股份有限公司 被上诉人二（一审被告）： ...

Core Insights - Norway's seafood industry is focusing on expanding its Arctic shrimp exports to China, with a significant increase in export volume and value observed in early 2023 [1][3] - The Arctic shrimp is gaining popularity in China due to its rich nutritional profile and versatility in various culinary applications [2][3] Group 1: Export Growth - From January to April 2023, Norway exported 959 tons of Arctic shrimp to China, marking a 540% year-on-year increase [1][3] - The export value exceeded 50 million Norwegian Krone (approximately 35.49 million RMB), reflecting a 320% increase compared to the previous year [3] Group 2: Market Dynamics - The Chinese market for Arctic shrimp has seen a substantial rise in supply since 2021, with imports surpassing 65,000 tons in 2024 [2] - Approximately 35% of Arctic shrimp in China is sold through the food service sector, while 65% is distributed through retail channels, including e-commerce, supermarkets, and community group buying [2] Group 3: Industry Collaboration - The Norwegian Seafood Council, in collaboration with the China Aquatic Products Processing and Marketing Alliance, hosted a promotional event during the 2025 Asia-Pacific Seafood Expo to discuss business models, market trends, and development strategies [2] - The event aims to enhance industry exchanges between Norway and China, facilitating the introduction of more reliable shrimp products to the Chinese market [2][3] Group 4: Sustainability and Future Outlook - Norway's fishing organizations are implementing strict management practices for the Arctic shrimp population in the Barents Sea to ensure sustainability, with the total allowable catch (TAC) increasing from 143,000 tons in 2024 to 150,000 tons in 2025 [3] - The Norwegian Seafood Council views China as a strategically important market and aims to deepen understanding of the Arctic shrimp's value chain and its potential in diverse consumer scenarios [3]

Development Goals - The livestock industry aims to increase the total output value of the entire industry chain by 269 billion yuan within 3-5 years, reaching a new milestone of 1 trillion yuan [5][12] - The grain and oil industry targets a total grain output of over 73 billion jin by 2027, with a comprehensive output value exceeding 500 billion yuan [5] - The vegetable industry aims for a stable production of around 57 million tons by 2027, with a comprehensive output value surpassing 400 billion yuan [5] - The fruit industry plans to stabilize the total area at 13.3 million mu, achieving a total output of 15.43 million tons and a comprehensive output value of 254 billion yuan by 2027 [5] - The tea industry aims for a stable planting area of 5.9 million mu, with a gross tea output value of 45 billion yuan and a comprehensive output value of 130 billion yuan by 2027 [5] - The silkworm industry targets a stable mulberry garden area of 2.3 million mu, producing 110,000 tons of silkworm cocoons, with a comprehensive output value of 100 billion yuan [5] - The fishery industry aims for a total aquatic product output of 2.13 million tons and a comprehensive output value of 149 billion yuan by 2027 [5] - The food and medicine industry aims for a comprehensive output value of over 100 billion yuan for medicinal materials by 2027 [5] Current Situation - The current agricultural industry in Sichuan is characterized by a loose "circle" and a weak "chain," with many products still in the "raw material" selling stage [9][10] - Despite being a leading producer of various agricultural products, Sichuan's tea industry faces challenges, with over 70% of tea sold in raw or semi-processed forms [9][10] - The Sichuan tea industry has seen significant growth, with the total output value surpassing 100 billion yuan for the first time in 2021 [9] Planning - The "Thousand Billion Level Advantageous Characteristic Agriculture Industry Circle Strengthening Chain Cultivation Plan" outlines the overall strategy, development goals, regional layout, key tasks, and support measures for Sichuan's agricultural industry [6][11] - The plan emphasizes the importance of production, processing, branding, and service across the entire industry chain to enhance capacity and output value [11] - Specific targets are set for different agricultural sectors, with a focus on leveraging local climatic and geographical conditions for differentiated regional development [12] Key Focus - The plan highlights the role of enterprises as the main players in the "circle" and "chain," emphasizing the importance of chain-leading and chain-associated enterprises [13][14] - The plan encourages the establishment of agricultural industrialization unions to enhance collaboration among enterprises, cooperatives, and large-scale farmers [13] - Key projects will be implemented to strengthen the industry chain, with a focus on digital platforms covering the entire production process from breeding to consumption [14]

Group 1 - The core point of the article highlights the significant rise of Rong'an Kumquat in the Chinese geographical indication brand value rankings, moving up 11 places to rank 53rd with a brand value of 6.52 billion yuan, reflecting a year-on-year growth of 10.1% [5][6][7] - The increase in brand value is attributed to the strong push from the Guangdong-Guangxi cooperation mechanism, which facilitates cross-regional resource integration and brand co-construction [7][8] - This achievement demonstrates the solid steps taken by Rong'an Kumquat in brand building and high-quality industrial development [8] Group 2 - The article discusses the psychological health risks among rural students, indicating that 21.5% of rural students face mild depression risks, which is higher than the national average [12][13] - The report emphasizes the severe issue of smartphone addiction among students, particularly pronounced during the junior high school years [14] Group 3 - The article covers the challenges faced by the Maoming tilapia industry amid high tariffs, with the U.S. imposing tariffs exceeding 150% on Chinese seafood products [18][19] - As the largest tilapia producer globally, China produces over 1.7 million tons annually, with Maoming contributing one-seventh of the national output [17][18] Group 4 - The article reports on the successful procurement intentions of approximately 26 million kilograms of lychee during the 2025 Gaoyou Lychee Production and Marketing Conference, which attracted over 200 buyers [27][24] - The upcoming Guangdong (Yuexi) Lychee Promotion Event in Shanghai aims to enhance agricultural cooperation between Guangdong and Shanghai, inviting consumers to experience the region's fruits [30][33] Group 5 - The article mentions the selection of "Zhu Zun New Tea Drink" as a case study for Chinese brand collaboration, showcasing the joint efforts of Guangdong and Guizhou in creating a national supply chain for new tea drinks [36][42]

Group 1: Impact of Tariffs on Guangdong Industries - Since April, the U.S. has imposed tariffs that have significantly impacted global trade, prompting Guangdong, China's largest economy and foreign trade province, to actively respond [1] - Various industries in Guangdong, including home furnishings, small appliances, and textiles, are adapting by exploring new development paths and leveraging platforms like the Canton Fair [1][2] - Companies are focusing on high-end customized products, building their own brands, and enhancing bargaining power while tapping into domestic demand and expanding overseas production capacity [1] Group 2: Market Strategy Adjustments - Companies like Hengjia Craft Products have shifted their market focus to Europe, particularly France, achieving substantial order volumes by aligning products with regional cultural demands [2] - Guangdong small appliance firms are targeting Southeast Asia and the Middle East, with companies like Xinyuntao Technology actively seeking new customers at trade fairs [3] - The strategy of transitioning from single-function products to scene-adapted offerings is being adopted by companies to better meet market demands [4][5] Group 3: Domestic Market Exploration - Companies are increasingly recognizing the potential of the domestic market, with some, like Shenzhen's Innovation Micro-Yue, pivoting their business focus to local consumers [5][6] - The toy industry in Guangdong is noted for its robust supply chain, making it difficult for U.S. markets to shift away from reliance on Chinese production [6] - Water product exporters, such as Guolian Aquatic Products, are adapting by offering high-quality products at competitive prices to domestic consumers [6][7] Group 4: Overseas Production and Bargaining Power - The ceramics industry in Guangdong is undergoing transformation, with companies like Kabuqichino investing in overseas production facilities to mitigate tariff impacts [8][9] - Lighting companies are enhancing their bargaining power and exploring new markets while establishing overseas production bases to reduce tariff effects [10][11] - The trend of relocating production to regions like Southeast Asia is growing, with companies like Zhaoming Technology acquiring local firms to facilitate production and distribution [11] Group 5: U.S. Market Concerns - U.S. businesses are increasingly anxious about the impact of tariffs, with associations warning that the new policies could destabilize local economies reliant on Chinese imports [12][14] - The wedding dress industry in the U.S. is particularly affected, with a significant portion of production occurring in China, leading to increased costs and supply chain delays [13][14] - The overall sentiment among U.S. retailers and consumers indicates a growing realization of the interdependence between U.S. and Chinese industries, emphasizing the unstoppable trend of economic globalization [14]

Core Points - The UK and India have signed the Comprehensive Economic Partnership Agreement (CEPA), marking a significant bilateral trade agreement post-Brexit [1][2] - The agreement covers 12 areas including goods trade, service market access, and investment protection, indicating a shift from traditional Commonwealth ties to a strategic partnership for the 21st century [1] Group 1: Trade Benefits - UK industries benefit from reduced tariffs, with Scotch whisky tariffs halved from 150% to 75%, expected to add £1.2 billion in annual exports [1] - High-end automotive tariffs drop from 100% to 10% with a quota of 20,000 vehicles per year, prompting increased production of electric SUVs by UK manufacturers [1] - Indian textile tariffs reduced from 12% to 5%, saving the industry £370 million annually and potentially increasing exports to the UK by 22% [1][2] - Tariffs on frozen shrimp reduced from 20% to 8%, leading to new cold chain routes for exports from Kerala [1] Group 2: Professional Services and Digital Trade - The UK opens its legal, accounting, and education sectors to Indian firms, potentially creating 50,000 new jobs [2] - India allows UK law firms to participate in international arbitration, breaking local monopolies [2] - A "digital trade corridor" is established, facilitating mutual recognition of data localization rules and easing cross-border operations for fintech companies [2] Group 3: Strategic Implications - The agreement is positioned as a benchmark for "Globalization 2.0," emphasizing free trade amidst rising protectionism [2] - The inclusion of "Indo-Pacific Economic Corridor" cooperation in the agreement supports India's goal of achieving $1 trillion in exports by contributing an additional 15% [2] - The partnership reflects a response to global economic challenges, showcasing collaboration between two major economies [3]

Group 1 - The private economy is a driving force for advancing Chinese-style modernization and is a crucial foundation for high-quality development [12] - A series of policy measures have been introduced from central to local levels to promote the high-quality development of the private economy, continuously stimulating its vitality [12] - The implementation of "non-prohibition, only entry" requirements supports private enterprises in participating in "two major" constructions and "two new" initiatives, while optimizing the business environment [12] Group 2 - Various technology companies are actively engaged in the production of advanced manufacturing components, such as smart industrial robots and new energy vehicle parts [1][6] - The textile industry is also contributing to exports, with companies producing fabrics for markets like Africa [2] - Environmental sustainability is being addressed by companies utilizing agricultural waste to produce eco-friendly materials [9]

Core Viewpoint - The seafood market is experiencing a peak in transactions ahead of the "May Day" holiday, with a significant increase in supply and stable prices, contributing to vibrant holiday consumption [1][3][11]. Group 1: Market Activity - The seafood market in Ganyu District, Lianyungang City, is bustling with activity as fresh seafood is rapidly delivered to consumers nationwide through both online and offline channels [1]. - On the morning of the peak trading day, the market was lively with a variety of seasonal seafood such as hairtail crabs, mantis shrimp, and octopus being sold in large quantities, ensuring ample supply and stable prices [3][5]. - Local seafood merchants prepared in advance for the holiday consumption peak, with significant stockpiling efforts starting 20 days prior to the holiday [7]. Group 2: Supply and Demand - A seafood sales merchant reported that they have temporarily stored 100,000 jin (approximately 50,000 kg) of ocean-caught hairtail crabs, with expectations to sell them all within a month [7]. - The market has also seen a surge in e-commerce orders, particularly for hairtail crabs, mantis shrimp, and octopus, with a year-on-year increase of nearly 30% in orders [9]. - The current wholesale prices for seafood are as follows: hairtail crabs at 55-160 yuan per jin, mantis shrimp at 30-60 yuan per jin, and octopus at 15-30 yuan per jin, with prices remaining stable compared to the previous year [9].

Group 1: Global Gold Demand - In Q1 2025, global gold demand reached 1206 tons, a year-on-year increase of 1% despite gold prices exceeding $3000 per ounce [1] - Gold ETF demand surged, leading to a more than doubling of gold investment demand to 552 tons, a 170% year-on-year increase, marking the highest quarterly level since Q1 2022 [1] - Retail investment in gold bars and coins in China increased by 3% to 325 tons, the second-highest quarterly demand on record [1] Group 2: Securities Firms Performance - In Q1 2025, 49 securities firms reported a total revenue of 132.4 billion yuan, a year-on-year increase of 27.1% [1] - The net profit attributable to shareholders reached 55.39 billion yuan, up 75.55% year-on-year; excluding special impacts, the growth rate was 49.26% [1] - Proprietary trading accounted for 39% of total net income, making it the largest revenue source, followed by brokerage business at 26% [1] Group 3: Television Market Forecast - TrendForce predicts a 0.7% year-on-year decline in global TV shipments in 2025 due to the impact of U.S. tariffs and reduced consumer demand [2] Group 4: Public Cloud Market Growth - IDC reports that the public cloud IaaS market in China is expected to grow to 94.82 billion yuan in H2 2024, a 13.8% year-on-year increase, driven by AI [2] - Alibaba Cloud ranks first in market share, with a continuous recovery over three consecutive quarters [2] Group 5: Instant Retail Development - Taobao's "Hour Delivery" service has been upgraded to "Taobao Flash Purchase," launching in 50 cities with plans for nationwide expansion [2] Group 6: Seafood Market Trends - The price of crayfish has dropped significantly, with medium-sized crayfish prices falling from 40 yuan per jin to 17 yuan per jin, a decline of over 50% [3] - Companies like Guolian Aquatic and Anjijin Food reported declines in revenue and net profit, attributed to market conditions and reduced demand for crayfish [3] Group 7: AstraZeneca's Tax Issues - AstraZeneca faces potential fines exceeding $800,000 due to allegations of tax evasion related to the import of a specific drug in China [3] Group 8: Chengdu Rural Commercial Bank Performance - Chengdu Rural Commercial Bank reported a total asset size of 914.26 billion yuan, marking a significant growth trend [5] Group 9: Investment Strategy Insights - Notable investor Mark Mobius stated that 95% of his fund's position is in cash, reflecting a cautious approach amid upcoming trade negotiations [5] Group 10: Corporate Governance Changes - Several executives at Xiaogoods City have resigned due to organizational changes [8] Group 11: Financial Regulatory Updates - The China Securities Regulatory Commission approved the IPO registration of Shandong Xintong Electronics [6] Group 12: Legal and Compliance Issues - Tianjin Pharmaceutical was fined 69.19 million yuan for engaging in monopolistic practices [6] - Jiangwei New Energy received a warning from the Shenzhen Securities Regulatory Bureau for failing to fulfill a shareholding commitment [7]

Group 1 - The upcoming "May Day" holiday is driving an increase in travel intentions and consumer activity, indicating a vibrant consumption market [1] - Popular travel routes are seeing high demand, with new trends emerging such as "trains heading towards scenic spots" [3] - Various regions are launching special tourist trains and expanding services to enhance travel experiences, including collaborations with hotels and restaurants [3] Group 2 - To address ticket shortages at venues and attractions, some areas are implementing measures like extending operating hours and increasing ticket availability [5] - In Shaanxi, the Qin Shi Huang Mausoleum Museum is increasing daily ticket availability by 15,000 and extending ticketing hours [5] - Several attractions are offering free admission for labor model awardees to promote high-quality development in the cultural tourism sector [5] Group 3 - The home appliance market is experiencing a surge in demand as consumers are purchasing new air conditioners and refrigerators ahead of the holiday [7] - The "trade-in for new" subsidy policy is providing up to 20% off on home appliances, with a maximum subsidy of 2,000 yuan per item [7] - In Henan, subsidies for scrapping old cars and purchasing new energy vehicles are set at 20,000 yuan, while traditional fuel vehicles receive a 15,000 yuan subsidy [7] Group 4 - As the fishing ban begins on May 1, consumers are stockpiling seafood, leading to increased sales in markets [9] - The supply of frozen and farmed seafood is expected to remain sufficient to meet consumer demand during the fishing ban [9]