深圳商报·读创客户端记者 穆砚 鉴于本次交易属于公开挂牌竞标事项，存在不确定性且涉及商业秘密，在摘牌成功之前披露该事项及交 易金额存在可能会损害公司利益或误导投资者的情形。根据《相关法律法规、规章制度的规定，董事会 审议通过该议案之后，公司暂缓披露了该事项，待成功摘牌之后再及时履行信息披露义务。 根据北京天健兴业资产评估有限公司出具的评估报告，截至评估基准日2024年8月31日，标的公司账面 资产总额为52,794.43万元，评估价值为54,540.18万元；账面负债总额为12,685.29万元，评估价值为 7,357.69万元；账面净资产总额为40,109.14万元，评估价值为47,182.49万元；标的公司30%股权在评估 基准日的评估价值为14,154.747万元。 公告表示，公司本次收购天津物泽30%股权，是更好地向天津及周边地区客户提供国内一流水平的港口 危险货物集装箱全链条物流服务，完善资源配置，进一步优化公司长期战略布局。本次标的资产收购完 成后，不会产生关联交易，不会与关联人产生同业竞争的情况。 根据北京天健兴业资产评估有限公司出具的评估报告，截至评估基准日2024年8月31日，标的公司30% ...

Summary of the Conference Call for 联易融科技 Company Overview - 联易融科技 is a leading supply chain financial technology solution provider in China, with a service asset scale of RMB 411.2 billion in 2024, representing a year-on-year growth of 28% and a market share of 21.1%, ranking first in the industry [2][3][5]. Financial Performance - Revenue for 2024 reached RMB 1.03 billion, up 19% year-on-year, with a gross margin increase to 70%, reflecting a 36% growth in gross profit, which outpaced the growth rates of scale and revenue [2][3]. - The company has a cash reserve of RMB 5.1 billion and a price-to-book ratio of only 0.3, indicating a high safety margin and significant undervaluation relative to its market value of over RMB 30 billion [3]. Business Segments - The company operates through three main business segments: Core Enterprise Cloud, Financial Institution Cloud, and Cross-border Cloud [2][7]. - **Core Enterprise Cloud**: Achieved a steady growth of 34%, with multi-level circulation business accounting for over 60%, growing by 52% year-on-year [2][7]. - **Financial Institution Cloud**: Expanded from payable ABS to receivable ABS, doubling transaction volume, with the WindLink AI agent product contributing over RMB 20 million in revenue [2][8]. - **International Business**: Collaborated with cross-border e-commerce platforms like Amazon and Shopee, establishing offices in the UK, India, the US, and Singapore, and forming a joint venture with Standard Chartered Bank [2][9]. Technological Innovations - The company has been deeply involved in blockchain technology, developing the underlying chain Be Trust and launching digital trade token platforms (DTT) and asset-backed tokenization platforms (ABT) to enhance global supply chain trade efficiency [4][12][14]. - The DTT platform allows conditional payments through smart contracts, while the ABT platform tokenizes real-world assets for investment [15][17]. Market Position and Strategy - The company plays a crucial role in connecting core enterprises, financial institutions, and small and micro enterprises, with a customer retention rate of 99% [5]. - Future strategies include deepening cooperation with digital banks and exploring digital token projects in the Web 3.0 space, while expanding international markets [10]. Regulatory and Market Outlook - The company is preparing to support various stablecoins, which are expected to play a significant role in trade finance, enhancing payment conditions and integrating with accounts receivable financing [23][27]. - The development of stablecoins is anticipated to create new service opportunities and enhance the efficiency of cross-border trade [24][25]. Key Partnerships and Projects - Significant collaborations include projects with Standard Chartered Bank and participation in initiatives like Project Dynamo and Project Guardian, focusing on asset tokenization and trade finance [13][21]. Conclusion - Overall, 联易融科技 is positioned strongly in the supply chain finance sector, with robust financial performance, innovative technology applications, and strategic international expansions, while also preparing for the evolving landscape of digital currencies and stablecoins [2][10][27].

经济观察网讯 6月3日，据上海市经济信息化委官网，为加快构建本市现代化产业体系，促进产业融合 发展，发挥工业服务业对产业升级的赋能作用，上海市经济信息化委制定了《2025年上海市促进产业高 质量发展（工业服务业发展）项目申报指南》，支持范围如下： （原标题：2025年上海市促进产业高质量发展（工业服务业发展）项目申报指南发布，支持范围包括 AI等） 1、支持工业供应链高质量发展 （1）加强数智化技术运用。支持企业开展物流核心算法研发，探索AI大模型等在仓储管理、线路规 划、智能配载等场景的应用。 （2）强化工业物流场景建设。支持企业进一步拓展数智化平台的物流实时调度、仓配一体、可视化跟 踪追溯等功能。 （3）提升全球物流服务能力。重点支持国际物流企业数智化平台建设，实现国内、国际工业物流全链 路协同。 来源：本网综述 （1）提升工业供应链整体解决能力。支持企业建设服务产品矩阵,打造覆盖研发设计、采购（销售）管 理、生产排期、履约交付、售后维保服务于一体的全生命周期解决方案。聚焦人工智能、大数据、区块 链等新技术，支持企业加大软、硬件投入，开展AI本地计算集群部署、云服务器租赁、设备购置，构 建产业级多模态数据 ...

Core Insights - The traditional supply chain finance is facing unprecedented structural challenges due to high financing barriers, long payment terms, and low settlement efficiency, which hinder the development of SMEs and cross-border trade [1][3] - NEXIM is leveraging Web3 technology to create an on-chain supply chain finance system that enhances efficiency and value for real enterprises in the digital economy [1][4] Group 1: Traditional Bottlenecks - SMEs struggle to obtain financing due to a lack of credit history and collateral, leading to cumbersome processes and long cycles that reduce operational flexibility [3] - Cross-border settlements face issues such as multi-party clearing, currency losses, and bank fees, which diminish the motivation for enterprises to expand into overseas markets [3] Group 2: NEXIM's On-Chain Financial Model - NEXIM proposes a blockchain-based financial model supported by Web3 technology and driven by the ecological token NIM, aimed at empowering the global supply chain system [4] - The model achieves five key breakthroughs: on-chain payments for real-time global settlements, asset confirmation through immutable data, conversion of order amounts into "consumption power," issuance of digital assets for financing, and incentivization through the NIM token [5] Group 3: Application Results and Ecosystem Expansion - NEXIM has served over 30,000 users and 2,000 certified enterprises, with a cumulative merchant consumption exceeding $3 million, significantly improving cash flow efficiency, credit visibility, and order processing speed [7] - The company is providing customized digital transformation services across various industries, including manufacturing, cross-border e-commerce, retail, and agricultural circulation, establishing a new paradigm of "data-driven credit and transaction-driven finance" [7] Group 4: Deep Integration of Web3 and Real Economy - NEXIM views Web3 as a new commercial system at the intersection of data, behavior, and value, emphasizing that payment is just the entry point while the financial closed loop is fundamental [8] - The platform aims to create a multi-party value network around merchants, nodes, and consumers, integrating transaction, data, and governance systems to transform the supply chain into a value creation chain [8]

Core Insights - The article discusses the growing trend of Chinese cuisine expanding internationally, with a projected market size of $577.68 billion by 2030, indicating a significant opportunity for Chinese restaurants abroad [4][3]. Group 1: Opportunities and Challenges - Chinese restaurants are increasingly seeking new market opportunities overseas, with various brands already making strides in countries like Thailand and Australia [2][3]. - Despite the opportunities, challenges such as supply chain localization, lack of operational standardization, and cultural adaptation pose significant hurdles for Chinese brands aiming for globalization [5][6]. Group 2: Conference Details - A conference titled "2025 Chinese Cuisine Supply Chain Going Abroad" will be held on June 22 in Guangzhou, focusing on addressing the pain points of international expansion for Chinese cuisine [6][10]. - The conference aims to gather various stakeholders, including domestic and international restaurant businesses, supply chain service providers, and industry experts, to discuss strategies for the future of Chinese cuisine abroad [11][12]. Group 3: Key Highlights of the Conference - Highlight 1: The conference will emphasize the importance of a stable supply chain as a foundation for successful international operations, addressing challenges related to ingredient sourcing and local regulations [17][18]. - Highlight 2: It will facilitate collaboration across the entire industry chain, launching an overseas Chinese cuisine promotion center to create a sustainable platform for exchange and promotion [26][27]. - Highlight 3: A roundtable discussion will focus on how restaurant brands can develop profitable overseas models and design international brand strategies, sharing practical strategies for other Chinese restaurants looking to expand [29][30]. Group 4: Research and Reports - The conference will release a report titled "2025-2027 Chinese Cuisine Going Abroad Market Status and Development Trends," analyzing market potential and cultural adaptability across different countries to help businesses identify the most promising markets for investment [33][35]. - Highlight 5: The conference will also address food safety and compliance regulations, providing insights into managing food safety challenges and ensuring compliance in international markets [36][38].

供应链金融通过整合物流、信息流和资金流，有效缓解供应链中企业尤其是中小企业的融资缺口，其商业模式涵盖金融机构、核心企业与第三方科技解决方 案提供商的协同合作。2020至2024年，中国供应链基础资产规模从127.2万亿元增长至133.9万亿元，年复合增长率达9.1%，其中应收账款占比超40%，是主 要资产类型。同期，供应链金融市场规模从22.7万亿元快速增长至41.8万亿元，年复合增长率13.5%，AI技术应用与宽松货币政策是主要驱动力。 二、核心发展趋势 今天分享的是：CIC灼识咨询：2025中国供应链金融科技行业蓝皮书 报告共计：30页 《2025中国供应链金融科技行业蓝皮书》聚焦中国供应链金融科技行业，从市场规模、发展趋势、技术应用、政策支持及竞争格局等维度展开分析，核心内 容如下： 一、行业基本概况与市场规模 1. 科技赋能深化：AI大模型通过自然语言处理、智能风控等技术，提升审核效率达95%，降低人工成本，推动行业向定制化垂直模型演进。区块链技术则通 过分布式账本和智能合约，增强数据透明度与资产流转效率，降低债权转让难度。 2. 司库管理模式兴起：司库管理通过整合企业资金池、优化资源配置，提升供应链 ...

华鹏飞股份有限公司 一、开展衍生品交易业务的目的 为推动华鹏飞股份有限公司（以下简称"公司"）国际物流及供应链业务的 进一步发展，规避外汇市场风险，防范汇率波动对公司及子公司经营业绩的不良 影响，提高外汇资金使用效率，公司及子公司在保障正常经营的情况下，拟使用 自有资金根据具体业务情况适度开展以套期保值为目的的外汇衍生品交易业务。 公司及子公司开展外汇衍生品交易业务与经营紧密相关，有利于规避和防范外汇 汇率波动风险，提高公司应对外汇波动风险的能力，增强财务稳健性，不存在损 害公司和全体股东利益的情况。 二、开展外汇衍生品交易业务的基本情况 公司及子公司拟在不超过 30,000 万元人民币或等值外币的额度内开展外汇 衍生品交易，相关外汇衍生品交易额度的使用期限自股东大会审议通过之日起不 超过 12 个月，在上述额度范围内，资金可循环使用，且期限内任一时点的衍生 品交易金额不超过授权额度。 公司及子公司拟开展的外汇衍生品交易品种均为与基础业务密切相关的外 汇衍生产品或组合，主要包括远期结售汇、外汇套期保值、外汇掉期、外汇期权、 利率互换、利率掉期、利率期权及其他组合产品等。交易对手方为经国家外汇管 理局和中国人民 ...

数据要素市场支撑体系持续深化。全国数据标准化技术委员会近期启动征集六大重点方向标准及技术文 件的验证试点单位，旨在强化数据基础设施支撑能力。地方层面，广东省在《数字广东建设2025年工作 要点》中提出具体举措，包括组建省级数据集团公司、开展数据产权登记试点等，以加速推动数据要素 市场体系化建设进程。 1.国家数据局：正研究制定培育全国一体化数据市场政策文件 5月26日，国家数据局局长刘烈宏围绕培育全国一体化数据市场召开了座谈会。会议强调，国家数据局 正在研究制定培育全国一体化数据市场的政策文件，要结合数据市场发展的新特点，培育数据市场生 态，汇聚各方力量加快数据市场建设。会议提出，要大力推动数据要素市场化价值化，让数据要素价值 加快"显性化"。 南财数据点评：国家数据局已多次部署培育壮大全国一体化数据市场。国家数据局局长刘烈宏此前撰文 表示，2025年将着力培育壮大全国一体化数据市场。其中提出，将细化数据流通交易规则，推动发布数 据流通交易标准示范合同。推进数据资源化和产品化，建立数据产品质量监督管理机制。日前，国家数 据局综合司印发的《数字中国建设2025年行动方案》提出，要以数据要素市场化配置改革为主线， ...

华泰证券研报指出，预计全年的电表招标需求或维持在9000万只左右(2024年8939万台)，本轮替换周期 高峰有望延续至2026年。价格层面，继续呈现下滑趋势，整体环比降幅约9.6%；市场集中度相对稳 定。后续分布式"四可"要求下对于智能电表模块升级要求与物联表需求提升，相关设备投资有望受到带 动。近年来电表企业股利支付情况较好，当前我们认为电表企业估值已处于低位。 ｜2025年5月30日星期五｜ NO.1中信证券：当前消费领域呈现出三条趋势主线 中信证券研报指出，当前消费领域呈现出三条趋势主线：1)回归理性、品质升级与消费平替并行；2)快 乐生活、为精神满足感和情绪价值付费；3)技术进步和迭代催生的消费新方向，这将提供诸多长期结构 性"新消费"机会，建议持续配置。维持建议从攻守兼备配置渐进至弹性配置，攻守兼备：消费互联网、 低估值高回报且经营有望率先企稳的乳制品、大众餐饮等板块。弹性配置：顺周期特征明显的餐饮供应 链、酒类、人力资源服务、酒店等行业。提振内需的政策预期将逐渐增强，消费配置表现有望迎来高 潮，再次强调增配消费。 NO.2华泰证券：电表企业估值已处于低位 NO.3中金：微盘风格可能呈现优势边际弱 ...

监管指引第 1 号—主板上市公司规范运作》等相关法律法规及《公司章程》的有 关规定，公司于 2025 年 5 月 28 日召开第五届董事会第三十二次临时会议，审议 通过了《关于选举第六届董事会非独立董事的议案》《关于选举第六届董事会独 立董事的议案》 ，现将相关情况公告如下： 一、董事会换届选举情况 公司第六届董事会由 7 名董事组成，其中非独立董事 4 名，独立董事 3 名。 经公司第五届董事会推荐，并经公司第五届董事会提名委员会审查，提名丁治平 先生、胡晓玲女士、胡建林先生、王海灵先生为公司第六届董事会非独立董事候 选人；提名邓峰先生、张红梅女士、白鸣先生为公司第六届董事会独立董事候选 人。独立董事候选人张红梅女士为会计专业人士。上述人员简历详见附件。 证券代码：002800 证券简称：天顺股份 公告编号：2025-025 新疆天顺供应链股份有限公司 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 新疆天顺供应链股份有限公司（以下简称"公司"）第五届董事会任期届满， 根据《公司法》 《深圳证券交易所股票上市规则》 《深圳证券交易所上市公司自律 根据《公司法 ...