证券代码：603713 证券简称：密尔克卫 公告编号：2025-056 转债代码：113658 转债简称：密卫转债 密尔克卫智能供应链服务集团股份有限公司 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗 漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： ? 每股分配比例 A 股每股现金红利0.71元 ? 相关日期 | 股份类别 | 股权登记日 | | 最后交易日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | --- | --- | --- | | Ａ股 | 2025/6/4 | － | 2025/6/5 | 2025/6/5 | | ? 差异化分红送转： 否 一、 通过分配方案的股东大会届次和日期 本次利润分配方案经公司2025 年 5 月 6 日的2024年年度股东大会审议通过。 二、 分配方案 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任公司上海分 公司（以下简称"中国结算上海分公司"）登记在册的本公司全体股东。 本次利润分配以方案实施前的公司总股本158,162,931股为基数，每股派发现金红利0 ...

Core Viewpoint - The Ministry of Commerce has announced a special action plan to accelerate the development of intelligent supply chains across key sectors such as agriculture, manufacturing, wholesale, and retail, aiming to reduce logistics costs and cultivate leading enterprises in this field [1][3]. Group 1: Action Plan Details - The action plan focuses on five key areas: agriculture, manufacturing, wholesale, retail, and aims to support the development of agricultural product supply chain service providers and the establishment of intelligent commodity markets [3]. - It proposes the creation of smart factories and intelligent supply chains, leveraging artificial intelligence to enhance new industrialization efforts [3]. - The plan emphasizes improving the integrated capabilities of wholesale supply chains, providing comprehensive services such as raw material procurement and logistics for upstream and downstream clients [3]. - Retail enterprises are encouraged to adopt intelligent technologies to integrate information across all channels, speeding up feedback from consumers to brand manufacturers and promoting personalized and flexible production [3]. - By 2030, the goal is to establish a replicable model for intelligent supply chain development, with around 100 leading enterprises in this sector and enhanced resilience and security in China's industrial and supply chains [3]. Group 2: Impact on Consumers - The development of intelligent supply chains is transforming consumer shopping preferences, allowing factories to produce based on consumer demand, thus reducing inventory risks and meeting personalized needs [5][7]. - Intelligent supply chains are also contributing to waste reduction and environmental sustainability, with improved inventory management leading to a decrease in spoilage rates of fresh produce from 30% to below 10% [7]. - The logistics optimization enabled by intelligent systems is resulting in fuel savings and reduced emissions, enhancing the overall efficiency of supply chains [7]. - The dual-channel logistics system is facilitating the flow of industrial goods to rural areas and agricultural products to urban centers, improving access to quality goods for consumers in remote regions [7].

Company - Haiguang Information and Zhongke Shuguang are planning a stock swap merger, which will optimize the industry layout from chips to software and systems [2] - Zhongke Shuguang's stock will be suspended from trading starting May 26 due to the merger announcement [2][13] - Haiguang Information will issue A-shares to all A-share shareholders of Zhongke Shuguang as part of the merger [2] Industry - Nvidia is set to launch a new AI chip for the Chinese market based on the Blackwell architecture, expected to start mass production as early as June [3] - The new AI chip will be priced significantly lower than the previous H20 chip, marking Nvidia's third release of a downgraded chip that complies with U.S. regulations for China [3] - The State Council of China has approved a green low-carbon development action plan for the manufacturing industry for 2025-2027, aiming to promote deep green transformation of traditional industries [4] - The plan includes measures to enhance ecological protection compensation mechanisms and accelerate the green transformation of key industries [4]

Core Insights - The article highlights the remarkable growth of Rui Mei Tong, a supply chain leader based in Henan, China, which has successfully expanded its operations globally despite its inland location [1][2]. Group 1: Company Development - Rui Mei Tong was founded in 2000, focusing on coal supply chain management, and has since evolved into the largest importer of thermal coal in China, maintaining a top-three position among importers for seven consecutive years [2][3]. - The company began its international expansion in 2009, transitioning from a coal-exporting nation to a net importer, with a net import volume of 103 million tons that year [2]. - By 2024, Rui Mei Tong is projected to ship 43.13 million tons of coal, with international coal business accounting for 38.93 million tons, reflecting a year-on-year growth of 17.65% [3]. Group 2: Strategic Initiatives - Rui Mei Tong established long-term agreements with Indonesian mining companies to secure stable supply channels and optimize transportation costs, enhancing its market influence [3]. - The company gained trading qualifications at the Platts window in Singapore, positioning itself within the global oil pricing framework and significantly increasing its market presence [4]. - In the agricultural sector, Rui Mei Tong is set to launch a soybean protein processing plant in Henan with an annual capacity of 120,000 tons, addressing local production gaps [4]. Group 3: Shipping and Logistics - The establishment of Rui Mei Tong's shipping company in 2012 marked a significant step in its international strategy, with the fleet expanding to 19 vessels by 2024 [5][6]. - The company emphasizes the importance of its shipping operations in reducing logistics costs and enhancing operational flexibility, particularly in response to global supply chain challenges [6]. Group 4: Talent Strategy - Rui Mei Tong has shifted to a localization strategy for its workforce, with approximately 65% of its overseas employees being local hires, which helps navigate local regulations and cultural nuances [7]. - The company has invested in leadership and supply chain education to enhance employee skills and global perspectives, establishing specialized training programs [7]. Group 5: Long-term Strategy - The company adheres to a long-term growth strategy in international markets, emphasizing thorough market research and risk management tailored to local conditions [8]. - Rui Mei Tong advocates for diversification to mitigate risks associated with over-reliance on single markets, alongside implementing localized hiring practices to integrate into different cultural environments [8].

证券之星消息，根据天眼查APP数据整理，近日，漳州密尔克卫供应链管理有限公司成立，法定代表人 为倪晟平，注册资本1000万元，经营范围包含：一般项目：供应链管理服务；国内货物运输代理；海上 国际货物运输代理；道路货物运输站经营；运输货物打包服务；国际货物运输代理；陆路国际货物运输 代理；运输设备租赁服务；停车场服务；汽车拖车、求援、清障服务；包装服务；租赁服务(不含许可 类租赁服务)；固体废物治理(不包括放射性固体废物收集、贮存、处置及环境质量监测、污染源检查服 务)；再生资源加工；再生资源销售；装卸搬运；仓储设备租赁服务；智能仓储装备销售；低温仓储(不 含危险化学品等需许可审批的项目)；国际船舶代理；铁路运输辅助活动；商业综合体管理服务；机动 车修理和维护；专业保洁、清洗、消毒服务；装卸搬运和运输代理业(不包括航空客货运代理服务)；企 业管理；技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广；日用木制品销售；塑料制 品销售；金属制品销售；计算机软硬件及辅助设备零售；货物进出口；技术进出口；计量技术服务；标 准化服务；环境保护监测；航空国际货物运输代理；国内船舶代理；无船承运业务；报关业务；报检业 ...

点击注册小程序 查看完整报告 特别申明： 本订阅号中所涉及的证券研究信息由光大证券研究所编写，仅面向光大证券专业投资者客 户，用作新媒体形势下研究信息和研究观点的沟通交流。非光大证券专业投资者客户，请勿 订阅、接收或使用本订阅号中的任何信息。本订阅号难以设置访问权限，若给您造成不便， 敬请谅解。光大证券研究所不会因关注、收到或阅读本订阅号推送内容而视相关人员为光大 证券的客户。 光大研究一周热榜，精选"光溯" 小程序本周阅读量前十研报。 No.1 行业动态 2025-05-18 洞悉光的观察 / 聆听光的声音 / 了解光的态度 No.2 餐饮行业有望复苏，关注供应链相关标的——餐饮 链板块跟踪报告 李嘉祺,叶倩瑜,董博文 行业动态 2025-05-21 根据章鱼小数据，25Q1餐饮市场热度相较24年全年呈现缓慢复 苏，门店数量有所增加。25Q1一线城市餐饮热度环比提升，政 策刺激有望带动需求改善，门店端竞争淘汰加剧。相对刚需且 客单价不高的品类依旧保持较高的开店率，平价餐饮趋势依旧 明显。考虑提振内需政策加码，餐饮消费及供应链需求后续有 望修复,龙头公司积极拥抱渠道变革、优化经营效率,建议关 注上游供应链相关 ...

Core Viewpoint - The company has announced its 2024 annual profit distribution and capital reserve conversion plan, which includes a cash dividend and a stock bonus for shareholders [1][2]. Group 1: Profit Distribution and Capital Reserve Conversion Plan - The company will distribute a cash dividend of 0.75 RMB per 10 shares (before tax) and will convert capital reserves into 4 additional shares for every 10 shares held [2]. - The total share capital before the distribution is 269,762,480 shares, which will increase to 377,667,472 shares after the distribution [2][7]. - The distribution plan is consistent with the proposal approved at the shareholders' meeting, and no changes in total share capital occurred during the distribution period [1][2]. Group 2: Key Dates - The record date for the rights distribution is set for May 29, 2025, and the ex-dividend date is May 30, 2025 [3]. Group 3: Distribution Method - The additional shares will be credited directly to shareholders' securities accounts on the ex-dividend date, with any fractional shares being distributed based on a specific sorting method [5]. - Cash dividends will be directly transferred to shareholders' accounts through their custodial securities companies on the ex-dividend date [5]. Group 4: Shareholder Eligibility - The distribution is applicable to all shareholders registered with the China Securities Depository and Clearing Corporation Limited, Shenzhen Branch, as of the record date [4]. Group 5: Earnings Per Share - After the stock bonus, the diluted earnings per share for the 2024 fiscal year will be 0.5071 RMB [7].

截至2025年5月23日收盘，飞马国际（002210）报收于2.48元，较上周的2.55元下跌2.75%。本周，飞马 国际5月20日盘中最高价报2.74元。5月23日盘中最低价报2.47元。飞马国际当前最新总市值66.0亿元， 在环境治理板块市值排名32/105，在两市A股市值排名2275/5148。 本周关注点 机构调研要点 5月20日业绩说明会 问：注入资产现在是否在推进？推进的进展如何？注入的标的是什么？什么时候能注入完成？答：截至 目前，公司不存在任何根据《深圳证券交易所股票上市规则》等有关规定应予以披露而未披露的事项或 与该事项有关的筹划、商谈、意向、协议等。公司严格按照有关法律、法规及规范性文件的规定履行信 息披露义务。 问：前期拍卖股票所得的钱如何处理的？有什么计划？答：该拍卖处置所得用于公司补充流动资金及清 偿子公司骏马环保前期重整留债债务。 问：公司重整以来，股价一路下跌，公司是否有相应的市值管理措施？答：公司将积极推进"双环"发展 战略落地实施，持续加大各项业务的拓展力度，并研究适时推进资本运作事项，通过内生增长和外延拓 展的方式，推动公司实现规模增长和盈利水平提升，致力创造良好业绩，实现 ...

Group 1 - The logistics port work in Changsha is being enhanced to create a high ground for reform and opening up in inland areas, integrating logistics industry, international channels, and port economy development [1] - Changsha currently has 17 port functional platforms, with significant developments in logistics capabilities and operational planning [1] - The Xianing Port waterway port is one of the 36 major inland ports in the country, with a projected container throughput of 218,600 TEUs in 2024 [1] - The Changsha Xiangtong International Railway Port is the core area for the operation of the China-Europe Railway Express (Changsha), having dispatched over 5,500 trains by 2024 [1] Group 2 - The DeRong Smart Medical Industry Park is being evaluated for its pharmaceutical supply chain operations and smart logistics initiatives [2] - DeRong Medical provides smart pharmaceutical supply chain services to over 100 hospitals nationwide, with its third-party logistics smart warehouse achieving advanced, flexible, and efficient operations [2] - Emphasis is placed on improving key technology platform construction and promoting industry innovation through technological advancements [2]

Core Viewpoint - Xiamen Guomao (600755) has shown a decline in stock price, with a current market capitalization of 13.46 billion yuan, ranking 14th in the logistics sector and 1146th in the A-share market [1] Group 1: Sustainable Development - The company has integrated sustainable development into its core operations, achieving a significant improvement in its ESG rating, now ranking in the top 17% globally among peers [1][4] - The company was recognized as an "Excellent Practice Case" by the China Listed Companies Association for 2024 and received the "ESG Pioneer Award" from Zhito Finance [1] Group 2: AI and Digital Transformation - The company is actively exploring the application of AI in supply chain management, with the "Guomao Cloud Chain" AI assistant and digital employee "Yun Cheng" now integrated with the DeepSeek-R1 model to enhance user interaction and operational efficiency [2][4] Group 3: Health Technology Business - The health technology segment has shown strong growth, with Pilot Medical achieving a revenue of 584 million yuan in 2024, a year-on-year increase of 15.42%, and a net profit of 91.02 million yuan, up 19.82% [2][4] - Future plans for the health technology sector include focusing on core medical device operations and expanding into elder care services and health data management [2] Group 4: Dividend Policy - The company has announced a profit distribution plan for 2024, proposing a cash dividend of 0.17 yuan per share, totaling 715 million yuan in dividends for the year, maintaining a commitment to shareholder returns [2][4] Group 5: International Business Development - The company has established new platforms in Vietnam, Germany, and South Africa as part of its international expansion strategy, with overseas revenue from supply chain management reaching 65.857 billion yuan in 2024 [3][4]