金十数据5月13日讯，美国4月小企业信心连续第四个月下滑，报告职位空缺的企业主比例降至四年多来 最低水平，这可能暗示就业市场明显放缓。全美独立企业联盟（NFIB）4月小企业信心指数下降1.6点 至95.8，连续第二个月低于51年平均水平98。上个月，34%的小企业主表示有职位空缺，比3月份下降 了6个百分点。这是自2021年1月以来的最低比例。29%的小企业主有技术工人的空缺，下降了4个百分 点。金融和农业的空缺职位最少。但建筑业工人仍然稀缺，而商品的提前备货可能提振了批发行业的劳 动力需求。3月商品进口飙升至历史新高，但这种情况不太可能持续下去，因计划在未来几个月进行库 存投资的小企业主比例降至11个月最低。 美国4月小企业信心连续第四个月下滑 ...

Inventory Analysis - As of February, the overall actual inventory-to-sales ratio in the U.S. manufacturing and trade sectors is approximately 1.5 months, with manufacturers at 1.9 months, wholesalers at 1.3 months, and retailers at 1.4 months, all at low percentiles since the pandemic[2] - If assuming that the inventory of manufacturers, wholesalers, and retailers only serves domestic retail sales, the overall inventory could cover about 4.2 months of sales[2] - The low inventory-to-sales ratio may indicate limited buffer space against supply-demand imbalances, potentially leading to upward pressure on inflation[2] Industry-Specific Insights - In the retail sector, the actual inventory-to-sales ratio for furniture, appliances, and consumer electronics is low at only 1 month, placing it in the 6.5% percentile since the pandemic[3] - Conversely, the inventory-to-sales ratio for motor vehicles and parts, as well as building materials, exceeds 2 months, with motor vehicles at approximately 2.5 months (88.5% percentile) and building materials at about 2 months (85.2% percentile)[3] - In manufacturing and wholesale, machinery, textile raw materials, and related products have higher inventory-to-sales ratios, all exceeding 2 months, with machinery at 2.9 months (83.6% percentile) and textile raw materials at 2.8 months (70.4% percentile)[3] PMI and Inventory Trends - As of April, the ISM manufacturing PMI inventory index decreased to 50.8% from 53.4% in March, indicating a cooling in pre-tariff stockpiling behavior[4] - The customer inventory index remains low at 46.2%, suggesting concerns about the sustainability of overall manufacturing inventory levels[4] - Among 18 manufacturing sectors, 5 reported increased inventory in April, while 8 sectors, including textiles and transportation equipment, saw declines[4]

据央视新闻，4月下旬，有美国CNN记者采访义乌小商品城（600415）商户聂自勤，面对"对等关税"下 如何处理美国客户的退单，她坚定果决的回应在社交媒体上走红，也因此被网友称为"义乌最牛老板 娘"。 高峰期，聂自勤经营的万圣节礼品批发业务一年的规模可达6000万元，其中50%的采购客户来自美国。 "如果美国(客户)不要，那我就给南美客户。"聂自勤接受CNN记者采访当天，恰好有南美客户在店里采 购产品，一周时间过去了，之前给聂自勤下订单的美国客户并没有取消订单，而是选择了观望，等待转 机的到来。 4月底，《每日经济新闻》记者从相关进出口协会了解到，国内部分供应商已接到沃尔玛恢复供货的通 知，且关税成本由美国客户承担。聂自勤一边等美国客户的通知，一边也在想办法"主动出击"，通过开 拓多元市场和加大内销等渠道，来减轻因货物积压带来的影响。 2007年跟随父亲从河南来义乌创业，聂自勤在义乌一待就是18年，14平方米的店铺如今价值千万元。她 从做代工起家，高峰期一度拥有上千名员工。国际经贸的波动，在这一爿小小的批发店铺里，总能给她 带来最直接的影响。聂自勤坦言，市场会洗出去一些掉队的人，但这是义乌市场的常态，"在义乌没 ...

一、报告期内门店变动情况 | 股票代码：600272 | 股票简称：开开实业 | | | | 编号：2025—025 | | --- | --- | --- | --- | --- | --- | | 900943 | | 开开 | B | 股 | | 上海开开实业股份有限公司 2025 年一季度主要经营数据公告 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、准确性和完整性依法承担法律责任。 上海开开实业股份有限公司（以下简称"公司"）根据《上海证券 交易所上市公司自律监管指引第 3 号—行业信息披露》附件《第四号 —零售》《关于做好主板上市公司 2025 年第一季度报告披露工作的重 要提醒》等有关规定的要求，现将公司 2025 年一季度主要经营数据 披露如下： 单位：万元 币种：人民币 分行业 营业收入 营业收入 比同期增 减(%) 营业成本 营业成本 比同期增 减(%) 毛利率 (%) 毛利率比同期增减 (%) 批发业 19,429.27 32.61 16,432.60 34.56 15.42 减少 1.23 个百分点 零售业 4,289.33 -2 ...

Financial Performance - The company reported a basic earnings per share of 0.0136 yuan for Q1 2025, representing a 30.77% increase compared to 0.0104 yuan in Q1 2024 [1] - The company's operating revenue decreased by 45.24% to 4.72 billion yuan in Q1 2025 from 8.62 billion yuan in Q1 2024 [1] - Net profit for Q1 2025 was 0.07 billion yuan, a 40% increase from 0.05 billion yuan in Q1 2024 [1] - The return on equity increased to 0.56% in Q1 2025 from 0.45% in Q1 2024, marking a 24.44% improvement [1] Shareholder Structure - The top ten unrestricted shareholders hold a total of 25,605.94 million shares, accounting for 51.62% of the circulating shares, with a decrease of 21.33 million shares compared to the previous period [1] - Bailian Group Co., Ltd. remains the largest shareholder with 23,857.60 million shares, representing 48.10% of the total share capital, with no change in its holdings [2] - New entrants among the top shareholders include Wang Yue with 1,680.4 thousand shares and Zhongzheng Shanghai State-owned Enterprise ETF with 1,293.3 thousand shares [2] Dividend Distribution - The company has announced that there will be no distribution or transfer of dividends this time [3]

《辽宁省提振消费6条政策》印发 金十数据4月22日讯，《辽宁省提振消费6条政策》印发。其中提到，培育市场主体壮大提振消费。每月 对2025年注册成立、经营良好、为全省经济发展做出积极贡献且主营业务收入达到2000万元及以上的批 发业市场主体、达到500万元及以上的零售业市场主体以及达到200万元及以上的住宿和餐饮业市场主体 给予10万元一次性奖励，进一步引导培育商贸流通领域市场主体发展壮大，凝聚促消费工作合力。 （一财） ...

Mergers and Acquisitions - Fosun Pharma's subsidiary plans to acquire 21,034,300 non-listed shares of Fuhong Hanlin at HKD 24.60 per share, totaling HKD 517 million, increasing its stake to 63.43% [1] - Xinle Energy's wholly-owned subsidiary intends to purchase a 3% stake in Beijing Zhouyuan for CNY 2.4 million, aimed at expanding its data center power market [2] - Zhejiang Yongqiang approved the acquisition of stakes in two companies from its subsidiary, involving CNY 19.41 million for a 2.718% stake in Yishang Travel and CNY 97.33 million for 25.0028% of Tengxuan Tourism Group [3] Performance Disclosure - Anji Food reported a revenue of CNY 607 million for 2024, a decrease of 4.06%, while net profit increased by 23.29% to CNY 38.33 million, attributed to slower recovery in the catering industry [4] - Yanjing Beer achieved a revenue of CNY 14.667 billion for 2024, a growth of 3.20%, with net profit rising 63.74% to CNY 1.056 billion, driven by increased sales of its flagship product [5] Share Buybacks - China Communications Construction Company plans to repurchase A-shares worth CNY 500 million to 1 billion, while its controlling shareholder intends to increase H-shares by CNY 250 million to 500 million [6] - Aohai Technology announced a share buyback plan of CNY 40 million to 80 million, targeting a price of up to CNY 59 per share [7] - Vanadium Titanium Co. plans to repurchase shares worth CNY 100 million to 200 million, with a maximum price of CNY 4.30 per share, while its controlling shareholder plans to increase holdings by CNY 50 million to 100 million [9] Stock Risk Warnings - Rock Shares will face delisting risk warnings due to negative net profit and insufficient revenue, with stock trading suspended for one day [11] - Greenland Holdings received an administrative penalty for failing to disclose litigation matters, leading to corrective measures from the Shanghai Securities Regulatory Bureau [12] - Shandong Huapeng reported a negative retained earnings of CNY 900 million and a debt ratio of 97.47%, indicating potential risks to its ongoing operations [13] - Aowei Communication anticipates a net loss of CNY 60 million to 90 million for 2024, which may trigger delisting risk warnings [14]

| 项目 | 2023年年报 | 2024年年报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 78.67亿 | 45.17亿 | -42.59% | | 归母净利润(元) | 1.4亿 | 5053.74万 | -63.91% | | 扣非净利润(元) | 4205.58万 | 820.19万 | -80.50% | | 货币资金(元) | 10.4亿 | 11.45亿 | 10.10% | | 应收账款(元) | 2661.7万 | 3289.25万 | 23.58% | | 有息负债(元) | 1.51亿 | 1.25亿 | -17.52% | | 手利率 | 4.57% | 6.35% | 38.90% | | 净利率 | 1.66% | 0.76% | -53.86% | | 三费占营收比 | 4.06% | 6.21% | 52.74% | | 每股净资产 (元) | 2.33 | 2.43 | 4.47% | | 每股收益(元) | 0.28 | 0.1 | -64.29% | | 每股经营性现金流(元) | 0.6 | 0.46 | -22.8 ...

上海物贸（600822）公告，2024年营业收入为45.17亿元，同比下降42.59%。归属于上市公司股东的净 利润5053.74万元，同比下降63.90%。基本每股收益0.1元／股，同比下降64.29%。本年度利润不作分 配；不作资本公积、盈余公积转增股本。 ...

智通财经4月15日电，信凯科技午间发布上市首日风险提示公告，公司近期经营情况正常，内外部经营 环境未发生重大变化。公司、控股股东和实际控制人不存在应披露而未披露的重大事项，公司近期不存 在重大对外投资、资产收购、出售计划或其他筹建阶段的重大事项。公司募集资金投资项目将按招股说 明书披露的计划实施，未发生重大变化。本次发行价格 12.80 元/股对应的公司2023年扣除非经常性损 益前后孰低的归属于母公司股东净利润摊薄后市盈率为 14.38 倍，低于中证指数有限公司2025 年3 月25 日（T-4 日）发布的"批发业（F51）"最近一个月静态平均市盈率 20.61 倍；低于同行业可比上市公司 2023 年扣除非经常性损益前后孰低的归属于母公司股东净利润的平均静态市盈率 43.76 倍，但仍存在未 来公司股价下跌给投资者带来损失的风险。 信凯科技：经营情况正常 内外部经营环境未发生重大变化 ...