据悉，菜鸟东南亚供应链累计服务上百家潮玩、美妆、3C数码头部中国出海头部品牌，支持B2C电 商一件代发与B2B门店批量补货双模式并行，打通从国内集货、国际运输、商品准入、合规清关到覆盖 多国的订单履约等一站式服务。 国家邮政局网声明：此消息系转载，国家邮政局网登载此文出于传递更多信息之目的，并不意味着 赞同其观点或证实其描述。文章内容仅供参考。 针对商家多平台、多渠道分散备货调拨的问题，菜鸟提供"一盘货、多渠道"的供应链解决方案，叠 加智能分仓系统，根据历史销售数据动态调节各国库存水位，提升库存健康度。出海商家只需将货盘交 给菜鸟，即可实现亚太地区的一仓发全国、一仓发多国。此外，菜鸟自营仓拥有丰富的峰值处理经验和 强大的弹性应对能力，可以应对电商大促期间单量的剧烈波动。 "亚太市场存在多元化的消费场景和复杂的供应链需求。"菜鸟全球供应链亚太区域负责人表 示，"公司通过数字技术将分散的物流节点整合为响应敏捷的协同网络，帮助客户用更轻量的库存撬动 更大市场。" 7月2日，菜鸟全球供应链宣布对其亚太海外仓进行全面升级，共计20多个海外仓覆盖新加坡、马来 西亚、泰国、印度尼西亚、菲律宾、越南、日本、韩国、澳大利亚等国 ...

近日，麦德龙供应链有限公司（下称"麦德龙供应链"）的港股上市申请书失效，上市之路不确定性增 加，这也是其递交的第三份招股书失效。7月8日，南都湾财社记者向麦德龙供应链了解是否会重新递 表、港股上市计划是否有变动，麦德龙供应链相关负责人回应称，公司上市期间不便接受采访。 三次递交的港股招股书均失效 麦德龙供应链未能顺利闯关港股 麦德龙品牌起源于德国，1996年，其在上海开下了中国首家门店，做的是主要是B端生意，并以"会员 制""现购自运"模式经营。在外资品牌中，麦德龙表现强势。根据中国连锁经营协会发布的报告，2008 年，麦德龙在中国的销售额为126.46亿元，在连锁企业中排名第26名。彼时其仅有38家门店，单店收入 高达3.33亿元，远超过家乐福的2.52亿元和沃尔玛的2.26亿元。 然而，麦德龙并未能高歌猛进，和多个外资零售品牌一样，其后来上演的也是卖身的戏码。2019年10 月，物美集团宣布拿下了麦德龙中国80%股权，麦德龙中国被纳入物美阵营。在这一年，家乐福也被苏 宁易购收入囊中。 图源：企业官网 2021年3月29日，物美科技将物美超市业务和麦德龙中国打包，向港交所递交了上市申请，结果未能如 愿。对此 ...

中信证券研报表示，2025年二季度大众品终端需求依然偏弱，环比改善不明显。大众品企业原料成本大 都处于底部震荡或下行趋势，不过行业竞争力度不减，盈利能力提升不明显。2025年二季度看到大众品 更加"内卷"——饮料终端竞争促销加大、零食公司增长开始出现分化、乳品和餐饮供应链板块需求量价 承压，同时也看到较多结构性机会。投资建议：1)食饮最具新消费特征的零食板块。2)饮料板块中茶 饮、功能饮料维持高景气。3)盈利底部向上改善明确的乳品板块。4)其他。 ...

此外，基于万联易达集团全产业场景覆盖能力的核心优势，商品交易平台同样具备交易全场景覆盖的特点。例如针对生产制造企业、化工类企业、商贸企业 等不同类型用户，支持挂牌采购/销售、招投标等多元化交易模式。同时，分段采购、网价调差等灵活定价策略能更精准适配复杂交易场景下的结算需求， 为企业提供了灵活的交易选择。从采购需求发布、供应商筛选，到合同签订、物流配送、资金结算，商品交易平台通过"全流程、全要素"数字化重构，大幅 缩短交易周期，实现了从"线下博弈"到"线上智胜"的有效跨越。 数字经济时代，产业互联网成为驱动传统产业转型升级的关键引擎。近日，国内领先的产业互联网生态系统运营商"万联易达集团"推出以AI驱动的商品交易 平台，以技术赋能实体经济，打造产业交易新范式。 该平台为交易双方提供了包括商品资讯、交易促成、物流运输、融资支持等多元化、系统性的解决方案，通过聚合与智能匹配产业链上下游资源，打破传统 交易的高耗低效困局，构建透明、高效、公平的产业价值分配新秩序，助推传统产业数字化蝶变。 据了解，万联易达商品交易平台以"立足供应链、服务产业链、创造价值链"为核心理念，聚合能源化工品、黑色金属、有色金属、农产品等相关大 ...

Group 1 - The core issue for Tianye Co., Ltd. is the disciplinary action taken by the exchange due to violations in information disclosure, specifically the failure to timely disclose performance revision announcements and earnings forecasts [1][5] - The company reported significant internal control deficiencies, which were highlighted in the audit report by Zhongxinghua Accounting Firm, leading to a qualified opinion on the financial statements and a negative opinion on internal controls [3][6] - In the 2024 financial report, Tianye Co., Ltd. revised its revenue to 494 million yuan, a year-on-year increase of 7.34%, while the net profit attributable to shareholders dropped by 71.07% to 9.65 million yuan [3][4] Group 2 - Tianye Co., Ltd. was established in 2007 and specializes in the research, production, and sales of tropical fruit and vegetable products, including raw juice and frozen fruits and vegetables [2] - The company has established partnerships with well-known brands in the food and beverage industry, serving as a major supplier for companies like Nayuki, Tea Baidao, and Coca-Cola [2] - The company is actively working to address the internal control issues and has initiated self-evaluation procedures to rectify the identified deficiencies [6]

该公司强调， 其是英国宾利家族商业管理有限公司在中国大陆地区的唯一官方授权总运营商， 所有 涉及宾利品牌在中国大陆地区的品牌授权、产品开发及销售推广等市场经营行为，均须通过公司正规 授权。 任何单位或个人，如未获得公司授权，均不得以任何形式开展与宾利品牌相关的经营活动。 宾利品汇发布的打假声明 据界面新闻， 宾利品汇虽在声明中使用大众所熟悉的豪华汽车品牌宾利的Logo， 但其所负责的业 务中，并不包含宾利汽车。 2025.07. 08 本文字数：1037，阅读时长大约2分钟 7月8日，一家名为宾利品汇（厦门）的供应链管理有限公司发布声明称，近期， 公司发现市场上 有 部分机构或个人假冒"宾利总部"名义，擅自对外发布低价销售方案，且未向总部报备。 此类行为严 重扰乱市场秩序，损害宾利品牌的声誉，并侵害消费者及合法授权方的权益。 但由于授权管理复杂度较高，这类产品很容易被仿冒。今年6月，宾利品汇也曾发文责令电商平台未 授权商家停止侵权。据宾利品汇所述，"近期市场上出现未经该司正式授权，擅自以其名义在各大电 商平台开设店铺并销售相关产品的行为，严重侵犯其品牌权益。" 微信编辑 | 雨林 推荐阅读 宾利（Bentle ...

Strategic Cooperation - Shenzhou Holdings signed a cooperation agreement with Beijing Jiaotong University to enhance talent cultivation, research collaboration, and green supply chain development [1] - The company’s subsidiary, Koget, signed a strategic cooperation agreement with YTO Express to build an industry-leading "warehouse and distribution" ecosystem [3] Business Development - Shenzhou Holdings' subsidiary, Shenqi Digital, is collaborating with Shanghai Yidian to provide integrated services for intelligent computing infrastructure [5] - Shenqi Digital secured contracts with major automotive companies, leveraging its extensive service network to enhance operational efficiency and resource allocation [7] - Koget participated in a cross-border e-commerce conference, addressing challenges in overseas expansion and showcasing AI-driven supply chain solutions [9] - Koget's executive highlighted the importance of digitalization in enhancing supply chain efficiency during a major e-commerce event [11] - A joint working group was established with Thailand's Saha Group to explore collaboration in capital, digitalization, e-commerce, and logistics [13] Social Responsibility - The company conducted a charity event providing smart learning devices to rural children, emphasizing its commitment to education and community support [15] - A logistics data openness initiative was launched in collaboration with various organizations to promote a new mechanism for data circulation and sustainable supply chains [17] Leadership Dynamics - The chairman of Shenzhou Holdings engaged in a dialogue with a Cambridge professor, discussing the intersection of AI and business practices [19] - The chairman published an article in a global management journal, outlining methodologies for sustained enterprise growth in the digital economy [23] Honors and Qualifications - Koget received the "SSCL Golden Chain Award" for Best Supply Chain Innovation at a major logistics and supply chain event [25] - Shenqi Digital was recognized as a member of the Trusted Data Space Development Alliance, highlighting its expertise in data security and digital transformation [28] - Shenqi Digital contributed to the formulation of two national standards in ecological environment big data, showcasing its leadership in the field [29] - Koget participated in the development of a group standard for cross-border e-commerce platforms, aimed at establishing a robust governance framework [30] - Koget was selected as a quality service provider for global cross-border e-commerce marketing, enhancing its market positioning [31] - Shenzhou Holdings received multiple A-level ratings for its ESG initiatives, reflecting its commitment to sustainable development [32]

中新网香港7月8日电 香港特区政府投资推广署7日表示，2023年1月至2025年上半年，共协助超过1300 家海外及中国内地企业在港开设或拓展业务，这些企业在开设或扩展业务的首年，为香港带来超过1600 亿港元的直接投资，创造逾19000个新职位。 刘凯旋表示，目前的招商引资工作纵贯产业领域，汇聚政策导向，紧扣近年施政报告重点措施，如低空 经济、烈酒贸易、北部都会区发展等。亦协助内地企业借港出海，以及进一步推广香港作为区域贸易与 高端物流枢纽的优势，继续肩负香港在"一国两制"下，发挥"双向跳板"、内联外通的枢纽角色。 她提到，展望未来，将聚焦四大策略产业：金融服务与金融科技、创科、供应链管理与物流，以及可持 续发展与绿色经济。并致力于推广香港"可感知、可体验"的软实力，推动文化出海，向全球展示香港的 魅力以吸引投资，带动一连串产业发展，借香港稳健的资本市场，协助企业资本对接，积极推广香港作 为"引进来和走出去"的双向平台。 她续称，今年是投资推广署成立25周年，在过去四分之一世纪，累计协助超过来自全球各地的7700家海 外及内地企业在港设立或扩展业务，涵盖金融、创科、专业服务、可持续发展等多元领域，创造超过 ...

关于 上海君澜律师事务所 密尔克卫智能供应链服务集团股份有限公司 注销股票期权、回购注销限制性股票、 注销部分股票期权相关事项 之 法律意见书 二〇二五年四月 上海君澜律师事务所 法律意见书 上海君澜律师事务所 关于密尔克卫智能供应链服务集团股份有限公司 注销股票期权、回购注销限制性股票、 注销部分股票期权相关事项之 对本法律意见书，本所律师声明如下： （一）本所律师依据《中华人民共和国证券法》《律师事务所从事证券法律业务管 理办法》和《律师事务所证券法律业务执业规则（试行）》等规定及本法律意见书出具 日以前已经发生或者存在的事实，严格履行了法定职责，遵循了勤勉尽责和诚实信用 原则，进行了充分的核查验证，保证本法律意见所认定的事实真实、准确、完整，所 发表的结论性意见合法、准确，不存在虚假记载、误导性陈述或者重大遗漏，并承担 相应法律责任。 上海君澜律师事务所 法律意见书 （二）本所已得到密尔克卫如下保证：密尔克卫向本所律师提供了为出具本法律 意见书所必需的全部文件，所有文件真实、完整、合法、有效，所有文件的副本或复 印件均与正本或原件相符，所有文件上的签名、印章均为真实；且一切足以影响本所 律师做出法律判断 ...

Core Insights - The report indicates a stabilization in food and beverage demand, with signs of recovery becoming increasingly clear [1] - The core conclusion emphasizes a transition between old and new market dynamics, prioritizing market share [4] Industry Review - The food and beverage industry faced pressure in Q2 due to seasonal consumption declines and policy impacts, with significant differentiation among segments. Notably, the liquor and beer sectors were most affected, while beverages and snacks continued to show good growth [6] - Alcoholic beverages, particularly high-end liquor, are undergoing adjustments due to policy changes, while lower-alcohol options are experiencing growth. The report suggests monitoring long-term trading opportunities in the liquor sector [6][12] - The beverage sector remains robust, with double-digit growth expected in categories like electrolyte water and coconut water. The report highlights the upcoming IPO of a coconut water brand, projecting an 80% revenue growth for 2024 [6] - The snack industry is transitioning from channel expansion to category-driven growth, with strong momentum expected to continue into 2026 [6] - The restaurant supply chain is experiencing weak demand, but signs of stabilization are emerging, particularly in basic condiments and frozen prepared foods [6] Investment Recommendations - The report recommends focusing on sectors sensitive to policy changes, such as liquor, beer, and dairy products, with specific stock picks including Guizhou Moutai and Yanjing Beer [6] - It suggests selecting strong individual stocks with clear market share gains or strong earnings certainty, such as Dongpeng Beverage and Haitian Flavoring [6] - High dividend yields are highlighted as a significant safety net in the current weak market environment, with Chongqing Beer being a notable example [6] Liquor Sector Analysis - The liquor index has underperformed the broader market, with a 12% decline year-to-date, primarily due to weakening consumer demand and increased competition [12] - The report notes that the performance of individual liquor stocks has diverged, with some brands gaining market share while others struggle [13] - Guizhou Moutai's price has seen a significant decline, with a year-on-year drop exceeding 20%, impacting overall sector valuations [12][19] Profitability Forecasts - The report anticipates that many companies will struggle to meet their growth targets in 2025, with a general downward revision of revenue growth expectations [44] - It highlights that the external environment remains uncertain, putting pressure on demand, and companies are focusing on inventory reduction and sales promotion [45]