天眼查App显示，近日，广州优得美供应链有限公司成立，注册资本10万人民币，经营范围为工艺美术 品及礼仪用品销售（象牙及其制品除外）;美发饰品销售;眼镜销售（不含隐形眼镜）;化妆品零售;化妆 品批发;五金产品零售;五金产品批发;互联网销售（除销售需要许可的商品）;箱包销售;服装辅料销售;羽 毛（绒）及制品销售;工艺美术品及收藏品批发（象牙及其制品除外）;日用品销售;个人卫生用品销售; 针纺织品及原料销售;针纺织品销售;服装服饰批发;服装服饰零售;皮革制品销售;鞋帽零售;货物进出口;信 息咨询服务（不含许可类信息咨询服务）;电子产品销售;航空运输货物打包服务;国内货物运输代理;技 术服务、技术开发、技术咨询、技术交流、技术转让、技术推广;普通货物仓储服务（不含危险化学品 等需许可审批的项目）;装卸搬运。 ...

本报讯(记者陈潇)近日，神州数码（000034）控股有限公司(以下简称"神州控股")智慧供应链子公司科 捷供应链有限公司(以下简称"科捷")与全球服务机器人领域的领导品牌深圳市普渡科技有限公司(以下简 称"普渡机器人")正式签署战略合作协议。 此外，科捷还将依托其国内仓储配送资源，为普渡机器人提供本地化存储、快速调拨及全国无死角仓配 服务，助其提高产品国内市场流通效率；以及整合国内外40多个主流电商平台资源，提供一站式电商代 运营服务；量身定制智能仓储解决方案；通过KingKoo Data供应链控制塔、物流垂类大模型和企业级供 应链智能体集群"小金"，提供大数据分析与决策优化服务，实现供应链全环节精准管控。 目前，科捷正通过AI全栈技术核心引擎，结合"客户+生态"双轮驱动模式，持续强化项目方案建设，打 造"看得见、管得了、说得清、能进化"的仓储管理体系和完善的客户管理体系，做行业内的仓储管理专 家和商家的货物管理专家，将解决方案产品化、客户价值可视化、市场驱动数据化，持续深化行业供应 链服务能力。 面向未来，科捷与普渡机器人将以此次战略合作为起点，持续深化在各核心业务领域的协同，共同探 索"供应链+机器人"融 ...

Core Viewpoint - In November, the high dividend sector continued to perform relatively well, driven by its defensive attributes amid declining market risk appetite due to factors such as overseas AI debates, tightening liquidity, and geopolitical disturbances [2][3] Market Overview - The current all-A ERP is near the rolling 5-year average, indicating a potential stabilization in market conditions [1] - High dividend sectors, particularly banks and oil & petrochemicals, showed strong performance this month [1] Investment Strategy - Looking ahead to December, there is an expectation for a recovery in market risk appetite, supported by a decline in long-term U.S. Treasury yields and the U.S. dollar index [1][3] - The marginal value of high dividend sector allocation has decreased compared to November, suggesting a need for selective investment in "anti-involution" cyclical high dividend stocks and some potential high dividend varieties [1][3] Sector-Specific Insights - **Insurance Sector**: The insurance dividend strategy is transitioning to a 2.0 phase, focusing on selective investments due to declining cash yields and challenges from rising valuations and falling dividend yields [4] - **Transportation**: The sector has seen a recovery in truck demand since Q3, with recommendations for stocks that have experienced significant declines [5] - **Banking**: The stability of LPR rates is beneficial for banks, and recent stock purchases by executives have boosted market confidence [6] - **Telecommunications**: Despite slowing revenue growth, operators are improving operational efficiency and capital expenditures, positioning them well for AI-related opportunities [7] - **Oil & Petrochemicals**: The sector is expected to benefit from a recovery in raw material prices and improved demand for chemical products [8] Conclusion - The overall sentiment indicates a cautious optimism for December, with a focus on high dividend stocks that are undervalued and have strong fundamentals, particularly in cyclical sectors and essential consumer goods [3][5][6]

"面向供应链高质量发展需求，以'共享'为核心的战略框架正重塑产业价值。"龙易介绍了所在企业的具体做法：在数据共享层面，企业依托区块链、隐 私计算等技术打通全环节数据，结合AI大模型实现智能决策；技术共享层面，通过开放型技术中台降低企业数字化门槛，提供弹性算力支撑；生态共享层 面，构建全球协作网络助力企业拓展市场边界；价值共享层面，建立合理收益分配机制与绿色激励体系，兼顾多方权益与可持续发展，形成供应链转型的完 整闭环。 "此外，企业数字化转型需遵循从基础到生态的递进路径，以算力设施为重要引擎逐步深化。"龙易进一步说道，首先要推进基础设施数字化，实现生 产、物流等环节的实时监控与自动化调度；进而推动业务流程智能化，运用数字孪生等模式优化生产与需求响应效率；最终达成组织形态平台化，通过数字 工具降本增效，依托联盟链实现跨企业协同创新，完成从"工具赋能"到"生态重构"的质变。 "希望通过精准洞察市场需求、提升供应链敏捷响应能力、完善全球化运营服务，助力企业突破发展瓶颈，尤其为中小企业拓展国际市场创造有利条 件。未来我们将继续以'共享、开放、绿色、普惠'为原则，持续构建数据自由流动、价值充分释放的全球供应链网络，为助 ...

Financial Data and Key Metrics Changes - Revenue grew year over year by 28% to $38 million, continuing record performance [3][4] - Net income increased by 54% to $2.8 million, demonstrating effective revenue conversion into profit [4] - Cash and equivalents rose to $7.3 million from $3.6 million at year-end [7] - Shareholders' equity amounts to $25 million, representing 66% of the balance sheet [7] - The company raised its full-year 2025 financial guidance, expecting revenue between $45-$48 million and net income between $2.6-$3.1 million [4] Business Line Data and Key Metrics Changes - International revenues grew by 24% year over year, primarily driven by the Indian market [3][4] - The RFID Division faced challenges due to geopolitical issues and currency fluctuations, but a rebound is expected in the fourth quarter [14][15] Market Data and Key Metrics Changes - The company is strategically expanding overseas, particularly targeting India as a major market for wire and connector assembly [3][5] - The defense sector's growth is supported by increased global defense budgets and replenishment of Israeli defense forces' inventory [5] Company Strategy and Development Direction - The company aims to enhance organic growth through strategic actions and international expansion [5] - Plans to open a branch office in India to facilitate sales and reduce costs [25][30] - The company is targeting profitable acquisitions in the Israeli defense sector to complement its offerings [22][34] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the geopolitical stabilization in the Middle East positively impacting growth [5] - The company believes that the defense segment will continue to grow, even in times of peace, due to consistent defense budget increases [18][32] - Management is focused on reducing cyclicality by increasing international sales and diversifying the product portfolio [32] Other Important Information - The company has a positive working capital of $18 million and minimal long-term debt [7] - The price-to-earnings ratio for B.O.S. is 11, compared to 20 for the Russell 2000 index, indicating attractive valuation [7] Q&A Session Summary Question: Can you highlight a couple of expanding opportunities with new customers? - Management mentioned new overseas clients, particularly from India, as a significant focus [11][12] Question: When do you expect revenues from the new Indian customer to impact your P&L? - Revenues from international markets have already impacted the P&L, with a 24% increase noted [12] Question: Can you expand on the loss in the RFID Division? - The RFID Division faced challenges due to geopolitical issues and currency fluctuations, but a rebound is expected [14] Question: How much did currency fluctuations impact your P&L? - The US dollar's devaluation against the shekel created approximately $500,000 in additional cost pressure [15] Question: What is the impact of the end of the war in Gaza on your business? - The defense segment is expected to grow due to ongoing demand, while the civil market may not benefit from the war [17] Question: How do you intend to make the company less cyclical? - Increasing international sales and diversifying the product portfolio are key strategies to reduce cyclicality [32] Question: Are you looking at any specific M&A opportunities? - The company plans to close an M&A deal within the next year, targeting profitable companies in the defense sector [34][40]

Core Insights - Digital China Holdings Limited's subsidiary, KJ Supply Chain Co., Ltd., has signed a strategic cooperation agreement with the new stationery brand Kasimir in Hangzhou, aiming to enhance supply chain management and e-commerce operations [1][2] Group 1: Strategic Cooperation - The partnership will focus on comprehensive collaboration in supply chain management, e-commerce operations, and intelligent warehousing solutions to drive growth and innovation for the Kasimir brand in the stationery market [1] - KJ Supply Chain will provide a full range of supply chain services, including warehouse management, e-commerce operations, and digital system support [1][2] Group 2: Technological Integration - KJ Supply Chain's proprietary systems, including the Supply Chain Control Tower and KingKoo Data platform, will enhance operational efficiency [1][2] - The company will leverage its extensive warehousing network across over 300 cities in China and international capabilities across more than 40 e-commerce platforms to support Kasimir's domestic and cross-border market expansion [1] Group 3: Performance Metrics - Since the initial contact in March 2025, KJ Supply Chain has demonstrated efficient collaboration, achieving a 228% increase in order volume from May to October [2] - The company maintained a 99.99% outbound timeliness rate during this period, ensuring successful execution of Kasimir's promotional events [2] Group 4: Future Outlook - The partnership is expected to deepen cooperation in supply chain digitization and logistics efficiency optimization, exploring new pathways for upgrading the fast-moving consumer goods supply chain [2]

Core Viewpoint - Xiamen Xinda (SZ000701) experienced a trading halt with a price of 7.21 yuan, marking a 10.08% increase, attributed to strategic adjustments and improvements in cash flow [1][2]. Group 1: Business Transformation - Xiamen Xinda is undergoing a strategic transition, reducing traditional supply chain operations while expanding into emerging sectors like digital technology [2]. - The revenue from the digital technology segment increased by 71%, and automotive exports surged by 167%, indicating the effectiveness of the business restructuring [2]. Group 2: Financial Performance - The company's operating cash flow turned positive, showing a year-on-year improvement of 121.7%, alleviating financial pressures [2]. - Ongoing enhancements in corporate governance, including revisions to company bylaws and improvements in the independent director system, have positively influenced the company's stock performance [2]. Group 3: Market Trends - There is a growing market interest in digital technology and new energy vehicles, aligning with Xiamen Xinda's focus on smart transportation, smart city management, and smart defense sectors [2]. - Related sectors saw varying degrees of stock price increases, contributing to a sector-wide rally [2]. Group 4: Technical Analysis - Technical indicators suggest potential inflows of institutional capital, with the possibility of a MACD crossover or a breakout above key resistance levels attracting more investor attention [2].

一方面，创新智能治理协同机制，筑牢数据安全防御体系。建立国家级数智供应链中枢平台，完善 跨部门、多主体的技术攻关、场景创新与生态培育的协同机制。确定算力基座强化、产业级算法迭代、 数字孪生融合等攻坚方向，推动基础技术协议开源共享，构建兼容物流机器人、智能仓储等多元化场景 的弹性化技术架构。建立智能中枢，实现供应链数据的智能管控，集成区块链、数字孪生等技术，形成 覆盖供应商、制造商、分销商的多级数据关系图谱。部署数据安全防御系统性架构，满足库存共享、产 能协同等业务场景的数据安全需求。 加快人工智能等数智技术创新，是《中共中央关于制定国民经济和社会发展第十五个五年规划的建 议》中一个重要提法。当前，我国数智供应链发展迅速，其以人工智能、物联网、大数据为核心技术支 撑，实现从生产制造到终端消费的全链路数智化协同，为构建现代化产业体系注入新动能。 我国数智供应链建设正驶入创新突破、深度融合的快车道。在数智赋能方面，供应链正经历从局部 数字化到全域集成的转变，实现全链路的数字化映射、智能化决策与可视化管控的一体联动。至2024 年，我国轻工业企业关键环节的数字化水平显著提升，数字化研发设计工具的普及率高达84.9%， ...

极目新闻记者 潘锡珩 通讯员 赵燕 11月21日，作为2025年汉交会的重要配套活动，武汉国际供应链对接合作交流活动成功举办，活动以"链接资源 共赢未来"为主题，旨在发挥"汉交会"平台 作用，汇聚政府部门、行业机构、重点企业等多方力量，支持引导武汉企业拓展境内外供应链合作伙伴，加快构建武汉市联通全球、协同高效的国际供应 链体系。 在战略发布与经验分享环节，武汉市重点供应链企业代表先后发言。 东风集团采购管理部总经理徐斌提出了包含转型发力期、快速抬升期在内的"两步走"规划，明确海外战略目标，并介绍通过长约集采、布局海外备件仓等 方式提升国际物流服务能力的具体举措。长江国贸副总经理卞大奎详细讲解了在进口、出口两端的模式创新，以及"引金融活水、提供应链价值"的战略理 念。湖北国贸总经理任超分享了海外基地建设成效，以及推动内外贸协同发展、加强数字化与平台化建设的下一步计划。湖北国际经合董事长王进力从供 应链资源整合等角度分享了战略视野，提出了"以国家战略为指引，以湖北发展为使命，以全球视野谋布局，以实干精神抓落实，让供应链成为'共赢 链'"的倡导。 在嘉宾交流环节，境内合作商代表、深圳外代国际货运有限公司总经理徐俊先 ...

Group 1 - The core business of the company includes digital intelligence technology, electronic technology, supply chain, and automobile distribution [1] - The digital intelligence technology services multiple key areas such as smart transportation, smart city management, smart national defense, smart warehousing, and smart parks [1] - Investors are encouraged to pay attention to the company's periodic reports for related operational conditions [1]