证券日报网讯怡亚通（002183）9月24日在互动平台回答投资者提问时表示，公司是深投控旗下中国A 股首家上市供应链企业，公司以"供应链+产业链+孵化器"模式，聚焦大消费、新能源新材料、大科技 等三大赛道，已发展成一家整合型数智化综合商社。未来，公司将持续深耕大科技赛道，凭借深厚的行 业积淀、创新的运营模式与卓越的资源整合能力，不断拓展业务边界，提升核心竞争力。 ...

Group 1 - The conference titled "2025 Procurement and Supply Management Conference and the Sixth China Supply Chain Management Annual Conference" was held in Xiamen, focusing on building an open, inclusive, resilient, and sustainable global supply chain [2][5][12] - The event gathered over 3,000 participants, including government leaders, international organization representatives, experts, scholars, and corporate executives, to discuss core topics such as supply chain trends, innovative practices, and international cooperation [2][5][12] - The conference emphasized the urgency of creating resilient supply chains in the face of geopolitical tensions, climate disasters, and technological changes, highlighting the importance of integrating sustainability into every decision [5][6] Group 2 - The conference featured a main forum where various leaders discussed the current state of global supply chains, identifying three main factors affecting stability: geopolitical tensions, digital technology-driven industrial upgrades, and the need for green transformation [15][16] - The "Xiamen Initiative" was launched, proposing six core directions for global supply chain development, including building an inclusive global supply chain framework and enhancing cooperation mechanisms [12][13] - The "Global Supply Chain Development Trend Blue Book (2025)" was released, predicting a 2.8% global economic growth rate for 2025 and outlining systemic changes in supply chains due to regionalization, tariff policies, and climate governance [18][31] Group 3 - The conference highlighted the role of digital technologies such as AI and blockchain in transforming supply chain management, emphasizing the need for companies to adapt to these changes to enhance efficiency and resilience [21][28] - The importance of social responsibility (ESG) in supply chains was underscored, with a report released detailing the significance of ESG practices for sustainable development and competitive advantage [37][38] - The event concluded with discussions on the globalization of supply chains and the strategic role of Chinese companies in international markets, emphasizing the need for collaboration and innovation [40][44]

9月19日，建发股份召开半年度业绩说明会，管理层对房地产业务及家居业务的发展规划等问题一一作出回应。 今年上半年，建发股份实现营收3153.21亿元，同比下滑1.16%，归母净利润同比下跌29.87%至8.41亿元，创下近十年的最低值。 | | | | 里区:兀 巾秤:人民巾 本报告期比上年同期增减 | | --- | --- | --- | --- | | 主要会计数据 | 本报告期 | 上年同期 | | | | (1-6月) | | (%) | | 营业收入 | 315 320, 573, 443, 66 | 319,014,511,729,17 | -1. 16 | | 利润总额 | 1, 618, 373, 480. 48 | 2. 675. 503. 703. 35 | -39.51 | | 归属于上市公司股东的净利润 | 840. 746. 010. 40 | 1. 198. 840. 473. 30 | -29. 87 | | 归属于上市公司股东的扣除非经常性损益的净利润 | 674.895. 158. 69 | 847,687,539.03 | -20. 38 | | 经营活动产生的现金流量净 ...

Core Insights - A new company, Shanwei Rui'en Craft Beer Supply Chain Service Co., Ltd., has been established with a registered capital of 100,000 RMB [1] Company Overview - The company operates in various sectors including domestic cargo transportation agency, domestic trade agency, cargo packing services, delivery services, cultural and artistic exchange organization, conference and exhibition services, and internet sales (excluding goods requiring permits) [1] - The company is authorized to engage in licensed activities such as liquor sales and food sales, specifically pre-packaged food [1] Business Scope - The general business scope includes domestic cargo transportation agency, domestic trade agency, cargo packing services, delivery services, cultural and artistic exchange activities, conference and exhibition services, and internet sales of pre-packaged food [1] - The company must obtain relevant approvals for licensed activities, which include liquor and food sales [1]

Core Viewpoint - JD.com has announced deep cooperation with 95% of China's top 500 private enterprises, aiming to support their digital transformation and high-quality development while achieving its own rapid and stable growth [1] Group 1: Cooperation and Impact - JD.com is collaborating with a significant majority of China's top private enterprises, emphasizing its role in enhancing the digital supply chain capabilities of these companies [1] - The private economy is a crucial component of China's socialist market economy, contributing significantly to economic growth, job stability, income increase, and livelihood security [1] Group 2: Performance and Recognition - In August, the All-China Federation of Industry and Commerce released the "2025 China Private Enterprises Top 500" list, highlighting the growth trajectory of private enterprises [1] - JD.com ranked first on this list for four consecutive years, with a revenue scale of 1.15 trillion yuan, making it the only private enterprise to exceed 1 trillion yuan in revenue [1] Group 3: Role in High-Quality Development - JD.com's development practices, including the establishment of a digital supply chain system and the opening of technology and infrastructure, serve as a model for high-quality development in the private economy [1] - The deep cooperation with 95% of the top 500 private enterprises demonstrates JD.com's commitment to providing reliable services that help reduce costs and improve efficiency in the industry [1]

Core Viewpoint - On September 17, Yiatong's stock price dropped by 5.13%, closing at 5.73 CNY per share, with a trading volume of 2.148 billion CNY and a turnover rate of 13.96%, resulting in a total market capitalization of 14.881 billion CNY [1] Company Overview - Shenzhen Yiatong Supply Chain Co., Ltd. is located in Longgang District, Shenzhen, Guangdong Province, and was established on November 10, 1997, with its listing date on November 13, 2007. The company's main business involves supply chain management services [1] - The revenue composition of Yiatong's main business includes: 76.73% from distribution and marketing, 20.25% from cross-border and logistics services, and 3.27% from brand operation [1] Shareholder Information - Among Yiatong's top ten circulating shareholders, one fund under Huaxia Fund ranks as a significant holder. The Huaxia CSI 1000 ETF (159845) entered the top ten circulating shareholders in the second quarter, holding 9.898 million shares, which accounts for 0.38% of the circulating shares. The estimated floating loss today is approximately 3.0684 million CNY [2] - The Huaxia CSI 1000 ETF (159845) was established on March 18, 2021, with a latest scale of 38.227 billion CNY. Year-to-date returns are 26.87%, ranking 1825 out of 4222 in its category; the one-year return is 71.23%, ranking 1256 out of 3804; and since inception, the return is 27.65% [2]

Core Points - Sichuan Panju Supply Chain Management Co., Ltd. has been established with a registered capital of 1 million RMB [1] - The legal representative of the company is Hong Zhiping [1] - The company's business scope includes liquor operation, food sales, internet information services, and catering services [1] Business Scope - The company is involved in licensed projects such as liquor operation and food sales, which require approval from relevant authorities before commencing operations [1] - General projects include technology services, supply chain management services, marketing planning, and sales of various materials and equipment [1] - The company also engages in domestic trade agency, import and export agency, and ordinary goods warehousing services [1]

Core Viewpoint - Jiangxi Dingfu Recycling Resources Co., Ltd. has been established with a registered capital of 1 million RMB, indicating a focus on various resource management and logistics services [1] Company Overview - The legal representative of Jiangxi Dingfu Recycling Resources Co., Ltd. is Gu Yongliang [1] - The company has a registered capital of 1 million RMB [1] Business Scope - The company is involved in licensed projects such as road cargo transportation (excluding hazardous goods), food sales, and liquor business, which require approval from relevant authorities [1] - General business activities include supply chain management services, ordinary cargo warehousing (excluding hazardous chemicals), domestic cargo transportation agency, loading and unloading, packaging services, and internet sales (excluding goods requiring permits) [1] - Additional services offered include cultural and artistic exchange organization, project planning and public relations, conference and exhibition services, and information consulting (excluding licensed information consulting) [1] - The company also engages in the sale of daily necessities, wholesale and retail of hardware products, sales of metal and building materials, recycling of renewable resources (excluding production waste metals), and sales of chemical products (excluding licensed chemical products) [1] - The company is involved in the wholesale and retail of automotive parts, electronic products, computer software and hardware, as well as the wholesale and retail of edible agricultural products [1] - The company has the capability for import and export of goods and technology (excluding projects requiring approval) [1]

Core Viewpoint - Hefei Nanmu Liqing Supply Chain Management Co., Ltd. has been established with a registered capital of 1 million RMB, focusing on various food-related services and products [1] Group 1: Company Overview - The legal representative of the company is He Zhicai [1] - The registered capital is 1 million RMB [1] Group 2: Business Scope - The company is involved in food sales, food management, catering services, and transportation of fresh milk [1] - It also engages in wholesale of salt and various agricultural products, including fresh fruits, vegetables, and meat [1] - The company provides services related to agricultural production, including technology, information, and facility construction [1] - Additional services include general goods warehousing, market management, environmental consulting, and agricultural research [1] - The company is permitted to sell pre-packaged food and engage in internet sales of food products [1]

Group 1 - The core viewpoint of the news is that Wuchan Zhongda has experienced a continuous stock price increase, with a 6-day cumulative rise of 6.07% and a current stock price of 5.94 yuan per share, leading to a total market capitalization of 30.717 billion yuan [1] - Wuchan Zhongda's main business includes modern supply chain integration services for bulk commodities, automotive sales and after-sales services, real estate, and financial services, with supply chain integration services accounting for 92.05% of its main business revenue [1] - The company was established on December 31, 1992, and went public on June 6, 1996, with its headquarters located in Hangzhou, Zhejiang Province [1] Group 2 - According to data, the Western Lide Fund holds a significant position in Wuchan Zhongda, with its fund "Western Lide Individual Stock Selection A" (673090) holding 9,200 shares, representing 1.75% of the fund's net value [2] - The fund has achieved a year-to-date return of 12.53% and a one-year return of 24.14%, ranking 2,352 out of 4,271 and 2,902 out of 3,794 in its respective categories [2] - During the 6-day stock price increase, the fund has earned approximately 3,128 yuan in floating profit [2]