登录新浪财经APP 搜索【信披】查看更多考评等级 ■ 上述增持主体存在一致行动人： 证券代码：603128证券简称：华贸物流公告编号：2025-027 港中旅华贸国际物流股份有限公司 增持股份进展公告 本公司董事会、全体董事及相关股东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： ● 港中旅华贸国际物流股份有限公司（以下简称"公司"）于2025年10月10日发布《关于控股股东增持股 份及增持计划的公告》，公司控股股东中国物流集团有限公司的全资子公司中国物流集团资本管理有限 公司（以下简称"资本管理有限公司"）计划自2025年10月9日起6个月内，通过上海证券交易所交易系统 以集中竞价交易方式增持公司股份，增持金额不低于人民币0.645亿元，不超过人民币1.29亿元。 截止2025年11月21日，资本管理有限公司已通过集中竞价交易方式增持公司股份4,049,530股。 ● 增持计划无法实施风险：本次增持计划可能因资本市场情况变化等因素影响存在不确定性。 一、增持主体的基本情况 （二）本次增持计划是否导致公司控股股东及实际控制人发生变化 ...

每经AI快讯，飞力达（SZ 300240，收盘价：7.59元）11月21日晚间发布公告称，公司第六届第十八次 董事会会议于2025年11月21日通过通讯表决的方式召开。会议审议了《关于修订公司部分制度的议案》 等文件。 截至发稿，飞力达市值为28亿元。 每经头条（nbdtoutiao）——展望"十五五" | 专访黄群慧：既要重视AI赋能千行百业，也要考量其对就业 的替代效应和带来的收入极化 2024年1至12月份，飞力达的营业收入构成为：服务业占比100.0%。 （记者 贾运可） ...

Core Viewpoint - The company, 港仔机器人, has issued a profit warning indicating an expected increase in net losses for the upcoming interim period, primarily due to share-based payment expenses and losses from the sale of subsidiaries [1]. Financial Performance - The company anticipates a net loss attributable to shareholders of approximately HKD 59 million for the six months ending September 30, 2025, compared to a loss of about HKD 32.7 million for the same period in 2024 [1]. - The increase in losses is attributed to share-based payment expenses of approximately HKD 17.6 million and a net loss of about HKD 4.7 million from the sale of subsidiaries [1]. - After excluding the impact of share-based payments and subsidiary sales, the adjusted loss for the interim period is expected to be around HKD 36.7 million, a slight increase of approximately HKD 4 million compared to the previous year's adjusted loss of HKD 32.7 million [1]. Company Background - 港仔机器人集团控股有限公司 was established in Bermuda and listed in 1996, primarily engaged in international air and sea freight forwarding, logistics services, and trading of securities and commodities [1]. - The company has been expanding its financial services, including financing leasing in China since July 2015 and plans to develop its lending business in Hong Kong [1]. Stock Performance - The company has reported continuous losses since 2018, accumulating a total loss of HKD 740 million over seven years [2]. - The stock price has been on a downward trend since its second year of listing, reaching a record low of HKD 0.073 per share in September last year [2]. - Despite a brief surge in stock price to HKD 1.92 per share on June 9 this year, the upward momentum could not be sustained [2]. - As of November 20, the stock price has declined by 4.90%, trading at HKD 0.97 per share [3].

Core Insights - In Q3 2025, JD Group achieved revenue of 299.1 billion yuan, a year-on-year increase of 14.9%, exceeding Bloomberg consensus expectations [1] - The company's non-GAAP net profit for Q3 2025 was 5.8 billion yuan, a decline of 56% year-on-year, with a non-GAAP net profit margin of 1.9%, down 3.2 percentage points [1] JD Retail - JD Retail generated revenue of 250.6 billion yuan in Q3 2025, a year-on-year growth of 11.4%, with operating profit of 14.8 billion yuan, up 27.6% [1] - The electronics and home appliances category experienced a slowdown in growth due to high base effects from trade-in programs, but maintained its leading position through supply chain advantages [1] - The daily necessities category saw revenue growth of 18.8%, approximately four times the industry average, with supermarkets maintaining double-digit growth for seven consecutive quarters [1] - The number of active users surpassed 700 million in October, with a significant increase in shopping frequency, particularly during the "1111" shopping event [1] JD Logistics - JD Logistics reported revenue of 55.1 billion yuan in Q3 2025, a year-on-year increase of 24.1%, with adjusted net profit reaching 2.02 billion yuan [1] - Integrated supply chain revenue grew by 45.8%, leading the industry in growth [1] - The company is accelerating its overseas expansion, with localized operations deepening, including the launch of self-operated express services in Saudi Arabia [1] Investment Outlook - The company's penetration rate across all categories is expected to continue increasing, with projected revenues of 1,339.9 billion yuan, 1,463.1 billion yuan, and 1,586.5 billion yuan for 2025-2027, representing year-on-year growth of 15.6%, 9.2%, and 8.4% respectively [1] - Adjusted net profits (non-GAAP) for 2025-2027 are forecasted to be 29.1 billion yuan, 42.6 billion yuan, and 55.2 billion yuan [1] - The current stock price corresponds to P/E ratios of 12, 8, and 6 for the respective years [1]

上海雅仕投资发展股份有限公司（证券代码：603329，证券简称：上海雅仕）于2025年11月20日发布公 告称，公司第四届董事会第十三次会议已于11月19日审议通过《关于使用部分闲置募集资金进行现金管 理的议案》，同意公司及子公司使用不超过2亿元（含本数）的闲置募集资金进行现金管理，投资期限 为自董事会审议通过之日起十二个月，资金可在上述额度及有效期内循环滚动使用。 本次议案无需提交公司股东大会审议，董事会已授权董事长及其授权人士在额度范围内行使投资决策权 并签署相关文件，财务部门将负责具体组织实施。 点击查看公告原文>> 声明：市场有风险，投资需谨慎。 本文为AI大模型基于第三方数据库自动发布，任何在本文出现的信 息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成 个人投资建议。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验， 因此本文内容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联 系biz@staff.sina.com.cn。 责任编辑：小浪快报 据公告披露，本次现金管理的投资品种将聚焦安全性高、流动性 ...

截至发稿，上海雅仕市值为30亿元。 每经头条（nbdtoutiao）——爱泼斯坦案文件解密倒计时，美国会"秒过"法案直通特朗普，引爆两党"极 限撕扯" （记者 张明双） 每经AI快讯，上海雅仕（SH 603329，收盘价：12.19元）11月19日晚间发布公告称，公司第四届第十三 次董事会会议于2025年11月19日在公司会议室以现场结合通讯表决方式召开。会议审议了《关于变更注 册资本并修订 <公司章程> 的议案》等文件。 2025年1至6月份，上海雅仕的营业收入构成为：供应链执行贸易占比73.44%，多式联运占比18.1%，第 三方物流服务占比7.87%，其他业务占比0.59%。 ...

Investment Rating - The report initiates coverage with a "Buy" rating for JD Group [4][6]. Core Insights - JD Group's Q3 2025 revenue reached 299.1 billion RMB, a year-on-year increase of 14.9%, exceeding Bloomberg consensus expectations [1]. - The company's retail segment achieved revenue of 250.6 billion RMB, growing 11.4% year-on-year, with operating profit rising 27.6% to 14.8 billion RMB [2]. - New business, including food delivery, saw a significant revenue increase of 214% year-on-year, indicating strong growth potential [3]. - JD Logistics reported revenue of 55.1 billion RMB, up 24.1% year-on-year, with a net profit of 2.02 billion RMB [3]. Summary by Sections Financial Performance - Q3 2025 Non-GAAP net profit attributable to ordinary shareholders was 5.8 billion RMB, a decline of 56% year-on-year, with a Non-GAAP net profit margin of 1.9%, down 3.2 percentage points [1]. - The report forecasts revenues for 2025-2027 to be 1,339.9 billion RMB, 1,463.1 billion RMB, and 1,586.5 billion RMB, reflecting growth rates of 15.6%, 9.2%, and 8.4% respectively [4][5]. Business Segments - JD Retail's user base surpassed 700 million, with significant growth in shopping frequency during the "11.11" shopping festival, where the number of ordering users increased by 40% and order volume by nearly 60% [2]. - The logistics segment is expanding internationally, with new services launched in Saudi Arabia and the U.S., enhancing JD's integrated supply chain capabilities [3]. Valuation Metrics - The current stock price corresponds to a price-to-earnings (P/E) ratio of 12 for 2025, 8 for 2026, and 6 for 2027 [4][5].

VerifyMe (NasdaqCM:VRME) Q3 2025 Earnings Call November 17, 2025 09:00 AM ET Company ParticipantsJennifer Cola - CFOAdam Stedham - CEOConference Call ParticipantsMichael Petusky - Managing Director and Research AnalystOperatorGood day and welcome to the VerifyMe Q3 2025 Financial Results Conference call. All participants will be in listen-only mode. Should you need assistance, please signal a conference specialist by pressing the star key followed by zero. After today's presentation, there will be an opport ...

Financial Data and Key Metrics Changes - The company's Q3 2025 revenue was $5.0 million, down from $5.4 million in Q3 2024, a decrease of $0.4 million primarily due to $0.8 million from discontinued services with two proactive customers [7][10] - Gross profit increased to $2.1 million in Q3 2025 from $1.9 million in Q3 2024, with gross margin improving to 41% from 35% [8][10] - The net loss for Q3 2025 was $3.4 million, or $0.26 per diluted share, compared to a net loss of $2.9 million, or $0.23 per diluted share in Q3 2024 [10][11] - Adjusted EBITDA improved to $0.8 million in Q3 2025 from $0.2 million in Q3 2024 [11] Business Line Data and Key Metrics Changes - PeriShip revenue decreased approximately 14% in Q2 2025 compared to the previous year, but Q3 2025 saw a smaller decline of about 7% due to sales and marketing efforts [4][5] - Operating expenses decreased to $1.7 million in Q3 2025 from $2.5 million in Q3 2024, attributed to the divestiture of the TrustCodes business and cost-cutting measures [10][11] Market Data and Key Metrics Changes - The transition to a new proactive shipping partner is expected to impact Q4 2025 and Q1 2026 revenues, with no specific guidance provided for 2026 at this time [5][9] - The company anticipates remaining cash flow positive for the full year of 2025 despite the transitional revenue impact [12][13] Company Strategy and Development Direction - The company is focused on transitioning to a new proactive shipping partner, which is believed to provide a better platform for sustained organic growth in the long term [5][13] - The management emphasizes the importance of maintaining customer loyalty during the transition and is actively working to facilitate customer shifts to the new partner [19][30] Management Comments on Operating Environment and Future Outlook - Management acknowledged the challenges posed by the transition from the previous shipping partner and the impact on revenue, but expressed optimism about future growth and operational efficiencies [3][13] - The company plans to provide specific guidance for 2026 in the next earnings call, indicating a commitment to transparency and strategic planning [5][30] Other Important Information - The company recognized a one-time non-cash impairment expense of $3.9 million in Q3 2025 related to goodwill and intangible assets in the PeriShip business [9][10] - The cash balance as of September 30, 2025, was $4.0 million, with $1 million available under a line of credit and no outstanding borrowings [11][12] Q&A Session Summary Question: What was the revenue contribution of the proactive business that ended in September? - Management indicated that they do not have a precise figure for the revenue contribution from the proactive business, as it is a dynamic situation with ongoing customer transitions [17][21] Question: Can you provide last year's Q4 revenue contribution from the FedEx business? - Management stated that all proactive customers used FedEx last year, but they cannot provide a specific percentage of Q4 revenue from that business due to customer turnover and ongoing transitions [20][22] Question: What is the status of potential M&A discussions? - Management confirmed ongoing conversations regarding potential acquisitions but noted that timing is difficult to predict [25] Question: How much of the operating expense improvement was due to TrustCodes? - Approximately $500,000 of operating expenses in Q3 2024 were associated with TrustCodes, indicating significant cost reductions in the current period [27]

（原标题：越南物流服务业确立新发展目标） 未来几年，越南物流服务业增长将继续得益于强劲的出口生产、稳定增长的线上购物、不断改善的 交通与港口基础设施和对数字追踪系统和智能仓储的持续投资。新获批的战略不仅为企业创造有利环 境，拓展物流服务投资空间，更致力于将越南提升为区域物流中心。凭借东盟门户的战略地位和通过自 贸协定深度融入国际经济，越南在发展物流业方面具备显著优势。 越通社11月12日报道，越南政府刚批准的《2025—2035年越南物流服务业发展战略暨2050年愿景》 提出主要发展目标为：2025—2035年物流服务年均增长率达12%—15%，物流成本占GDP比重将从当前 18%—20%降至12%—15%，使物流附加值占GDP比重达5%—7%，物流绩效指数跻身全球40强，建设5 —10个达国际水平的现代化物流中心，将越南打造为区域物流枢纽。 裴伯严直言，部分政府级项目因缺乏实施资金陷入停滞，工贸部建议尽快为战略中的活动安排配套 资金。此外，基础设施发展需大规模融资，但物流领域吸引外资面临瓶颈，如行业准入限制严格、行政 手续繁琐、基础设施系统协同不足、仓储港口与道路网络缺乏现代化连接等，导致投资成本上涨，效率 ...