10月28日，厦门国贸涨5.1%，截至发稿，报6.80元/股，成交2.87亿元，换手率2.01%，总市值145.36亿 元。 资料显示，厦门国贸集团股份有限公司位于福建省厦门市湖里区仙岳路4688号国贸中心，成立日期1996 年12月24日，上市日期1996年10月3日，公司主营业务涉及供应链管理、房地产经营、金融服务。主营 业务收入构成为：供应链管理业务99.63%，健康科技业务0.36%，其他板块业务0.02%。 从基金十大重仓股角度 交银中证红利低波动100指数A（020156）基金经理为蔡铮、邵文婷。 截至发稿，蔡铮累计任职时间12年309天，现任基金资产总规模114.04亿元，任职期间最佳基金回报 170.54%， 任职期间最差基金回报-87.04%。 邵文婷累计任职时间4年183天，现任基金资产总规模126.23亿元，任职期间最佳基金回报48.45%， 任 职期间最差基金回报-28.73%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，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。 责任编辑：小浪快报 ...

Core Viewpoint - The company, Haicheng Bangda Supply Chain Management Co., Ltd., has released its quarterly report, ensuring the accuracy and completeness of the financial information presented, and confirming that there are no false records or significant omissions [2][3]. Financial Data Summary - The financial statements for the third quarter are not audited, and the report covers the period from the beginning to the end of the quarter [3]. - The report includes major accounting data and financial indicators, with a focus on non-recurring gains and losses, which are applicable for the current reporting period [3][4]. - As of September 30, 2025, the company has a total of 5,814,500 shares held in its repurchase account, representing 2.83% of the total share capital [4]. Shareholder Information - The report provides details on the total number of ordinary shareholders and the top ten shareholders, including a note on the name change of a significant shareholder [4]. - There are no changes reported in the share lending situation of the top ten shareholders or the top ten unrestricted circulating shareholders [5]. Audit and Financial Statements - The financial statements, including the consolidated balance sheet, profit and loss statement, and cash flow statement for the first nine months of 2025, are prepared without an audit [6].

Financial Performance - The company reported a total revenue of 2.902 billion yuan for Q3 2025, an increase of 12.63% year-on-year, while the net profit attributable to shareholders was 141 million yuan, a decrease of 21.2% [1] - In Q3 2025, the total revenue was 790 million yuan, a decline of 22.1% year-on-year, but the net profit attributable to shareholders increased by 22.95% to 61.585 million yuan [1] - The gross margin decreased to 9.75%, down 22.37% year-on-year, and the net margin fell to 5.03%, down 30.71% year-on-year [1] Accounts Receivable and Debt - Accounts receivable increased significantly, with a year-on-year growth of 113.79%, reaching 1.531 billion yuan [1] - Interest-bearing liabilities rose to 1.786 billion yuan, an increase of 24.27% year-on-year [1] - The company's cash assets are considered healthy, but the debt ratio has reached 34.33% [3] Semiconductor Business - The company is expanding its semiconductor customer base and has established new partnerships with domestic and international semiconductor firms [4] - The company aims to enhance service cooperation with key clients in the semiconductor industry and improve supply chain management products [4] International Logistics - The international logistics segment saw a revenue increase of 329.56% year-on-year in the first half of 2025 [4] - The company is developing a flexible supply chain solution by integrating various transportation modes, enhancing its international logistics capabilities [4] Digital Transformation - The company is investing in big data and AI technologies to optimize international logistics processes and improve service quality [5] - Plans include the development of smart logistics networks and automated warehouses to enhance operational efficiency [5] Self-built Warehousing Projects - The company is making progress with self-built warehousing projects in Chongqing and Kunming, which are expected to contribute positively to performance [6] - Ongoing projects in Shenzhen are also aimed at serving the cross-border e-commerce and semiconductor sectors [6]

Core Viewpoint - Kunming Henghong Trading Co., Ltd. has been established with a registered capital of 1.33 million RMB, focusing on various agricultural and trading services [1] Company Summary - The legal representative of Kunming Henghong Trading Co., Ltd. is Wang Yu [1] - The company’s registered capital is 1.33 million RMB [1] - The business scope includes supply chain management services, production, sales, processing, transportation, and storage of agricultural products [1] - The company is involved in retail and wholesale of edible agricultural products and fresh meat [1] - Additional activities include the sale and maintenance of agricultural machinery, technology services, and domestic trade agency [1] Industry Summary - The establishment of the company reflects growth in the agricultural and trading sectors, particularly in supply chain management and agricultural product services [1] - The diverse range of services offered indicates a comprehensive approach to agricultural commerce, which may enhance market competitiveness [1]

Core Viewpoint - Guangdong Zhenjin Supply Chain Co., Ltd. has been established with a registered capital of 10 million RMB, focusing on various supply chain management and jewelry-related services [1] Group 1: Company Overview - The company is registered with a capital of 10 million RMB [1] - It operates in multiple sectors including supply chain management, jewelry manufacturing, wholesale, and retail [1] Group 2: Business Scope - The business scope includes supply chain management services, jewelry manufacturing, wholesale, and repair services [1] - It also engages in the sale of gold and silver products, mold manufacturing and sales, and various art and craft products [1] - The company provides technology services, consulting, and development, as well as import and export agency services [1] Group 3: Additional Services - The company is involved in the sale of new energy vehicles, housing leasing, and land use rights leasing [1] - It offers services related to international cargo transportation, software outsourcing, and digital cultural creative software development [1] - The company also engages in investment activities using its own funds and provides various consulting services [1]

Core Viewpoint - The company plans to utilize idle raised funds for cash management to enhance fund efficiency and generate returns for shareholders while ensuring the safety of the funds [3][12]. Investment Overview - **Investment Purpose**: The aim is to improve the efficiency of raised funds and ensure that the normal implementation of fundraising projects is not affected while increasing returns for the company and its shareholders [3]. - **Investment Amount**: The total amount for cash management is set at 50 million RMB [4]. - **Source of Funds**: The funds for this cash management initiative will come from idle raised funds [4]. Fundraising Background - The company was approved by the China Securities Regulatory Commission to issue up to 51.31 million shares at a price of 16.84 RMB per share, raising a total of approximately 864.06 million RMB, with a net amount of about 784.17 million RMB after deducting issuance costs [5]. Approval Process - The board of directors and the supervisory board approved the cash management proposal on April 17, 2025, allowing the use of up to 220 million RMB of idle raised funds within a 12-month period [7]. Risk Analysis and Control Measures - **Risk Analysis**: While the company intends to invest in high-safety, liquid principal-protected financial products, there are risks associated with market fluctuations and macroeconomic changes that could affect returns [8]. - **Control Measures**: The company will adhere to regulations, monitor the investment closely, and take necessary actions to mitigate risks if adverse factors are identified [9][10]. Impact on the Company - The cash management of idle raised funds is expected to enhance fund efficiency without affecting the normal operations of fundraising projects, thereby potentially increasing overall performance and returns for shareholders [12]. - As of June 30, 2025, the company's cash balance was approximately 1,004.31 million RMB, with the cash management amount representing about 4.98% of this balance, indicating minimal impact on the company's financial health [13].

Core Viewpoint - The company, Shenzhen Oriental Jiasheng Supply Chain Co., Ltd., has released its third-quarter report for 2025, ensuring that the information disclosed is true, accurate, and complete, with no false records or misleading statements [1][2][7]. Financial Data - The third-quarter financial report has not been audited [3][6]. - The company has made retrospective adjustments to previous accounting data due to a capital reserve conversion completed in May 2025, affecting the earnings per share from the previous year [3][4]. Corporate Governance - The board of directors and the supervisory board have confirmed the authenticity and completeness of the quarterly report, taking legal responsibility for any inaccuracies [2][9]. - The sixth board of directors' seventh meeting was held on October 24, 2025, with all seven directors present, and the meeting complied with legal and regulatory requirements [6][7]. Shareholder Information - The report includes details on the total number of ordinary shareholders and the shareholding status of the top ten shareholders, although specific figures are not provided in the documents [4][5].

Group 1 - The core point of the article is that Dongfang Jiasheng (SZ 002889) held its seventh board meeting on October 24, 2025, to review the proposal for the third quarter report of 2025 [1] - For the first half of 2025, Dongfang Jiasheng's revenue composition shows that supply chain management services accounted for 99.88%, while other businesses made up 0.12% [1] - As of the report date, Dongfang Jiasheng has a market capitalization of 5.7 billion yuan [1] Group 2 - The article mentions that the Chinese innovative drug sector has sold overseas authorizations worth 80 billion USD this year [1] - There is a discussion on the hot secondary market for biomedicine, while the primary market is facing challenges in fundraising [1]

天眼查App显示，近日，河南高举供应链有限公司成立，法定代表人为高文举，注册资本1000万人民 币，经营范围为一般项目：供应链管理服务；礼仪服务；装卸搬运；劳务服务（不含劳务派遣）；生产 性废旧金属回收；金属废料和碎屑加工处理；再生资源销售；资源再生利用技术研发；新能源汽车废旧 动力蓄电池回收及梯次利用（不含危险废物经营）；金属制品销售；再生资源回收（除生产性废旧金 属）；旧货销售；固体废物治理（除依法须经批准的项目外，凭营业执照依法自主开展经营活动）。 ...

Group 1 - The core point of the news is that Feima International's stock has declined by 5.37%, with a current price of 3.88 CNY per share and a total market capitalization of 10.326 billion CNY [1] - Feima International's main business segments include environmental new energy (81.71% of revenue), comprehensive logistics services (11.34%), PPP project construction services (6.47%), and trade execution services (0.47%) [1] - The company is located in Nanshan District, Shenzhen, Guangdong Province, and was established on July 9, 1998, with its listing date on January 30, 2008 [1] Group 2 - According to data, one fund under the management of China Asset Management holds a significant position in Feima International, with 1.1496 million shares, representing 2.09% of the fund's net value [2] - The fund, named the China Asset Management Zhongzheng Environmental Governance Index (LOF) A, has a total scale of 131 million CNY and has achieved a year-to-date return of 20.89% [2] - The fund's performance over the past year shows a return of 25.89%, with a ranking of 1643 out of 3875 in its category [2]