Core Insights - Shenzhen Oriental Jiasheng Supply Chain Co., Ltd. reported a significant increase in revenue and profit for the year 2024, with total revenue reaching 3.552 billion yuan, a year-on-year growth of 31.97%, and net profit attributable to shareholders at 192 million yuan, up 20.50% [1] - The company announced a profit distribution plan, proposing a cash dividend of 0.75 yuan per 10 shares and a capital reserve conversion of 4 shares for every 10 shares [1] Revenue Breakdown - The cross-border e-commerce logistics segment saw remarkable growth, generating 1.698 billion yuan in revenue, a staggering increase of 1922.83%, becoming the largest growth driver for the company [1] - The consumer food segment achieved revenue of 370 million yuan, reflecting a year-on-year growth of 59.23%, solidifying the company's position as a leader in the imported alcoholic beverage supply chain [1] - The medical health segment reported revenue of 162 million yuan, with a growth of 16.34%, expanding its global center warehouse business in collaboration with leading medical testing companies [1] Strategic Focus for 2025 - The company plans to focus on "industry deepening" and "technology empowerment" as its two main strategic lines, aiming to enhance its competitive advantage in the supply chain service sector through digital upgrades and warehouse network expansion [2] - In the vertical industry segment, the company is exploring opportunities in the semiconductor supply chain, particularly in repair services and trade, leveraging its strategic investment capabilities [2] - The company aims to expand its international freight routes to Europe, the UK, and the US, while deepening its cross-border e-commerce business by utilizing its global overseas warehouse layout [2] Digital Transformation Initiatives - The company intends to integrate AI technology into its supply chain operations, aiming to automate customs documentation processing and improve accuracy to 99% [2] - A logistics warehouse cloud ecosystem is being developed to enhance digital capabilities, facilitating data communication across customs, warehousing, and transportation processes [2] - The company is collaborating with leading industry players to explore the construction of a logistics robot matrix, focusing on customized solutions for high-value goods to improve operational safety and efficiency [2] Warehouse Network Expansion - The company has completed the construction of warehouses in Chongqing and Kunming, with ongoing projects in Shenzhen, resulting in a total operational warehouse area exceeding 250,000 square meters [3] - This expansion is expected to significantly reduce external leasing costs and improve operational quality [3] - The company is also developing cross-border multimodal transport products to enhance transportation efficiency and optimize costs, aiming to build a rapid freight logistics network covering Europe, the US, and Southeast Asia [3]

将投中网设为"星标⭐"，第一时间收获最新推送 速览投资风口，掌握资本律动。 作者丨 长风 来源丨东四十条资本 大家好，我是长风。今天给大家带来上周资本市场的专业投研信息。 上周焦点回顾： 硬科技赛道，汽车智能化部件受追捧。 上周，国内 EMB 企业华申瑞利宣布于2025年初完成近亿元 人民币A轮融资。本轮融资由合创资本、君科丹木以及老股东顺为资本联合领投，老股东小米战投、 蓝湖资本和辰韬资本跟投。此外，国内车载SerDes芯片企业仁芯科技成功斩获A轮融资，此次融资 吸引陕汽集团、长江汽车电子、移为通信、杭州临空产业基金、杭金投基金、浙江大华投资等产业资 本积极入局。 大健康赛道，心脏医疗成热门。 上周，上海合源医疗®完成超亿元的新一轮融资。本轮融资由龙磐 投资和道彤投资联合领投，楹联健康基金和天瑞丰年跟投，现有股东礼来亚洲基金持续加持。人工心 脏领域企业核心医疗已完成超1亿美元D轮融资。本轮融资由正心谷资本、社保基金中关村自主创新 专项基金（君联资本担任管理人）、阿美风险投资旗下Prosperity7 Ventures(P7)、基石资本及知 名产业投资方联合领投，德联资本及联新资本跟投。 硬科技 华申瑞利完成 ...

丨证券研究报告丨 请阅读最后评级说明和重要声明 行业研究丨专题报告丨运输 [Table_Title] 持仓比例回落，顺丰更受青睐 ——交运行业 2025Q1 基金持仓分析 报告要点 [Table_Summary] 2025Q1，交运行业在所选口径公募基金重仓占比环比下降，一季度基金明显增持科技板块，交 运各细分板块普遍减配。个股来看，顺丰控股重仓基金数持续回升，更受机构青睐。Q1 末北向 资金持股环比下降，受市场热点影响，港口板块换仓积极。 分析师及联系人 [Table_Author] SAC：S0490512020001 SAC：S0490520020001 SAC：S0490519060002 SAC：S0490520080027 SAC：S0490524120001 SFC：BQK468 %% %% %% %% research.95579.com 1 韩轶超 赵超 鲁斯嘉 张银晗 胡俊文 [Table_Title 持仓比例回落，顺丰更受青睐 2] ——交运行业 2025Q1 基金持仓分析 [Table_Summary2] 【公募基金】交运细分板块普遍减配 2025Q1 交运行业在所选口径（包含普通股票 ...

Core Insights - The event aims to promote deep integration of industrial and supply chains, enhancing investment cooperation through innovative formats, and connecting local quality products with university dining services [1][2] Group 1: Event Objectives - The initiative focuses on facilitating high-quality development of local product supply chains and driving investment and consumption through collaboration among government, universities, and enterprises [1] - It serves as a platform to link regional specialty products with the campus consumer market, promoting investment in local industries [1] Group 2: Food Safety Measures - The program ensures authentic flavors and safety standards by sourcing from local "zero pesticide residue" demonstration bases and advanced agricultural quality safety systems [2] - It implements a direct supply model from production areas, managing inventory and targeted distribution to mitigate risks associated with food safety during circulation [2] Group 3: Future Plans - The Ministry of Commerce will continue to collaborate with local governments and universities to enhance investment promotion cooperation and improve regional industrial competitiveness [2] - The initiative will introduce more local and overseas resources, exploring diverse investment and consumption scenarios to support the new development pattern of domestic and international dual circulation [2]

一、主要会计数据和财务指标 | 报告期指标 | 2024年年报 | 2023年年报 | 本年比上年增减(%) | 2022年年报 | | --- | --- | --- | --- | --- | | 基本每股收益（元） | -0.2300 | -0.2700 | 14.81 | -0.2200 | | 每股净资产（元） | 3.07 | 3.43 | -10.5 | 3.68 | | 每股公积金(元) | 0.68 | 0.69 | -1.45 | 0.68 | | 每股未分配利润(元) | 1.29 | 1.52 | -15.13 | 1.79 | | 每股经营现金流(元) | - | - | - | - | | 营业收入(亿元) | 6.22 | 6.16 | 0.97 | 15 | | 净利润(亿元) | -0.85 | -1 | 15 | -0.83 | | 净资产收益率(%) | -7.02 | -7.56 | 7.14 | -5.82 | 三、分红送配方案情况 不分配不转增 二、前10名无限售条件股东持股情况 前十大流通股东累计持有： 13846.57万股，累计占流通股比： 42.48%，较上期 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 本公司董事会及全体董事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： ■ 一、回购股份的基本情况 厦门象屿股份有限公司（以下简称"公司"）于2025年4月16日召开第九届董事会第三十次会议，审议通 过了《关于以集中竞价交易方式回购公司股份的方案》，同意公司回购股票不低于1亿股（含），不超 过1.5亿股（含），价格不超过人民币8.85元/股，回购股票作为公司实施股权激励的股票来源。具体内 容详见公司于2025年4月17日在上海证券交易所网站披露的《厦门象屿关于以集中竞价交易方式回购公 司股份方案的公告》（公告编号：2025-033）。 二、回购股份的进展情况 根据《上市公司股份回购规则》《上海证券交易所上市公司自律监管指引第7号一一回购股份》的相关 规定，现将公司首次回购股份情况公告如下： 2025年4月24日，公司通过集中竞价交易方式首次回购股份数量为341.88万股，已回购股份占公司总股 本的比例为0.12%，购买的最高价为6.43元/股，最低价为6.37元/股，已支付的总金额为2 ...

01 共配仓启动仪式：开启供应链创新新篇章 4月25日上午10:00，安得智联与夏杰隆厦门共配中心启动仪式正式举行。夏杰隆总经理黄桢洋、副总经 理曹莘，销售与市场杂志社副社长苏丹，升益好咨询创始人云川，中科商软创始人王神兵，康师傅饮品 福建分公司总经理孙浩，安得智联营销中心副总经理史坤良，安得智联福建分公司总经理邹坤淑，安得 智联食品行业总监方新培，安得智联新增长业务发展总监闵丹等参与此次共配中心启动仪式。 夏杰隆与安得智联双方代表共同揭牌，标志着这一面积达6000㎡、覆盖10000+终端的共配中心投入运 营。该中心整合仓配资源，实现经销零售一体化，具备5000多SKU全品类覆盖能力，通过优化供应链环 节，降低成本，提升配送效率。 消费的周期性调整驱动市场由增量转换至存量，倒逼企业亟需找到新的增长动力。在已经过去的消费红 利时代，品牌、渠道双合力，构成了企业立足市场高速增长的"双核动力"，而如今，对于大多数企业而 言，媒体碎片化叠加流量成本高企，致使品牌效应触达边界；深度分销高投入、长周期的"远水"也再难 解企业当下生存的"近渴"，当此之时，企业未来增长的立足点在哪里？又该如何找到兼具战略性与实践 性的增长新 ...

头图 | IC Photo Busy Money 出品 | 36氪未来消费（微信ID：lslb168） 离你更近的消费创投一线。 整理 | 任彩茹 「来牟科技」完成数千万元Pre-A轮融资 36氪获悉，常州来牟科技有限公司近日完成数千万元Pre-A轮融资，本轮投资方为九坤创投，Maple Pledge枫承资本出任私募股权融资顾问。 来牟科技面向欧美市场、专注割草机器人研发制造，创始人高望书曾任云鲸联合创始人。来牟科技一代割草机器人Lymow One客单价在3000美金左右， 自2024年启动众筹以来，已筹集资金达500万美金，在Kickstarter上排名2024年全品类的第四名、割草机品类额度第一。 •「原子重塑」完成数千万元天使轮融资 36氪获悉，原子重塑科技（深圳）有限公司近日完成数千万元天使轮融资，本轮由追创创投投资。 原子重塑成立于2025年1月，旗下3D打印机产品主要聚焦C端消费级市场，专注通过AI技术突破3D打印的"最后一公里"难题，为用户提供更为简便和高 效的解决方案。公司总裁刘斌曾任追觅割草机器人研发总监，曾从0到1搭建追觅割草机器人团队，完成产品半年内快速上市、首年营收达到数亿人民 币。 ...

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Investment Rating - The report maintains an "Accumulate" rating for the company with a target price of 6.61 RMB [8][9]. Core Insights - The company reported a revenue of 201.9 billion RMB and a net profit of 3.7 billion RMB for 2024, reflecting a year-on-year decline of 0.6% and 46.0% respectively. The first quarter of 2025 showed a revenue of 50.73 billion RMB and a net profit of 1.9 billion RMB, with a year-on-year increase of 13.7% but a decline of 21.2% in net profit [1]. - The energy and chemical business experienced significant growth, with a revenue increase of 107.3% to 32.99 billion RMB and a gross profit surge of 2558.8% to 690 million RMB in 2024. The sales volume of energy products rose by 157.3% [2]. - The black and non-ferrous supply chains faced challenges, with revenues of 137.91 billion RMB and 1.68 billion RMB respectively, showing a decline of 11.7% and an increase of 88.8%. Gross profit for the black supply chain dropped by 63.3% [3]. - The new business segment, focusing on recycled resources, saw a revenue decrease of 8.2% to 14.12 billion RMB, but gross profit increased by 41.0% to 240 million RMB [4]. Summary by Sections Financial Performance - The company’s revenue is projected to reach 220.47 billion RMB in 2025, with a net profit forecast of 5.56 billion RMB, reflecting a decrease of 26.4% from previous estimates. The EPS is expected to be 0.79 RMB [5][7]. - The company’s revenue for 2024 is expected to be 201.9 billion RMB, with a slight decline of 0.57% compared to 2023 [7]. Business Segments - The energy and chemical supply chain is expected to continue its growth trajectory, with significant contributions from newly established teams [2]. - The black supply chain is facing a downturn, with a projected revenue drop due to weak demand [3]. - The new business segment is focusing on high-quality development in the recycled steel sector [4]. Valuation Metrics - The report assigns a PE ratio of 8.4x for 2025, aligning with industry averages, and sets a target price of 6.61 RMB, slightly above the previous estimate [5][9].