沃尔玛（WMT）收涨0.86%，据媒体报道，为避免激怒美国总统特朗普，该公司决定隐藏关税成本并承诺保持 低价。 ...

Core Viewpoint - The article emphasizes that despite high tariffs, the appeal of "Made in China" products remains strong due to their quality, service, market proximity, and reasonable pricing [2][6]. Group 1: Impact of Tariffs - The implementation of "reciprocal tariffs" by the U.S. has led to a significant increase in American consumers seeking products from Chinese e-commerce platforms, with a 940% surge in downloads on April 13 [5]. - The actual tariff rates in the U.S. have reached unprecedented levels, adversely affecting both Chinese factories and American consumers, who are facing rising prices in essential goods [5][7]. - Over 90% of the tariff costs are being passed on to U.S. importers, downstream businesses, and ultimately consumers, exacerbating inflation and reducing consumer confidence [5]. Group 2: Consumer Preferences - American consumers are drawn to Chinese products due to their affordability and variety, with a wide range of goods available from low-cost items to high-end equipment [6]. - The shopping experience for foreign consumers in China has improved significantly, with policies like 240-hour visa-free transit and instant tax refunds enhancing accessibility [6]. Group 3: Global Trade Dynamics - The essence of trade is mutual benefit, with U.S. exports to China creating 931,000 jobs in America, highlighting the interdependence of the two economies [7]. - American companies, such as Walmart, source approximately 60% of their products from China, demonstrating the reliance on Chinese manufacturing for global market expansion [7]. - The article concludes that trade barriers like tariffs cannot distort market principles, and the demand for quality products will ultimately prevail, leading to a path of mutual benefit between China and the world [7].

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） | 0.0054 | 0.0293 | -81.57 | 0.0400 | | 每股净资产（元） | 2.26 | 2.25 | 0.44 | 2.23 | | 每股公积金(元) | 0.67 | 0.66 | 1.52 | 0.66 | | 每股未分配利润(元) | 0.53 | 0.54 | -1.85 | 0.52 | | 每股经营现金流(元) | - | - | - | - | | 营业收入(亿元) | 26.88 | 24.12 | 11.44 | 22.5 | | 净利润(亿元) | 0.03 | 0.15 | -80 | 0.19 | | 净资产收益率(%) | 0.24 | 1.31 | -81.68 | 1.71 | 数据四舍五入，查看更多财务数据>> 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： 43323.12万股，累计占流通股比： 87.41%，较上期 ...

*ST人乐(002336.SZ)发布业绩预告修正公告，预计2024年期末净资产修正后为-4.07亿元–-3.92亿元，归 属于上市公司股东的 净利润修正后为亏损500万元-2000万元。此外，根据年审会计师与审计委员会沟 通，会计师可能对审计报告发表无法表示意见的非标准意见，公司股票可能被深圳证券交易所终止上 市。公司原预计2024年归属于上市公司股东的净利润为4.1亿元-4.6亿元。 ...

家家悦（603708）公告，2025年第一季度营收为49.41亿元，同比下降4.77%；净利润为1.42亿元，同比 下降3.59%。 ...

面对全球复杂的贸易形势，红旗连锁凭借出色的经营业绩和亮眼的现金流表现正持续获得资本市场的青睐。 4月24日，红旗连锁(002697)2024年度业绩网上说明会在全景路演成功举办。 就公司今年一季报业绩变动有关情况的提问，公司方面回应称：今年的2月为传统春节销售旺季，但受气候影响，客单价有所下降；3月受到天气变化等因 素，一定程度上影响了销售；此外，去年调整了部分门店，收入也受到一定影响。但是，公司单店收入整体是上涨的，同时公司的降本增效等工作很见成 效，经营利润不降反增。 值得指出的是，在创新发展上，红旗连锁持续深化线上线下融合。其2024年抖音直播常态化运营，销售额超10亿元，还成为支付宝"碰一碰"会员数字化合作 伙伴，优化支付体验。同时，不断丰富商品品类，引入咖啡、餐食、生鲜，开发并扩容"红旗优选"系列，注册会员超600万。 就接下来经营目标，公司方面表示：将持续在大成都范围及周边区县加密门店，同时择机向川南城市群拓展；并持续在AI领域发力。(龚璨) 了解更多红旗连锁2024年度业绩网上说明会详情，请点击: 2024年，红旗连锁实现营收101.23亿元，连续三年保持超百亿元规模；当期实现扣非归母净利润4. ...

Core Viewpoint - Alibaba's subsidiary, Hangzhou Alibaba Zetai Information Technology Co., Ltd., plans to reduce its stake in Sanjiang Shopping by up to 16.43 million shares, representing no more than 3% of the total share capital, due to its own business arrangements [1] Group 1: Shareholding Changes - As of the announcement date, Alibaba Zetai holds 32% of Sanjiang Shopping, totaling approximately 175 million shares, making it the second-largest shareholder [1] - After the reduction, Alibaba Zetai will remain the second-largest shareholder, while Shanghai He'an Investment Management Co., Ltd. is the largest shareholder with a 35.42% stake [1] - This marks the first reduction in Alibaba Zetai's holdings since its investment in Sanjiang Shopping in 2016, when it acquired a 32% stake for a total of 2.15 billion yuan, with a holding cost of approximately 11.19 yuan per share [1] Group 2: Market Performance - Following the announcement of Alibaba Zetai's investment in November 2016, Sanjiang Shopping's stock price surged to a historical high of 54.96 yuan, but has since declined significantly, closing at 11.81 yuan on April 22, 2024, with a total market capitalization of 6.468 billion yuan [1] Group 3: Industry Context - In recent years, Alibaba has been gradually exiting traditional retail businesses to focus on core areas such as cloud computing and international e-commerce [2] - Sanjiang Shopping is a major commercial enterprise in Zhejiang Province and a top chain operator in China, primarily operating community fresh supermarkets and other retail formats [2] - The company's revenue has fluctuated significantly from 2020 to the first three quarters of 2024, with revenues of 4.3 billion yuan, 3.925 billion yuan, 4.091 billion yuan, 3.896 billion yuan, and 2.971 billion yuan, and net profits of 122 million yuan, 88.29 million yuan, 156 million yuan, 138 million yuan, and 121 million yuan respectively [2]

据介绍，红旗连锁还借助抖音直播内容场景优势，将镜头聚焦当天在成都环球中心大厅线下开设的外贸 转内销商品特展会。在特展会现场，生活用纸、休闲食品、洗化用品、面包饼干、奶制品、茶叶、锅具 等外贸商品丰富多样。 抖音生活服务方面表示，本次专场直播由"抖音外贸优品专项扶持计划"特别支持，双方通过优价代金 券、线上线下（300959）融合的方式，助力更多优质外贸商品和外贸供应商拓展国内市场。对于在抖音 生活服务平台经营、符合相关要求的商超、零售企业，该平台将提供专场直播流量补贴；还将邀请明 星、探店达人等助力实体商家开播获客；以短视频流量补贴、开屏曝光资源等助力优质外贸商品及商家 拓宽市场。 4月18日，红旗连锁（002697）携手抖音生活服务开启了专场直播，助力线下门店外贸优品销售。在当 天直播间里，红旗连锁官方联合抖音让利补贴，推出涵盖日化洗护、茶饮、食品等多个类目的优价团购 商品和多款团购代金券。整场直播总交易额超1300万元。18日当天，红旗连锁抖音直播间最高实时场观 看超过25万人次，整体曝光人数达424万。 近期，头部电商和零售平台多措并举，积极与外贸企业展开对接。随着帮扶工作的持续推进，助力外贸 企业出口 ...

*ST人乐（002336）公告，公司原计划于2025年4月26日披露《2024年年度报告》，现因与年报审计机 构存在分歧，审计机构尚未完成全部审计工作，公司将披露时间延期至2025年4月29日。公司2023年度 经审计的期末净资产为负值，自2024年4月22日开市起被深圳证券交易所实施退市风险警示。若2024年 度报告披露后，公司触及《深圳证券交易所股票上市规则》第9.3.12条规定的任一情形，公司股票将面 临被终止上市的风险。 ...

Core Viewpoint - Guoguang Chain has issued a warning regarding its stock price, which has significantly deviated from its fundamental value, indicating a high risk of speculation and potential for a sharp decline in the short term [1] Summary by Relevant Sections - Stock Price Movement - Guoguang Chain's stock has experienced a continuous short-term increase, reaching a notably high level [1] - Risk Warning - The company has formally reminded investors of the extreme speculative risk associated with its stock, emphasizing the potential for significant short-term declines [1] - Investor Advisory - Investors are urged to exercise caution and be aware of the trading risks in the secondary market [1]