三亚市总工会主办系列职工职业技能竞赛，为职工搭建成长成才的"练兵场" 以赛砺技强产业 以匠赋能促发展 海南日报全媒体记者 郭畅 日前，2025年三亚市物流行业职工职业技能竞赛落下帷幕，比赛现场，一个个快递箱整齐排列，参 赛者穿梭在货物间分拣商品，根据订单信息将包裹快速分类，扫描、打包、贴单一气呵成。 2025年，三亚市总工会联合多家单位打造了3场职业技能赛事，从新兴产业的科技赛场到旅游行业 的服务擂台，再到物流领域的效率比拼，为职工搭建了成长成才的"练兵场"。 今年1月，在海南省三亚技师学院实训楼内，机械运转声与键盘敲击声交织，三亚市新兴产业职工 职业技能竞赛吸引了全市28家单位的63名选手同台竞技。 比赛分理论知识考试与技能操作考核两个阶段，无人机装配、互联网营销、新能源汽车维修等科 目，既贴合时代发展，更让先进制造业的技术活力扑面而来，充分体现新产业、新业态、新经济的发展 趋势。 今年6月，2025年三亚旅游酒店行业"工会杯"职业技能竞赛吸引150余名酒店人同台竞技。 在西式面点师赛区，选手们手持裱花袋，奶油在蛋糕坯上勾勒出精致花纹，烤箱"叮"的一声响起， 刚出炉的牛角包散发着黄油香气;客房服务项目中，选 ...

Financial Data and Key Metrics Changes - For the fiscal year ended June 30, 2025, the company reported adjusted EBITDA of $38.8 million, an increase of $7.6 million or 24.4% compared to the prior year, primarily driven by acquisition efforts [3][10] - Net income for the quarter ended June 30, 2025, was $4.9 million on revenues of $220.6 million, representing a slight increase of 2.6% in net income compared to the same quarter in the previous year [8][9] - Adjusted net income for the fiscal year was $30.9 million, up 36.6% from $22.6 million in the prior year [10] Business Line Data and Key Metrics Changes - The company completed three Greenfield acquisitions and three strategic operating partner conversions in fiscal 2025, contributing significantly to the adjusted EBITDA growth [5][10] - Acquisitions generated $6 million in adjusted EBITDA for the year, highlighting the impact of strategic acquisitions on financial performance [3] Market Data and Key Metrics Changes - The company noted ongoing volatility in trade and tariffs affecting business operations, particularly in relation to U.S.-Mexico trade dynamics [4][12] - There is a continued shift away from China to Southeast Asia and Mexico, which the company expects to benefit from in the long term [12][33] Company Strategy and Development Direction - The company aims to deliver profitable growth through a combination of organic and acquisition initiatives while maintaining a strong balance sheet [5][10] - The recent acquisition of WePort in Mexico is seen as a strategic move to enhance the company's North American footprint and support existing customers [6][39] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about future growth opportunities despite near-term volatility due to trade negotiations [4][64] - The company is focused on leveraging technology and expanding its service offerings to enhance customer relationships and drive growth [58][64] Other Important Information - The company maintains a strong balance sheet with approximately $23 million in cash and only $20 million drawn from a $200 million credit facility [5] - Management indicated that the depreciation and amortization expense has decreased due to the end of amortization related to a significant past acquisition [21][39] Q&A Session Summary Question: Impact of changing trade policy on business, especially regarding Mexico - Management noted that trade policy remains fluid, with customers navigating tariffs and supply chain adjustments, and emphasized the importance of supporting customers during this period [12][13] Question: Adjusted EBITDA performance and margin concerns - Management indicated that the lower adjusted EBITDA was due to less pull-forward activity in the current quarter compared to previous periods [16][17] Question: Capacity limitations for future acquisitions - Management stated that there are no true constraints on acquisition candidates, but integration capacity is a consideration [27][29] Question: Expectations for the upcoming peak season - Management anticipates a muted peak season due to ongoing trade uncertainties but expects continued growth in sourcing from Southeast Asia and Mexico [31][32] Question: Target leverage ratio for the balance sheet - Management indicated a normalized target leverage of approximately 2.5 times, with flexibility for temporary increases for the right transactions [37][38] Question: Overview of customer feedback and future business outlook - Management highlighted the importance of cross-selling opportunities and the positive feedback received from customers regarding new technology offerings [58][61]

阿通社9月7日消息，7X集团（原阿联酋邮政集团）在第28届万国邮联代表大会期间正式推出国家级物 流网络NXN，标志着阿联酋在邮政、包裹及物流服务领域迈出关键一步。NXN整合本地与国际服务 商，依托混合实体与数字化平台，为个人、企业与电商用户提供统一、无缝的物流体验。该项目支 持"我们的阿联酋2031"及"零官僚主义"战略，体现阿联酋推进数字化转型与高效服务的决心。NXN首个 网点已在迪拜启动，未来将助力阿联酋巩固其全球贸易与物流枢纽地位。 ...

证券日报网讯海晨股份9月15日在互动平台回答投资者提问时表示，公司目前暂未参与低空经济的业务 合作。 （文章来源：证券日报） ...

Core Viewpoint - Multiple A-share companies, including Yushen Co., Kewah Data, *ST Weir, Jinyi Film, and Zhongxing Junye, have announced stock price fluctuations, with some companies indicating normal operational conditions despite the price changes [1][4]. Group 1: Yushen Co. - Yushen Co. experienced a continuous stock price increase, with a cumulative price deviation exceeding 20% over three trading days [2]. - The company confirmed that there were no undisclosed significant information affecting stock prices and that its operational conditions remain normal [2]. - Yushen Co. plans to reduce its repurchased shares by up to 1% of its total share capital, in line with its previously disclosed reduction plan [2]. Group 2: Kewah Data - Kewah Data's stock has also seen significant price movements, with a reported revenue of 3.733 billion yuan in the first half of the year, a slight increase of 0.06% year-on-year [5]. - The net profit for Kewah Data in the same period was 244 million yuan, reflecting a year-on-year growth of 7.94% [5]. - The company operates in smart energy solutions, focusing on data centers, high-end power, and clean energy sectors [5][6]. Group 3: Other Companies - *ST Weir, Jinyi Film, and Zhongxing Junye have also reported that their operational conditions and external environments have not changed significantly [6]. - These companies, like Kewah Data, have confirmed that there are no undisclosed significant matters that could impact their stock prices [6].

Core Viewpoint - Multiple A-share companies, including Yushen Co., Kewah Data, *ST Weir, Jinyi Film, and Zhongxing Junye, have announced stock price fluctuations, with some companies confirming normal operational conditions and no significant changes in their internal and external environments [1][4][7]. Group 1: Yushen Co. - Yushen Co. experienced a continuous stock price increase, with a cumulative closing price increase of over 20% over three trading days [2]. - The company confirmed that it has not discovered any undisclosed significant information affecting stock prices and that its operational conditions remain normal [2]. - Yushen Co. plans to reduce its repurchased shares by up to 1% of its total share capital, in line with its previously disclosed reduction plan [2]. Group 2: Kewah Data - Kewah Data's stock has also seen significant price increases, with a reported revenue of 3.733 billion yuan in the first half of the year, a slight increase of 0.06% year-on-year, and a net profit of 244 million yuan, up 7.94% [5]. - The company stated that there are no corrections or supplements needed for previously disclosed information, and its operational conditions remain stable [5][6]. - Kewah Data focuses on providing smart energy solutions across various sectors, including AI, clean energy, and comprehensive energy services [6]. Group 3: Other Companies - Other companies such as *ST Weir, Jinyi Film, and Zhongxing Junye have also reported no significant changes in their operational conditions or undisclosed major matters [4][7]. - These companies have been part of the recent stock price surge, with *ST Weir experiencing six consecutive days of price increases [5].

同时，经核实，截至公告披露日，公司控股股东、实际控制人及一致行动人不存在关于公司的应披露而未披露的重大事项，亦不存在处于筹划阶段的重大 事项。公司控股股东、实际控制人及一致行动人在公司股票交易异常波动期间未买卖公司股票。 公开资料显示，炬申股份自成立以来一直专注于大宗商品物流、仓储领域，经过多年的发展，已发展成为集物流方案设计、运输、仓储装卸、期货交割与 标准仓单制作、货权转移登记等为一体的多元化综合物流服务商。今年上半年，公司实现营业收入6.62亿元，同比增长49.12%，实现归母净利润4080.61 万元，同比增长3.18%。 | | 本报告期 | 上年同期 | 本报告期比上年同期增减 | | --- | --- | --- | --- | | 营业收入(元) | 661.798.735.15 | 443, 814, 528. 53 | 49. 12% | | 归属于上市公司股东的净利 润(元) | 40, 806, 060. 74 | 39, 548, 943. 33 | 3.18% | | 归属于上市公司股东的扣除 非经常性损益的净利润 (元) | 35, 639, 854. 38 | 38, 265 ...

Core Viewpoint - The article discusses the strategic transformation of Cainiao, Alibaba's logistics arm, emphasizing its shift towards becoming a global logistics service provider while maintaining a focus on international logistics and technology [3][4][5]. Group 1: Strategic Shift - Cainiao is transitioning from being primarily a service provider for Alibaba's ecosystem to serving all clients and platforms as an independent logistics service provider [5][7]. - The company aims to focus on four core areas: global supply chain, cross-border logistics, local delivery, and logistics technology [7][8]. Group 2: International Expansion - Cainiao is expanding its international business beyond cross-border direct shipping to include overseas warehouses and localized services, enhancing its business model's resilience [8][9]. - The "Global 5-Day Delivery" service is set to expand to six new countries, allowing for faster delivery times to Europe [8]. Group 3: Domestic Market Focus - Despite the international focus, Cainiao will continue to strengthen its domestic supply chain capabilities, leveraging its experience to support Chinese brands in global markets [10][11]. - The company has introduced logistics products for small and medium-sized enterprises, enhancing its domestic service offerings [10]. Group 4: Financial Performance - For the fiscal year ending March 31, 2025, Cainiao's revenue is projected to exceed 100 billion yuan, reaching 101.27 billion yuan [5]. Group 5: Employee Engagement - Cainiao has issued a "double year-end bonus" to employees as part of its incentive plan, aimed at stabilizing the team following the withdrawal of its IPO application [12].

公司于2025年9月12日收到中外运集运的通知，招商港口、国新证券的转让交易已于2025年8月26日取得 上海证券交易所的合规性确认，并于2025年9月11日取得中国证券登记结算有限责任公司出具的《证券 过户登记确认书》，过户日期为2025年9月10日，过户数量约为2.18亿股（占公司股份总数的5.14%）， 股份性质为无限售流通股，本次股份协议转让过户登记手续已办理完毕。 2024年1至12月份，安通控股的营业收入构成为：物流服务业占比99.98%，其他业务占比0.02%。 每经AI快讯，安通控股（SH 600179，收盘价：3.51元）9月12日晚间发布公告称，2025年7月11日，安 通控股股份有限公司持股5%以上股东中外运集装箱运输有限公司与招商局港口集团股份有限公司、国 新证券股份有限公司签署《股份转让协议》，招商港口、国新证券同意分别将其持有的安通控股3900万 股（占公司股份总数的0.92%）及约1.78亿股（占公司股份总数的4.22%）无限售流通股通过协议转让的 方式转让给中外运集运。 每经头条（nbdtoutiao）——一次自救，"奥特曼"竟埋下百亿元损失的"时间炸弹"，现在被引爆！有人 却 ...

Group 1: Business Strategy and Transformation - The company is transitioning from low-profit trade businesses to supply chain integration services and comprehensive logistics services, achieving significant results in this transformation [1][8][10] - The company is closely tracking major national engineering projects and enhancing its operational development efforts, leading to improved business structure and quality [1][9][10] Group 2: Financial Performance - In the first half of 2025, the company reported a revenue of CNY 17.196 billion, a decrease of 13.36% year-on-year, while the net profit attributable to shareholders increased by 15.44% to CNY 319 million [10] - The company's net cash flow from operations reached CNY 1.235 billion, an increase of CNY 315 million year-on-year, with an asset-liability ratio of 49.29%, down by 2.26 percentage points [10] Group 3: Market Expansion and Projects - The company is actively expanding its market presence along the "Belt and Road" initiative, focusing on key projects and establishing operational networks overseas [4][6] - The company has successfully operated international freight trains, issuing a total of 23,000 TEUs in the first half of the year [5] Group 4: Risk Management and Compliance - The company has reduced its external guarantee announcements significantly due to improved credit ratings and internal assessments, with a continuous AAA rating for three years [7] - The company is committed to transparent information disclosure and compliance with securities regulations, ensuring timely updates on significant contracts and operational matters [5][10] Group 5: Competitive Landscape - The company is addressing potential competition with its major shareholder, China Logistics Group, through a commitment to resolve any overlapping business areas within 60 months [2][3] - The company is focused on enhancing its value creation capabilities and maintaining shareholder interests through improved governance and investor relations [7][10]