深圳福永街道物流协会会长黄晓斌介绍，出货量增加了30%到40%，路上的车现在明显多了很多。预计1到2周，后面货量会更大、会更忙，现 在有的货还在生产之中。 这个周转仓主要针对跨境电商中的直发小包，也就是美国消费者在跨境电商平台上直接下单的产品。为了保证从下单到收货8到12天的时效， 凌胡顺每天进仓的货物要在12小时内发走，而如今由于飞机运力的紧张，周转仓里还是堆积了一些待发货的货物。 央视网消息：记者5月15日在被称为"国际物流村"的深圳宝安区福永街道走访发现，大量对美专线的出货量正在持续攀升。 深圳市某国际物流公司创始人凌胡顺介绍，运力紧张叠加前端订单增多，对他们的货物处理能力和海外清关能力都提出了挑战。目前，这个仓 库日均可以处理50吨货物，每天收到的订单还在逐步攀升。 美国客商要求尽快发货 外贸企业"忙到飞起" 货量上升，航空运力紧张，空运价格也水涨船高。据了解，本周，空运价格已经有小幅上涨，后期随着发货量的进一步恢复，价格还有上涨空 间。为了应对舱位紧张，不少货运公司提前预订了下周甚至更远的舱位。 深圳宝安福永"国际物流村"有超过4300家跨境物流企业，谭方强的企业就是其中之一。近段时间，谭方强的心情 ...

引子 好产品到哪里都有市场！自商务部4月启动外贸优品中华行活动以来，至5月初，已累计达成采购意向逾 167亿元，吸引2400多家外贸企业和6500多家采购商参加。 4月25日召开的中共中央政治局会议强调，加快推动内外贸一体化。前不久，中办、国办印发的《提振 消费专项行动方案》提出："支持外贸产品拓内销，开展外贸优品中华行活动，引导外贸代工企业加快 培育自主品牌。" 面对复杂严峻的国际形势，中国广阔的内需市场是重要的大后方，也是外贸企业的坚强后盾。据统计， 2024年我国有出口实绩的数十万家企业中，接近85%的企业同时开展内销业务，内销金额占销售总额的 近75%。 如何用好国内国际两个市场、两种资源，拓展发展空间？近日，记者深入北京、浙江、福建、广东等地 外贸企业探访。 快！分秒必争 助力外贸企业拓销路 短短3天，货值近200万美元的原定出口海产品找到了新出路。 走进浙江杭州联华超市庆春店生鲜区，"外贸好物推荐专区"的牌子分外醒目。冷柜内，虾仁、鱿鱼圈等 海产品琳琅满目，不时有顾客驻足选购。"受关税影响，部分货物积压，海鲜不便保存，急需新的销售 渠道。"浙江兴业集团有限公司贸易分公司副总经理乐鋆丰一度挺焦虑。 ...

2025 年 05 月 15 日 开润股份 (300577) ——24 年营收净利双创新高，印尼产能战略价值凸显 报告原因：有业绩公布需要点评 增持（维持） | 市场数据： | 2025 年 05 月 15 日 | | --- | --- | | 收盘价（元） | 20.80 | | 一年内最高/最低（元） | 30.99/15.20 | | 市净率 | 2.3 | | 股息率%（分红/股价） | 1.15 | | 流通 A 股市值（百万元） | 2,917 | | 上证指数/深证成指 | 3,380.82/10,186.45 | | 注："股息率"以最近一年已公布分红计算 | | 05-15 06-15 07-15 08-15 09-15 10-15 11-15 12-15 01-15 02-15 03-15 04-15 05-15 -40% -20% 0% 20% 40% 开润股份 沪深300指数 (收益率) 上 市 公 司 纺织服饰 投资要点： 财务数据及盈利预测 | | 2024 | 2025Q1 | 2025E | 2026E | 2027E | | --- | --- | --- | --- | ...

Group 1 - Samsonite's Q1 sales revenue decreased by 7.3% year-on-year, amounting to $797 million compared to $860 million in the same period of 2024 [1] - The gross profit was $473 million with a gross margin of 59.4%, down from 60.4% year-on-year, primarily due to a decline in sales from the higher-margin Asian market [1] - The decline in consumer confidence in the North American market and changes in wholesale channels also negatively impacted performance, despite some brand growth in the European market [1] Group 2 - Uniqlo is set to open its first city flagship store in Southwest China on May 16, covering nearly 2,000 square meters and featuring exclusive Chengdu-themed products [2] - This expansion reflects Uniqlo's continued optimism in the Chinese market and aims to enhance its brand influence in the Southwest region [2] - The opening of new stores is expected to intensify competition in the local apparel retail market, prompting other brands to improve their product and service quality [2] Group 3 - iQIYI has launched a revenue-sharing cooperation model for new theatrical films starting May 13, allowing films to be released on its platform within 90 days of their theatrical debut [3] - This model provides more monetization options for theatrical films, particularly benefiting mid-tier and lower-tier films, and is expected to encourage more creators to engage in film production [3] - The introduction of the revenue-sharing model is anticipated to enhance content quality and audience feedback, thereby increasing the market competitiveness of films [3] Group 4 - Tianyuan Pet announced plans to acquire 89.71% of Guangzhou Taotong Technology through a combination of share issuance and cash payment [4] - The acquisition is expected to enhance Tianyuan Pet's business scope and overall competitiveness, opening new pathways for performance growth [4] - The integration of the pet industry with e-commerce and marketing is likely to deepen, and this acquisition may trigger a wave of industry consolidation [4]

Core Viewpoint - Samsonite, a leading luggage brand, is experiencing significant sales declines and a drop in stock price, raising concerns about its market position and brand perception among consumers [2][3]. Financial Performance - In Q1 2025, Samsonite reported a sales revenue of nearly $800 million, a decrease of 7.3% compared to the same period in 2024, with net profit declining by over 40% [3]. - The stock price fell by nearly 10% on May 14, closing at HKD 14.060 per share, with a market capitalization dropping below HKD 20 billion [3]. Sales Channel Analysis - Sales through wholesale channels have decreased, while direct-to-consumer (DTC) channels, including retail and e-commerce, also saw declines [5]. - The main brand Samsonite experienced a sales decline of 11.4% in Asia and 6.4% in North America, while TUMI and American Tourister brands also faced similar downturns in both regions [5]. Market Position and Competition - The luxury luggage market is witnessing a structural divide, with brands like Rimowa showing strong growth, contrasting with Samsonite's struggles [6]. - Rimowa, acquired by LVMH, has seen its sales increase nearly fourfold over the past five years, highlighting a successful high-end positioning strategy [6]. Brand Strategy and Consumer Perception - Samsonite's multi-brand strategy aims to cover various market segments, but this has led to challenges in maintaining brand value and customer experience [7]. - The emergence of lower-priced alternatives and "copycat" products has intensified competition, affecting Samsonite's brand perception among younger consumers [10][11].

Group 1: Automotive Sector - Li Auto (09863) saw a rise of over 4%, with record order volume during the May Day holiday and recent share purchases by the chairman [1] - XPeng Motors (09868) increased by over 3%, becoming the first Chinese new energy vehicle company to participate in the Milan Design Week and officially entering the Italian market [1] - The rare earth sector surged, with Jinli Permanent Magnet (06680) rising over 5% due to export controls leading to increased overseas rare earth prices [1] Group 2: E-commerce and Health - JD Group (09618) rose over 4%, reporting Q1 revenue of 301.1 billion yuan, a 15.8% year-on-year increase, and a net profit of 10.89 billion yuan, up 52.73% [2] - JD Health (06618) increased over 4%, with revenue of 16.645 billion yuan, a 25.5% year-on-year growth, and operating profit of 1.071 billion yuan, up 119.8% [2] Group 3: Music and Entertainment - Tencent Music (01698) rose over 12%, reporting total revenue of 7.36 billion yuan and adjusted net profit of 2.23 billion yuan, with online music service revenue growing by 15.9% [2] - NetEase Cloud Music (09899) increased over 11%, with analysts noting a positive growth phase in the online music industry due to improved competition and user willingness to pay [3] Group 4: Technology and AI - Baidu Group (09888) rose over 3%, planning to launch its Apollo Go autonomous taxi service in Switzerland and Turkey [3] - NuScale Power (SMR.US) reported quarterly sales of 13.4 million, significantly exceeding analyst expectations, leading to a rise of over 21% [6] Group 5: Shipping and Logistics - Shipping stocks collectively strengthened, with Pacific Shipping (02343) and Seaspan (01308) rising over 6%, and China Merchants Energy (02866) increasing over 12% [4]

5月13日，新秀丽（HK01910）发布公告，披露截至2025年3月31日三个月的财务业绩。公司在此期间的销售净额 为7.97亿美元，相较于2024年同期的8.6亿美元下降了7.3%（按不变汇率基准计算则下降4.5%）。 股权持有人应占溢利4820万美元，同比减少42.6%。 毛利为4.73亿美元，毛利率为59.4%，较上年同期的60.4%有所下降，主要是由于销售净额组合的变化，特别是利 润率较高的亚洲地区销售净额占比下降。 在经营利润方面，公司报告的经营溢利为1.1亿美元，同比下降26.9%。期内溢利为5520万美元，较2024年同期的 9150万美元下降39.7%。此外，公司的经调整净收入为5200万美元，同比减少40.3%。 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。 （文章来源：每日经济新闻） | | 载至 3 月 31 日止三個月 | | | | --- | --- | --- | --- | | | | 2024 年 | 增加(减少) | | (以百萬美元呈列,每股數據除外) | 2025年 | (經調整)(6) | 自分比 | | 销售淨糖(1) | 7 ...

开润股份 20250513 摘要 • 开润股份通过将产能转移至印尼，有效规避了中美贸易摩擦带来的关税风 险，尤其是在箱包和服装代工制造领域，印尼产能分别占比 60%-65%和 接近 80%。 • 公司采用 FOB 合作模式，将物流和关税成本转嫁给客户，降低了自身的成 本压力，确保了对美国市场的稳定供应。 • 中美贸易谈判的缓和，包括关税暂缓措施和阶段性协议，稳定了市场情绪， 使得开润股份的客户订单未出现显著波动，维持了终端需求的稳定。 • 尽管美国市场需求可能受到高关税影响，但由于中美达成阶段性协议，且 纺织品等民生行业受到保护，美国市场对服装、箱包等产品的需求仍有支 撑。 • 大型欧美客户如阿迪达斯、耐克等逐步将产能转移至东南亚，印尼因其劳 动力成本优势和与中美良好的经济关系，成为具有竞争力的生产基地。 • 公司印尼工厂的新生产线落地和效率爬坡顺利，但服装板块生产效率较低， 主要原因是新客户订单规模化不足，公司计划通过精简 SKU、提升单款规 模以及提高供应链效率来提升印尼产线的生产效率。 • 目前至少可以保证到第三季度末的订单相对确定，服装和包包类客户已经 预告了四季度订单，今年整体订单确定性较高，政策出 ...

Samsonite Group (01910) Q1 2025 Earnings Call May 13, 2025 08:30 AM ET Company Participants William Yue - Director of Investor RelationsKyle Gendreau - CEO & Executive DirectorReza Taleghani - CFO, Executive VP & TreasurerErwan Rambourg - Managing Director, Global Head of Consumer and Retail Equity ResearchAnne Ling - Managing Director Conference Call Participants Dustin Wei - Analyst William Yue Thank you for taking the time to join Samsonite's first quarter twenty twenty five results presentation. We have ...

中新网怀化5月10日电 今年一季度，湖南欧腾箱包制造有限责任公司出口额突破900万元，每月大约有 30个集装箱的箱包从怀化国际陆港发往海外，海外订单已排至6月份。 该企业所在的怀化国际箱包皮具产业园位于怀化国际陆港经济开发区核心区，这里工厂云集，一派繁忙 景象。每天数千个拉杆箱从陆港启程，远销东南亚、中东、南美、非洲等世界各地。 殊不知，两年前怀化箱包产业还是"零基础"。依托怀化国际陆港出口通关便利、人力资源丰富、物流快 递成本低、土地厂房保障充足等优势，2023年5月，怀化市委、市政府锚定"国际箱包之都"目标，将箱 包皮具列为临港工业区首位产业。 截至目前，该市箱包皮具产业链引进项目达150余个，总投资108亿元，2024年实现产值30.12亿元，外 贸出口5亿元；力争今年链上企业达200家以上，产业链总产值实现60亿元以上。 "工厂入驻产业园5年免租，并且园区还帮我们装修好。"湖南欧腾箱包制造有限责任公司厂长何晓卫介 绍，该公司产品主做出口，主要出口东盟、中东、非洲等地，预计今年产值突破1亿元，解决约200人就 业。"我们接下来将增加3至4条生产线扩大产能，同时加大研发力度，针对海外市场推出适合当地消费 ...