12月9日晚，东百集团（600693.SH）发布异动公告，公司主要从事商业零售、仓储物流业务，致力于满足商业的消费场景和物流的仓储场景中基础设施和 运营服务的需要。截至本公告日，公司经营活动、经营秩序正常，主营业务未发生重大变化，外部市场环境、行业政策亦未发生重大变化。2025年12月9 日，丰琪投资通过集中竞价方式卖出公司股份2595.19万股。 值得注意的是，截至三季度末，丰琪投资位列东百集团第一大股东，持股4.64亿股，占公司总股本的53.3%。 二级市场上，截至今日收盘，东百集团股价走出三连板，自2024年6月24日低点迄今股价累计最大涨幅达374%。 公开资料显示，福建东百集团股份有限公司前身是福州东街口百货商店，创始于1957年，作为福建省第一家上市的商业企业，东百集团1993年在上海证券交 易所挂牌上市。 今年前三季度，东百集团实现营业收入13.59亿元，同比增长2.34%；归母净利润0.88亿元，同比增长3.04%。 （文章来源：每日经济新闻） ...

Core Viewpoint - Dongbai Group's major shareholder, Fujian Fengqi Investment Co., Ltd., has sold 25,951,900 shares of Dongbai Group, marking the first reduction in over a decade, while the company's operational status remains stable and fundamentals are sound [2]. Group 1: Shareholder Actions - Fujian Fengqi Investment Co., Ltd. sold 25,951,900 shares of Dongbai Group through centralized bidding [2]. - This is the first reduction in shareholding by Fengqi Investment since it became the controlling shareholder over ten years ago [2]. - The shares sold are all unrestricted circulating shares, and the actions comply with legal regulations [2]. Group 2: Company Performance - Dongbai Group is primarily engaged in commercial retail and warehousing logistics, focusing on infrastructure and operational services for consumption and logistics scenarios [2]. - For the first three quarters of 2025, the company achieved operating revenue of 1.359 billion yuan, a year-on-year increase of 2.34% [2]. - The net profit attributable to the parent company reached 88.048 million yuan, reflecting a year-on-year growth of 3.04%, indicating a sustained growth trend in performance [2].

Core Viewpoint - The major shareholder of Dongbai Group has reduced its stake, but the company's fundamentals remain stable and unaffected by this change [1] Group 1: Shareholder Actions - On December 9, Dongbai Group announced that its controlling shareholder, Fujian Fengqi Investment Co., Ltd., sold 25,951,900 shares through a centralized bidding process [1] - This marks the first reduction in holdings by Fengqi Investment in over a decade, and the shares sold were all unrestricted circulating shares [1] - Despite the reduction, Fengqi Investment continues to be the controlling shareholder of Dongbai Group [1] Group 2: Company Performance - Dongbai Group operates primarily in commercial retail and warehousing logistics, focusing on infrastructure and operational services for consumption and logistics scenarios [1] - For the first three quarters of 2025, the company reported revenue of 1.359 billion yuan, representing a year-on-year increase of 2.34% [1] - The net profit attributable to shareholders reached 88.048 million yuan, reflecting a year-on-year growth of 3.04%, indicating a sustained growth trend in performance [1]

每经AI快讯，12月9日，东百集团（600693）(600693.SH)发布异动公告，公司主要从事商业零售、仓储 物流业务，致力于满足商业的消费场景和物流的仓储场景中基础设施和运营服务的需要。截至本公告 日，公司经营活动、经营秩序正常，主营业务未发生重大变化，外部市场环境、行业政策亦未发生重大 变化。2025年12月9日，丰琪投资通过集中竞价方式卖出公司股份2595.19万股。 ...

Core Viewpoint - The establishment of the Shanghai headquarters of China Logistics' subsidiary, Zhongchu Development Co., Ltd., marks a significant step in the company's transformation from a functional to an operational headquarters, enhancing its ability to respond to market and customer needs in resource-rich and active regions like Shanghai [1] Group 1: Company Developments - Zhongchu Development's Shanghai headquarters aims to leverage the ecological advantages of Shanghai and Xuhui District in finance and technology to promote innovation in smart warehousing and digital warehouse receipts [1] - The company is focused on building a modern service system that ensures efficient domestic warehouse collaboration and seamless international cross-border operations, enhancing its global comprehensive service capabilities in the bulk commodity sector [1] Group 2: Regional Impact - The establishment of the headquarters is seen as a recognition of Xuhui District's business environment and development potential, providing an important opportunity for deepening cooperation with state-owned enterprises and supporting national strategies [1] - Xuhui District is committed to providing quality services, an open environment, and strong support to jointly create a "smart hub for bulk commodity supply chains" that is based in Shanghai, radiates nationwide, and connects globally [1]

Core Viewpoint - The Fujian sector is experiencing significant activity, with multiple stocks hitting their daily limit up, driven by favorable government planning and infrastructure initiatives [1][3][10]. Group 1: Stock Performance - On December 9, several stocks in the Fujian sector, including Longzhou Co. and Xiamen Port, reached their daily limit up within minutes of market opening, with 16 stocks either hitting the limit or rising over 10% [1][3]. - Anji Food has achieved six consecutive limit ups, while Longzhou Co. has five, and Shuhua Sports has four [5]. Group 2: Government Planning Initiatives - The Quanzhou "14th Five-Year Plan" emphasizes enhancing infrastructure connectivity with Taiwan, including the expansion of the Shijing passenger and cargo transport hub and the advancement of the Quanzhou-Xiamen-Jinmen expressway [6]. - The Xiamen "14th Five-Year Plan" aims to establish a free port-like economic zone and implement strategies to boost consumption, creating a four-tier commercial system to develop an international consumption center [6][8]. Group 3: Economic Development Strategies - The plans include fostering new industries such as artificial intelligence, hydrogen energy, and biomanufacturing, while also promoting the integration of traditional and emerging sectors [7]. - The Fujian government is focused on enhancing consumer spending and creating a favorable environment for inbound consumption, including the establishment of friendly business districts for international consumers [10][11]. Group 4: Infrastructure and Technological Advancements - The Fujian government is set to improve transportation logistics infrastructure and develop a comprehensive cross-strait transportation hub, including projects to enhance water, electricity, and gas connectivity with Kinmen and Matsu [11][12]. - The province aims to expand its computing power infrastructure, targeting a public computing capacity of over 12 EFLOPS by the end of 2027, while also promoting green energy usage in data centers [12].

天眼查App显示，近日，蓬安县万创精密机械制造有限责任公司成立，法定代表人为王尧，注册资本 2000万人民币，经营范围为一般项目：铸造机械制造；轻质建筑材料制造；轻质建筑材料销售；建筑材 料销售；自有资金投资的资产管理服务；土地整治服务；工程管理服务；住房租赁；非居住房地产租 赁；土地使用权租赁；普通货物仓储服务（不含危险化学品等需许可审批的项目）；粮油仓储服务；粮 食收购；供应链管理服务；园区管理服务；市政设施管理；城市绿化管理；停车场服务；物业管理；人 力资源服务（不含职业中介活动、劳务派遣服务）；商务代理代办服务；国内货物运输代理；食用农产 品批发；农副产品销售；日用百货销售；办公用品销售；家居用品销售；金属材料销售。（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）许可项目：食品销售；食品生产。（依法须经批准 的项目，经相关部门批准后方可开展经营活动，具体经营项目以相关部门批准文件或许可证件为准）。 ...

Group 1 - A new company, Beijing Pulongwei Warehousing Service Co., Ltd., has been established with a registered capital of 100 million yuan [1] - The company's business scope includes general cargo warehousing services, information consulting services, supply chain management services, and property management [1] - The company is wholly owned by Prologis Investment (Shanghai) Co., Ltd. [1]

在当下电商与实体经济深度融合、物流需求日益精细化的时代，云仓作为物流供应链中的关键环节，其重要性愈发凸显。对于众多企业而言，尤其是电商卖 家、品牌商等，选择一家合适的中高端云仓，不仅能提升物流效率、降低成本，还能优化客户体验，增强市场竞争力。然而，市场上云仓服务商众多，质量 参差不齐，企业在选择时往往面临诸多困惑。 下面依据云仓的硬件设施、服务能力、客户口碑以及行业影响力等多方面因素，为您精心梳理出 2025 年值得重点关注的三家中高端云仓——顺丰云仓、宝 时云仓、京东云仓，助力企业做出明智决策。 顺丰作为国内物流行业的领军企业，凭借其广泛的物流网络、高效的配送服务和强大的品牌影响力，其旗下的顺丰云仓也备收关注。顺丰云仓依托顺丰的物 流优势，为客户提供高品质的云仓服务。 核心优势特点： 2. 宝时云仓：一站式智慧云仓服务专家 宝时云仓自2012年创立以来，始终专注于为中高端客户提供一站式智慧云仓解决方案，凭借其出色的服务品质和创新的运营模式，已服务400多家企业，在 云仓领域树立了良好的口碑。 核心优势特点： 强大的物流配送能力：顺丰拥有覆盖全国的物流网络和丰富的运输资源，能够实现货物的快速配送。无论是同城配 ...

Core Viewpoint - The National Development and Reform Commission (NDRC) has issued the "Industry Scope List for Infrastructure Real Estate Investment Trusts (REITs) Projects (2025 Edition)," significantly expanding the asset categories included in infrastructure REITs, reflecting the internal demand for economic transformation and the public's desire for a better life [1][2]. Group 1: Expansion of Asset Categories - The new list includes high-quality asset categories such as sports venues, commercial travel and cultural sports complexes, four-star and above hotels, commercial office facilities, and urban renewal facilities, marking a major breakthrough in the scope of infrastructure REITs [1][2]. - Since the launch of infrastructure REITs in 2020, the market has continuously expanded, now covering 12 major industries and 52 asset types, with 18 asset types from 10 industries already achieving their first issuance [2][3]. Group 2: Consumer Infrastructure and Sports Consumption - The expansion of the scope to include consumer infrastructure signifies a shift in understanding, moving from merely providing shopping spaces to offering high-quality living and service experiences [2][3]. - The inclusion of sports venues supports the national strategy for public fitness and expands new spaces for sports consumption, aligning with government efforts to enhance financial support for the sports industry [3][4]. Group 3: Commercial Office Facilities - The list allows independent commercial office facilities to issue REITs for the first time, which aligns with international REIT market practices and is a cautious decision based on China's national conditions [4][5]. - This move is expected to significantly expand asset scale and attract a broader range of investors, while also providing stable operating spaces and quality business environments for the real economy [4][5]. Group 4: Urban Renewal Facilities - Urban renewal facilities have been included as an independent category, providing strong financial support for national urban renewal strategies [5]. - The introduction of infrastructure REITs is seen as a solution to challenges such as large investment scales and long recovery periods in urban renewal projects, promoting a sustainable operational model and enhancing the long-term vitality of updated areas [5].