Group 1 - The third China International Supply Chain Promotion Expo opened at the China International Exhibition Center in Beijing, showcasing various sectors and innovations in supply chain integration [1] - The advanced manufacturing chain focuses on sectors such as rail transportation, aerospace, low-altitude economy, industrial automation, and intelligent manufacturing, highlighting the deep integration and complementarity between domestic and foreign enterprises [2] - An innovation chain area was created this year to demonstrate the entire process of innovation results transformation and application in a real-world setting [5] Group 2 - The green agriculture chain area offers a richer and more comprehensive journey into green health, emphasizing sustainable agricultural practices [10] - The supply chain service area continues to showcase end-to-end full-link demands, with a significant increase in internationalization [15] - The digital technology chain focuses on artificial intelligence as a core theme, demonstrating AI's transformative impact across various industries [21] Group 3 - The health living chain integrates traditional medicine, healthy living, and consumer goods, forming a comprehensive health industry chain from birth to old age [29] - The smart automotive chain area presents a complete new energy vehicle industry chain, emphasizing low-carbon transformation and technological empowerment [34] - The clean energy chain showcases the entire cycle from supply to consumption, reflecting the new trends in high-quality development within the clean energy sector [40]

Core Viewpoint - Shenzhen Yiyaton Supply Chain Co., Ltd. (002183.SZ) has been subjected to administrative regulatory measures by the Shenzhen Securities Regulatory Bureau due to multiple management irregularities, particularly in corporate governance, financial accounting, and information disclosure [1][2][3] Corporate Governance - Significant deficiencies were identified in corporate governance from 2021 to 2023, including irregularities in the operation of the three meetings, incomplete meeting records, and inadequate attendance by board members [1][2] - Management of insider information was found to be lacking, with some major events not documented as required and incomplete records of insider information [1][2] Financial Accounting - Irregularities in revenue recognition were noted, with some income recognized on the day of goods shipment, contrary to disclosed policies [2] - The company failed to reasonably select forward-looking adjustment coefficients for expected credit loss calculations from 2021 to 2023 [2] - In 2022, the company did not timely recognize fair value changes in investment properties and misclassified expected sales of residential properties as construction in progress [2] Information Disclosure - In 2021, the company did not follow required board review procedures for shareholder loan matters and failed to disclose this in a timely manner [2] - Strategic cooperation agreements announced from 2021 to 2022 were not followed up with actual business developments, and the company did not maintain continuous information disclosure [2] Accountability - The chairman and general manager, Zhou Guohui, and the financial director, Mo Jing, were held primarily responsible for the identified issues and received warning letters from the regulatory authority [2] Company Response - The company has acknowledged the issues raised in the corrective order and is committed to rectifying deficiencies in governance, financial accounting, and information disclosure, while enhancing compliance and legal education [3] - The administrative measures are not expected to affect the company's normal operations, and a rectification report will be submitted within the stipulated timeframe [3] Financial Performance - The company reported revenues of 85.398 billion yuan and 94.422 billion yuan for 2022 and 2023, respectively, with a projected revenue of 77.616 billion yuan for 2024, representing a year-on-year decline of 17.8% [3] - The net profit attributable to shareholders for 2024 is projected to be 106 million yuan, down 24.92% year-on-year, marking a continuous decline over three years [3]

天眼查App显示，近日，蓬安县万联供应链管理有限责任公司成立，法定代表人为陈大秋，注册资本 5000万人民币，经营范围为一般项目：供应链管理服务；园区管理服务；计算机软硬件及辅助设备批 发；电子元器件批发；集成电路销售；光电子器件销售；通讯设备销售；集成电路芯片及产品销售；电 子产品销售；照明器具销售；智能家庭消费设备销售；音响设备销售；电力电子元器件销售；国内贸易 代理；国内货物运输代理；国内集装箱货物运输代理；道路货物运输站经营；货物进出口；采购代理服 务；销售代理；建筑工程机械与设备租赁；建筑材料销售；互联网销售（除销售需要许可的商品）。 （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：出版物批发；出版物零 售；道路货物运输（不含危险货物）。（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 - The core viewpoint of the article highlights that Mingze Investment has conducted research on a listed company, Yiyaton, focusing on its integrated business model of "supply chain + industrial chain + incubator" [1] - Yiyaton's service network spans over 320 cities in mainland China and extends to more than 10 countries or regions, including Hong Kong, Singapore, and the United States [1] - The company's overseas strategy emphasizes sectors such as new energy, electromechanical equipment, and electronic products, with initial expansion plans targeting Southeast Asia and the United States [1] Group 2 - Yiyaton possesses multiple core advantages in cross-border services, including experience, industrial foundation, brand credibility, and policy support [1] - The company aims to create a collaborative ecosystem for overseas industry by integrating resources, building information platforms, and addressing customer pain points [1] - Yiyaton's subsidiary, Zhuoyou Cloud Intelligence, focuses on computing power construction and operation, promoting the development of the Hongmeng ecosystem [1] Group 3 - Yiyaton plans to explore the application of stablecoins in its overseas supply chain business [1] - In 2024, the company intends to increase efforts in new business development while optimizing internal management and cost control [1]

证券代码：002183 证券简称：怡亚通 深圳市怡亚通供应链股份有限公司 四、产业出海生态联盟如何协同合作？ | 答：联盟本质是发挥各方优势，聚焦国内企业海外 | | --- | | 拓展的共同目标。一是整合本地服务机构资源，解决海 | | 外本地化服务问题，避免从国内直接派驻团队的局限 | | 性；二是搭建信息服务平台，共享需求与痛点，由具备 | | 背书和影响力的企业牵头推动；三是围绕客户需求解决 | | 痛点，在创造价值的同时实现盈利。联盟将联合中介机 | | 构、协会、金融机构等，发挥各自资源优势，如进出口 | | 银行需通过供应链抓手落实国家战略扶持，联盟则承担 | | 连接国内外客户的角色，扩大合作伙伴范围，形成协同 | | 效应，创造价值： | | 1、全球产能资源连接与协同：在全球目标区域内 | | （尤其成本洼地与技术高地）整合当地优质代工厂、特 | | 色工艺供应商、闲置产能整合商资源。帮助国内过剩/升 | | 级产能找到新市场，帮助海外客户高效获取优质、成本 | | 优化的制造资源。 | | 2、多元化服务伙伴深度联盟：与目标市场的本土领 | | 先物流商、金融机构、科技公司、咨询机构等 ...

当前，全球经济增长普遍面临动能不足的挑战。以数智化为代表的新质生产力，正通过深刻变革生产方 式，推动传统产业转型升级，不断催生新业态、新场景、新模式，为经济增长注入强劲动能。国家发展 改革委强调，因地制宜培育壮大新质生产力，推动「人工智能+」行动走深走实，激发数字经济创新活 力。 作为一家兼具实体经济属性和数字技术能力的新型实体企业，京东本身不仅是新质生产力的最佳实践之 一，更是新质生产力的创新者、构建者和服务者。京东政企业务则充分发挥集团生态优势，把京东科 技、京东物流、京东工业等业务板块的服务能力整合打通，为企业客户提供了包括数智采购、协同研 发、智能制造、全域链接、价值服务、供应链一体化等完整可用的供应链解决方案。目前，京东的供应 链「全链」解决方案已经在制造、汽车、能源、电子、金融、通信等众多行业领域应用，有效帮助企业 破解供应链成本与效率难题，助力传统产业向数智化转型。 近期，国家发展改革委、财政部、工信部、中国人民银行等多个部门对下半年工作进行部署。其中，有 效释放内需潜力、培育壮大新质生产力成为共同的发力点。在此背景下，作为京东面向政企客户服务的 重要窗口，京东政企业务积极响应国家号召，依托数智 ...

Financial Data and Key Metrics Changes - The company generated total revenue of $1.6 billion for the quarter, an 8% decrease compared to the second quarter of last year, primarily driven by 60 fewer stores in operation and reduced consumer traffic [23][24] - Adjusted EBITDA was $47 million in the quarter, compared to $57 million in the prior year, reflecting a decline due to restructuring expenses [25] - Adjusted free cash flow for the quarter was $13 million, a significant increase from $5 million in the same period last year, highlighting improved cash generation [27][36] Business Line Data and Key Metrics Changes - In the B2B distribution segment, revenue trends improved by approximately 200 basis points year over year, driven by new business wins and stronger demand [10][30] - The retail segment, Office Depot, reported sales of $716 million, down 10% year over year, but comparable store sales improved by 200 basis points [28][29] - The supply chain business, Veyr, achieved a 90% year-over-year revenue growth from third-party customers, with third-party revenue reaching $19 million [34][35] Market Data and Key Metrics Changes - The company is making significant progress in the hospitality market, with a strategic partnership covering approximately 15,000 members, positioning ODP to enter a $16 billion segment [15][16] - Sales to hospitality customers rose by a low double-digit percentage, indicating early traction in this new market [32] Company Strategy and Development Direction - The company's strategy focuses on leveraging supply chain strengths to accelerate growth in the B2B business while maximizing value from the retail segment [6][7] - The "Optimize for Growth" plan aims to streamline fixed costs and improve margins while expanding into higher growth sectors like hospitality and healthcare [20] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in maintaining momentum into the second half of the year, expecting additional top-line improvement in B2B distribution and sustained strength in retail [22][42] - The company anticipates generating over $115 million in adjusted free cash flow for the full year, supported by strong cash generation and disciplined working capital management [39][41] Other Important Information - The company closed 23 retail stores and three distribution facilities as part of its restructuring efforts [24][20] - Total liquidity at quarter-end was $658 million, consisting of $177 million in cash and $481 million in available credit [38] Q&A Session Summary Question: Are there alternatives being explored to maximize shareholder value? - Management emphasized that maximizing shareholder value is the primary focus, but they cannot comment on specific activities or rumors [46][47] Question: What assumptions have been made regarding the macroeconomic environment, particularly the labor market? - Management stated they are conservative in their assumptions and have a strong focus on inventory management to ensure cash flow generation [48][50] Question: What percentage of the assortment is subject to tariffs, and how will pricing be adjusted? - Approximately 57% of inventory is either MAP priced or exempt from tariffs, allowing flexibility in pricing strategies [53][58] Question: What needs to happen for the business solutions segment to return to positive revenue trends? - Continued execution and focus on hospitality growth are essential, with a strong emphasis on onboarding new properties [86][89]

中证报中证网讯(王珞)8月5日，丝路数字资产与大宗商品供应链大会在四川德阳开幕，共商数字技术重 塑全球大宗贸易新路径，会上发布了《产业生态共建倡议》，并现场签约了超十亿元的合作项目。 四川省社会科学院二级教授李后强表示，四川建设国家战略腹地，本质是以安全托底发展、以开放激活 创新、以绿色重塑价值，是"国之大者"与"省之要事"的深度融合。四川建设国家战略腹地的新机遇，集 中于政策、产业、科研、就业、公共服务等机遇，主要在粮食、能源、材料、交通等关键产业备份。德 阳作为四川装备制造产业的"脊梁"，正以三大定位服务国家战略，即打造高端装备科技城、建设成渝产 业协同"核心引擎"、探索"一带一路"装备出海新模式。 会上，云南滇红茶、联合龙润茶、川茶集团等20家龙头企业成立"中国茶联会"，构建茶叶从种植到跨境 销售的"区块链+物联网"全链溯源平台；天府商品交易所、中国欧盟商会、四川省川联零售业商会、四 川省供应链服务行业协会、成渝地区双城经济圈研究院执行院、法国中小协会等30家机构发布《产业生 态共建倡议》，明确共建"数字仓单跨域互认"标准、开发"丝路链上征信平台"、设立"数字供应链创新 基金"三大行动。 本次会议由中国 ...

（文章来源：每日经济新闻） 2024年1至12月份，福然德的营业收入构成为：供应链服务占比99.93%，其他业务占比0.07%。 福然德（SH 605050，收盘价：17.65元）8月5日晚间发布公告称，截至2025年7月31日，公司已累计回 购股份数量为191.31万股，占公司总股本的比例为0.3882%，回购股份的最高成交价为13.89元/股、最低 成交价为8.97元/股，累计支付总金额为人民币约2181.80万元。 ...

Group 1 - The core business of the company includes resource trading, metal trading, and supply chain services [1] - The company has not yet participated in the Yarlung Tsangpo River project but will closely monitor related business opportunities [1]