供应链管理

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浙商中拓经营管理部副总经理雷衍升:企业套保必须坚守风险对冲初心
Qi Huo Ri Bao Wang· 2025-08-19 09:01
期货日报网讯(记者张梦)8月19日,由郑州商品交易所、芝加哥商业交易所集团主办的2025 中国(郑 州)国际期货论坛在郑州开启。在当天下午举办的产业企业风险管理论坛上,浙商中拓经营管理部副总 经理雷衍升就企业如何搭建期货衍生品业务内控和风险管理体系作了主题演讲。 雷衍升认为,在企业套期保值内控体系建设方面,期货和衍生品交易应由总部集中统一操作和管理,交 易决策、交易下单、交易风控、合规监督、行情研究这些关键岗位确保分离。企业参与期货市场从事套 期保值交易主要目的是规避市场经营风险,应针对套期保值业务建立经营风险的监督体系和权力制衡机 制,在决策、授权、交易等操作程序上规范运作,发挥各级操作者的主观能动性,提高企业在期货市场 的抗风险能力,确保套期保值交易顺利进行。 此外,雷衍升还提醒,理念认知影响交易动机,进而决定交易行为。不良的交易动机,只会放大交易风 险。企业开展套期保值必须坚守风险对冲初心,围绕现货实体开展,避免走向投机。要接受不完美的对 冲,通过精细化管理基差优化套保效果。 (文章来源:期货日报网) ...
东方嘉盛:新华基金、申万宏源证券等多家机构于8月18日调研我司
Zheng Quan Zhi Xing· 2025-08-19 07:08
Core Viewpoint - The company is actively expanding its semiconductor and international logistics businesses, aiming to enhance service capabilities and optimize supply chain management while leveraging technological advancements for digital transformation [2][3][4][6]. Semiconductor Business - The company is expanding its customer base in the semiconductor sector and has established new partnerships with domestic and international semiconductor firms [2]. - It aims to provide rapid response services for lithography machine consignment and maintenance, focusing on integrated circuit manufacturing enterprises in the South China region [2]. - The company plans to enhance its supply chain management products and establish industry standards for consignment and maintenance services in the semiconductor equipment sector [2]. International Logistics - In the first half of 2025, the international logistics segment experienced a revenue increase of 329.56% year-on-year [2]. - The company is developing a comprehensive supply chain service network, integrating various transportation modes to improve logistics efficiency and resilience [2][3]. - Future plans include leveraging IoT and AI technologies to optimize logistics processes and enhance end-to-end service capabilities [2][4]. Global Expansion - The company is focusing on global expansion through strategic initiatives in regions such as the Belt and Road, Europe, Southeast Asia, and Central Asia [3]. - It aims to enhance its cross-border e-commerce capabilities and improve local operational efficiency to better serve international markets [3]. Digital Transformation - The company is investing in big data and AI to enhance logistics efficiency and service quality, with a focus on digital customs clearance services [4]. - Plans include increasing R&D investments in digital supply chain management to reduce costs and improve operational efficiency [4]. Self-built Warehousing Projects - The company is making progress in self-built warehousing projects in Chongqing and Kunming, which are expected to contribute positively to its performance [5]. - Ongoing projects in Shenzhen are aimed at serving the cross-border e-commerce and semiconductor industries [5]. Financial Performance - For the first half of 2025, the company reported a main revenue of 2.112 billion yuan, a year-on-year increase of 35.18%, while net profit decreased by 38.29% [6]. - The company attributes the disparity between revenue growth and net profit decline to non-recurring gains and seasonal factors in international logistics [6].
百德国际(02668)下跌5.63%,报0.335元/股
Jin Rong Jie· 2025-08-19 03:04
Core Viewpoint - Baida International (02668) experienced a decline of 5.63% in stock price, trading at HKD 0.335 per share with a transaction volume of HKD 7.0655 million as of 10:48 AM on August 19 [1] Group 1: Company Overview - Baida International Limited (2668.HK) is primarily engaged in supply chain management, hotel and catering services, property investment, and diversified businesses including leasing, lending, and securities investment [1] - Since its listing on the Hong Kong Stock Exchange in 2001, the company has expanded its revenue sources and enhanced its overall competitiveness through a diversified business model [1] Group 2: Financial Performance - As of the 2024 annual report, Baida International reported total revenue of HKD 625 million and a net loss of HKD 212 million [2]
飞力达:第六届监事会第十五次会议决议公告
Zheng Quan Ri Bao· 2025-08-18 13:09
证券日报网讯 8月18日晚间,飞力达发布公告称,公司第六届监事会第十五次会议审议通过了《关于公 司为东莞飞力达供应链管理有限公司申请银行授信提供担保的议案》等多项议案。 (文章来源:证券日报) ...
汇通达网络 + 掌门人传媒:共拓“线上+线下”融合新生态
Cai Fu Zai Xian· 2025-08-18 10:05
Core Viewpoint - The strategic partnership between Huitongda Network and Zhangmen Media Group aims to enhance brand development, product innovation, and channel integration through the establishment of Henan Zhanghui Supply Chain Management Co., Ltd [2][4][6] Group 1: Company Overview - Zhangmen Media Group has over a decade of experience in advertising marketing services and online brand operations, positioning itself as a leader in internet content production and management [4] - The group has successfully transformed from Jiangsu Zhangmen Network Technology Co., Ltd into one of the first full-domain MCNs in China, holding a leading position in the internet content sector [4] - It operates over 20 established self-owned brands across six core areas, including cosmetics, apparel, food and beverage, pet products, and home appliances [4] Group 2: Strategic Collaboration - The partnership is seen as a crucial element in Huitongda's self-owned brand strategy, with significant potential for collaboration in product development, advertising, and brand co-creation [6] - Huitongda Network has built a strong foundation in the lower-tier market over the past decade, aiming to leverage this partnership for mutual empowerment and enhanced efficiency in product and service distribution [6] - The establishment of Henan Zhanghui Supply Chain Management Co., Ltd represents a tangible outcome of the strategic collaboration, focusing on innovative supply chain models in the new retail environment [6]
百德国际(02668)上涨6.25%,报0.34元/股
Jin Rong Jie· 2025-08-18 05:46
Core Viewpoint - Baida International (02668) experienced a 6.25% increase in stock price, reaching HKD 0.34 per share with a trading volume of HKD 10.0477 million as of 13:33 on August 18 [1] Group 1: Company Overview - Baida International Limited (2668.HK) is primarily engaged in supply chain management, hotel and catering services, property investment, and diversified businesses including leasing, lending, and securities investment [1] - The company has expanded its revenue sources and enhanced its overall competitiveness through a diversified business model since its listing on the Hong Kong Stock Exchange in 2001 [1] Group 2: Financial Performance - As of the 2024 annual report, Baida International reported total revenue of HKD 625 million and a net loss of HKD 212 million [2]
三只松鼠新设供应链管理公司
Zheng Quan Shi Bao Wang· 2025-08-18 02:06
人民财讯8月18日电,企查查APP显示,近日,三只松鼠(300783)(无为)供应链管理有限公司成立,注 册资本1亿元,经营范围包含:供应链管理服务;初级农产品收购;粮食收购;中草药收购等。企查查 股权穿透显示,该公司由三只松鼠全资持股。 ...
东方嘉盛2025年中报简析:增收不增利,应收账款上升
Zheng Quan Zhi Xing· 2025-08-16 23:47
Core Insights - The company Dongfang Jiasheng (002889) reported a total revenue of 2.112 billion yuan for the first half of 2025, representing a year-on-year increase of 35.18%, while the net profit attributable to shareholders decreased by 38.29% to 79.8569 million yuan [1] - In Q2, the total revenue reached 1.22 billion yuan, showing a significant year-on-year growth of 64.58%, but the net profit attributable to shareholders fell by 53.64% to 36.4657 million yuan [1] - The company's accounts receivable increased significantly, with a year-on-year growth rate of 142.94% [1] Financial Performance - The gross profit margin was reported at 8.57%, a decrease of 30.61% year-on-year, while the net profit margin was 3.96%, down 54.56% year-on-year [1] - Total selling, administrative, and financial expenses amounted to 82.5656 million yuan, accounting for 3.91% of revenue, which is a decrease of 19.89% year-on-year [1] - Earnings per share (EPS) was reported at 0.21 yuan, reflecting a year-on-year decline of 38.35% [1] Return on Investment - The company's Return on Invested Capital (ROIC) for the previous year was 5.08%, indicating average capital returns [2] - The historical median ROIC since the company went public is 2.75%, with the lowest recorded ROIC in 2015 at 0.68% [2] Debt and Cash Flow Analysis - The company has a healthy cash asset position, but attention is needed on cash flow metrics, with cash and cash equivalents to current liabilities at 63.73% and the average operating cash flow over the last three years to current liabilities at 8.51% [2] - The interest-bearing debt ratio has reached 37.25%, and the ratio of interest-bearing debt to the average operating cash flow over the last three years is 10.44% [2] - Accounts receivable have reached 739.8% of profit, indicating potential issues with receivables management [2]
瑞宜恒(昆明)供应链管理有限公司成立 注册资本10万人民币
Sou Hu Cai Jing· 2025-08-16 08:43
Company Overview - Recently, Ruiyi Heng (Kunming) Supply Chain Management Co., Ltd. was established with a registered capital of 100,000 RMB [1] - The legal representative of the company is Zhang Jiheng [1] Business Scope - The company is involved in various licensed projects including food sales, internet food sales, salt wholesale, liquor business, and small grocery sales [1] - General projects include internet food sales (only selling pre-packaged food), daily necessities wholesale, agricultural product sales, and supply chain management services [1] - The company also engages in the cultivation of fruits, nuts, traditional Chinese medicine, flowers, tea, beans, vegetables, and grains [1] - Additional activities include the sale of food-grade plastic packaging containers, kitchenware, daily necessities, and non-medical masks [1] - The company is permitted to conduct business activities independently based on its business license, except for projects that require approval [1]
惠州市京通供应链有限公司成立 注册资本1万人民币
Sou Hu Cai Jing· 2025-08-16 05:12
Core Insights - Huizhou Jingtong Supply Chain Co., Ltd. has recently been established with a registered capital of 10,000 RMB [1] - The company’s business scope includes a wide range of services and products, such as supply chain management, retail and wholesale of daily necessities, clothing, cosmetics, agricultural products, electronics, toys, and more [1] Business Scope - General projects include supply chain management services, retail and wholesale of daily necessities, clothing, cosmetics, and agricultural products [1] - The company also engages in the sale of electronics, toys, and various consumer goods, including sports equipment and baby products [1] - Specific licensed projects include alcohol sales, which require approval from relevant authorities before operation [1] Technology and Services - The company is involved in artificial intelligence application software development and basic software development [1] - It also offers software development and leasing services for office and warehouse equipment [1] - Advertising design and agency services are part of its business activities, excluding projects that require legal approval [1]