Core Viewpoint - Guangdong Lingge Circular Pallet Carrier Co., Ltd. has been established with a registered capital of 10 million RMB, indicating a focus on sustainable resource utilization and industrial design services [1] Company Summary - The company is legally represented by Qiu Chubing, highlighting a clear leadership structure [1] - The registered capital of 10 million RMB suggests a significant investment in the company's initial operations [1] Business Scope - The company’s business activities include the sale of wooden containers, industrial design services, and IoT technology services, indicating a diverse operational focus [1] - Additional services include resource recycling technology consulting, warehouse equipment leasing, and sales of packaging materials and products, which align with current trends in sustainability and efficiency [1] - The company also offers enterprise management consulting, showcasing its capability to support other businesses in operational improvements [1]

Group 1 - EDA Group Holdings (02505) experienced a decline of over 6%, currently trading at HKD 2.78 with a transaction volume of HKD 2.3854 million [1] - The company anticipates a net profit of approximately RMB 18 million to RMB 21 million for the reporting period ending June 30, 2025, representing a decrease of 30%-40% compared to the same period in 2024 [1] - Adjusted net profit is expected to be around RMB 20 million to RMB 25 million, reflecting a decline of 55%-65% year-on-year [1] Group 2 - The anticipated decline in profits is primarily due to the addition of new overseas warehouse leases in the second half of 2024 and the first half of 2025, which typically take time to become profitable [1] - The increase in operating costs related to the amortization of right-of-use assets has significantly raised overall costs, leading to a decrease in gross margin [1] - Changes in tariff policies have increased market uncertainty and intensified industry competition, resulting in a continuous decline in order prices [1] - Rising overseas logistics and labor costs have contributed to a substantial increase in overall expenses [1]

Core Viewpoint - The demand for "bonded warehouses" in the U.S. is surging as companies seek to bypass tariffs on imported goods, contrasting with the quiet state of U.S. ports [1] Group 1: Industry Trends - Many U.S. importers are utilizing bonded warehouses to temporarily avoid paying tariffs, opting to pay according to future tariff policies when goods are released [1] - The ability to store goods in these warehouses for up to five years is a significant factor driving this trend [1] Group 2: Business Impact - A leasing company for bonded warehouses near the Port of Los Angeles reported a sharp increase in business growth following the implementation of various tariff measures by the U.S. government, reversing a previous slowdown [1]