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找钢集团详谈国际化布局:三年海外再造一个找钢网
Zheng Quan Shi Bao Wang· 2025-10-09 09:41
这样的业务模式调整,得益于大型央、国企的基建出海,以及中国制造业的大量出海。"他们在海外设 厂就要买钢材,我们就给他们提供服务。对找钢来说,这是我们的战略性机遇。"王东指出,中国基建 公司和中国制造业大量的出海,对找钢集团来说,将带来至少5年的大红利期。 "我觉得印尼(市场)像中国20年前的感觉,像中东、东南亚,包括拉美和非洲这些国家,他们的工业 市场都像中国20年前,它们在发展,发展就要修道路、修桥梁、修房子,包括引入国外的投资者在当地 搞制造业,这时候供应链是头疼的事情,所以我们就过去帮他们做供应链。"王东表示,海外的供应链 组织效率较低,而中资企业往往对于供应链的要求比较高,找钢集团通过数字化系统+标准化服务体 系,再加上在国内已经积累的央、国企客户,样板效应带动口碑扩散,对"当地以印度人为代表的小贸 易商"形成了降维打击。 "我觉得找钢未来有三个增量,一个是来自于找钢国际化,国际化很重要,因为它的吨钢毛利相对较 高,而且这个机遇很明显会持续好几年;第二个是找钢的跨品种,我们利用在钢铁(行业)积累的优势 跨品种经营,给我们的用户提供综合的物资服务;第三个就是用AI来提效和降本。"找钢集团 (6676.H ...
福然德:累计回购股份数量为249.91万股
Mei Ri Jing Ji Xin Wen· 2025-10-09 08:21
截至发稿,福然德市值为79亿元。 每经头条(nbdtoutiao)——与美元脱钩后,暴涨102倍,揭秘黄金疯涨背后神秘的"无形之手"!专家: 推动金价上涨的逻辑没有变 (记者 曾健辉) 每经AI快讯,福然德(SH 605050,收盘价:16元)10月9日晚间发布公告称,截至2025年9月30日,公 司已累计回购股份数量为249.91万股,占公司总股本的比例为0.5071%,回购股份的最高成交价为19.51 元/股、最低成交价为8.97元/股,累计支付总金额为人民币约3195.76万元。 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%。 ...
从巴菲特到A股龙头 致股东的信如何成为投资界的“战略说明书”
Zhong Jin Zai Xian· 2025-10-08 10:22
在复杂多变的商业环境中,一封致股东信是企业与投资者沟通的桥梁,更是展现企业战略眼光与行业洞 察力的窗口。 巴菲特每年发表的致股东信被视为投资界的"圣经",其不仅会在信中分享伯克希尔公司的经营成果和战 略方向,还会融合他对世界经济发展趋势的深刻理解,更传递出独特的投资理念与价值观,这些内容堪 称珍贵的商业智慧宝典,为众投资者指引方向。 在A股市场,这封承载重要信息的信件,通常由董秘执笔撰写。作为公司与资本市场沟通的关键角色, 董秘深谙企业经营策略与财务状况,凭借专业素养与沟通能力,将公司复杂的业务进展、经营成果转化 为清晰易懂的文字,以精准的表述、诚挚的态度,向股东展现公司的发展脉络与未来方向,确保股东能 及时、准确地了解公司动态,维系公司与股东之间的信任纽带。 股东信的存在意义与功能解构 在A股市场的年报规范中,董事长致辞或致股东的信并非监管部门强制要求披露的内容。然而,众多上 市公司仍坚持撰写这一文本,其背后蕴含着深刻的商业逻辑——这是企业主动向市场传递核心信息的重 要载体。 与财务数据的冰冷数字相比,致股东信是企业管理层以"第一人称"进行的战略叙事。迈瑞医疗在信中 用"数智化转型如参天大树"的比喻,将复杂 ...
集聚一批百亿级全球供应链管理中心,大虹桥又有新动作
Di Yi Cai Jing· 2025-09-30 03:31
Core Viewpoint - The Hongqiao International Central Business District aims to establish a global supply chain management center, enhancing connectivity within the Yangtze River Delta, nationwide, and globally, leveraging its advantages in transportation, exhibitions, business, and technological innovation [1][2]. Group 1: Special Actions - The business district will implement three special actions: entity cultivation, global layout, and factor enhancement, focusing on attracting leading global supply chain enterprises across key industries such as headquarters economy, bulk commodities, logistics, green energy, life health, and fashion consumption [2]. - It plans to create cross-industry and cross-field collaborative platforms for supply chain services, exploring supply-demand matching mechanisms and publishing innovative supply chain application cases [2]. Group 2: Regional Development - The Minhang core area will develop a comprehensive service system for bulk commodities, industrial products e-commerce, intermediate goods trade, life health, and new energy [2]. - The Changning area will empower modern commercial supply chain development through digital transformation service platforms [2]. - The Qingpu area will establish a smart service system for logistics and consumer goods supply chains, focusing on cross-border e-commerce exports [2]. - The Jiading area will enhance services for bulk commodities, automotive parts, and medical devices supply chains [2]. Group 3: International Expansion - The business district will utilize platforms like the Hongqiao Overseas Development Service Center to provide full-process services for enterprises' overseas investments and mergers, optimizing distribution and service networks for small and medium-sized enterprises [2]. - It encourages participation in international standard formulation and certification, adopting advanced supply chain management standards [2]. Group 4: Digital Transformation - The business district supports enterprises in utilizing advanced technologies such as AI, IoT, and blockchain for supply chain digitalization and visualization [3]. - Financial institutions will be encouraged to provide convenient financing channels and settlement services [3]. - There will be a focus on talent cultivation and recruitment in supply chain management through collaboration with universities and research institutions [3]. Group 5: Industry Clusters - The business district has formed multiple industry clusters, including life health, new energy vehicles, digital economy, fashion consumption, industrial products e-commerce, and professional services, attracting global supply chain management centers like Dongfang International, Bosch, and others [3].
深圳市怡亚通供应链股份有限公司第七届董事会第五十次会议决议公告
Shang Hai Zheng Quan Bao· 2025-09-29 23:07
Group 1 - The company held its 50th meeting of the 7th Board of Directors on September 29, 2025, with all 7 directors present, complying with legal and regulatory requirements [1][10][30] - The Board approved an increase in the guarantee limit for its subsidiary, Hunan Huaihua International Land Port Yiatong Supply Chain Co., Ltd., by RMB 98 million, bringing the total guarantee limit for 2025 to RMB 539 million [1][11][14] - The Board also approved an increase in investment of RMB 98 million in its subsidiary, Hebei Jiao Investment Yiatong Supply Chain Service Co., Ltd., to support its business development [3][19][26] Group 2 - The company plans to change its registered address and amend its Articles of Association accordingly, with the new address being "No. 906, Yiatong Building, Binhai Community, Binhai Port Second Road, Shenzhen" [4][30] - A temporary shareholders' meeting is scheduled for October 15, 2025, to review the proposals approved by the Board [6][28][30] Group 3 - The company has provided guarantees exceeding 100% of its latest audited net assets, with the total amount of guarantees to external parties reaching RMB 475.31 million, which is 20.63% of the latest audited net assets [15][9] - The company emphasizes that the increase in guarantees is to meet the operational needs of its subsidiaries and is in line with its overall interests [14][26]
怡亚通(002183.SZ):拟向河北交投怡亚通一次性增加投资0.98亿元
Ge Long Hui A P P· 2025-09-29 13:06
格隆汇9月29日丨怡亚通(002183.SZ)公布,河北交投怡亚通供应链服务有限公司(简称"河北交投怡亚 通")为深圳市怡亚通供应链股份有限公司参股公司,河北交投怡亚通目前的注册资本为人民币10,000 万元,公司持有其49%的股权,河北交投物流有限公司持有其51%的股权。现因河北交投怡亚通业务发 展需要,经双方股东友好协商,对河北交投怡亚通进行同比例增资,公司拟向河北交投怡亚通一次性增 加投资人民币0.98亿元,河北交投物流有限公司拟向河北交投怡亚通增加投资人民币1.02亿元。本次增 资完成后,河北交投怡亚通的注册资本将增至人民币30,000万元。 ...
名单出炉!卓尔智联集团获评全国5A级供应链服务企业
Ge Long Hui· 2025-09-29 10:19
以供应链思维赋能线下市场发展,集团立足汉口北国际贸易城商贸物流优势,搭建了鲜花链、海鲜链、调味品链、汽车链、纺织服装链、咖啡链等现代化供 应链体系,并以文商旅融合模式打造新业态新消费场景,推动市场繁荣发展,2024年线上线下总交易额超2000亿元;以数智化服务推动产业升级,旗下平台 分别基于各自行业痛点、难点,推出了甘蔗智能农业管理系统、再生塑料云工厂、卓钢云SaaS服务系统等数字化解决方案,成功打通原料生产/种植、加 工、销售等多个供应链环节,帮助企业提升人效、优化运营管理水平,实现绿色可持续发展。 据悉,全国供应链服务企业评估认证由中国物流与采购联合会依据《供应链服务企业分类与评估指标》开展,从企业规模、服务能力、绿色服务水平、系统 化能力四大维度进行综合评审,其中5A级为最高等级。目前,国内仅有36家企业取得该认证。 立足供应链,重塑产业链,提升价值链。近年来,卓尔智联始终坚守"智联天下生意 服务创造价值"的商业理念,聚焦实体经济需求构建全链路服务能力。 围绕农业、黑色金属、化工塑料、海鲜渔品、纺织服装等产业,集团搭建了中农网、卓钢链、化塑汇、CIC、海上鲜、华纺链等智能交易平台,同时打造卓 尔云仓、卓 ...
东方之珠照亮中原出海路
He Nan Ri Bao· 2025-09-27 00:27
9月26日,第十五届河南投洽会在郑州召开,大会系列主题活动之一"豫港合作·链接全球"交流推介活动 同期举办,豫港两地与会代表围绕跨国供应链管理、风控及融资等展开深入交流,共同推动两地经济高 质量发展。 香港和河南两地合作有着扎实的基础。从"三趟快车"保障香港物资供应,到如今河南产品经"港"出海, 销售全球;从港企投资河南,到越来越多豫企赴港上市,今天的香港不仅是我省第一大外资来源地、豫 企"走出去"的首选平台,更是河南的重要经贸伙伴。 在项目推介环节,香港特别行政区政府多位负责人,就运输及物流、工业领域香港供应链产业及环境情 况、金融服务等内容,向河南企业进行了热情推介。 "河南是制造业大省,下一步一定会有诸多企业需要谋求全球化布局,香港可以成为河南企业未来管理 全球供应链的理想平台。"香港特别行政区政府驻武汉经济贸易办事处主任蔡敏君表示,"希望通过今天 的活动,向更多的河南企业介绍香港,也让香港的朋友更加了解河南,实现全球总部在河南,国际总部 在香港的新架构,让香港的各种优势成就大家的国际化发展。" 今年3月3日,诞生于河南的民营企业蜜雪冰城股份有限公司正式在港交所挂牌上市。活动中,蜜雪冰城 股份有限公司公 ...
密尔克卫智能供应链服务集团股份有限公司股东减持股份计划公告
Shang Hai Zheng Quan Bao· 2025-09-25 19:57
登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:603713 证券简称:密尔克卫 公告编号:2025-084 转债代码:113658 转债简称:密卫转债 密尔克卫智能供应链服务集团股份有限公司股东减持股份计划公告 本公司董事会、全体董事及相关股东保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏, 并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示: ● 股东持股的基本情况 截至本公告披露日,密尔克卫智能供应链服务集团股份有限公司(以下简称"公司"、"密尔克卫")实际 控制人、控股股东陈银河先生持有公司股份42,689,599股,占公司当前总股本的27.00%;公司实际控制 人、股东李仁莉女士持有公司股份21,065,409股,占公司当前总股本的13.32%;股东北京君联茂林股权 投资合伙企业(有限合伙)(以下简称"君联茂林")持有公司股份1,616,613股,约占公司当前总股本的 1.02%。 ● 减持计划的主要内容 公司实际控制人、控股股东陈银河先生计划通过大宗交易、集中竞价交易方式减持公司股份数量不超过 2,371,800股,即减持不超过公司总股本的1.50%,自本公告之日 ...
神州控股科捷发布全新战略 打造技术驱动的行业供应链专家
智通财经网· 2025-09-25 03:04
Core Insights - The article highlights the strategic brand and operational upgrades of KJ, a subsidiary of Shenzhou Holdings, aiming to position itself as a technology-driven industry supply chain expert [1][2][4] Group 1: Brand Positioning and Strategy - KJ has introduced a new brand positioning focused on becoming a technology-driven industry supply chain expert, emphasizing deep understanding of customer needs and industry pain points [1] - The company aims to enhance its supply chain service capabilities through an AI-driven core engine and a "customer + ecosystem" dual-drive model [1][2] Group 2: Technological Innovations - KJ has developed innovative technologies such as "full tracking management" to address industry challenges and has successfully penetrated the telecommunications market [2] - The company has implemented "micro-innovations" like order forecasting and pre-sale strategies to support major fast-moving consumer goods (FMCG) companies during high-demand events like "Double 11" [2] Group 3: Service Offerings and Ecosystem Development - KJ provides end-to-end lifecycle services, leveraging digital analysis capabilities and timely customer response to reduce costs and enhance efficiency for clients [1][2] - The company has established a comprehensive knowledge base across various industries, enabling the creation of customized solutions that meet specific client needs [2] Group 4: AI Integration and Future Plans - KJ is leveraging Shenzhou Holdings' "Data x AI" strategy to combine industry knowledge with fulfillment data, resulting in the development of a supply chain-specific large model [4] - The introduction of the "3+N" architecture for AI-driven intelligent agents aims to bridge the gap between large models and practical enterprise applications [4][6] Group 5: Leadership and Vision - The President and COO of Shenzhou Holdings emphasized the importance of integrating AI capabilities with industry knowledge to drive growth in the AI era [6] - KJ is positioned to be a key player in advancing smart supply chain development in China as it continues to enhance its intelligent service offerings [6]