金信核心竞争力混合A（009317）成立日期2020年5月9日，最新规模913.82万。今年以来收益17.8%， 同类排名3818/8209；近一年收益12.28%，同类排名4569/8129；成立以来收益147.02%。 金信核心竞争力混合A（009317）基金经理为谭佳俊。 11月24日，依依股份跌5.1%，截至发稿，报31.44元/股，成交8662.59万元，换手率2.53%，总市值58.13 亿元。 资料显示，天津市依依卫生用品股份有限公司位于天津市西青区张家窝镇工业区，成立日期1990年5月 10日，上市日期2021年5月18日，公司主营业务涉及一次性卫生护理用品及无纺布的研发、生产和销 售。主营业务收入构成为：宠物一次性卫生护理用品93.91%，无纺布4.85%，个人一次性卫生护理用品 1.01%，其他(补充)0.24%。 从基金十大重仓股角度 数据显示，金信基金旗下1只基金重仓依依股份。金信核心竞争力混合A（009317）三季度持有股数1.45 万股，占基金净值比例为4.82%，位居第五大重仓股。根据测算，今日浮亏损失约2.45万元。 截至发稿，谭佳俊累计任职时间1年37天，现任基金资产总规模6 ...

Core Viewpoint - The company, Leshush, focuses on the hygiene products industry in emerging markets such as Africa, ranking first in sales of baby diapers and sanitary napkins in Africa in 2024, with market shares ranging from 40% to 60% in East and West Africa. The industry is in a growth phase, with significant potential for penetration increases due to low current market penetration rates compared to mature markets [1][4]. Company Overview - Leshush is a multinational hygiene products company specializing in baby diapers, pull-ups, sanitary napkins, and wet wipes, primarily targeting emerging markets in Africa, Latin America, and Central Asia. The company has evolved from a division of the SenDa Group, which began trading hygiene products in 2009, and has become a leading player in the hygiene products sector in multiple African countries [1][2]. Market Position and Performance - According to Frost & Sullivan, Leshush holds a market share of 20.3% in the baby diaper market and 15.6% in the sanitary napkin market in Africa as of 2024. The company's revenue is projected to grow from $320 million in 2022 to $454 million in 2024, with a CAGR of 19.2%. Adjusted net profit is expected to rise from $18.39 million to $97.67 million during the same period, reflecting a CAGR of 130.5% [1][2]. Product and Channel Strategy - The company has localized its products to meet local consumer preferences and has established a deep distribution network across more than 30 countries in emerging markets. It has built production facilities in eight African countries since 2018, allowing for cost reductions and competitive pricing against international brands [2][3]. Future Outlook - The hygiene products industry in emerging markets is expected to maintain rapid growth, driven by economic development and increasing penetration rates. The current penetration rates for baby diapers and sanitary napkins in Africa are approximately 20% and 30%, respectively, compared to 70%-90% in mature markets [4][5]. Expansion Plans - The company plans to expand its market presence in Latin America, Central Asia, and North and South Africa, leveraging its manufacturing and distribution experience. It aims to increase production capacity and strengthen channel development in regions where it has not yet achieved significant market share [5][6]. Backing and Growth Potential - Leshush is supported by the SenDa Group, which has extensive experience in international markets and a diverse portfolio. The company may pursue acquisitions in the hygiene sector to enhance its product offerings and market reach, benefiting from both organic and inorganic growth strategies [6].

天眼查App显示，近日，深圳市洁优卫生用品有限公司成立，法定代表人为罗水英，注册资本15万人民 币，经营范围为一般经营项目是：日用品销售；卫生用品和一次性使用医疗用品销售；日用化学产品销 售；产业用纺织制成品销售；针纺织品销售；纸制品销售；针纺织品及原料销售；文具用品批发；母婴 用品销售；日用品批发；家居用品销售；日用百货销售；个人卫生用品销售；办公用品销售；文具用品 零售；化妆品批发；化妆品零售；专用化学产品销售（不含危险化学品）；金属制品销售；家用纺织制 成品制造；产业用纺织制成品制造；纸和纸板容器制造；化工产品销售（不含许可类化工产品）；消毒 剂销售（不含危险化学品）；互联网销售（除销售需要许可的商品）；工程和技术研究和试验发展；纸 制品制造；货物进出口；技术进出口。（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），许可经营项目是：无。 ...

Core Viewpoint - The article discusses the emergence of a new paradigm in globalization, characterized by "entrepreneurs going abroad" rather than traditional "enterprises going abroad," highlighting the shift in how Chinese entrepreneurs are establishing local businesses in foreign markets while leveraging Chinese resources and expertise [5][20][24]. Group 1: Case Studies of Successful Companies - "Leshu Shi" became the first Middle Eastern company to list in Hong Kong, achieving a remarkable 2358 times oversubscription and a first-day stock price surge of 35.8%, reaching a market capitalization of over 21.5 billion HKD [5][22]. - The company has a 20.3% market share in Africa's diaper market, producing 6.3 billion pieces annually, and operates eight factories across Africa [5][22]. - "Yalla," a voice social app founded by Yang Tao, has become a leading platform in the Arab world, successfully integrating local cultural preferences with Chinese internet models [12][15]. - "DOORWIN," founded by Chinese entrepreneur Lei Lili in North America, has successfully penetrated the high-end window and door market, selling to 68 countries and achieving 90% of its sales from North America [17][19]. Group 2: Factors Driving the New Paradigm - The rise of "entrepreneurs going abroad" is driven by structural opportunities in emerging markets, where local supply capabilities are limited, allowing Chinese entrepreneurs to fill market gaps [22][24]. - The outflow of Chinese advantages, including a complete manufacturing system and internet operational experience, enables entrepreneurs to leverage these strengths in global markets [23][24]. - Geopolitical factors, such as the U.S.-China rivalry, have made it beneficial for entrepreneurs to establish local entities abroad to avoid regulatory burdens associated with being identified as Chinese companies [23][24]. Group 3: The Role of Hong Kong - Hong Kong serves as a unique and critical platform for these globally-oriented companies, offering a mature regulatory framework for overseas income and facilitating access to both international and mainland investors [26][29]. - The capital market in Hong Kong is recognized for its openness, making it an ideal listing location for companies with complex identities [26][29]. - The success of companies like "Leshu Shi" in Hong Kong may signal a trend where both Chinese-founded companies abroad and foreign companies focusing on the Chinese market increasingly choose Hong Kong for their listings [29]. Group 4: Broader Implications - The new wave of "entrepreneurs going abroad" signifies a shift in the narrative of China's global presence from merely being the "world's factory" to exporting entrepreneurial spirit and operational capabilities [31][32]. - This trend is expected to reshape global business dynamics, introducing a new category of competition that includes localized enterprises with Chinese backgrounds [33]. - The article emphasizes that while challenges exist, the direction of this entrepreneurial movement is significant, indicating a more decentralized and flexible approach to globalization [35].

清科控股旗下创业与投资资讯平台 以下文章来源于投资界 ，作者吴琼 杨文静 投资界 . 这样一幕再次上演——据"福建发布"消息，日前达利食品集团宣布，创始人许世辉之女许阳阳接任集团总 裁，正式接手这家食品巨头。 在许阳阳6岁那年，父亲许世辉创立达利食品，从一条二手饼干生产线、一间月租300元的厂房起步，把公 司做成家喻户晓的食品品牌。巅峰时期，达利食品市值超千亿，许世辉也凭借600多亿的身家成为福建首 富。 从小在"闽商"氛围中长大，许阳阳是许世辉亲自培养的继承者。 2008年，25岁的许阳阳留学归国后就加入公司，从基层岗位做起，后来由她牵头，达利食品成功在港交所 IPO。尽管当前已退市，但最新发布的《2025胡润女企业家榜》上，许阳阳与母亲陈丽玲以260亿财富值登 顶成为福建女首富。 和她一样，闽商系的二代们年纪轻轻就进入父辈企业，现在集体走上继承之路。 42岁，历练十七年 她正式接班 这是一个跨越十七年的企业传承故事。 公开信息显示，许阳阳出生于1983年，本科毕业于厦门大学国际经济与贸易专业。2008年从海外高校研究 生毕业后，她便回国进入家族企业。 作为董事长女儿，许阳阳选择从基层开始做起，历经车间管理 ...

Group 1 - The core viewpoint of the news is that Yiyi Co., Ltd. has seen a significant increase in its stock price, with a rise of 5.02% to 33.66 CNY per share, and a total market capitalization of 6.224 billion CNY [1] - Yiyi Co., Ltd. specializes in the research, production, and sales of disposable hygiene products and non-woven fabrics, with 93.91% of its revenue coming from pet disposable hygiene products [1] - The company was established on May 10, 1990, and was listed on May 18, 2021 [1] Group 2 - According to data, Jin Xin Fund has a significant holding in Yiyi Co., Ltd., with its Jin Xin Core Competitiveness Mixed A Fund (009317) holding 14,500 shares, representing 4.82% of the fund's net value [2] - The Jin Xin Core Competitiveness Mixed A Fund has achieved a year-to-date return of 21.86% and a one-year return of 19.6% [2] - The fund manager, Tan Jiajun, has been in charge for 1 year and 32 days, with the best fund return during his tenure being 32.38% [3]

天眼查App显示，近日，保定市森森王子卫生用品有限公司成立，法定代表人为张浩天，注册资本20万 人民币，经营范围为一般项目：纸制品制造;纸制品销售;卫生用品和一次性使用医疗用品销售;针纺织品 销售;日用百货销售;日用化学产品销售;品牌管理;销售代理;供应链管理服务;互联网销售（除销售需要许 可的商品）;信息技术咨询服务（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）。 ...

天眼查App显示，近日，保定绵柔印象卫生用品有限公司成立，法定代表人为范梦颖，注册资本30万人 民币，经营范围为一般项目：纸制品销售;卫生用品和一次性使用医疗用品销售;针纺织品销售;日用百货 销售;日用品销售;日用化学产品销售;互联网销售（除销售需要许可的商品）;信息技术咨询服务;销售代 理;品牌管理;供应链管理服务（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）。 ...

天眼查App显示，近日，保定市科瑞卫生用品有限公司成立，法定代表人为叶亚飞，注册资本5万人民 币，经营范围为一般项目：纸制品制造;纸制品销售;日用品销售;食品互联网销售（仅销售预包装食 品）;日用百货销售;化妆品零售;办公用品销售;互联网销售（除销售需要许可的商品）;会议及展览服务; 市场营销策划;技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广;信息技术咨询服务;食 用农产品零售（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 （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，具体经营项目以批准文件或许可证件为 准）。 ...

近日，被誉为"非洲纸尿裤大王"的乐舒适（股票代码：02698.HK） 正式在香港联合交易所主板挂牌交易。 01 年入30亿，在香港IPO成功 这场爆火的背后，是一段长达15年的非洲深耕之路，更是中国品牌出海新兴市场的典型范本。而 "品牌化"与 "本土化"，正是其一路闯关的两大核心密 码。 "在非洲，每卖出5片纸尿裤，就有1片来自乐舒适。" 信息瞬间点燃资本市场，上市首日，乐舒适开盘价报34.98港元，较发行价26.20港元大幅高开33.5%，市值一度逼近200亿港元，虽次日股价回调为30.86港 元，但市值仍超186亿港元。 这句话并非夸大，乐舒适在非洲市场的地位确实令人瞩目。据弗若斯特沙利文数据，2024年销量乐舒适在非洲婴儿纸尿裤和卫生巾市场均排名第一，市场 份额分别为20.3%及15.6%。 回顾乐舒适的起家历程，从一开始就找准了核心方向。 2009年，凭借在非洲市场积累的实战经验，创始人精准锚定当地卫生用品的发展潜力，决心跳出同质化竞争，从打造自有品牌切入。 同年，首个婴儿纸尿裤品牌Softcare在加纳正式推出，凭借贴合本地需求的定位快速打开市场；后陆续推出针对年轻妈妈群体的品牌Maya、Veesp ...