智通财经APP获悉，11月20日，神州控股(00861)智慧供应链子公司科捷与新一代的新文具品牌卡西米尔 在杭州正式签署战略合作协议。科捷首席运营官王政与卡西米尔品牌创始人叶子桢出席签约仪式并进行 了深入交流。双方将以此次合作为契机，围绕供应链管理、电商运营、智能仓储解决方案等领域展开全 面协作，共同推动卡西米尔品牌在文具市场的持续增长与创新突破。 科捷作为国家5A级物流企业，深耕供应链领域二十余年，经过多年积累，科捷已在消费电子、通信、 快消、美妆、服装等行业建立起深厚的专业知识库，形成可拼装、可组合的原子化标准能力矩阵。在此 基础上，结合客户个性化需求与行业Know-how，能快速打造柔性化、具行业特色的定制解决方案。目 前，科捷正通过AI全栈技术核心引擎，结合"客户+生态"双轮驱动模式，持续强化项目方案建设，打 造"看得见、管得了、说得清、能进化"的仓储管理体系和完善的客户管理体系，做行业内的仓储管理专 家和商家的货物管理专家，将解决方案产品化、客户价值可视化、市场驱动数据化，持续深化行业供应 链服务能力。 未来，双方将以此次战略合作为起点，持续深化供应链数字化、物流效率优化等方面的合作，共同探索 快消 ...

11月24日，广博股份涨5.08%，截至发稿，报10.13元/股，成交2.38亿元，换手率6.31%，总市值54.12亿 元。 资料显示，广博集团股份有限公司位于浙江省宁波市海曙区石碶车何广博工业园，成立日期1996年10月 30日，上市日期2007年1月10日，公司主营业务涉及办公文具、印刷制品、塑胶制品的生产、销售以及 进出口贸易,互联网广告服务行业以及特价导购行业。主营业务收入构成为：办公直销类52.94%，办公 用品类26.14%，休闲生活类12.64%，创意产品类5.44%，其他类产品1.99%，其他(补充)0.85%。 从广博股份十大流通股东角度 数据显示，申万菱信基金旗下1只基金位居广博股份十大流通股东。申万菱信消费增长混合A （310388）三季度新进十大流通股东，持有股数169.14万股，占流通股的比例为0.44%。根据测算，今 日浮盈赚取约82.88万元。 申万菱信消费增长混合A（310388）成立日期2009年6月12日，最新规模1.42亿。今年以来收益 18.14%，同类排名3757/8209；近一年收益27.2%，同类排名1913/8129；成立以来收益194.11%。 申万菱信消费 ...

分红方面，晨光股份A股上市后累计派现47.01亿元。近三年，累计派现21.17亿元。 机构持仓方面，截止2025年9月30日，晨光股份十大流通股东中，景顺长城新兴成长混合A（260108） 位居第二大流通股东，持股3150.00万股，持股数量较上期不变。香港中央结算有限公司位居第三大流 通股东，持股2767.30万股，相比上期减少112.76万股。景顺长城鼎益混合(LOF)A（162605）位居第四 大流通股东，持股1500.00万股，持股数量较上期不变。中欧养老混合A（001955）位居第十大流通股 东，持股838.10万股，相比上期减少112.04万股。 责任编辑：小浪快报 融券方面，晨光股份11月20日融券偿还5200.00股，融券卖出100.00股，按当日收盘价计算，卖出金额 2836.00元；融券余量21.27万股，融券余额603.27万元，超过近一年90%分位水平，处于高位。 资料显示，上海晨光文具股份有限公司位于上海市松江区新桥镇千帆路288弄5号，成立日期2008年7月 18日，上市日期2015年1月27日，公司主营业务涉及晨光品牌书写工具、学生文具、办公文具等产品的 设计、研发、制造和销售。 ...

天眼查App显示，近日，武定县群学文具店（个人独资）成立，法定代表人为陶学群，注册资本3万人 民币，经营范围为一般项目：文具用品批发；文具制造；文具用品零售；办公用品销售；教学用模型及 教具销售；纸和纸板容器制造；互联网销售（除销售需要许可的商品）；纸制品制造；纸制品销售；集 贸市场管理服务。（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）。 ...

Core Insights - The overall price index for Linyi Mall this week is 102.34 points, showing a slight decrease of 0.02 points week-on-week, a decline of 1.55 points year-on-year, and a drop of 1.46 points compared to the beginning of the year [1] Price Index Summary - Among 14 categories of goods, 5 categories saw price increases, 2 remained stable, and 7 experienced price declines. The top three categories with price increases are: board materials, educational and office supplies, and ceramics [3] - The board materials price index rose to 97.37 points, with a week-on-week increase of 0.05 points, driven by increased demand in municipal engineering and home decoration sectors [5] - The educational and office supplies price index increased to 108.67 points, with a week-on-week rise of 0.03 points, although sales of sports and entertainment products saw a slight decline due to lower outdoor temperatures [8] - The ceramics price index reached 104.81 points, with a week-on-week increase of 0.02 points, as seasonal sales of ceramic sanitary ware and tiles began to slow down [10] - The clothing and accessories price index decreased to 103.68 points, with a week-on-week drop of 0.13 points, as demand for winter clothing increased but prices fell due to lower sales of certain items [13] - The home appliances and audio-visual equipment price index fell to 103.03 points, with a week-on-week decline of 0.06 points, as sales volumes for various appliances decreased [16] - The steel price index decreased to 95.95 points, with a week-on-week drop of 0.04 points, attributed to a decline in upstream raw material prices and weakened terminal demand [17] Detailed Price Index Table - The price index changes for various categories are as follows: - Total Price Index: 102.36 to 102.34 (-0.02) - Board Materials: 97.32 to 97.37 (+0.05) - Educational and Office Supplies: 108.64 to 108.67 (+0.03) - Ceramics: 104.79 to 104.81 (+0.02) - Home Appliances and Audio-Visual Equipment: 103.09 to 103.03 (-0.06) - Clothing and Accessories: 103.81 to 103.68 (-0.13) - Steel: 95.99 to 95.95 (-0.04) [18]

Core Insights - The 2025 South China Book Festival and the 7th Shenzhen Book Fair opened on November 13, featuring a blend of cultural and technological elements, with a focus on cross-industry collaboration in culture, tourism, and sports [2][3] Event Overview - The book fair spans 5 days, from November 13 to November 17, and includes a main venue at Shenzhen Book City and multiple sub-venues across the city, promoting a city-wide reading initiative [2] - Over 600 publishing units are participating, showcasing nearly 400,000 publications and 60,000 cultural creative products, along with more than 100 cultural activities [3][4] Exhibition Areas - The main venue covers approximately 49,000 square meters, featuring distinct areas such as the publication exhibition area, smart living area, stationery and cultural creative area, and a bookstore pop-up area [3][4] - The smart living area emphasizes technology integration, showcasing AI robots, smart living products, and interactive experiences [4] Cultural Activities - The festival includes a second illustration and planner festival, a movie market celebrating the 120th anniversary of Chinese cinema, and a BOOKWALK area designed for families with young children [5][6][7] - The interactive sports area is linked to the National Games, promoting urban sports culture through an open layout and engaging activities [7]

Core Insights - The company reported a revenue of 6.52 billion yuan in Q3 2025, representing a year-on-year increase of 7.5%, while the net profit attributable to shareholders was 390 million yuan, up 0.6% year-on-year [1] - For the first three quarters of 2025, the company achieved a total revenue of 17.33 billion yuan, a year-on-year increase of 1.2%, but the net profit attributable to shareholders decreased by 7.2% to 950 million yuan [1] - The company is focusing on long-term strategies, emphasizing the development of IP products, and has seen a 16% year-on-year growth in new business revenue despite a 4% decline in traditional core business revenue [1] Revenue Breakdown - In Q3 2025, the revenue from writing instruments was 1.99 billion yuan, down 1.5% year-on-year, while the gross margin improved by 2.0 percentage points to 44.12% [1] - The revenue from student stationery was 2.58 billion yuan, down 6.5% year-on-year, with a gross margin of 35.57%, up 2.1 percentage points [1] - Office stationery revenue was 2.30 billion yuan, down 6.8% year-on-year, with a gross margin of 26.55%, an increase of 0.49 percentage points [1] Product and Market Strategy - The company has diversified its product offerings, including classic bestsellers, high-tech functional products, and innovative IP products that resonate with consumers [2] - The office direct sales revenue for the first three quarters of 2025 was 9.69 billion yuan, up 5.8% year-on-year, with a gross margin of 6.78%, slightly down by 0.34 percentage points [2] - The company plans to focus on four major business segments, enhance its electronic trading system, and improve the sales ratio of self-owned products to boost profitability [2] IP Product Development - The company has increased its investment in IP products, with revenue from the "Morning Glory Life Museum" (including "Nine Wood Miscellaneous Society") reaching 1.19 billion yuan, a year-on-year increase of 6.85% [3] - The "Nine Wood Miscellaneous Society" alone generated 1.15 billion yuan in revenue, up 9.22% year-on-year, and the company continues to expand its retail presence with over 870 stores nationwide [3] - The company has enhanced its product structure and brand appeal through collaborations with popular IPs and interactive marketing events [3] Profit Forecast - The profit forecast for the company has been adjusted, with expected net profits for 2025-2027 projected at 1.38 billion, 1.55 billion, and 1.74 billion yuan respectively, reflecting slight downward revisions [4] - The corresponding price-to-earnings ratios are estimated to be 19X, 17X, and 15X for the respective years [4]

Core Insights - The 138th Canton Fair's third phase focuses on "Beautiful Life," featuring five major sectors: fashion, home textiles, toys and baby products, stationery, and health and leisure, with a total exhibition area of 515,000 square meters and approximately 25,000 booths, creating a global trade event that combines cultural care and fashion trends [1] Group 1: Consumer Demand and Trends - The event addresses deep consumer needs, covering diverse scenarios from personal to pet products, and from basic functionality to emotional value, catering to global buyers' demand for high-quality products [2] - Key exhibition categories such as clothing, footwear, bags, and stationery exceed global counterparts in exhibition area, highlighting strong international competitiveness [2] - Emerging themes like pet supplies, camping leisure, and new consumption for the elderly are focal points, responding accurately to global consumption upgrade trends [2] Group 2: Industry Participation and Innovation - Over 12,000 participating companies are present, with more than 200 new additions compared to the previous session, including over 2,900 high-quality enterprises such as national high-tech firms and specialized "little giants," showcasing the fair's strong industrial aggregation effect [3] - A number of "invisible champions" in niche markets are present, leveraging technological innovation across the supply chain to maintain industry leadership [3] Group 3: New Supply Trends - Companies are reshaping lifestyles through intelligence, sustainability, and personalization, with each exhibit representing an innovative proposal for a better life [4] - Smart products like customizable treadmills and intelligent surgical robots are highlighted, integrating technology with traditional health management practices [5] - Eco-friendly products such as biodegradable toys and recycled ski suits demonstrate a commitment to green manufacturing, with a 40% carbon reduction achieved through fluorine-free processes [6] - Innovative designs, including pet protective gear and 3D-printed shoes, showcase technology's role in meeting specific needs while enhancing personalization and functionality [7]

Core Points - Shenzhen Jiarui Packaging Technology Co., Ltd. has been established with a registered capital of 100,000 RMB [1] - The legal representative of the company is Fang Yuyan [1] Business Scope - The company engages in the sale of packaging materials and products [1] - It provides packaging services and sells paper products, rubber products, plastic products, sponge products, and high-performance sealing materials [1] - The company also sells smart vehicle-mounted equipment, high-performance fibers and composite materials, electronic products, and power electronic components [1] - It is involved in the retail and wholesale of hardware products, mold sales, office supplies, and stationery [1] - The company offers internet sales (excluding items requiring permits), domestic trade agency services, graphic design, business agency services, and various technical services including development, consulting, and promotion [1]

Core Viewpoint - The article discusses the rise of Japanese Prime Minister Sanae Takaichi as a fashion icon and her influence on consumer behavior, particularly among young women in Japan, highlighting the intersection of politics and fashion in contemporary society [6][18]. Group 1: Fashion Influence - Takaichi has become a "sales king" in Japan, with a trend called "Sanae Activity" emerging, where consumers seek to purchase items similar to those she uses [6][18]. - The "Sanae Bag," a product from Nagano's Hamin Leather Factory, has seen a surge in demand, with orders equivalent to 10 months of full production capacity [8]. - A pink multi-functional pen used by Takaichi during a press conference also became a bestseller, with sales increasing by 1.9 times in one week [10]. Group 2: Political Context - Takaichi's support rate reached 82% shortly after forming her cabinet, with 80% of her supporters being young people aged 18-39, a rare occurrence in Japanese politics [18]. - Her rise is attributed to a combination of her identity as Japan's first female prime minister and a desire for change among the electorate [18]. - The article notes that fashion plays a significant role in shaping public perception of political leaders, with Takaichi's style contributing to her image as a reliable leader [17]. Group 3: Historical Background - Takaichi entered politics in 1993, a year marked by significant political changes in Japan, including the collapse of the 55-system and the emergence of multi-party competition [24]. - Her early political image was characterized by a fashionable and modern appearance, which contrasted with the prevailing conservative styles of the time [26]. Group 4: Evolution of Style - Over the years, Takaichi's fashion choices have evolved from vibrant and approachable to more subdued and authoritative, reflecting her transition from a new politician to a seasoned leader [32][34]. - Her current style incorporates elements that resonate with both traditional and contemporary Japanese aesthetics, aiming to connect with the electorate [39][44]. Group 5: Broader Implications - The article suggests that Takaichi's fashion choices are not merely personal but are strategically aligned with her political goals, particularly in appealing to female voters [37]. - It raises questions about the role of fashion in politics, especially in a time when public sentiment can significantly influence political outcomes [45].