昨天，上海举行第41批跨国公司地区总部和研发中心颁证暨外商投资集中签约仪式。仪式结束后， 几位获颁证书的外企掌门人在接受采访时表示，上海的技术优势、市场优势以及在全球供应链中的重要 地位，给予他们继续扎根上海、深耕中国的信心。他们也介绍了接下来的投资打算和具体项目。 "我们在中国的发展一直保持稳健态势，预计今后五年步入快速发展期，在华业务年增长率有望达 到两位数。"海格电气管理（上海）有限公司大中华区董事总经理欧阳彤表示，这一增长预期主要得益 于中国近年来在新能源、智能制造以及新型电力系统等领域的迅猛发展。 海格集团总部位于德国布利斯卡斯特尔，是一家全球领先的电气及智能化解决方案与服务提供商。 目前，海格电气已在中国惠州和东莞建立了3家工厂。"展望未来，我们将进一步加大在产业链和研发方 面的投入力度。我们计划今明两年在中国新建1家工厂，并将更多的研发资源部署到上海，进一步发挥 上海的人才优势。"欧阳彤说。 "我们正在推进一款接近1亿美元的漫威IP手机游戏研发项目，第一笔增资2200万美元已于今年1月 底到账，预计这款游戏将于2027年在全球发行。"思柯利软件开发（上海）有限公司中国区总经理张磊 说。 记者 吴 ...

Food and Beverage - Lianhua Holdings reported that its new product, Lianhua 1983 Red Bean and Job's Tears Water, has maintained a high sales growth rate since its launch in April 2025 [1] - The company plans to introduce an electrolyte drink with flavors including lemon, grapefruit, and blood orange, as well as a 100% fruit and vegetable juice product in the second half of the year [1] - Haitian Flavoring and Food Co. officially listed on the Hong Kong Stock Exchange, closing at HKD 36.5 per share, a 0.55% increase from the opening price [2] Company Developments - Black Sesame Group received a warning letter from the Guangxi Securities Regulatory Bureau due to issues such as non-operating fund occupation by controlling shareholders and irregular corporate governance [3] - IFBH Limited, the parent company of coconut water brand if, has passed the listing hearing on the Hong Kong Stock Exchange [4] - Three Squirrels decided to terminate the acquisition of Hunan Ailingshi Technology Co., with no significant adverse impact on its operations or future development strategy [5] Market Trends - Xiaobu Group's collaboration with Li Jiaqi's live streaming resulted in over 9,000 vouchers sold in a single session, indicating strong consumer engagement [8] - Ba Nu International Holdings submitted its prospectus to the Hong Kong Stock Exchange, reporting revenues of CNY 7.09 billion in Q1 2025 and a profit of CNY 55.16 million [10] - Huan Niu Cake House announced its closure due to rising costs and market competition, while addressing customer concerns regarding membership balances [11]

【机构龙虎榜解读】军工+低空经济,受益于军贸订单签署 季度营收同比增长12倍,防空预警雷达产品已成 和交付, 为我国防空预警领域的主力装备,并覆盖多个军种,这家公 司 張海买入 电报解读 一、盘面向达 市场全天震荡调整，创业板指领跌。沪深两市全天成交额1.15万亿，较上个交易日缩量1643亿。盘面上,市场热点较为杂乱, 个股跌多涨少,全市场超3800只个股下跌。从板块来看,合成生物概念股逆势大涨,金达威等多股涨停。食品等消费股一度反 弹,西王食品涨停。ST板块再度走强,*ST建艺等20余股涨停。下跌方面,算力概念股展开调整,宏景科技跌近10%。板块方 面,合成生物、食品、ST板块、港口等板块涨幅居前,软件开发、跨境支付、算力、鸿蒙概念等板块跌幅居前, 2025.05.15 18:39 星期四 二、机构动向 今日机构参与度较昨日有所提升,净买卖额超1000万元个股共19只,净买入3只,净卖出16只,其中净买入拉芳家化1.11亿、航 天南湖3010万、渝三峡A1265万,净卖出尤夫股份1.45亿、跨境通8248万、锦江航运7950万。 三、焦点公司 脑天南湖：军工+低空经济, 公司主要从事防空预警雷达的研发、生产 ...

今年是中国和欧盟建交50周年，从建交初期的24亿美元到现在的7800亿美元，中欧双边贸易持续向好发 展。据海关统计，今年一季度，我国对欧盟进出口1.3万亿元，同比增长1.4%，相当于每分钟都有超过 1000万元的贸易往来。分领域看，在消费品领域，一季度，我国进口的72%的箱包、51.7%的乘用车、 42.2%的化妆品来自欧盟，我国对欧盟出口电子电器、服装及衣着附件、日化用品同比分别增长7.7%、 3%、16.1%。(新华社) ...

4月28日晚间，拉芳家化（603630）发布2024年年报和2025年一季报。2024年拉芳家化实现营业收入 8.89亿元，同比增长3.37%；净利润4136.66万元。经营活动产生的现金流量净额为1.61亿元，同比增长 9.94%。同日，公司披露2024年年度权益分派预案，拟每10股派0.9元，合计派发现金红利2005.23万 元。 从品牌收入构成来看，"拉芳""雨洁"仍然是拉芳家化支柱品牌，去年实现营业收入7.87亿元，占营业收 入的比重为88.57%；"拉芳"的销售收入6.42亿元，同比增长9.11%；"雨洁"的销售收入1.45亿元，同比增 长27.98%。从渠道收入构成来看，经销渠道依然是公司主要的销售渠道，实现营业收入6.23亿元，占营 业收入的比重为70.11%，同比增长4.42%；电商渠道及其他实现营业收入2.65亿元，占营业收入的比重 为29.80%，同比增长2.73%。 品牌运营管理上，拉芳家化聚焦拉芳品牌全面升级，丰富产品矩阵驱动自身发展。报告期内，拉芳家化 不断突破消费边界，通过精细化运营管理，实现线上与线下渠道的深度融合，精准覆盖广泛的客户群 体；推动声量和销量双转化，助推品牌实现破局 ...

Core Viewpoint - Runben Co., Ltd. has shown significant growth in revenue and net profit in 2024, driven by an accelerated pace of new product launches, although it faces challenges with high marketing expenses and reliance on online sales channels [2][3][5]. Financial Performance - In 2024, Runben achieved an operating revenue of 1.318 billion yuan, representing a year-on-year increase of 27.61%, and a net profit attributable to shareholders of 300 million yuan, up 32.80% [3]. - Sales expenses reached 380 million yuan, growing by 41.25%, which is significantly higher than the revenue growth rate [3]. Product Segmentation - Revenue from mosquito repellent products, baby care products, and essential oil products was 439 million yuan, 690 million yuan, and 158 million yuan, respectively [4]. - The proportion of revenue from baby care products has increased, surpassing 52% in 2024, indicating a strategic shift from mosquito repellent products [6]. Sales Channels - Online sales accounted for over 73% of total sales, amounting to 970 million yuan, highlighting the company's heavy reliance on e-commerce platforms [5]. - Runben is actively developing offline channels, partnering with key accounts such as Walmart and other retail chains, although contributions from these channels remain relatively weak [5]. Market Competition - The baby care market is highly competitive, with established domestic brands and foreign players vying for market share, making it challenging for Runben to establish a strong foothold [6][7]. - Runben's market share in the baby care segment is approximately 2.5%, ranking sixth among competitors, which include well-known brands like Johnson & Johnson and Pigeon [8]. Brand Strategy - Runben operates under a single brand, which limits its ability to diversify and strengthen its market presence compared to competitors with multiple brands [7]. - The company’s strategy to leverage its existing customer base from mosquito repellent products to enter the baby care market may face difficulties due to the intense competition and market dynamics [6][8].