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美国海关宣布:取消对等关税与芬太尼税务!2月24日起实施
Sou Hu Cai Jing· 2026-02-27 21:22
为什么这条消息要悄悄地丢到垃圾时间,连带着朋友圈的外贸老板都被炸醒了——这到底是美国的良心发现,还是又一次滑头操作? 其实,这就是美国人自作聪明的典型表现,做事永远藏着掖着,不敢直面自己的失误。 说到底,美国突然撤掉对中国的芬太尼关税和对等关税,表面上看是给中国制造业松了绑,实际上更像是他们内部利益集团打架,法律派终于压过了行政 派。 美国海关这次突然宣布取消对中国商品的部分关税,你说,这到底是他们为了谁? 是为了美国老百姓,还是为了那些资本大佬? 你要是去义乌小商品城溜达一圈,估计能看到不少订单突然涌了出来,工厂老板们都在盘算着加班费。 洛杉矶的长滩港口也得忙起来了,原本积压的货物很可能会借着这波政策调整,一股脑地涌向美国市场。 对我们普通人来说,涨工资的机会说不定就藏在这些细节里。 可你别以为美国这次真的彻底服软了,他们搬起石头砸了自己的脚,但绝不会轻易认输。 真正让行业炸锅的,是他们留下的那个"黄金漏洞"——报关10天缓冲期。 只要你赶在2月24日前报关,哪怕只是放行,关税都能免掉。 结果呢? 物流圈、报关行直接疯了,这哪里是政策调整,简直就是一场"生死时速"的豪赌。 那些错过时间点的进口商,估计肠子都 ...
“工事共商”让职工有意见“随时提、马上办”
Xin Lang Cai Jing· 2026-02-25 18:56
据悉,截至目前,禅城区已建立"工事共商"议事机制相关线上线下议事平台32个,累计收集职工意见 960条,解决944条,解决率达98.3%,在激发职工主人翁精神、促进技术微创新、提升职工幸福感方面 发挥了重要作用。 禅城区总工会相关负责人表示,区总工会将指导更多企业因地制宜搭建平台,推动形成"职工主动提、 企业愿意听、问题能解决、发展有促进"的良性循环,助力构建和谐劳动关系。 记者2月23日了解到,"工事共商"议事机制是禅城区总工会为拓宽企业民主管理渠道、解决职工急难愁 盼问题,指导企业搭建的线上线下协商平台。该机制旨在畅通职工诉求表达渠道,由工会牵头促成问题 解决。自2024年6月在全区推行以来,已引导多家企业构建起更畅通的沟通渠道和更高效的议事模式。 丰富汽配公司利用"互联网+"优势,将内部办公平台深度整合为"工事共商"议事机制的线上核心阵地, 设立"网上意见箱",确保职工随时随地可发声,企业及时响应。针对制造业特点,公司特别打造线 上"改善提案"平台,将职工的智慧直接转化为工艺优化、效率提升的动力源。在"工事共商"议事机制线 上平台的推动下,该公司曾经闲置的杂物间变身为包含母婴室、台球桌等多功能的职工活动 ...
担保“先斩后奏”!登云股份信披违规被警示
Shen Zhen Shang Bao· 2026-01-27 07:19
Core Viewpoint - Dongyun Co., Ltd. has received regulatory warnings from the Guangdong Securities Regulatory Commission and the Shenzhen Stock Exchange due to violations related to the disclosure of guarantees for loans taken by its wholly-owned subsidiary, leading to significant expected losses in its 2025 financial results [1][3]. Group 1: Regulatory Actions - Dongyun Co., Ltd. was issued a warning letter by the Guangdong Securities Regulatory Commission for failing to timely disclose guarantees related to loans totaling 30 million yuan and 4 million yuan, which were provided by its subsidiary [1]. - The company and its executives, including Chairman Yang Haikun and General Manager Zhang Furu, are held primarily responsible for these violations and have been urged to improve compliance with regulations [1][2]. - The Shenzhen Stock Exchange has also issued a regulatory letter to the company, emphasizing the need for strict adherence to information disclosure obligations [3]. Group 2: Financial Performance - The company expects a net loss attributable to shareholders of between -18 million yuan and -13 million yuan for the fiscal year 2025, compared to a profit of 5.13 million yuan in the previous year [3][4]. - The net profit after excluding non-recurring gains and losses is projected to be between -10 million yuan and -7 million yuan, a significant decline from -567,000 yuan in the same period last year [4]. - The decline in profits is attributed to a substantial decrease in gold mining production and sales, as well as a loss from the sale of 75% of its stake in Beijing Huanglong Jintai Mining Co., Ltd. [4]. Group 3: Management and Governance - The company has committed to addressing the issues raised by the regulatory bodies by enhancing its internal governance and control systems, as well as improving the quality of information disclosure [2]. - Dongyun Co., Ltd. aims to ensure that future disclosures are accurate, complete, and timely to prevent similar violations from occurring again [2]. Group 4: Additional Context - The company has faced negative publicity recently, including the arrest of its actual controller, Yang Tao, for alleged illegal public deposit solicitation [5].
深夜利空!65家A股年报预亏,四大龙头暴亏500亿,3家终止上市
Sou Hu Cai Jing· 2026-01-24 12:41
Core Viewpoint - A significant number of companies in the A-share market have reported substantial losses, leading to a collective loss of 500 billion yuan, indicating a severe financial crisis within the industry [1][20]. Group 1: Company Losses - 65 companies disclosed their financial troubles, with major players like Red Star Macalline, Jindi Group, and Jianfa Holdings reporting massive losses of 225 billion, 135 billion, and 100 billion yuan respectively [4][10]. - The losses from these three companies alone could have been sufficient to acquire an entire medium-sized sector, highlighting the scale of the financial damage [5]. - The losses are attributed to asset impairment and the devaluation of previously overvalued properties, leading to a collapse in investor confidence [8][20]. Group 2: Market Reactions - The market appears to be in a state of denial, with indices showing resilience while individual stocks suffer severe declines, indicating a disconnect between market perception and reality [3][10]. - The financial reports have led to a significant drop in stock prices, undermining the belief in "core assets" and revealing the fragility of the market [10][20]. Group 3: Financial Strategies - The phenomenon of "financial big washing" is observed, where companies are using accounting flexibility to report massive losses in one go, potentially to reset their financial baselines for future reporting [17][20]. - This strategy allows companies to clear hidden liabilities and prepare for a potential recovery, but it also risks eroding investor trust [20][21]. Group 4: Regulatory Environment - The current regulatory environment, including the new registration system, has increased the pressure on companies to maintain transparency and avoid continuous losses, which could lead to delisting [21][22]. - Companies are advised to focus on fundamental performance rather than speculative trading, as the market is becoming increasingly unforgiving towards those with deteriorating fundamentals [21].
怀集登云汽配股份有限公司 关于公司控股股东部分股份解冻的 公告
Group 1 - The core point of the announcement is that the controlling shareholder of the company, Beijing Yike Ruihai Mining Co., Ltd., has had 98,661.33 shares released from judicial freeze [1][2] - The announcement includes details about the basic situation of the share unfreezing and the cumulative judicial freeze status of the controlling shareholder's shares [1] - The company assures that the information disclosed is true, accurate, and complete, with no false records or misleading statements [1] Group 2 - The announcement references specific documents that provide further details on the shareholding changes and the status of securities pledges and judicial freezes [1] - The date of the announcement is January 24, 2026, indicating the timeliness of the information [2]
航天机电发预亏,预计2025年度归母净亏损3.9亿元至5.8亿元
Zhi Tong Cai Jing· 2026-01-23 11:09
Core Viewpoint - Aerospace Electromechanical (600151.SH) has announced a projected net loss of 390 million to 580 million yuan for the fiscal year 2025, primarily due to challenges in its photovoltaic and automotive parts industries [1] Group 1: Financial Performance - The company expects a net profit attributable to shareholders to be a loss between 390 million yuan and 580 million yuan for 2025 [1] - The anticipated loss is attributed to a combination of factors affecting both the photovoltaic and automotive parts sectors [1] Group 2: Industry Challenges - The photovoltaic industry is facing overcapacity, intensified competition, power restriction policies, and adjustments in electricity pricing mechanisms, leading to a decline in both volume and price of photovoltaic components and power generation [1] - The automotive parts sector is experiencing weaker-than-expected demand from major clients and rising aluminum prices, contributing to the overall financial difficulties [1] Group 3: Asset Impairment - Due to the mismatch in supply and demand within the photovoltaic sector, insufficient operating rates, and persistently low market prices for photovoltaic products, the company's profitability in this area has decreased [1] - The company has conducted impairment tests on related assets and has made provisions for asset impairment in accordance with accounting standards and internal policies [1]
航天机电(600151.SH)发预亏,预计2025年度归母净亏损3.9亿元至5.8亿元
智通财经网· 2026-01-23 11:08
Core Viewpoint - Aerospace Electromechanical (600151.SH) is expected to report a net loss of 390 million to 580 million yuan for the fiscal year 2025 due to challenges in its photovoltaic and automotive parts industries [1] Group 1: Reasons for Expected Loss - The primary reason for the expected loss is the oversupply and intensified competition in the photovoltaic industry, compounded by power rationing policies and adjustments in electricity pricing mechanisms, leading to a decline in both volume and price of photovoltaic components and power generation [1] - The automotive parts sector is facing dual pressures from lower-than-expected demand from major clients and rising aluminum prices, which have contributed to overall losses despite the company's efforts to reduce costs and improve quality and efficiency [1] - The profitability of the photovoltaic business has declined due to mismatches in supply and demand, insufficient operating rates, persistently low market prices for photovoltaic products, adjustments in electricity pricing mechanisms, and power rationing policies, leading to indications of asset impairment [1]
航天机电:2025年预亏3.9亿元—5.8亿元
Core Viewpoint - Aerospace Electromechanical (航天机电) is expected to report a significant net loss for the fiscal year 2025, ranging from 390 million to 580 million yuan, compared to a loss of 71.16 million yuan in the previous year [1] Industry Summary - The photovoltaic industry is experiencing overcapacity and intensified competition, leading to a decline in both volume and price for photovoltaic components and power generation [1] - The automotive parts industry is facing dual pressures from lower-than-expected demand from major clients and rising aluminum prices, contributing to the company's anticipated losses [1]
航天机电:2025年预计亏损3.9亿-5.8亿元
Xin Lang Cai Jing· 2026-01-23 08:05
Core Viewpoint - The company expects a significant increase in net profit loss for the fiscal year 2025, projecting a loss between 390 million to 580 million yuan, which is a deterioration compared to the previous year's loss of 71.16 million yuan [1] Financial Performance - The projected net profit loss for 2025 is estimated at 390 million to 580 million yuan, with a non-recurring loss expected to be between 419 million to 609 million yuan [1] - In the previous year, the company reported a net profit loss of 71.16 million yuan and a non-recurring loss of 168 million yuan [1] Industry Challenges - The primary reasons for the anticipated losses include overcapacity in the photovoltaic industry, a decline in both volume and price, lower-than-expected customer demand in the automotive parts sector, and rising aluminum prices [1] - Additionally, the company has made provisions for asset impairment related to its photovoltaic business [1]
航天机电:预计2025年净亏损3.90亿元-5.80亿元
Mei Ri Jing Ji Xin Wen· 2026-01-23 08:00
Core Viewpoint - The company Aerospace Electromechanical (600151.SH) expects a net loss attributable to shareholders of between 390 million to 580 million yuan for the fiscal year 2025, primarily due to intensified competition in the photovoltaic industry, power restrictions, and adjustments in electricity pricing mechanisms, leading to a decline in both volume and price [1] Industry Summary - The photovoltaic industry is experiencing increased competition, resulting in a decrease in profitability and a need for asset impairment provisions [1] - The automotive parts industry is facing lower-than-expected customer demand and rising aluminum prices, contributing to the company's anticipated losses [1]