现在的这新股真的是不能碰了，上市之后，只要你敢买，他就敢跌，你敢抄底，他就敢抄家，真的是一路下跌，跌的亲爹都不认识了，到最后都敢把公司 卖给你，然后潇洒离场！ 这不，世盟股份就是这样，就是这样，上市9天直接跌了8天，股价直接从70元跌到了43元，短短几天时间，马上就腰斩了，除了上市第一天大涨，剩下的 时间都在下跌，一天比一天跌的多，对于高位买进的散户来说，想解套太难了！ 那么世盟股份是做什么的？公司业绩怎么样？保荐机构是哪家？我们一起来看看！ 世盟股份全称世盟供应链管理股份有限公司，主营为跨国制造企业提供定制化、一体化、嵌入式供应链物流服务，聚焦汽车、锂电、包装等领域，核心客 户包括北京奔驰、马士基、利乐包装等行业巨头，属于深度嵌入大厂生产体系的第三方物流服务商！ 通过世盟股份的财务数据可以看到，公司2022-2024年，营收分别为8.079亿元、8.345亿元、10.28亿元，净利润分别为1.125亿元、1.33亿元、1.701亿元， 可以看到世盟股份这几年的净利润还可以，一直都在增长，就是不知道会不会上市就变脸！ 世盟股份的保荐机构是中金公司，本来准备募集7.08亿，用于网络扩张和技术升级，在询价之后，中 ...

2月2日，上海雅仕跌1.20%，成交额3689.97万元。两融数据显示，当日上海雅仕获融资买入额345.71万 元，融资偿还523.10万元，融资净买入-177.39万元。截至2月2日，上海雅仕融资融券余额合计1.57亿 元。 融资方面，上海雅仕当日融资买入345.71万元。当前融资余额1.57亿元，占流通市值的6.62%，融资余 额超过近一年80%分位水平，处于高位。 融券方面，上海雅仕2月2日融券偿还2200.00股，融券卖出200.00股，按当日收盘价计算，卖出金额 2300.00元；融券余量2.30万股，融券余额26.45万元，超过近一年80%分位水平，处于高位。 资料显示，上海雅仕投资发展股份有限公司位于中国(上海)自由贸易试验区浦东南路855号36H室，成立 日期2003年5月22日，上市日期2017年12月29日，公司主营业务涉及供应链物流和供应链执行贸易业 务。主营业务收入构成为：供应链执行贸易73.44%，供应链物流25.97%，其中:多式联运18.10%，其中: 第三方物流服务7.87%，其他(补充)0.59%。 截至9月30日，上海雅仕股东户数1.28万，较上期减少19.07%；人均流通 ...

回拨后，世盟股份本次网上发行中签率为0.0165074706%，有效申购倍数为6,057.86328倍。 世盟股份是一家专注于为跨国制造企业提供定制化、一体化、嵌入式供应链物流解决方案的专业服务 商，公司围绕跨国制造企业，不断创新服务模式，增强物流服务能力，通过整合运力资源、仓储资源、 港口关务服务资源等基础服务功能，针对特定客户的行业特性和需求，形成包括关务服务、运输服务、 仓储及管理服务在内的全方位、一体化供应链综合物流服务。 需要特别强调的是，作为根植华北、覆盖全国的领先综合物流企业，经过多年的经验积累，世盟股份已 具有综合竞争优势，并向多家世界知名的领先制造业企业提供长期的物流服务，在市场建立了良好口碑 及品牌形象。公司在华北、华东地区最为核心的港口天津港、上海港拥有领先的资源整合能力和物流业 务开展经验，是华北地区集装箱陆运物流领域的领先企业。 世盟股份（001220.SZ）1月26日披露首次公开发行股票并在主板上市网上申购情况及中签率公告。 公告显示，本次网上发行有效申购户数为16,464,189户，有效申购股数为111,816,040,500股。配号总数 为223,632,081个，起始号码为0 ...

Group 1 - The core point of the article is that *ST Yuanshang held its fourth meeting of the sixth board of directors on November 6, 2025, to discuss the signing of a vehicle purchase and sales contract and its supplementary agreement [1] - For the year 2024, *ST Yuanshang's revenue composition is 99.85% from supply chain logistics and 0.15% from other businesses [1] - As of the report, *ST Yuanshang has a market capitalization of 3.3 billion yuan [1]

Core Viewpoint - The company reported a steady performance in its supply chain logistics business for the first half of 2025, with specific growth in the sulfur product segment due to favorable pricing trends [1] Group 1: Supply Chain Logistics Business - The supply chain execution trade business, particularly in sulfur products, has seen stable price increases, contributing to a year-on-year profit increase [1] - The sulfur and phosphorus chemical industry is significantly influenced by the cyclical fluctuations in commodity prices, with a positive impact from the recent upward price trend of sulfur since the beginning of 2025 [1] Group 2: Industry Trends - The non-ferrous metals industry is benefiting from the recovery of global manufacturing and the expanding demand in high-end manufacturing sectors such as new energy vehicles, leading to an increase in market demand [1] - The growth in market demand is driving an enhancement in related supply chain service requirements [1]

Core Viewpoint - The recent financial report of Xibu Chuangye (000557) shows a significant increase in net profit by 88.7% year-on-year, despite a slight decline in total revenue by 1.2% [1] Financial Performance Summary - Total revenue for the first half of 2025 is 641 million yuan, down 1.2% from 649 million yuan in 2024 [1] - Net profit attributable to shareholders reached 295.67 million yuan, up 88.7% from 156 million yuan in the previous year [1] - The second quarter revenue was 323 million yuan, an increase of 0.67% year-on-year, while net profit for the same period surged by 218.75% to 229 million yuan [1] - Gross margin decreased to 26.59%, down 15.8% year-on-year, while net margin increased to 45.95%, up 91% [1] - Total expenses (selling, administrative, and financial) amounted to 14.07 million yuan, representing 2.19% of revenue, an increase of 45.45% [1] - Earnings per share rose to 0.20 yuan, an increase of 88.78% from 0.11 yuan [1] Cash Flow and Investment Summary - Net cash flow from investment activities decreased by 159.90% due to increased investments in electrification and external power projects by Ningdong Railway [3] - Net increase in cash and cash equivalents fell by 106.88% due to reduced cash inflow from operating activities and increased project investments [3] - Cash flow from operating activities decreased by 35.98%, attributed to the suspension of supply chain trade business [3] Business Evaluation - The company's return on invested capital (ROIC) was 3.47%, indicating historically weak capital returns, with a median ROIC of 2.96% over the past decade [4] - The net profit margin was reported at 19.55%, suggesting high value-added products or services [4] - The company has experienced eight years of losses since its listing, indicating a generally poor financial performance history [4] Strategic Positioning and Future Plans - The company aims to become a leading modern logistics enterprise with strong regional competitiveness, leveraging its strategic location and transportation infrastructure [5] - Future plans include enhancing railway transportation networks, optimizing logistics services, and integrating multi-modal transport solutions [6] - The company is also focusing on the wine sector, aiming to streamline operations and enhance its core business [7]

Group 1 - The company *ST Yuan Shang announced the convening of its fifth board meeting on August 6, 2025, to discuss the election of independent directors for the sixth board [2] - For the fiscal year 2024, the company's revenue composition shows that supply chain logistics accounted for 99.85% of total revenue, while other businesses contributed only 0.15% [2]

Core Viewpoint - Shanghai Yashi Investment Development Co., Ltd. is undergoing a significant change in control as Hubei International Trade Group acquires a 26% stake from Yashi Group for 728 million yuan, leading to a shift in actual control to Hubei Provincial State-owned Assets Supervision and Administration Commission [1][4] Group 1: Company Overview - Shanghai Yashi was established in 1998, focusing on supply chain logistics and trade services for large industrial clients, with established advantages in sulfur-phosphorus chemicals and non-ferrous metals [1] - The company has faced intensified competition in the supply chain logistics industry since its IPO in 2017, leading to a 59% drop in trade revenue and a net loss of 34.97 million yuan in the first half of 2023 [1][3] Group 2: Financial Performance - In the 2023 mid-year report, the company reported revenue of 1.278 billion yuan, a 31.75% decrease from 1.872 billion yuan in 2022 [3] - The net profit for the same period was a loss of 34.97 million yuan, a decline of 119.64% compared to a profit of 17.8 million yuan in 2022 [3] Group 3: Shareholding Changes - Prior to the transaction, Yashi Group held 44.98% of Shanghai Yashi's shares, which will decrease to 18.98% post-transaction, while Hubei International Trade Group will hold 26% [1][2] - The transaction involves a three-stage process: share transfer, voting rights binding, and subsequent capital increase to stabilize control and improve financial conditions [5][7] Group 4: Strategic Intent - Hubei International Trade Group aims to enhance its capabilities in modern supply chain management and strengthen logistics integration along the "Belt and Road" initiative through this acquisition [4][8] - The acquisition is expected to provide immediate financial relief to Shanghai Yashi, addressing its debt pressures and improving its financial health [8] Group 5: Transaction Structure - The transaction structure includes a phased approach: an initial share transfer, followed by a binding of voting rights, and a planned capital increase in July 2024 to solidify control [5][9] - The pricing of 17.64 yuan per share reflects a premium and aligns with strategic valuation considerations, ensuring compliance with regulatory requirements [7][9]