证券日报网讯 2月25日，世盟股份在互动平台回答投资者提问时表示，公司专注于为跨国制造企业提供 定制化、一体化、嵌入式的供应链物流解决方案，提供包括运输服务、仓储及管理服务、关务服务在内 的全方位、一体化综合物流服务。公司的竞争优势包括：通过定制化的服务为国际制造企业创造供应链 价值；拥有稳定优质的大客户资源，保障公司业务长期发展；以全流程的综合物流服务能力为客户提供 一站式的供应链综合解决方案；出色的车队管理能力为物流服务的精准性提供有力保证；完善的信息系 统保证高质量的物流配送和高标准的用户体验等。 （编辑 丛可心） ...

Core Viewpoint - Shimon Supply Chain Management Co., Ltd. (hereinafter referred to as "Shimon") officially listed on the Shenzhen Stock Exchange on February 3, marking the beginning of its journey in the capital market, providing investors with an opportunity to share in the logistics industry's segmented track dividends [1][10] Group 1: Unique Market Position - Shimon focuses on providing customized, integrated, and embedded supply chain logistics solutions for multinational manufacturing enterprises in sectors such as automotive, lithium batteries, and packaging [2][11] - The company serves industry leaders like Mercedes-Benz, Hyundai, Ideal, Xiaomi in automotive, Tetra Pak, Amcor in packaging, and Rongbai Technology in lithium batteries, showcasing its unique market positioning [2][11] - The core management team, led by controlling shareholder Zhang Jingwei, has extensive experience in customs clearance, enhancing import/export efficiency and reducing logistics costs, establishing Shimon as a representative enterprise in the container land transportation sector in North China [2][11] Group 2: Business Model and Client Engagement - The embedded service model allows Shimon to closely bind with clients, increasing customer loyalty amid intensifying competition in the logistics industry [3][12] - Shimon has successfully expanded its client base to include notable companies such as BorgWarner, SK Group, and LG Group, reinforcing its market position in key sectors [4][14] Group 3: Financial Performance - From 2022 to 2024, Shimon's revenue is projected to grow from 808 million to 1.028 billion, with a compound annual growth rate (CAGR) indicating robust growth [4][14] - The net profit attributable to shareholders is expected to rise from 112 million to 170 million, with an annual growth rate peaking at 65.42%, demonstrating strong profitability [4][14] - Revenue from Maersk, a global shipping leader, is anticipated to increase from 190 million in 2022 to 490 million in 2024, significantly contributing to overall revenue growth [4][14] Group 4: Technological Advancements - Shimon is committed to a "business scenario-driven technology application" approach, investing in building an intelligent logistics information system [5][13] - The company has developed a comprehensive digital platform integrating TMS, WMS, OMS, and other systems, enhancing operational efficiency [5][15] - Shimon holds 11 software copyrights, with these technological achievements fully applied in actual business operations, indicating a strong competitive edge [6][16] Group 5: Capital and Future Prospects - The funds raised from the A-share listing will be used for supply chain operation expansion, operational center construction, and digital upgrade projects, injecting new momentum into business expansion [7][17] - As of June 2025, Shimon's total assets are projected to be 1.085 billion, with shareholder equity at 894 million, indicating a solid financial structure [8][17] - The company's stock is priced at 28.00 yuan per share, corresponding to a diluted price-to-earnings ratio of 15.29, which is below the industry average, suggesting a favorable valuation for investors [8][17]

自成立以来，世盟股份始终专注于为跨国制造企业提供定制化、一体化、嵌入式的供应链物流解决方 案，深耕汽车、锂电、包装品等行业。公司围绕客户在供应链协同、成本管控与效率提升等方面的核心 需求，构建涵盖仓储管理、运输配送、报关报检、供应链金融等多元化服务的生态体系，通过嵌入式服 务模式深度融入客户生产经营流程，实现从订单到交付的全链路管控，助力客户降低物流成本，提升响 应效率。 财务数据显示，2022年至2024年，世盟股份公司营业收入由8.08亿元稳步增长至10.28亿元，年均复合增 长率达12.8%；净利润从1.12亿元提升至1.70亿元，年均复合增长率为23.6%。2025年上半年，公司净利 润已达6616.14万元。世盟股份的成功上市，离不开北京经开区在企业发展过程中提供的全方位支持。 据悉，经开区通过"政策引领+梯队培育+管家服务"相结合的模式，为拟上市企业提供全流程支持。创 新发布新的上市专项政策"群雁计划"，从"结果奖励"转向"过程服务"和"培育赋能"，着力完善企业上市 服务体系，全方位助力企业"登陆资本市场"。为企业提供分层分类精准服务，打造以头雁企业为引领、 鸿雁企业为中坚、雏雁企业为基石的"雁阵 ...

Group 1 - The core viewpoint of the article is the successful listing of Shimon Supply Chain Management Co., Ltd. on the Shenzhen Stock Exchange, with significant trading activity and a notable increase in stock price on the first day of trading [1][4]. - Shimon focuses on providing customized, integrated, and embedded supply chain logistics solutions for multinational manufacturing enterprises [2]. - The company has a high customer concentration, with sales to its top five customers accounting for 83.48% to 87.17% of total revenue from 2020 to 2022, indicating a reliance on a limited number of clients [3]. Group 2 - The company raised a total of RMB 646.03 million through its public offering, with a net amount of RMB 558.04 million after deducting issuance costs, which was lower than the original plan by RMB 150.38 million [4]. - The funds raised will be allocated to various projects, including supply chain operation expansion, operation center construction, information technology upgrades, and working capital supplementation [5]. - The company reported revenue growth from RMB 458.72 million in 2020 to RMB 807.88 million in 2022, with a compound annual growth rate of 32.71% [3][6]. Group 3 - For the first half of 2025, the company reported revenue of RMB 44.53 million and a net profit of RMB 6.62 million, with a significant increase in operating cash flow [8][9]. - The projected revenue for the entire year of 2025 is RMB 92.45 million, representing a decline of 10.08% compared to 2024, with net profit expected to decrease by 12.70% [9][10]. - The company's total assets increased from RMB 71.16 million in 2022 to RMB 108.51 million in mid-2025, while the debt-to-asset ratio improved from 54.29% in 2023 to 41.51% in mid-2025 [7].

Core Viewpoint - N Shimon Co., Ltd. (SZ:001220) was listed on the Shenzhen Stock Exchange on February 3, 2023, with an opening increase of 133%, resulting in a total market value of 5.824 billion CNY [1] Company Overview - N Shimon Co., Ltd. was established in November 2010 and focuses on providing customized, integrated, and embedded supply chain logistics solutions for multinational manufacturing enterprises [2] Financial Performance - The company reported the following financial figures for the years 2022 to 2025: - Revenue: 808 million CNY (2022), 835 million CNY (2023), 1.028 billion CNY (2024), and 445 million CNY (2025) [3] - Net Profit: 112 million CNY (2022), 133 million CNY (2023), 170 million CNY (2024), and 66 million CNY (2025) [3] - Basic Earnings Per Share: 1.63 CNY (2022), 1.92 CNY (2023), 2.46 CNY (2024), and 0.96 CNY (2025) [3] Future Projections - For the fiscal year 2025, the company expects to achieve a revenue of 925 million CNY, a decrease of 10.08% compared to 2024, and a net profit of 148 million CNY, a decrease of 12.70% [4] - The decline in revenue and profit is primarily attributed to decreased income from major clients, including Maersk and Mercedes-Benz, due to changes in supplier structures and reduced end-user demand [4] Client Concentration - The company's supply chain logistics business is heavily reliant on a few major clients, with the top five clients accounting for approximately 87% of total revenue across various reporting periods [4] Shareholding Structure - Zhang Jingwei is the controlling shareholder, holding 49.84% of the company's shares directly and an additional 7.22% indirectly through Shimon Investment [6] - Zhang Jingwei's daughter, Zhang Xiaoran, holds 4.33% of the shares but does not hold any position in the company [7]

首程控股公告，首程资本旗下公司所管理的基金于2021年3月投资的世盟供应链管理股份有限公司已于 2026年2月3日在深圳证券交易所主板完成首次公开发行股票并正式上市。世盟股份专注于为跨国制造企 业提供定制化、一体化及嵌入式的供应链物流解决方案。 ...

此次世盟股份的成功上市，是集团在"产业+资本"双轮驱动战略下的又一重要成果，彰显了集团在物流 与供应链赛道的前瞻布局与精准投资能力，亦为公司所有股东创造价值。未来，集团将继续坚定推 进"产业+资本"双轮驱动战略，深化产业投资布局，进一步提升长期增长潜力，为公司全体股东持续创 造回报。 首程控股(00697)发布公告，集团所属首程资本旗下公司(公司的全资附属公司)所管理的基金，于2021年 3月投资的世盟供应链管理股份有限公司(世盟股份（001220），股份代号：001220.SZ)，已于2026年2 月3日在深圳证券交易所主板完成首次公开发行股票并正式上市。 世盟股份是一家领先的综合物流企业，专注于为跨国制造企业提供定制化、一体化及嵌入式的供应链物 流解决方案。本次上市所募资金将助力世盟股份进一步强化综合运输网络布局与运营能力，提升物流及 仓储服务水平，增强信息系统的时效性与准确性，从而持续扩大世盟股份市场份额，推动业绩实现稳健 增长。 ...

Core Viewpoint - The successful IPO of Shimon Supply Chain Management Co., Ltd. marks a significant achievement for the company under its "industry + capital" dual-drive strategy, enhancing its market position and growth potential [1] Group 1: Company Overview - Shimon Supply Chain Management Co., Ltd. is a leading integrated logistics enterprise focused on providing customized, integrated, and embedded supply chain logistics solutions for multinational manufacturing companies [1] - The company completed its initial public offering on February 3, 2026, on the Shenzhen Stock Exchange [1] Group 2: Financial Implications - The funds raised from the IPO will strengthen Shimon's comprehensive transportation network layout and operational capabilities, improve logistics and warehousing service levels, and enhance the timeliness and accuracy of its information systems [1] - This will enable Shimon to continuously expand its market share and drive steady growth in performance [1] Group 3: Strategic Direction - The IPO is a testament to the group's forward-looking layout and precise investment capabilities in the logistics and supply chain sector [1] - The company plans to continue advancing its "industry + capital" dual-drive strategy, deepening its industrial investment layout to enhance long-term growth potential and create sustained returns for all shareholders [1]

Core Viewpoint - The successful IPO of Shimon Supply Chain Management Co., Ltd. marks a significant achievement for the company under its "industry + capital" dual-drive strategy, enhancing its market position and growth potential [1] Group 1: Company Overview - Shimon Supply Chain Management Co., Ltd. is a leading integrated logistics enterprise focused on providing customized, integrated, and embedded supply chain logistics solutions for multinational manufacturing companies [1] - The company completed its initial public offering on the Shenzhen Stock Exchange on February 3, 2026, after an investment by Shoucheng Capital in March 2021 [1] Group 2: Financial Implications - The funds raised from the IPO will strengthen Shimon's comprehensive transportation network and operational capabilities, improve logistics and warehousing service levels, and enhance the timeliness and accuracy of its information systems [1] - This will enable Shimon to continuously expand its market share and drive steady growth in performance [1] Group 3: Strategic Direction - The IPO is a testament to the company's forward-looking layout and precise investment capabilities in the logistics and supply chain sector [1] - The company plans to continue advancing its "industry + capital" dual-drive strategy, deepening its industrial investment layout to enhance long-term growth potential and create ongoing returns for all shareholders [1]

Core Viewpoint - The successful listing of Shimon Co., Ltd. on the Shenzhen Stock Exchange marks a significant recognition from the capital market, with the stock price opening over 114% higher on its first day, leading to a market capitalization exceeding 5 billion yuan [1]. Group 1: Company Overview - Shimon Co., Ltd. is a leading comprehensive logistics service provider in China, focusing on customized, integrated, and embedded supply chain logistics solutions for multinational manufacturing enterprises, which is a rare business model in the industry [1]. - The company has demonstrated clear long-term potential, with capital market support expected to drive new value growth [1]. Group 2: Financial Performance - From 2022 to 2024, Shimon Co., Ltd. is projected to see annual increases in revenue and profit, achieving revenues of 807.88 million yuan, 834.52 million yuan, and 1.028 billion yuan, and net profits of 112.49 million yuan, 132.98 million yuan, and 170.06 million yuan respectively [2]. - The net profit margins for the same period are expected to be 13.92%, 15.93%, and 16.54%, indicating a consistent upward trend [2]. Group 3: Competitive Advantages - Shimon Co., Ltd. has established a comprehensive logistics supply chain that integrates deeply into clients' production processes, helping to shorten production cycles, reduce inventory costs, and improve operational efficiency, particularly in high-value manufacturing sectors [3]. - The company has built a robust professional barrier due to the high customization, timeliness, and safety requirements of its logistics services, which ordinary logistics companies struggle to meet [3]. Group 4: Market Environment - The current favorable listing window provides Shimon Co., Ltd. with a unique opportunity for value release, benefiting from both macroeconomic conditions and policy support [4]. - The logistics industry is closely tied to manufacturing upgrades and global trade, making it a cyclical sector that is sensitive to economic conditions [4]. Group 5: Policy and Industry Trends - The "14th Five-Year Plan" emphasizes the construction of a modern industrial system and the strengthening of the real economy, positioning the logistics industry as a key link in the supply chain [5]. - The competitive landscape in China's third-party logistics industry is fragmented, with few companies offering integrated, customized supply chain logistics services, giving Shimon Co., Ltd. a competitive edge [5]. Group 6: Future Outlook - Shimon Co., Ltd. plans to use the raised funds for operational expansion, construction of operational centers, information technology upgrades, and to supplement working capital, indicating a clear strategic plan for growth [6]. - The company is expected to leverage its high barriers to entry, stable demand, and high value-added services to maintain superior profitability and resilience against economic cycles [7].