证券日报网讯 三利谱11月26日在互动平台回答投资者提问时表示，公司积极推动原材料国产化，目前 已初见成效，公司大部分原材料都已有国产供应商，可以确保公司原材料供应安全。公司将积极关注外 汇市场变化，持续加强汇率研究分析，适时调整策略，最大限度降低汇兑损失。 （编辑 王雪儿） ...

海南对外投资增长迅速 东南亚成重要目的地 中新网海口11月25日电 (记者 张茜翼)记者25日从海南省商务厅了解到，今年前10个月，海南省新增对 外投资备案企业296家，实际对外投资额31.7亿美元，同比分别增长43%、42.6%，投资额全国排名第 8。 海南省商务厅党组成员、副厅长李枝平称，近年来，新增境外直接投资所得免征企业所得税及海南自由 贸易港账户等优惠政策的作用下，一批知名企业通过海南加快对外投资步伐，海南对外投资增长迅速。 东南亚国家等全球南方国家成为海南对外投资的重要目的地，这是海南对外投资的一个显著特点。官方 统计数据显示，2020年至2025年10月，海南对东南亚投资超过54亿美元，占海南全省对外投资总额的 41.7%。 "海南自贸港正在变成中国企业走出去投资总部的基地，我们欢迎全球南方国家通过海南寻找国内的合 作伙伴。"李枝平表示，全球南方国家可以利用海南政策，吸引更多的中国企业从海南走出去投资全球 南方国家。 面对海南自贸港全岛封关运作在即，李枝平也指出，海南自贸港初步建立了以"零关税、低税率、简税 制""五自由便利一安全有序流动"为主要特征的开放政策和制度体系，封关运作后，海"零关税" ...

（文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：公司三季报显示有24.42亿元的存货是什么？ 深科技（000021.SZ）11月21日在投资者互动平台表示，尊敬的投资者，您好！公司存货主要包括原材 料、在产品、半成品、产成品（库存商品）等。感谢您的关注！ ...

Core Points - The company and its subsidiaries are expected to engage in daily related transactions with affiliated parties Hebei Kaide and Xinjie Yunde, with a total amount not exceeding 200 million yuan by 2026 [1] - The transactions with Hebei Kaide are expected to be no more than 150 million yuan, while those with Xinjie Yunde are expected to be no more than 50 million yuan, primarily for the procurement of raw materials [1] - From January to October 2025, the company has already conducted actual transactions amounting to 63.2531 million yuan with affiliated parties [1] - The anticipated transactions have been approved by the board of directors and do not require submission to the shareholders' meeting, thus not constituting a major asset reorganization [1]

Core Points - Mexico's plan to impose high tariffs on imports from China has been postponed due to rising opposition from the private sector and members of the ruling party [1][3] - Mexican manufacturers have warned that the proposed tariffs would significantly increase production costs, impacting their competitiveness [1] - There are divisions within the ruling coalition regarding the tariffs, with some lawmakers supporting the president's efforts to protect domestic industries while others emphasize the importance of trade relations with China [3] Group 1 - The proposed tariffs could reach as high as 50% on products from China and other Asian countries, raising concerns about inflation and the overall economic impact [3] - The Mexican government is facing technical challenges in determining which products to tax, complicating negotiations with the private sector [3] - The Chinese government has expressed strong opposition to Mexico's unilateral tariff measures, emphasizing the need for inclusive economic globalization and cooperation [4] Group 2 - The Mexican government is evaluating the potential inflationary effects of the proposed tariffs, indicating a cautious approach to the implementation of such measures [3] - The Chinese Ministry of Commerce has announced plans to investigate Mexico's trade barriers against Chinese products, highlighting the potential for escalating trade tensions [4] - The situation reflects broader concerns about unilateralism and protectionism in international trade, particularly in the context of rising tariffs from the United States [4]

Core Viewpoint - Lichen Industrial (001218) has established a dedicated procurement department to manage the purchasing of raw materials, auxiliary materials, and packaging materials, implementing a "supply and sales linkage" pricing strategy that ties product sales prices to raw material procurement prices [1] Group 1 - The company has a procurement department staffed with experienced professionals to monitor fluctuations in raw material prices [1] - An annual procurement plan is developed based on production needs, with monthly adjustments made according to market sales conditions and raw material inventory levels [1] - The company can adjust raw material inventory based on trends in raw material market prices [1]

乾照光电公告称，公司预计2025年度与参股公司浙江康鹏发生总金额不超2900万元的日常关联交易，主 要为向其采购原材料，定价参考市场价格。截至2025年9月30日，已发生交易金额1855.47万元，2024年 发生金额3071.99万元。浙江康鹏法定代表人为卜俊鹏，公司财务总监纪洪杰为其董事。该交易符合公 司经营发展需要，遵循市场原则，不会损害公司和股东利益。 ...

Core Viewpoint - The company, Jinaobo, is actively involved in the Tibetan market with a focus on equipment, technology, raw materials, and civil explosive products, while also pursuing opportunities in hydropower projects along the Yarlung Tsangpo River [2] Group 1 - The company has relevant equipment and technology in the Tibetan market [2] - The company is committed to optimizing its products and services [2] - The company is focusing on technological innovation and market expansion [2] Group 2 - The company is actively following up on hydropower station construction projects downstream of the Yarlung Tsangpo River [2]

Core Viewpoint - Jinling Mining (000655) has approved a proposal for additional daily related transactions for the year 2025, increasing the estimated total from 921.175 million yuan to 971.375 million yuan due to new transactions with related parties [1] Group 1: Transaction Details - The company expects to engage in transactions totaling 50.2 million yuan with new related parties, Shandong Steel Group International Trade Co., Ltd. and Shandong Jinling Iron Ore Co., Ltd. [1] - The new transaction categories include leasing and procurement of raw materials, with pricing following market principles [1] Group 2: Financial Health and Compliance - The financial status of the related parties is reported to be good, indicating their capability to fulfill obligations [1] - The transactions are characterized as normal business activities that are beneficial for cost reduction and do not affect the company's independence or harm shareholder interests [1] - No shareholder meeting or departmental approval is required for these transactions [1]

Core Insights - The Colombian Exporters Association conference highlighted the intention to use Peru as a reference for expanding exports to China, given Colombia's significant trade deficit with China in 2024, amounting to $12.391 billion [2] Trade Deficit Analysis - Colombia is projected to have the largest trade deficit with China in South America in 2024, with a deficit of $12.391 billion, contrasting sharply with Peru, which had over $25 billion in exports to China by the end of last year [2] - As of June, Colombia's trade deficit for 2025 is estimated at $7.258 billion, slightly lower than its trade deficit with China, which stands at $7.425 billion [2] - China has consistently been the largest source of Colombia's trade deficit in recent years [2]